Total revenue in 2022 was $3,578.1 million with 144 million client patients.
Total revenue in 2023 was $4,222.993 million with 165 million client patients.
So what can we deduce from these metrics?
An increase of 21 million client patients amounted to an increase in net revenue of $644.9 million over the course of a year.
There’s a significant opportunity to increase % of revenue particularly in the SAAS segment but also the masks segment. If an increase of 21 million client patients amounted to an additional $644.9 million over the course of one year, what’s a total of 250 million patients going to look like by 2025?
Devices in total accounted for approximately 54%, 52%, and 50% of the company’s net revenues in fiscal years 2023, 2022, and 2021.
Page 7 of the Annual Report
Masks, diagnostic products and accessories together accounted for approximately 34%, 37%, and 38% of of the company’s net revenues in fiscal years 2023, 2022, and 2021.
Page 8 of the Annual Report
SaaS revenue accounted for approximately 12%, 11%, and 12% of of the company’s net revenues in fiscal years 2023, 2022, and 2021.
Page 9 of the Annual Report
Reference:
https://s2.q4cdn.com/231003812/files/doc_downloads/2023/09/f9548081-3e6d-4ac3-8660-34f1ed7b3015.pdf
Tony
Ann: ResMed Announces Results for the First Quarter of FY2024, page-57
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