Hi TA007,Thx for your work.Yet, it seems to me that your numbers...

Hi TA007,

Thx for your work.

Yet, it seems to me that your numbers do not totally match in the sense that the line „RoW (USD)“ you are using contains „RoW sales ex Germany and ex China“ only. As in FY2024 11.40 plus 1.30 would not bring us to the reported Total of 15.30.

Check out this slide from July 8, 2024:


This in turn makes you underestimate the „Total (USD)“ for FY2025 quite substantially. As the base from which your are starting for FY2025 modeling purposes is significantly too low when it comes to sales outside the US.

I think best would be to call the second revenue line we both are working with „OUS Sales“. At least I will do so in my modeling going forward. In order not to confuse people with the „ROW Sales“ definition EYE uses from time to time next to explicit content for Germany and China.