Align Technology, Inc. (ALGN) Presents at Wells Fargo 20th Annual Healthcare 2025
Align Technology, Inc. (NASDAQ:ALGN) Wells Fargo 20th Annual Healthcare Conference 2025 September 3, 2025 10:15 AM EDT
Company Participants
John Morici – CFO & Executive VP of Global Finance
Shirley Stacy – Vice President of Corporate Communications & Investor Relations
Conference Call Participants
Vikramjeet Chopra – Wells Fargo Securities, LLC, Research Division
Presentation
Vikramjeet Chopra
Associate Equity Analyst
Okay. Good morning, everyone. My name is Vik Chopra. I work on the medical devices team at Wells Fargo. Pleased to introduce management from Align Technology for this session. Joining us from the company are John Morici, CFO and EVP, Global Finance; and Shirley Stacy, VP, Finance, Global Communications and Investor Relations Officer. Thank you for being here.
John Morici
CFO & Executive VP of Global Finance
Of course.
Question-and-Answer Session
Vikramjeet Chopra
Wells Fargo Securities, LLC, Research Division
So let’s start off with the most recent quarter in 2025. I’m just curious what investor feedback you’ve received since reporting Q2 and what have your investor conversations been focused on?
John Morici
CFO & Executive VP of Global Finance
Well, the majority of the discussions were just on kind of how the quarter played out and what our expectations were versus what actually happened. I mean on a typical basis, you go from first quarter to second quarter, you see a sequential improvement in terms of volume. Most of the Western World, you have teens that go into treatment over that time period. You see some of that growth that you would expect to — as they get into that teen season. So you would see a sequential improvement in the second quarter. And then as you go through that second quarter, teens get out of school and so on. You’d see that benefit where they go into treatment, and especially into June and so on. In the way the quarter played out, we did not see — saw some sequential
