Sleep Cycle AB (publ) (SLEEP) Q2 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Sleep Cycle Ab.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.558 based AI already trust by millions nightly to enable non-invasive smartphone 00:00:05.558 -- 00:00:10.905 based apnea screening. No wearables, no cables, no clinic visits, 00:00:10.905 -- 00:00:15.150 AI powered screening using only the iPhone microphone. 00:00:15.150 -- 00:00:18.494 Affordable and accessible for underserved populations. 00:00:18.494 -- 00:00:22.720 So medical grade precision, but consumer grade simplicity. 00:00:22.720 -- 00:00:27.246 It's a natural extension of our platform and it's aligned with our mission to improve 00:00:27.246 -- 00:00:32.780 global health. And importantly, it reflects the shift toward proactive 00:00:32.780 -- 00:00:38.424 personalized health care, enabling earlier detection at that scale. 00:00:39.668 -- 00:00:44.172 So sleep apnea obviously represents a strategic leap for sleep cycle. 00:00:44.172 -- 00:00:49.298 It significantly expands our total addressable market, and it creates a new high margin 00:00:49.298 -- 00:00:55.550 revenue stream, both through in-app B2C purchases and emerging B2B opportunities. 00:00:55.550 -- 00:01:00.055 We're basically stepping into preventive health, aligning with a global shift towards 00:01:00.055 -- 00:01:04.900 proactive at-home care. The home testing market alone is already around one billion US 00:01:04.900 -- 00:01:09.905 dollar and growing. So there is a massive unmet medical need, and we are making 00:01:09.905 -- 00:01:12.688 screening more accessible and tech-driven. 00:01:12.688 -- 00:01:18.414 This move position us not just as a sleep app in the future, but also a health platform 00:01:18.414 -- 00:01:20.238 for the future. 00:01:20.238 -- 00:01:25.384 So to validate our solution ahead of our FDA application, we are right now 00:01:25.384 -- ...