Varex Imaging Corporation (VREX) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Okay. All right. And with regards to photon counting for the medical business, I think I heard you say that you have two OEMs where you're, you know, you're relatively far along with and you're talking to eight others. Is that correct? Yeah. So let me clarify. So we've, the last several calls, we've talked about CT, photon counting for CT. Those were the two OEMs that I was mentioning. But I wanted to give a color beyond those two CT OEMs. By the way, we're seeking out, as we've said, we'd love to get a couple more, and we're working on that. But beyond that, in other modalities, so beyond CT, we're seeing there's activity with customers who are active, there's eight customers who are actively engaged with us in various other modalities for different kinds of applications, CBCT applications and DR and breast imaging and a variety of areas. So the applicability of this technology is expanding beyond CT into other areas as well. And we have OEMs that have now brought products to market and there are others that are working actively on it. Okay. And for the two that are working with CT, when do you think we'd start to see those in the field? Yeah, those customers have not announced their launch plans yet publicly, so I really can't disclose that. All I'll say is, at this point, they're still on track in a way that would still put us in line with our goals for 29 as we had committed, but we still need, you know, I would love to see a couple more OEMs as well. Let me say, both our OEMs are making very good, solid, steady progress, and they're trying to bring products to market that are not just a me too of what's been done so far, but where they can position themselves strongly in the market. And then the last one for me, just kind of a general question. When issues like ...