ResMed Inc. recently released the transcript of its Q4 fiscal year 2025 earnings call, held on July 31, 2025. The event, webcast live from Sydney, was hosted by Salli Schwartz, ResMed's Chief Investor Relations Officer, and featured key executives, including CEO Michael Farrell and CFO Brett Sandercock. Analysts from various financial institutions, such as RBC Capital Markets, Goldman Sachs, and Morgan Stanley, participated in the conference call. During the call, ResMed's management discussed the company's ongoing focus on its core business of helping over 2.3 billion people worldwide with sleep apnea, insomnia, and respiratory insufficiency. The executives emphasized the company's commitment to healthcare delivery through its market-leading software. They also touched upon the potential resumption of the competitive bidding program by CMS, with the CEO stating, "Resmed has a long-standing track record of engaging constructively with the US government." The full transcript can be accessed through the link below.
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