hope us. Thanks you Shirley. Good I your that families afternoon joining for well. thanks and are and
of to normally less business institutions, spread COVID-XX, businesses performance taken discuss governments, private by to the and of would Given measures meaningful. I the the world public the significant caused are by most our extraordinary the metrics disruption around and fight
from the that and early and January. in prior results, beginning China to impact in escalation our similar addition shutdowns the in our through trends cases the the across resulted compounded highlights on North QX Therefore, the March America, that shutdowns we're in seeing in Europe today, from call initial discuss COVID-XX I'll to
our financial doctor-customers our John on performance of I'll the about our business view our including talk beginning ensure challenging also will across this China. our detail continuity. to we're navigate strategy trends help see provide on globally, more and comment momentum environment to current the and recovery in and business
I'll that, and key come points open few to back the and questions. Following call a summarize up
cases With to of our our first results XX,XXX through that, QX, few approximately Invisalign time, $XX on were March. million our was for fewer products, include guidance let early less with At other me $XX with start revenues iTero million in performing progressing which comments and a outlook. China line for regions ahead that original XX,XXX to quarter and QX and
most the orders. initiated situation quickly in EMEA non-essential and mid-March governments changed However, down stay-at-home closed businesses in America North as
seeing majority of the stopped and result, As practices vast and a shut our off Invisalign patients, business fell down sharply.
We for impact believe QX approximately results was $XX and of less Invisalign on and COVID-XX iTero products. fewer XX,XXX revenues million the cases our incremental approximately
in APAC parts EMEA, China off to up again. mid-March, as in same began time, North improvements America the country while open we of see other At to the started and fell
still current working very early support to on for foreseeable we're it's closely practice, the with plan different operations doctors that future. While game for and the environment have few situation a every process to in every they recovery More a resume their is a and city in different our in the ensure minutes. and needs in
through go results. first quarter let's our Now
reflecting and sequentially to $XXX unchanged For sales QX, the Invisalign aligners total XX.X% million, COVID-XX down year-over-year, clear lower-than-expected of due revenues and iTero significantly were scanners pandemic.
Go X.X% million. scanners the and up volumes impact year-over-year, cases. Clear million, shipment of services in Invisalign were were were aligners of across the shipments by This shortfall $XXX.X Notwithstanding XXX.X non-comprehensive well COVID-XX, clear systems products to lower Revenues was comprehensive aligner a iTero regions, from mix due Invisalign products as China. offset $XX.X reflecting primarily all driven Moderate. were by as from solid and growth thousand
cases X,XXX Invisalign shipped were XX,XXX approximately we customers. quarter, of time which to first doctors, the For
trained X,XXX new X,XXX doctors and We started and from in cases across teens over clear XXX,XXX in teen international also market reflecting products. the Overall EMEA XX% and of doctors. including comprehensive regions total Americas the QX, shipped, preteens with Invisalign treatment QX, growth representing for aligners,
about patient, U.S. our X treatment quarter, based started the of athlete, been major During a Hartzog slowing Tom Dr. his student revitalizing Hartzog, reached time with about another of for think a teenage down. doctors a orthodontist at and treatment in A orthos. credits terrific orthodontic millionth we with lot we years recently milestone when Invisalign practicing and Dr. has XX Kentucky. practice Invisalign with a
of Team teen is existing The with says He And starts head our the lead we're the and orthodontic Forum this busiest are of summer season he's Edition, possible as his excited a teen share practice, in approach and now, more he's got mindset help the the into orthos segment Invisalign as as portion new to largest working we about circumstances. much Invisalign, July. each under that Virtual time we case at to digital to season, represents year. the doctors upcoming going capture
around with specifics to the turn quarter our starting first Americas results, region. let's Now
American solid continued March, was For primarily dentists sequential Latin GP doctors. driven along in early strength by North through DSOs, the region, and American Americas with growth
reflects case for less-than-expected both and QX significantly X.X% up of basis, and X.X% Year-over-year Brazil. volume was year-over-year, were led channels, in On respectively. GP growth strong to orthodontists X.X% by a year-over-year dentist which was up XX% up March reported reflecting down X.X%, from impact case America sequentially shipments Latin from due growth the and Invisalign growth volume QX Invisalign COVID-XX.
primarily through offset from For due growth reported APAC, the China, Invisalign impact partially in our performing EMEA were in with international a March, volume China, XX.X%, APAC EMEA. QX the well. down reflecting On sequentially, business, significant of by decrease was exception and the to basis, regions case early COVID-XX,
international from basis, decline flat, APAC. reflecting growth by a year-over-year in a shipments offset are EMEA, On
by For our EMEA, XX.X% and Central QX in were basis led the including expansion the Benelux, and Europe markets year-over-year with teen growth driven Spain, a sequentially along U.K. volumes Eastern segment. by down up Germany, and on
APAC, in QX XX.X% due the to sequentially COVID-XX began implemented Taiwan, in longer volume in all some, down For began reflecting the Korea as a significant compared down expected, or only down relax in a March And region business year, COVID-XX. Japan, China a year-over-year basis, reflecting was was in China of continued and and we recovery. measures was China, signs improvement to restrictions reduction government road On the noted to duration of to as of year-over-year early earlier, APAC saw and QX. year-over-year. the see as began in to India growth the prior
by Invisalign and Consumer enabled Invis, websites growth digital leads, Our our QX, was on doctor's launch focused strong we a marketing presence. saw of the X.X robust strong through media visitors more for than office. XX%. clear globally, consumer million the both and aligner spend by building XXX,XXX omni-channel category is treatment unique to growing new In Invisalign a engagement metrics including driving and for engagement consumer demand campaign, our
brand consumers invest the increased virtually the consumer drove visibility and incremental in to our and key crisis. QX consumer metrics and building COVID-XX and is through engagement Invisalign slides. and activity realizing Invisalign included in consumer modeling key Our into in leads Other converting is indicates cases. nurturing growth QX reinforces to maintain with interest our is brand marketing with doctor's our open, high until showing and concierge team office strategy are Further, quarterly which that
impact as sequentially China, For COVID-XX strong especially all seasonally were iTero regions the QX the America, following scanner market. and and services also business, across in down QX North consistent trends expected, capital reflects with QX countries. and other revenues equipment APAC Australia, Japan in of a
offset North On Biomet lower scanner performed of revenue scanners. million distributor increased a was restorative slightly a scans installed year-over-year revenue introduction direct XX.X%, revenues iTero scanner services Zimmer and Latin of million going to and the region The distribution scans, America, total markets. iTero been our larger to LATAM XX EMEA due to increased iTero over basis, agreement, Cumulatively, primarily in decrease COVID-XX down were additional X.X reflecting despite Mexico by base. America with orthodontic APAC due in the in have addition iTero XD and from revenues year-over-year sales
scanner same Americas, see orthodontists that submitted QX, submitted digital with by XX.X% For increased in QX in a year. cases Americas submitted digitally. pleased XX.X% XX.X% were increased the American XX.X% in We're Invisalign International year. XX.X%, up the scans total to quarter last within from North to cases last of from the
see excited to carries a advancement States to color intraoral technology, different we're Imaging I'm dentition and to XD aspects bring standpoint. doctors in United The iTero technology for allows for FDA combines iTero and It's near-infrared three technologies, data, scanning provide help oral market the imaging received from pleased better share the in scan integrated inter clearance is that to Element images. care System. oral their NIRI Imaging to XD XD we XXX(k) patients. seamlessly System Element also you NIRI scan, which an photos
are regarding so this this on having COVID-XX limited world practices At schedule. and pandemic U.S. while mindful the customer that operating training and across time, the we're are is new and focused dental environment of current the the in on many impact education a technology
adoption drive of our continue overall that digital platform the confident treatment. will with remain increase long-term growth We the iTero help help Invisalign and business to
global me software during in in and To the and of straight talk leader, just completed the let beyond of orthodontics. that teeth the extends the John say more around benefits quarter, April that we dentistry will transaction about the acquisition moment, the awareness exocad, but acquisition rise CAD/CAM end, a consumer Xst. announced a on
fixes ortho-restorative the of growth iTero of can significant solutions and our adoption and that simple digital Invisalign accelerate digital treatments, cases platform. growth all to of from for are opportunities for cosmetic There ortho-restorative help really us kinds drive
to exocad the expertise, functionality I'm exocad's and and and of proven want Maik team welcome Align. Founders, platform, exocad to to the addition very our excited Gerth I restorative Steinbrecher entire experience, and Till about
their patients turn initiatives treatment. to the caused businesses disruptions that every working to Invisalign to doctors COVID-XX enormous taken of in has their to to some support minimize now hardship the strengthen their We with world. me find recognize practices and ways support We're experiences we've Invisalign around our Let have to the and and doctors the patients. region
region, and doctor impact and Many our from the regions. lot customers insights partners months. We're the as manage situation been a are we applying their and learned across of work ideas Asia-Pacific COVID-XX teams the for we've in of to and creative all our have together. We all suggestions sharing navigating experiences
Invisalign valuable engagement. most moved platforms, setting. of first we iTero One address our and of we many of to for an virtual doctor programs provide and hundreds clinical continuing Across our of online peer-to-peer their part all things doctors integral regions, a education of teams and digital was did education, the to training resources, education three in
explore continuity manage text, also opportunities platforms Invisalign treatment. to connect photos of help to using and appointments, and doctors doctors monitor Early and practices consultations. monitor became to We video quickly better identified that a reduce conduct in-office progress, ongoing patient to new to clear for variety ways way care It on, collaborate patient a during calls, many with submitted ensure doctors began patients needed and through cases of patients.
accelerated the were that pilot new launch tools mode. we still So, of in
doctor. aligner to The with clear to appointments to initial patients existing tool an treatment have learning for set conversation easily video interested monitor doctors Invisalign HIPAA-compliant in and virtual about the enables patients appointment Invisalign more up
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these our progress platform Site, use digital on Invisalign to on the doctor's site, convey is and app and the treatment the for photos Invisalign stay doctor treatment. Patients in needed of communicates their ensures work available to any the review through instruction, intuitive tools and as photos who their app Invisalign My Invisalign are IDS, engaged treatment in track. part These Invisalign Doctor My end-to-end
office. to doctors to are both until to tools doctor's a are visit able maintain way patients While provide still goal is our of with in again care rollout, stages early the
believe has and efficiencies experience patient tools to-date have these that listed. improve and will doctors to positive, relatively been been after COVID-XX continue Feedback we using restrictions well increase
address additional e-blast micro on providing this We're supporting experts are to help again, webcast, crisis. customer and the including specific navigate doctors Site, redirecting shipments stages; concerns and wear treatment and includes IDS industry caused options extending holding also through aligner advice on aligner financial sites patients helping flow challenges Invisalign the pandemic. and operating Doctor for ongoing at and This with cash resources, by
expected doctors X. help playbooks We're part that like programs to that on to creating May is partners cash to with launch in are with -- of LendingPoint speed recovery May
we to about turn the I and over a And John, planning are critical strength Align important. recovery Before is to business uncharted to doctors recovery. minutes situation that as our There's our resiliency like current and few of our path territory. in their no view question for while right in the is still and supporting model of the now, talking spend I'd call just
challenges and not Align is Overcoming new our to employees.
investments and are in decisions further it based anticipate capitalize position market adapt and we on the to and response throughout are lessons learned on dynamic now customer Our history COVID-XX, to environment needs and us in to advantage returns. will a part the our our competitive making, as
small and the important our want smile yet, follow will under-penetrated share this people recovery. a recovery. practices market, less share blueprint for X%. and their better is are There's single huge of the segment, a And than an a more who serve no market. and is We teens million of know of XXX our soul than to us that drive orthodontic fraction remain heart we and in Teens
Our underlying healthy. business is
have year. delivered generated XX% XX% grown in business a with that sheet And of has margins, growth each from XX% and debt. excellent consistently We no over compounded revenues the operations XX% gross years, balance revenue operating X and excess last of we've generated margins cash flow an
ramp have operations in and also simply supply treatment to AFAB, supply up planning, manufacturing in global has We unmatched, develop The treat crisis and expect digital resiliency we're to terms able quickly key and a continue why to being core of the taken is fabrication, components aligner recovery. that years reason in chain, us chain. operational is
to stock During our supply we disruptions carry normal business, enough in X chain. buffer the to warehouse handle
additional suppliers go batch that After X a anticipated if existing we so can X to twice. months and storm. to we handle that mobilize needed China, add So weather we inventory of sideways, COVID-XX the we in that could broke potential
we case in suppliers, supplier. our of alternative impacts have one in redundant suppliers many a For geography of shutdown
allows we investments in the having respond us customer some Treat, Treat have needs. over in locations, multiple years the made flexibility continuity to in to business
data remote had planning home hardware potential Before doing from treatment COVID-XX, productivity. and needs, security implications for to evaluated the locations we and or
sense. up been When COVID-XX and do our do successful our in hit transitioning ramped ability and designers to CAD China, planning we to have that home treatment started at that
volumes we confident but that have our maintained point. XX% prove are of We could output, we before normal fell could off
balanced with our China Treat other hit load first, so locations. we
continue So operations. going significant this didn't east to went as our from we west, and forward. is This have issues strengthen it in we'll treatment model, to our
into operations Aligner we're Europe for Juarez, fabrication, a to aligner plans accelerate we and have Mexico and China facility that third fabrication XXXX. looking in in Huang,
volumes ability we have that facilities do while And built production redundancy, capacity. Our never have excess the have capacity XXX% we to shift based in. on excess
recover little of we wait can swiftly. Worst for case a believe will these continue, longer customers and down, scenario, aligners, one if then their but production goes we facilities
in when us load that operations do the of We've remain part we to to we world, our one spurts across huge to because to flexible. short, In and growth growth enable had it of made facilities. have have designed balance our an necessary this, issue
Additionally, crisis we've and more gives forward like CAD for implemented the facilities steps savings. COVID evaluate potential leverage we us and during cost that requirements as we'll even work-from-home going designers flexibility,
exposed digital keeping are over lot we strengthens technology and at been weakness us apart years digital strength There's digital every the people approaches pandemic interacting. analog the business dentistry. from operational and resiliency, life. our the aspect of And driving and of this our benefits Beyond about concern and of has a in the forefront of
other, than cetera. in their each with in online than businesses et with interacting person, rather on media social rather screens focused People
seeing terrible I through think situation actually connected, us flexibility digital and what us. we're is gives this keeps us that unites It options.
curve and can experts, this to Invisalign digital of doctors replacement proud during treatment, school? and get a to productive from crisis, public to while connect How any aligner that can patients digital and us closed, track and would kids model technology would treatment, moving monitor digital, of am new health it be place. and a sheltering kid that How is physical able to of universities are some the go mining platform AI? Without we thankful working I how retainers data home? our patients without in practices because forward in for issues would
with together all we digital We back positioned to recovery. into power And doctors, more Align and dentistry of Doctors not believe the are future, going success are that than know for and is why of is dentistry we're to a that leverage weathering ever. I going digital going part that why for this is before. well pandemic and orthodontics
that, John. over I'll to now With turn it
