STE
Medical Devices · Healthcare
Analyst
Needham & Company
Equibles does not estimate personal net worth.
Mike Matson is recorded as Analyst at Needham & Company. Mike Matson has spoken on 16 earnings calls across 9 companies, most recently for STERIS plc on August 6, 2026. Those appearances were for STERIS plc (STE), Icu Medical Inc (ICUI), Teleflex Inc (TFX), Inogen Inc (INGN), Enovis CORP (ENOV) and 4 other companies. The companies whose calls Mike Matson spoke on are classified in the Healthcare sector.
“So, I wanted to ask one on the previous AI collaboration that was announced in March. So, what is your view of robotics and AI and sterile processing? And is this collaboration something that could generate meaningful revenue for Steris?”
“So just on the tariff refunds, you know, hearing from some of the other companies that we follow this quarter. It sounds like there's been some refunds in some cases, but there's potentially more coming later this year, even next year.”
“So, you know, just wanted to ask one on this, you know, channel issue with the DTC side of things. So, I mean, is this the DTC business just sort of like a melting ice cube here that's going to just continue to fall?”
“So I wanted to start with one on EZPlaz. So you appreciate the commentary there, but I didn't really hear much about the market opportunity. I think in the past you talked about it being about $100 million potential market in the U.S. And then what about the timing of the launch and potential sales ramp?”
“I guess just following up on the tariff question, what is your expectation for the USMCA renegotiation this year, and what have you assumed in your guidance with regard to that?”
Needham & Company
Analyst
Source not stated
STE
Medical Devices · Healthcare
ICUI
Medical Instruments & Supplies · Healthcare
TFX
Medical Instruments & Supplies · Healthcare
INGN
Medical Devices · Healthcare
ENOV
Medical Devices · Healthcare
SYK
Medical Devices · Healthcare
PSNL
Diagnostics & Research · Healthcare
RMD
Medical Instruments & Supplies · Healthcare