Latest news with #HelioStrap
Yahoo
05-08-2025
- Business
- Yahoo
Zepp Health Corp (ZEPP) Q2 2025 Earnings Call Highlights: Revenue Surge and Strategic Product ...
Revenue: $59.4 million, a 46% year-over-year increase. Gross Margin: 36.2%, consistent with Q1 2025 but slightly down year-over-year. Operating Costs: $26 million, compared to $25 million in Q2 2024 and $32 million last quarter. R&D Expenses: $11.2 million, a 3.1% year-over-year increase. Selling and Marketing Expenses: $12 million, a 14.2% year-over-year increase and a 12.9% decrease quarter-over-quarter. G&A Expenses: $4.4 million, compared to $4.9 million in Q2 2024. Adjusted Operating Loss: $4.9 million, a 42% improvement compared to last year. Cash Balance: $95 million as of June 30, down from $103 million in Q1 2025. Debt Reduction: Cumulative retirement of $68.0 million of debt since Q1 2023. Q3 2025 Revenue Outlook: Expected to be between $72 million and $76 million, representing 70% to 79% year-over-year growth. Warning! GuruFocus has detected 7 Warning Signs with ZEPP. Release Date: August 04, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Zepp Health Corp (NYSE:ZEPP) achieved a 46% year-over-year increase in revenue, reaching $59.4 million, marking the first quarter of year-over-year revenue growth since Q2 2021. The T-Rex smartwatch maintained competitive edge with sustained volume growth, setting new standards in the premium outdoor smartwatch category. The Helio Strap, a screen-free fitness tracker, received extensive praise for its accuracy and affordability, tapping into a new market niche. Zepp OS 5.0, powered by AI, achieved substantial advancements in functionality and performance, enhancing user experience. The company successfully mitigated tariff impacts through a flexible supply chain and multi-region sourcing strategy, enhancing operational resilience. Negative Points Gross margin was slightly down year-over-year due to a higher revenue proportion of lower-margin entry-level products. Operating costs increased slightly to $26 million compared to $25 million in Q2 2024, despite efforts to reduce expenses. The company experienced supply constraints with the Helio Strap, impacting potential sales growth. Cash balance decreased from $103 million in Q1 2025 to $95 million as of June 30, 2025, influenced by timing and operating performance factors. The company continues to face challenges from evolving tariff policies and global wearable technology trends. Q & A Highlights Q: Could you please give more color on the recent spike in share price drivers? A: Leon Cheng Deng, CFO: The recent share price increase is due to several factors. Our products are well-received, and our brand is gaining recognition, as evidenced by our successful Amazon Day. Additionally, the market is undergoing a value discovery phase, recognizing that smart hardware companies like ours are gaining market share. We believe our company is undervalued compared to peers, and as we continue executing our strategy, we expect continued growth and value revaluation. Q: How many more product launches are planned for the second half of the year compared to the first half? A: Leon Cheng Deng, CFO: In the first half, we launched entry-level products like Bip 6 and Active 2, and mid-tier products like Balance 2 and Helio Strap. We have exciting products in the pipeline for Q3 and Q4, which will be on par with or exceed the number of launches in the second half of the previous year. Q: Do you expect gross margins to improve in the coming quarters, potentially reaching closer to 40% for the full year? A: Leon Cheng Deng, CFO: While we don't guide on gross margins, we expect them to expand in the second half of the year due to a full quarter of sales from Balance 2 and Helio Strap, along with new product launches. The product mix will likely improve, leading to higher gross margins. Q: What percent of your imports to the USA come from Vietnam, and what are the current tariffs for Chinese and Vietnam production? A: Leon Cheng Deng, CFO: Products shipped from China to the USA face tariffs just south of 25%, while those from Vietnam have close to zero tariffs due to waivers. We aim to ship as much as possible from Vietnam to mitigate tariff impacts, and our efforts have been better than expected. Q: What kind of sales contribution do you expect from the new Helio Strap launch, and what gross margin does it carry? A: Leon Cheng Deng, CFO: The Helio Strap, launched in June, has been well-received and carries a healthy gross margin on par with the company's overall margin. It is priced at $99 and is gaining popularity, with supply constraints being addressed to meet demand. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
01-08-2025
- Health
- Yahoo
Garmin-style energy tracking just arrived on a wearable that costs a fraction of a new Fenix
When you buy through links on our articles, Future and its syndication partners may earn a commission. Amazfit just launched a powerful new feature on its recently announced Helio Strap, and it sounds a lot like something you'd typically find on a far more expensive Garmin watch. Called BioCharge Energy, this real-time energy score tracks how your body is coping with everything from workouts and sleep to daily stress and even office life. If that sounds familiar, it's because Garmin's Body Battery offers a similar readout. Body Battery also combines heart rate variability (HRV), sleep, and activity data to give users a snapshot of their energy level. The difference is that while Garmin typically reserves it for premium smartwatches, Amazfit is offering BioCharge Energy on a budget-friendly recovery wearable. The Helio Strap is a sleek fitness monitor from disruptor brand Amazfit, selling for around $100/ £100. Just like the Whoop MG, it has no display and can track sleep, stress, workout and more. More data, fewer distractions Unlike Amazfit's own Readiness Score, a morning snapshot of physical and mental fatigue, BioCharge updates throughout the day. It's especially useful for runners or gym-goers who train in the afternoon or evening, offering data that reflects how they actually feel in the moment. It's also a good reality check for anyone second-guessing a hard session after a long workday. The BioCharge Energy feature slots into a wider recovery ecosystem across Amazfit's Helio Strap, smart rings (see also: Amazfit Helio Ring review), and watches. Metrics include HRV, resting HR, VO2max, sleep quality, and real-time fatigue and recovery insights. Together, they offer a comprehensive toolkit for anyone who wants to train smarter, not harder. If Garmin's Body Battery is the benchmark for energy tracking, Amazfit's Helio Strap is now offering a surprisingly close alternative at a fraction of the price. You can buy the Helio Strap directly from Amazfit (it's currently sold out in the UK).
Tom's Guide
24-06-2025
- Health
- Tom's Guide
I just went hands-on with the Amazfit Balance 2 — this premium multisport smartwatch boasts 21 days of battery life
Amazfit just announced the Balance 2, a high-end smartwatch designed for multisport athletes and boasting a sizable AMOLED touchscreen, a pair of physical controls, 100 meters of water resistance and support for more than 170 workout types. The brand also unveiled the Amazfit Helio Strap. Similar to the Whoop 5.0, the Helio Strap is a screen-less wellness tracker designed to be worn on the wrist and promising continuous heart-rate monitoring with minimal fuss. Amazfit says that using the two in parallel, with the watch being your primary device for recording workouts and the Helio Strap being your go-to for monitoring sleep and recovery, should result in even greater holistic-tracking accuracy. All of the data from both gets processed and combined in the Zepp app. I haven't gotten my hands on the Helio Strap just yet, but I have been wearing the Amazfit Balance 2 for a few days now. Here's everything you need to know about this freshly debuted fitness-focused smartwatch. The Amazfit Balance 2 is available now for $299, making it one of the brand's priciest wearables. The Amazfit Helio Strap is also available now for $99. The devices are additionally being sold in a bundle for $379 or $20 off. The Balance 2 is built around a roomy and bright 1.5-inch AMOLED touchscreen protected by sapphire glass. The max brightness is 2,000 nits, the same as two of the best smartwatch models in 2025, including the Apple Watch Series 10 and Google Pixel Watch 3. The combination of an aluminum alloy frame and fiber-reinforced polymer (plastic) should mean a durable yet reasonably lightweight construction. At just under 60 g with the included rubber strap attached, the Balance 2 weighs roughly the same as the Apple Watch Ultra 2. The circular case has a somewhat large diameter of roughly 48mm and a fairly standard thickness of around 12mm. In my first few days with the Balance 2, I'm finding it wears quite comfortably, even though I tend to prefer smaller smartwatches; I especially like the orange strap, which is plenty stretchy, soft and with ample adjustment points. Two physical controls adorn the side of the case. The upper one is both a digital crown, which can be used to scroll through apps and info on the app, and a pressable button that brings up the main menu by default. The lower button opens up the workout menu by default. With 100 meters of water resistance, you can safely wear the Balance 2 while swimming or even scuba diving (don't worry, there's a dedicated tracking mode for that). The Balance 2 sports Amazfit's latest holistic sensor array (BioTracker 6.0) and can monitor everything from heart rate to blood oxygen saturation to stress to menstrual health. It should also be a darn good watch for sleep tracking, based on my experience with other recent Amazfit models. Meanwhile, an onboard GPS and barometric altimeter should provide accurate location and elevation data. The Balance 2 additional sports an onboard temperature sensor. Designed for multisport athletes dedicated to their training, the Balance 2 has over 170 workout tracking modes, including the usual suspects, like running and cycling, and more nuanced/recently trending activities like freediving, pickleball and HIIT workouts. It automatically recognizes over 25 strength training movements and even generates post-workout muscle heatmaps to help you target areas for future sessions. Amazfit's Zepp Coach feature uses AI analysis to provide personalized training plans for runners to help prep for a 5K, 10K or marathon. The device additionally has a dedicated HYROX racing mode. The Balance 2 isn't only for hardcore workout buffs, though, despite its billing. For those who love hitting the links and/or the slopes, it offers a large cache of global ski resort maps along with support for over 40,000 golf courses worldwide. I'm especially curious to check out the watch's new BioCharge Score (coming soon, date TBD). It's similar to Garmin's Body Battery or Samsung's Energy Score except it's dynamic, changing throughout the day based on a user's rest and exertion. There's no cellular connectivity but the Balance 2 does have an onboard speaker and microphone for taking calls from a paired smartphone. Speaking of which, the companion Zepp app works with Android (7.0 or later) and iOS (15.0 or later) devices. Like most modern smartwatches, the Balance 2 supports mirrored smartphone notifications. It also has some handy tools, like an onboard notes app and camera remote function. Similar to the recently launched Amazfit Active 2, the Balance 2 supports offline maps with turn-by-turn directions. However, let's hope the user experience has improved some since my testing, as I found the brand's take on offline maps to be less than smooth and user-friendly. Amazfit says the Balance 2 battery should last for up to 21 days in smartwatch mode with normal use. However, the brand doesn't state how long the device will last when using GPS for tracking, a notorious power hog. The Balance 2 ships with a small charging puck that works with USB-C — the same one used by the Amazfit T-Rex 3 — but you'll need to provide your own cord and outlet adapter. The Amazfit Balance 2 has the build quality and features of a flagship smartwatch, along with a hefty price tag to match. At $299, the Balance 2 is competing head-to-head with devices like the Samsung Galaxy Watch 7, which is not only a fantastic full-featured smartwatch but also an impressive fitness and wellness tracker. Historically, one of the things that sets Amazfit apart from larger brands, like Samsung, Google and Apple, is a focus on wallet-friendly wearables that don't skimp on high-end wellness features or design. The $99 Amazfit Active 2 is a perfect example of this. The Balance 2 is Amazfit's attempt at something more premium and luxurious. And though it has some advantages over the Active 2, like greater water resistance and a clicky digital crown, I'm not convinced those are worth three times the cost... but we shall see. Stay tuned for a full review of the Amazfit Balance 2 and the Amazfit Helio Strap.
Android Authority
24-06-2025
- Business
- Android Authority
Two wearables are better than one, according to Amazfit's latest launch
Amazfit TL;DR Amazfit has launched the new Balance 2 fitness tracking watch and screen-free Helio Strap. The devices are available now for $299.99 and $99.99, respectively, or bundled for $379.99 for users who want an integrated tracking experience. Highlights include the company's new BioCharge scoring and no subscription fees. Amazfit has officially kicked off the summer with the launch of two new devices, the Balance 2 smartwatch and the Helio Strap, a screen-free tracker designed for training and recovery. Both are available starting today. Though the new strap and watch can each be purchased independently, Amazfit offers a discounted bundle price to encourage shoppers to make the most of the ecosystem by strapping on a dual-device setup. Amazfit Balance 2 Amazfit The newest Amazfit watch represents the company's latest attempt to stake a claim in the fitness tracking arena. With support for more than 170 workout modes, downloadable maps, enhanced health monitoring, and a 1.5-inch display protected by sapphire glass, the Balance 2 is positioned as a robust workout companion. Though not available at launch, Amazfit will also be introducing BioCharge, a new daily score that combines users' activity, stress, and recovery data to provide a clearer picture of overall readiness. In the meantime, the watch features over 40,000 downloadable golf course maps, advanced swing and score tracking, and dedicated scuba and freediving support thanks to its 10 ATM water resistance. Combined with up to 21-day battery life and onboard dual speakers for audible cues during workouts, these tools make the watch an attractive option for athletes. Helio Strap Amazfit Alongside the watch, the new Helio Strap strips things down to a screenless, lightweight design focused on recovery and all-day biometrics. It tracks heart rate continuously, auto-recognizes 27 workout types, and supports the brand's BioCharge Score out of the box. It offers a solid battery life of up to 10 days, and like the watch, it comes with no subscription costs. It can also pair with the Balance 2, the Zepp app, and the Helio Ring, in the same way Amazfit's watches and smart rings have offered an integrated experience in the past. Amazfit initially released a HYROX-branded version of the Helio Strap earlier this month, distributing it exclusively to athletes at the HYROX World Championships in Chicago. That version isn't available to the public, but the non-branded retail model is now on sale starting today. Better together Amazfit emphasizes that the real strength of the Balance 2 and Helio Strap lies in how well they work together. While the Balance 2 delivers advanced training tools and sport-specific features, the Helio Strap enhances the system with more accurate recovery, sleep, and heart rate variability (HRV) tracking without requiring users to wear a watch overnight. Both devices sync through the Zepp App, creating a seamless ecosystem for smarter training insights. The Amazfit Balance 2 is priced at $299.99, while the Helio Strap retails for $99.99. The devices can also be bundled together for $379.99. All models are available now via Amazon, and select retailers globally. Got a tip? Talk to us! Email our staff at Email our staff at news@ . You can stay anonymous or get credit for the info, it's your choice.
