Company: ALGN
Filing Date: 2025-05-08
Form Type: 10-Q
Source: 0001097149-25-000034
Chunk: 149

Company: ALIGN TECHNOLOGY INC
Filing Date: 2025-05-08
Form: 10-Q
Item: Item 8
Chunk 149
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 are as follows (in millions)1:

 Three Months EndedMarch 31,Net Revenues20252024ChangeClear Aligner net revenues$796.8 $817.3 $(20.4)(2.5)%Systems and Services net revenues182.4 180.2 2.2 1.2 %Total net revenues$979.3 $997.4 $(18.2)(1.8)%

Changes and percentages are based on actual values. Certain tables may not sum or recalculate due to rounding. 

1 Beginning with this quarterly report on Form 10-Q for the quarter ended March 31, 2025, we are no longer disclosing Clear Aligner net revenues for Americas, International and Non-case. Rather our disclosure will align with our Clear Aligner reportable segment in total.

Clear Aligner Case Volume

Case volume data which represents Clear Aligner case shipments for the three months ended March 31, 2025 and 2024 is as follows (in thousands): 

 Three Months EndedMarch 31,20252024ChangeTotal case volume642.3 605.1 37.2 6.2 %

Changes and percentages are based on actual values. Certain tables may not sum or recalculate due to rounding. 

For the three months ended March 31, 2025, total net revenues decreased by $18 million as compared to the same period in 2024, primarily due to a decrease in Clear Aligner net revenues from lower average selling prices (“ASP”). The decrease in Clear Aligner net revenues was partially offset by an increase in Systems and Services net revenue primarily due to an increase in sales of scanner wands. 

Clear Aligner 

For the three months ended March 31, 2025, Clear Aligner net revenues decreased by $20 million as compared to the same period in 2024, primarily due to a decrease in ASP, driven by higher discounts and a product mix shift to lower priced products, resulting in a decrease of net revenues of $40 million and a net revenue decrease of $26 million from unfavorable 

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foreign exchange rates. These decreases were partially offset by an increase in volume which increased net revenue by $46 million.

Systems and Services

For the three months ended March 31, 2025, Systems and Services net revenues increased by $2 million as compared to the same period in 2024, primarily due to an increase of $12 million in sales of