Zepp Health Corporation (ZEPP) Earnings Call Transcripts

Zepp Health Corporation's Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Zepp Health Corporation reported revenue of $51.5 million, reflecting a robust year-over-year growth of 33.8%, in line with guidance. The company emphasized its strategic shift towards premium products, with management highlighting a 20% increase in average selling price and a gross margin of 37.7%. Looking ahead, Zepp Health expects Q2 revenue to range between $63 million and $68 million, indicating continued growth amidst normal shipment timing and product launch phasing.

Reported metrics

Guidance from management

For Q2 2026, Zepp Health expects revenue to be in the range of $63 million to $68 million, indicating continued year-over-year growth while focusing on quality over volume.

What management said

Yes, to some extent because we noticed that our competitors are also raising price and not to mention Garmin, right? But we -- compared with a lot of our competitors, our pricing at this point of time is still relatively low. So I think we have more room to raise the price compared with our competitors. But nevertheless, I think the -- we are focusing on the product itself, right? So raising the price is definitely n...

What analysts pressed on

Analysts expressed concerns about the sustainability of high growth rates and the impact of rising memory costs on margins. They also questioned the potential for further cost reductions amidst increased R&D and marketing expenses.

Main topics on the call

• Revenue Growth Acceleration — Zepp Health achieved a revenue of $51.5 million in Q1 2026, up 33.8% year-over-year, driven by strong product launches like the Amazfit Active Max and T-Rex Ultra 2. Management stated, "This strong performance was primar...
• Premium Product Strategy — The company is focusing on premiumization, with higher-priced models accounting for nearly 50% of T-Rex family sales. Management noted, "Consumers are not choosing Amazfit solely for affordability," indicating a shift in...
• Gross Margin Expansion — Gross margin improved to 37.7%, up 0.4% year-over-year, despite facing higher memory component costs. Management highlighted, "We were still able to achieve gross margin expansion reflecting the effectiveness of our prod...
• Partnership with HYROX — Zepp Health announced a new three-year global partnership with HYROX, aimed at enhancing the athlete experience in hybrid training. This partnership is seen as a strategic move to build authority in the emerging hybrid t...

Read the full Zepp Health Corporation transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Zepp Health Corporation earnings call transcripts on record, spanning March 13, 2020 to June 9, 2026. Based on this history, Zepp Health Corporation reports quarterly. The most recent call on file is dated June 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ZEPP

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

27

First call

March 13, 2020

Most recent

June 9, 2026

Reporting cadence

quarterly