President, Chief Executive Officer & Director, Align Technology
Search every verified Joseph Hogan interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During Align Technology’s fourth quarter 2024 earnings call on January 29, 2025, President and CEO Joe Hogan discussed the company’s product portfolio and market conditions. Hogan said the company is expanding its restorative marketplace offerings for general practitioners, noting that a new system will allow GPs to perform restorative work in addition to orthodontic procedures. He stated the company plans to launch the product in March and roll it out through the second quarter. Hogan also commented on the company’s strategy regarding dental service organizations (DSOs), describing them as a “force multiplier” that can disseminate Align’s technology and brand insights more efficiently than a traditional door-to-door sales force. Regarding competition in China, Hogan said that Chinese competitors have entered the market with “unsustainable prices” and expressed confidence that pricing dynamics would eventually self-correct, as the company has observed with other competitors. He characterized the China market as “stable” in the fourth quarter.
“I look at DSO's as a force multiplier. They can actually take our technology, what we learn in the sense of efficiency, what we learn from a sense of brand, from a demographics on brand you can apply to, and they just have an ability to be able to disseminate that within their teams, you know, much better than doing th...”
“We felt that the Chinese have come in on unsustainable prices. You know, when you look at you know, we kind of know the prices you have to charge in order to make and have a decent return, and we think that always takes care of itself one way or another, and we've seen that with other competitors in the marketplace, al...”
“Q4 revenues were a record 1 billion 48 million up 5.3% year-over-year and 5.2% sequentially for the full year 2025 total revenues were a record 4 billion up 1% year-over-year. Systems and services revenues were 790 million up 2.7% year-over-year. Fiscal 2025 clearer revenues were 3.2 billion up 5.5% year-over-year on r...”
“DSOs or OSOs remain one of the line's most important and scalable strategic growth channels and a major catalyst to making digital dentistry the global standard of care. In many respects, their scale, operational discipline, and need for consistent tech-enabled workflows make them ideal partners for accelerating adopti...”
“We expect Q1 2026 worldwide revenues to be in the range of 1 billion 10 million to 1 billion 30 million, up 3 to 5% year-over-year. We expect 2026 worldwide revenue growth to be up 3 to 4% year-over-year. We expect the 2026 GAP operating margin to be slightly below 18%, approximately 400 basis points improvement over 2...”
“Regarding China's volume-based procurement process or VPP, there continues to be implementation delays and early phases are expected to begin within the public hospital system before expanding more broadly. As a reminder, over 85% of our business in China is in the private sector. While timing and scope remain fluid, w...”
“We're also advancing direct fabrication, transitioning from thermal forming to 3D printing of clear aligner appliances. Direct fabrication will unlock new design flexibility and over time reduce waste and lower cost. Although early production has some dilutive margin impact until scale, we remain on track for limited m...”
“Fiscal 2025 is off to a good start with Q1 clear liner volumes up both sequentially and year-over-year, reflecting strength in both the teens and adult patient segments across all regions, driven year-over-year strength across the Asia Pacific and EMEA regions, and growth in North America. It's also worth noting that Q...”
“On April 24th, 2025, we received a favorable ruling in which the tribunal determined that our clear aligners are dental prosthesis for the purposes of VAT in the UK, which is key condition to be considered exempt from VAT. This outcome reaffirms our commitment to enhancing patient access to oral health leveraging digit...”
“We expect fiscal 2025 GAAP operating margin to be approximately two points above the 2024 GAAP operating margin, and we expect 2025 non-GAAP operating margin to be approximately 22.5%. We expect our investments in capital expenditures for fiscal 2025 to be between 100 million and 150 million dollars.”
“We expect an incremental tariff, if implemented, to be applied to the transfer price on goods shipped from Mexico. With respect to our clear aligners made in China, all manufacture for China takes place in China. We have assessed the potential impact of China's retaliatory tariffs and believe that we are able to mitiga...”
“The Invisalign system with mandibular advancement featuring occlusal blocks is a direct response to the needs of orthodontic practices, and underscores Align's ongoing commitment to innovation in orthodontics that enhances clinical outcomes and the patient experience. By integrating occlusal blocks into the mandibular...”
“We delivered first quarter revenues of $1.04 billion up 6.2% year-over-year driven primarily by high clear liner volumes and increased ASPs. Clear liner shipments reach a record 686,000 cases, increasing 6.7% year-over-year, reflecting double-digit growth across our international businesses and continuing stability in...”
“Today, we announced that we expect to repurchase up to an additional $200 million of our common stock over a six-month period beginning on or about May 1st, 2026. We believe this action reflects our conviction that Align shares remain attractively valued, supported by improving underlying business fundamentals.”
“We expect Q2 2026 worldwide revenues to be in the range of $1.40 billion to $1.60 million up approximately 3 to 5% year-over-year. We expect our Q2 2026 GAAP operating margin to be approximately 16.4% and non-GAAP operating margin to be approximately 21.5%.”
... turn the call over to Align Technologies President and CEO Joe Hogan joe thanks Shirley good afternoon and thanks for joining ...
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IN THIS EPISODE: [4:40] Joe Hogan explains how Align Technology supports orthodontists [10:24] Joe predicts digital trends and ...
Joe Hogan and Jeff Immelt have known each other for decades, going back to their days at GE Plastics and GE Healthcare. Joe went on to become a highly successful CEO at ABB, the Swiss engineering company, and now at Align Technology, a medical technology company focused on orthodontics and restorative dentistry. In this episode of Leaders & Friends, Jeff and Joe discuss the role of ambition, curiosity, and courage in growing as a leader. Joe also reflects on what it was like making the transition from leading an American business to a European one. Joe also explains why Align has flourished o…
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