Financial GuidanceThe increased full-year revenue guidance should show both ongoing aligner demand but also contributions from the Lumina scanner launch/ramp and further roll-out of the Invisalign Palatal Expander.
Market LeadershipAlign remains the clear dominant market player across the clear-aligner ecosystem, consistently supporting ongoing innovation and providing additional revenue streams, which boxes out competition.
Product DifferentiationAlign’s upside surprise showed the differentiation in products vs. other concerns across the dental market, with strong margin pull-through alongside better revenue growth.