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As you know, in the US, there are basically only two vendors that top hospitals choose between, and that's Sectra and Visage. In Sectra, we win the deals where the IT department is strong while Visage is mostly winning where the radiology department is strong. And the reason for that is that Sectra's solution is broader. It comprises more specialties such as digital pathology, orthopedics, breast imaging. So it's more favorable from a cost perspective from the IT department, while Visage is more niched. So they are really pinpointing the radiologists and that has kind of created a religion in the US it's more when you talk to radiologists, it's either I love Sectra or I love Visage, like an Apple Android kind of thing.
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It can be things like workload balancing or integration with different systems. There's a lot under the hood that needs to be tailor-made. Visage or Pro Medicus's strength is their standardized deployment approach, making them super efficient in installations. Look at their gross margin or EBIT margin; it's really high because they don't do customizations. They use a blueprint standardized way, but they can't apply that to all customers, only those that are similar.
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