Globus Medical’s $250M Nevro Bet: Can This Bold Acquisition Disrupt Neuromodulation?

Globus Medical’s first quarter of 2025 delivered a mixed performance, reflecting both strengths and challenges. The company reported a slight decline in revenue of 0.8% on a constant currency basis, culminating in $598 million. This stagnation was attributed to softer sales in enabling technology, supply chain disruptions related to integration processes, and the timing of international distributor orders. Despite these hurdles, the U.S. Spine business showed commendable resilience, posting a 2% growth. However, the company faced a contraction in facilitation technology revenues, especially with enabling tech sales plummeting by 31% due to a tough comp from the previous year.