At a Glance

  • Revenues increasing
  • Increased interest in stock mid-quarter, strong increase end of quarter on news of Centene deal 
  • Extended discussion in earnings call on NC win and LTSS line of business

Rolling 12 months financials

Stock Performance

Earnings Call Summary

Latest available call date: 2/5/2019

  • 20% increase in YOY revenue, driven by Meridian acquisition and organic growth in Medicaid and Medicare lines.
  • EPS YOY increased 30%.
  • Medicaid members grew to 3.9M in period, for a 44% increase YOY. Medicaid premium revenue grew by 18%.
  • FL LTSS business added $1.9B.
  • Emphasized case studies on impact social determinants related to housing.
  • Significant portion of QA focused on recent NC win.