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
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.
END OF REPORT