The earnings call depicted a strong performance by eHealth with record-breaking revenue and growth in the Medicare segment, supported by improved operational efficiency and increased brand recognition. However, there were challenges in the Amplify segment and a decline in the E&I segment, alongside a challenging regulatory environment.
Company Guidance
During eHealth Inc.'s fourth quarter and fiscal year 2024 earnings call, the company reported remarkable financial results, significantly surpassing their revised guidance for revenue, earnings, and adjusted EBITDA. Fourth quarter revenue increased by 27%, while Medicare submissions rose by 38%, with a notable 49% growth in the Agency model. The adjusted EBITDA for the fourth quarter grew over 70%, reflecting substantial margin expansion. eHealth's guidance for fiscal 2025 forecasts total revenue between $510 million and $550 million, with GAAP net income ranging from a net loss of $10 million to a net income of $15 million. The adjusted EBITDA is expected to range from $35 million to $60 million, with operational cash flow projected between negative $25 million and positive $10 million. Despite the exceptional performance in 2024, eHealth anticipates relatively flat revenues in 2025, attributed to expectations of a more stable consumer demand environment and a cautious approach to market dynamics.
Record-Breaking Revenue and Growth
Fourth quarter revenue increased 27% to a record high $315.2 million. GAAP net income increased 87% to $97.5 million. Full year 2024 revenue grew 18% to $532.4 million.
Medicare Segment Success
Medicare submissions grew 38%. The Medicare segment revenue increased 31% to $305.8 million. The Medicare Advantage LTV to CAC ratio improved from 1.5x to 2x.
Operational Efficiency
Fourth quarter adjusted EBITDA grew 74% to $121.3 million. Acquisition cost per approved Medicare member improved 23%.
Brand Recognition and Direct Channels
Brand recognition metrics showed a 23% increase in total aided awareness. Branded direct marketing channels drove over 100% growth in enrollments compared to the prior year.
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Ehealth (EHTH) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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EHTH Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 26, 2025
$9.16
$9.46
+3.28%
Nov 06, 2024
$5.09
$5.02
-1.38%
Aug 07, 2024
$4.67
$3.83
-17.99%
May 07, 2024
$4.77
$5.31
+11.32%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Ehealth (EHTH) report earnings?
Ehealth (EHTH) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
What is Ehealth (EHTH) earnings time?
Ehealth (EHTH) earnings time is at Apr 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.