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Accolade Welcomes Noom to Trusted Partner Ecosystem
prnewswire.com· 2024-05-21 21:00
The partnership combines Noom's best-in-class content and coaching with Accolade's advanced primary care physiciansSEATTLE, May 21, 2024 /PRNewswire/ -- Accolade, Inc. (Nasdaq: ACCD) announced today that Noom has joined Accolade's Trusted Partner Ecosystem to provide customers with a comprehensive solution for weight loss and metabolic health, including support for GLP-1s and other anti-obesity medications. In addition to the standard integrated features that drive appropriate Trusted Partner utilization, N ...
Accolade(ACCD) - 2024 Q4 - Earnings Call Transcript
2024-04-26 11:29
财务数据和关键指标变化 - 公司在第四财季实现了约1.25亿美元的收入,同比增长30%。这主要得益于业绩良好、新客户启动收入、使用量相关访问和案例费收入以及直接面向消费者的虚拟初级护理业务的增长 [25][26] - 第四财季调整后EBITDA为1850万美元,创下公司历史新高。全年收入为4.143亿美元,调整后EBITDA亏损750万美元 [26] - 截至第四财季末,现金、现金等价物和有价证券总额为2.37亿美元,较上一季度增加700万美元 [28] 各条业务线数据和关键指标变化 - 公司的年度经常性收入(ARR)在上一财年增长约20%,反映了企业、政府和医疗计划业务的强劲势头 [29] - 直接面向消费者的业务在上一财年再次实现20%以上的增长,并在公司的产品组合中保持高度差异化 [10][20] - 公司将"平台连接收入"定义为与导航平台相关的访问费、专家医疗意见案例费和合作伙伴生态系统收入。这部分收入在过去两个财年里大约翻了一番,并预计在未来将继续大幅增长 [40][41][42] 各个市场数据和关键指标变化 - 公司正在与医疗保险公司建立更深入的合作关系,将公司的某些功能嵌入到他们自己的雇主产品中。比如与加州蓝盾的"Virtual Blue"合作,取得了出色的成果,整体人群成本降低8%-10%,急诊就诊量下降11% [14] - 最近,阿肯色州蓝十字蓝盾也推出了一款由公司导航平台驱动的雇主产品,客户可选择增加Accolade Care或二次意见服务 [15] - 公司预计未来几年内,与医疗保险公司的合作关系(包括转售安排和基于公司核心功能的新产品合作)将成为业务增长的重要引擎 [15] 公司战略和发展方向及行业竞争 - 公司CEO表示,过去几年市场发生了根本性变化,成功需要平衡增长和盈利的思维模式,专注于执行力、纪律和盈利能力 [6] - 公司的导航平台与自有的初级护理和专家医疗意见服务以及可信赖的合作伙伴无缝集成,这对雇主来说尤其有吸引力,与竞争对手有所不同 [12] - 公司利用人工智能和技术投资显著提高了过去几年的盈利能力 [13] - 公司直接面向消费者的虚拟初级护理和心理健康服务持续以高于市场的速度增长,具有很强的差异化优势 [16][17][18][19][20] 管理层对经营环境和未来前景的评论 - 公司CEO表示,从未如此看好公司所在的市场,以及公司的规模和杠杆模式,以及执行愿景的团队 [21] - 公司CFO表示,公司正在向实现全年盈利调整后EBITDA的目标迈进,这反映了业务的多元化和预测性 [50] - 公司预计2025财年收入增长16%-21%,调整后EBITDA占收入3%-4% [34][37] 问答环节重要的提问和回答 问题1 **Jailendra Singh 提问** 询问了绩效担保(PG)与平台连接收入之间的关系,以及未来PG设计是否会更多地关注合作伙伴的参与度或注册情况 [53][54] **Rajeev Singh 和 Steve Barnes 回答** 回应说,推动合作伙伴生态系统的利用一直是客户用来评估和补偿公司的关键绩效指标之一。这与公司的长期战略方向一致。未来PG设计不会发生重大变化 [54][55][56][57] 问题2 **Stephanie Davis 提问** 询问了公司在现有客户群中的附加率和交叉销售机会,是否有任何客户的收入上限或附加率的基准 [59] **Rajeev Singh 回答** 解释说,公司正在同时关注新客户获取和现有客户的平台连接收入增长。有一个典型客户案例,通过增加使用公司的各种服务,其PEPM收入增长了约50% [60][61][62] 问题3 **Ryan Daniels 提问** 询问公司如何通过营销和内部数据分析来推动使用量驱动的平台连接收入的增长 [64] **Rajeev Singh 和 Steve Barnes 回答** 强调公司利用数据分析和智能化平台,有针对性地将成员引导到合适的护理服务,这是推动使用量增长的关键。同时,与合作伙伴的整合也是增加使用量和相关收入的重要驱动因素 [65][66]
Accolade (ACCD) Reports Q4 Loss, Tops Revenue Estimates
Zacks Investment Research· 2024-04-26 06:16
Accolade (ACCD) came out with a quarterly loss of $0.10 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to loss of $0.42 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 9.09%. A quarter ago, it was expected that this company would post a loss of $0.46 per share when it actually produced a loss of $0.28, delivering a surprise of 39.13%.Over the last four quarters, the company has surpassed consen ...
Accolade(ACCD) - 2024 Q4 - Annual Report
2024-04-26 05:43
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ____________________________________________________________ FORM 10-K ____________________________________________________________ x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended February 29, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-393 ...
Accolade(ACCD) - 2024 Q4 - Annual Results
2024-04-26 04:16
Exhibit 99.1 Accolade Announces Results for Fiscal Fourth Quarter and Full Year 2024 SEATTLE, April 25, 2024 -- Accolade, Inc. (NASDAQ: ACCD) today announced financial results for the fiscal fourth quarter and full year ended February 29, 2024. "Accolade has built a rare healthcare services business at scale with consistently strong growth rates. Whether serving consumers, employers, health plans, or government entities, the core of our value proposition is making healthcare easier to access, navigate, and ...
Accolade: Staying Bullish On Favorable Developments
Seeking Alpha· 2024-04-05 18:34
公司背景 - Accolade, Inc. (NASDAQ:ACCD)被GlobalData称为“个性化医疗倡导公司”,致力于降低雇主的医疗成本并改善员工的健康和福利[1] 财务表现 - ACCD在2024财年第三季度的财务表现良好,最新文章分析了公司的最新发展和即将公布的业绩[1] - ACCD预计将于4月25日公布2024财年第四季度的业绩,市场对公司的收入增长和EBITDA的正面预期较高[12] - ACCD的财务表现预计将受到强劲的预订和正面运营杠杆效应的支持,有望在第四季度实现显著改善[14] 合作伙伴关系 - ACCD的新合作伙伴包括Kindbody(生育诊所运营商)和Brightline(儿童行为健康解决方案提供商),这些合作伙伴的加入为公司的合作伙伴网络增添了活力[3] - ACCD在健康护理领域的合作伙伴关系中专注于高医疗支出领域,这有助于吸引和留住雇主的人才[5] 技术应用 - ACCD利用人工智能技术提高客户价值和公司利润,例如通过监控客户服务质量和运营数据分析[9] 风险提示 - 投资者需要关注ACCD可能面临的下行风险,包括财务业绩不及预期、新合作伙伴服务不受欢迎以及人工智能带来的效益可能低于预期[15][16][17]
Accolade Wins 2024 Artificial Intelligence Excellence Award
Prnewswire· 2024-03-20 21:00
Accolade公司人工智能应用 - Accolade公司因在医疗保健领域应用自然语言处理技术而荣获2024年度人工智能卓越奖[1] - Accolade公司将人工智能和自然语言处理技术融入到关怀团队的支持中,以帮助数百万会员过上更健康的生活[2] - Accolade公司利用人工智能改进会员服务和数字健康结果,包括自动化任务,如笔记总结和呼叫路由,以使关怀团队完全专注于会员[3]
Accolade Promotes Kelsi McDonald Harris to Chief People Officer
Prnewswire· 2024-03-19 21:00
McDonald Harris assumes new role on Executive Leadership Team to deliver an exceptional employee experience and support the growth and development of its 2,400+ global workforceSEATTLE, March 19, 2024 /PRNewswire/ -- Accolade, Inc. (Nasdaq: ACCD) announced today the promotion of Kelsi McDonald Harris as Chief People Officer and Senior Vice President."Transforming healthcare in this country requires visionary human resources leaders who are willing to challenge the status quo," said Rajeev Singh, Chairman an ...
Chesapeake Bank receives AARP accolade for combatting financial exploitation
Proactive Investors· 2024-03-12 20:56
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Alabama's Fertility Ruling Raises Challenges for Stocks of Fertility Benefits Providers
InvestorPlace· 2024-02-24 03:14
This week brought another blow for reproductive rights in the U.S. An Alabama Supreme Court handed down a ruling that not only can frozen embryos be classified as “children,” but destroying them can lead to charges of wrongful death. This decision has prompted the University of Alabama at Birmingham, the state’s largest healthcare provider, to cease all in vitro fertilization (IVF) treatments. For state residents seeking IVF treatments or similar medical procedures, this development promises to have signifi ...