财务数据和关键指标变化 - 公司第一季度收入为9300万美元,同比增长26%,主要得益于Medicare业务的强劲增长 [28][29] - Medicare业务第一季度收入为8240万美元,同比增长33% [29] - Medicare Advantage经纪人会员增长9%,Medicare补充保险经纪人会员增长35%,总Medicare经纪人会员增长10% [30] - 客户获取成本(包括客户服务和营销成本)为每位Medicare Advantage等效会员834美元,同比增长12% [33] - 非GAAP客户服务和营销成本分别同比增长32%和18% [35] - Medicare Advantage会员终身价值同比增长6%至952美元 [36] - 非佣金收入同比增长110%至1200万美元 [36] - Medicare业务利润为830万美元,去年同期为亏损60万美元 [36] 各条业务线数据和关键指标变化 - 雇主和个人(E&I)业务收入为1060万美元,同比下降11%,利润为470万美元,同比下降39% [37][38] - E&I业务个人和家庭计划会员下降29%,附属会员下降16%,小企业团体会员下降15% [38] 各个市场数据和关键指标变化 - 无具体披露 公司战略和发展方向及行业竞争 - 公司预计未来AEP期间会出现较大的市场动荡,因为医疗保险公司面临多方面的财务压力,可能会大幅调整计划福利和地理覆盖范围 [10][11][50][51] - 公司认为这种动荡为其提供了机会,凭借其中立的选择模式和专业建议,帮助客户在复杂的市场环境中做出最佳选择 [12] - 公司正在采取多项措施提高客户保持率和忠诚度,如推出ePerks会员计划 [22][23] - 公司正在探索多种方式优化资本结构,包括部分变现合同应收款资产 [25][26] - 公司相信其在监管合规和快速应对行业变化方面的能力是其在受监管的Medicare Advantage市场的重要竞争优势 [13][14] 管理层对经营环境和未来前景的评论 - 管理层认为行业正处于一个重要的转折点,预计会出现更多的市场整合和整合 [10] - 管理层认为公司有能力在这种动荡中脱颖而出,并有信心实现2024年的业绩目标 [14][43] - 管理层表示公司将谨慎、有目标地进行多元化拓展,同时继续专注于提高核心Medicare业务的盈利能力和现金流 [19][20] 问答环节重要的提问和回答 问题1 **James 提问** 询问公司如何应对监管变化和保险公司面临的挑战,以及公司的具体策略 [48][49] **Fran Soistman 回答** 公司正在制定多项策略应对预期的市场动荡,包括积极防御现有客户群、主动捕捉新的市场机会 [49][50][51][52][53][54] 问题2 **James 提问** 询问公司未来几年直接面向保险公司的业务(Amplify)占比的预期 [55][56] **John Stelben 回答** Amplify业务目前占总收入的高个位数百分比,未来几年有望扩大到20%-25%左右 [58][59]

Q1 2024 Financial Results ...

EHealth (EHTH) came out with a quarterly loss of $0.79 per share versus the Zacks Consensus Estimate of a loss of $0.39. This compares to loss of $0.96 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -102.56%. A quarter ago, it was expected that this provider of internet-based heath insurance agency services would post earnings of $1.94 per share when it actually produced earnings of $1.61, delivering a surprise of -17.01%.Ove ...

eHealth, Inc. Announces First Quarter 2024 Results Strong first quarter results with total revenue growth of 26% YoY Significant YoY improvement in profitability metrics and operating cash flow AUSTIN, Texas — May 7, 2024 — eHealth, Inc. (Nasdaq: EHTH), a leading private online health insurance marketplace, today announced its financial results for the first quarter ended March 31, 2024. CEO Comments “eHealth delivered another quarter of strong execution in our Medicare business, building on momentum we ach ...

AUSTIN, Texas, April 30, 2024 /PRNewswire/ -- eHealth, Inc. (Nasdaq: EHTH), a leading private online health insurance marketplace, today announced that Fran Soistman, Chief Executive Officer, will present at the 2024 RBC Capital Markets Global Healthcare Conference on Tuesday, May 14th, 2024 at 2:05 p.m. E.T. Interested investors can access the live audio webcast of the presentation on eHealth's Investor Relations website at https://ir.ehealthinsurance.com. About eHealth, Inc. We're Matchmakers. For over 25 ...

Provides dial-in details for the first quarter 2024 earnings call, to be held on May 7 at 8:30 a.m. Eastern Time AUSTIN, Texas, April 18, 2024 /PRNewswire/ -- eHealth, Inc. (Nasdaq: EHTH), a leading private online health insurance marketplace, today reiterated its previously issued fiscal year 2024 guidance. Following the April 4th release of the final Policy and Technical Changes to the Medicare Advantage Program for Contract Year 2025, eHealth committed to providing clarity with respect to the rule and it ...

AUSTIN, Texas, April 5, 2024 /PRNewswire/ -- eHealth, Inc. (Nasdaq: EHTH), a leading private online health insurance marketplace, commented on the final Contract Year 2025 Policy and Technical Changes to the Medicare Advantage Program, released by the Centers for Medicare & Medicaid Services (CMS) on April 4, 2024. The company is currently in the process of reviewing the rule. As there continue to be areas of ambiguity, eHealth will also be communicating with CMS and the company's carrier partners to obtain ...

Program includes year-round support services, access to a dedicated advocate team, and special offers from eHealth partners AUSTIN, Texas, April 4, 2024 /PRNewswire/ -- As a leading private online health insurance marketplace, eHealth, Inc. (Nasdaq: EHTH) (eHealth.com) believes in building long-term relationships with customers and adding value to their lives beyond the initial point of sale. That's why the company today announced the launch of its new eHealth ePerks rewards program. The company has already ...

医疗保险受益人调查结果 - 超过2,100名医疗保险受益人的调查显示，与持牌代理合作与更高的满意度和信心相关[1] - 97%的受益人希望政府捍卫医疗保险优势计划的获取[1] - eHealth的调查发现，绝大多数医疗保险受益人对其医疗保险优势计划感到满意和自信[2] 持牌代理的重要性 - 与持牌代理合作会带来更高水平的满意度和信心[3] - 许多人依赖于持牌代理的个人帮助来选择适合他们的计划[4]

eHealth医疗保险指数报告 - eHealth的第七届年度医疗保险指数报告追踪了超过190,000名受益人的计划成本和选择趋势[1] - eHealth的研究基于对超过190,000名医疗保险受益人在2024年度医疗保险年度选购期间（2023年10月15日至12月7日）进行的分析[5] - 84%的医疗保险优势计划参保者选择了零保费计划；平均免赔额首次降至100美元以下[1]