UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ 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: 001-40478 LifeStance Health Group, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 86-1832801 (State or othe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ 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: 001-40478 LifeStance Health Group, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 86-1832801 (State or other jur ...

财务数据和关键指标变化 - 公司在第二季度实现收入2.6亿美元,同比增长24% [19][22] - 访问量达到170.5万次,同比增长21%,主要由于临床医生人数增加和生产率提高 [22] - 每次访问收入增长3%至152美元,主要由于支付方费率略有上涨 [23] - 中心利润率为7300万美元,同比增长22% [23] - 调整后EBITDA为1400万美元,符合预期 [23] - 自由现金流为负1200万美元,同比改善600万美元,符合预期 [24] - 应收账款周转天数从42天增加至43天,主要由于暂缓了对一家大型支付方的索赔 [25] 各条业务线数据和关键指标变化 - 公司没有披露各业务线的具体数据和指标变化 各个市场数据和关键指标变化 - 公司没有披露各市场的具体数据和指标变化 公司战略和发展方向及行业竞争 - 公司推出了新的以患者结果为导向的护理计划,通过定期评估患者的治疗进展来提高临床疗效 [11][12][13] - 公司已完成约30%的医保合同终止,以简化内部运营,未来将继续评估医保合同以与支持公司发展的合作伙伴保持一致 [16][17] - 公司已将所有中心统一到一个电子健康记录系统、一个电话系统和一个电子邮件系统,大幅降低了由于近100次收购而产生的复杂性 [18] - 公司计划在2023年关闭30-40家中心,并将在未来进一步优化门店布局以支持混合模式 [39][40] - 公司认为行业需求旺盛,未来竞争加剧也可能带来机遇 [86][87] 管理层对经营环境和未来前景的评论 - 公司对2023年下半年的生产率改善趋势持乐观态度,并相应提高了全年收入指引 [27] - 公司计划在2023年和2024年继续加大投资,以巩固基础并为未来发展奠定基础,预计2025年将实现两位数利润率 [29][69] - 公司认为行业需求持续旺盛,未来竞争加剧也可能带来机遇 [86][87] 问答环节重要的提问和回答 问题1 **Craig Hettenbach 提问** 公司未来2-3年的中高个位数收入增长目标是否可实现,有哪些潜在的上行或下行风险? [47][48][49][51] **Ken Burdick 和 Danish Qureshi 回答** 公司未来收入增长的潜在上行因素包括未来可能恢复的收购增长,以及在提高临床生产率和利用率方面的持续改善 [48][49][50][51] 下行风险主要在于需要持续关注临床生产率、预约转化率和取消率等关键指标 [48][49] 问题2 **Lisa Gill 提问** 公司与医保公司的谈判情况如何,是否有涉及价值型付费或人头付费的合同? [55][56][57] **Dave Bourdon 回答** 公司与医保公司的谈判是定期进行的,有些是年度合同,有些是年度加一年的续约。目前公司主要有一些围绕获取和质量的价值型付费安排,但还没有大规模的承担风险的合同 [56][57] 问题3 **Jack Senft 提问** 公司新推出的以患者结果为导向的护理计划的具体情况如何? [61][62][63] **Ken Burdick 回答** 该计划已全国范围内推出,公司已经完成了18万次患者评估。这将有助于公司更好地分析临床疗效,为临床医生提供反馈,并为行业提供最佳实践 [62][63]

| --- | --- | |----------------------------------------------|-------| | | | | | | | | | | | | | Reimagining Mental Health | | | Q1 2023 Earnings Presentation • May 10, 2023 | | Forward-Looking Statements DISCLAIMERS Cautionary Note Regarding Forward-Looking Statements This presentation and related oral statements, including during any question and answer portion of the presentation, contain forward-looking statements about LifeStance Health Group, Inc. and its subsidiaries ("LifeStance") and the industry i ...

LifeStance Health Group, Inc. (NASDAQ:LFST) Q1 2023 Earnings Conference Call May 10, 2023 8:30 AM ET Company Participants Monica Prokocki - Investor Relations Ken Burdick - Chief Executive Officer Dave Bourdon - Chief Financial Officer Danish Qureshi - Chief Operating Officer Conference Call Participants Craig Hettenbach - Morgan Stanley Lisa Gill - JPMorgan Kevin Caliendo - UBS Jamie Perse - Goldman Sachs Brian Tanquilut - Jefferies Operator Good day, and welcome to the LifeStance Health First Quarter 2023 ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ 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: 001-40478 LifeStance Health Group, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 86-1832801 (State or other ju ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ 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 001-40478 LifeStance Health Group, Inc. (Exact name of Registrant as specified in its Charter) Delaware 86-1832801 (State or other jurisd ...

LifeStance Health Group, Inc. (NASDAQ:LFST) Q4 2022 Earnings Conference Call March 8, 2023 8:30 AM ET Company Participants Monica Prokocki - Vice President, Investor Relations Ken Burdick - Chief Executive Officer Dave Bourdon - Chief Financial Officer Danish Qureshi - Chief Operating Officer Conference Call Participants Craig Hettenbach - Morgan Stanley Lisa Gill - JPMorgan Jack Senft - William Blair Brian Tanquilut - Jefferies Jamie Perse - Goldman Sachs Kevin Caliendo - UBS Operator Ladies and gentlemen, ...