eHealth (EHTH) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 Good morning, everyone, and welcome to eHealth, Inc. Conference Call to discuss the company's First Quarter twenty twenty five Financial Results. At this time, all participants have been placed in listen only mode. The floor will open for your questions following the prepared remarks. I will now turn the floor over to Eli Newbrand Mintz, Senior Investor Relations Manager. Please go ahead. Speaker1 Good morning, and thank you all for join ...

Q1 2025 Financial Results ©2025 eHealthInsurance Services, Inc. 1 Safe Harbor Statement Forward-Looking Statements This presentation includes forward-looking statements within the meaning of the federal securities laws. Forward-looking statements generally relate to future events or our future financial or operating performance. Forward-looking statements in this presentation include, but are not limited to, the following: our estimates regarding online and hybrid-assisted enrollment growth; our estimates r ...

eHealth, Inc. Announces First Quarter 2025 Results Strong first quarter results with 22% total revenue growth YoY 25% growth in Medicare Advantage submissions YoY Growth accompanied by Medicare unit margin expansion YoY AUSTIN, Texas — May 7, 2025 — eHealth, Inc. (Nasdaq: EHTH), a leading private online health insurance marketplace, today announced its financial results for the first quarter ended March 31, 2025. CEO Comments "eHealth delivered another quarter of strong execution, resulting in significant r ...

Financial Results - eHealth, Inc. announced its financial results for the first quarter ended March 31, 2025 [1] - The earnings press release and presentation are available on the eHealth Investor Relations website [1] Company Overview - eHealth has been operating for over 25 years, assisting millions of Americans in finding suitable healthcare coverage [4] - The company is a leading independent licensed insurance agency, providing access to over 180 health insurers [4] Conference Call Information - A webcast and conference call regarding the financial results will be held on May 7, 2025, at 8:30 a.m. Eastern Time [3] - Interested participants can join the call by dialing (800) 549-8228 with the passcode 75768 [3]

New capability uses artificial intelligence (AI) to help streamline and improve how consumers comparison shop for health plansNew research finds 74% of people are willing to interact with an AI assistant when calling customer serviceAUSTIN, Texas, April 30, 2025 /PRNewswire/ -- eHealth, Inc. (Nasdaq: EHTH), a leading private online health insurance marketplace, today unveiled a new AI-based voice, non-licensed agent designed to streamline the health insurance plan selection process. This launch marks a sign ...

Company Announcement - eHealth, Inc. plans to release its first quarter 2025 financial results on May 7, 2025 [1] - An earnings conference call will be held at 8:30 a.m. Eastern Time on the same day, hosted by CEO Fran Soistman and CFO John Dolan [1] Conference Call Details - Individuals can listen to the conference call by dialing (800) 549-8228 with the participant passcode 75768 [2] - A live webcast will be available on the Investor Relations page of the company's website, with a replay accessible two hours after the call and archived for one year [3] Company Background - eHealth has been operating for over 25 years, assisting millions of Americans in finding suitable healthcare coverage [4] - The company is an independent licensed insurance agency offering access to over 180 health insurers, including both national and regional companies [4]

Group 1 - The final rules and rates set by CMS will enhance access to quality coverage and additional benefits for Medicare Advantage beneficiaries, including hearing, dental, and vision services [1][3] - Over 70 million people are eligible for Medicare, with nearly 36 million enrolled in Medicare Advantage plans, indicating a significant market size for health insurance providers [2] - The new rules are expected to lead to increased investment in Medicare offerings by health plans, reflecting the importance of the Medicare Advantage program and the role of licensed insurance agents [3] Group 2 - eHealth, Inc. has been a key player in the health insurance marketplace for over 25 years, helping millions of Americans find suitable healthcare coverage [4] - The company supports the final rules and rates from CMS, believing they will positively impact the Medicare Advantage program and the services provided to seniors [3][4] - eHealth offers access to over 180 health insurers, positioning itself as a leading independent licensed insurance agency [4]

Core Points - eHealth, Inc. granted an inducement stock unit award covering 6,000 shares to a new non-executive employee on April 2, 2025 [1] - The stock unit award is part of the Company's Amended and Restated 2021 Inducement Plan and is subject to specific terms and conditions [1][2] - The award will vest over three years, with one-third of the shares vesting on each anniversary of the vesting commencement date, contingent on the employee's continued service [2] Company Overview - eHealth, Inc. has been operating for over 25 years, assisting millions of Americans in finding affordable health coverage [3] - The Company is a leading independent licensed insurance agency, providing access to over 180 health insurers, including both national and regional companies [3]

Core Viewpoint - eHealth (EHTH) has experienced a significant decline of 26.4% over the past four weeks, but it is now positioned for a potential trend reversal as it enters oversold territory, with analysts predicting better earnings than previously expected [1]. Group 1: Technical Indicators - The Relative Strength Index (RSI) is utilized to identify oversold stocks, with a reading below 30 typically indicating oversold conditions [2]. - EHTH's current RSI reading is 23.58, suggesting that the heavy selling pressure may be exhausting, indicating a possible bounce back towards equilibrium [5]. Group 2: Fundamental Analysis - There is strong consensus among sell-side analysts regarding an increase in earnings estimates for EHTH, with the consensus EPS estimate rising by 142.5% over the last 30 days [7]. - EHTH holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, indicating a strong potential for a turnaround [8].

Core Insights - A significant majority of Americans (72%) rate the US healthcare system with a grade of C or lower, indicating widespread dissatisfaction with the current system [2] - Nearly half (46%) of respondents have faced the dilemma of choosing between paying medical bills and basic necessities over the past decade, highlighting financial strain related to healthcare [2] - A majority of Americans express willingness to reconsider key provisions of the Affordable Care Act (ACA) to make healthcare coverage more affordable [2] - There is strong support (66%) among Americans for banning direct advertisements from pharmaceutical companies, reflecting a consensus across political lines [2] - The survey indicates that 83% of respondents believe they should have the option to select health plans that exclude benefits they do not intend to use, if it results in cost savings [6] - Additionally, 56% of respondents feel that individuals with unhealthy lifestyles should incur higher health insurance costs [6] Research Methodology - The findings are based on a survey conducted in February 2025, involving over 1,000 respondents from the general US population [3]