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 | | --- | --- ...

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, ...

Financial Data and Key Metrics Changes - Revenue for Q3 2022 was $218 million, representing a 25% year-over-year increase, driven by a 24% growth in clinician numbers [25][9] - Center margin increased to $60 million, up 16% year-over-year, although sequential expansion was not achieved due to lower-than-expected revenue and higher employee health benefit costs [25][9] - Adjusted EBITDA grew 44% year-over-year to $15 million, or 7.1% of revenue, impacted by higher health benefits costs [26][9] - The company lowered its full-year revenue guidance to $845 million to $850 million, with adjusted EBITDA expectations of $50 million to $53 million [11][9] Business Line Data and Key Metrics Changes - The clinician base grew to 5,431, with 205 net additions in Q3, primarily from organic growth [32][9] - The company completed three acquisitions in the quarter, but is moderating M&A activities to focus on organic growth [35][9] Market Data and Key Metrics Changes - The percentage of telehealth visits remains high in the 70s, although there is a gradual shift towards in-person visits [54][9] - The company is experiencing no shortage of patient demand, indicating a strong market for mental health services [68][9] Company Strategy and Development Direction - The company aims to evolve from a growth-focused mindset to a balanced approach that includes operational excellence and profitability [22][9] - Future priorities include enhancing clinician productivity, simplifying administrative processes, and focusing on larger acquisition targets [21][9][65] - The company plans to invest in scalable infrastructure and digital solutions to improve operational efficiency [19][9][20] Management's Comments on Operating Environment and Future Outlook - Management acknowledges underperformance relative to potential and emphasizes a focus on execution and operational excellence [12][31] - The leadership team is committed to building a robust infrastructure to support long-term growth and profitability [23][9] - The company anticipates a year of transition in 2023, with slower growth but strategic investments in infrastructure [23][9] Other Important Information - The company is establishing a business transformation office to optimize processes and enhance operational efficiency [48][9] - New leadership appointments include a Business Transformation Officer and a new CFO, indicating a strategic shift in management focus [49][9] Q&A Session Summary Question: What are the revised long-term growth expectations? - Management indicated that growth will moderate to build infrastructure and capitalize on future opportunities [52][9] Question: What is the current percentage of virtual visits? - The percentage of telehealth visits is currently in the high 70s, with plans to adjust physical real estate usage accordingly [54][9] Question: Why is the company becoming more selective with payers? - The complexity of managing over 400 payer contracts and variability in reimbursement rates are key reasons for this strategic shift [56][9][58] Question: How does the company plan to address clinician capacity and utilization? - The primary issue is reduced clinician capacity due to elevated time off, while patient demand remains strong [68][9] Question: What are the expectations for accounts receivable in the fourth quarter? - Specific payer-related issues are expected to resolve in the fourth quarter, improving cash collection efficiency [70][9]

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, 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 othe ...

LifeStance Health Group, Inc. (NASDAQ:LFST) Q2 2022 Results Conference Call August 9, 2022 4:30 PM ET Company Participants Monica Prokocki - Vice President of Investor Relations Mike Lester - Chief Executive Officer Danish Qureshi - Chief Growth Officer Mike Bruff - Chief Financial Officer Conference Call Participants Craig Hettenbach - Morgan Stanley Lisa Gill - JPMorgan Stephanie Schiller Wissink - Jefferies Jack Senft - William Blair Kevin Caliendo - UBS Jamie Perse - Goldman Sachs Operator Good afternoo ...

Commission File Number: 001-40478 ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) LifeStance Health Group, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 86-1832801 (State or other jur ...

Q1 2022 Earnings Presentation May 9, 2022 Forward-Looking Statements DISCLAIMERS Cautionary Note Regarding Forward-Looking Statements This presentation and related oral statements contain forward-looking statements about LifeStance Health Group, Inc. and its subsidiaries ("LifeStance") and the industry in which LifeStance operates, including statements regarding full-year and second quarter guidance, future results of operations and financial position of LifeStance, which are subject to known and unknown un ...

LifeStance Health Group, Inc. 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, 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 (Exact Name of Registrant as Specified in its Charter) Delaware 86-1832801 ( State or other j ...

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, 2021 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 ...