About Oscar Health Oscar Health, Inc. ("Oscar†) is a leading healthcare technology company built around a full stack technology platform and a relentless focus on serving our members. Oscar has been challenging the status quo in the healthcare system since its founding in 2012, and is dedicated to making a healthier life accessible and affordable for all. Oscar offers Individual & Family plans and health technology solutions that power the healthcare industry through +Oscar. Oscar's technology drives supe ...

Gentlemen, got some good news from the FDA. Our Apple Watches will be uh the way we can measure hypertension, the leading killer of people in the world. Now, I don't know, Wendell, I know that's your glass.That's my wife. That's your glass, but you've got to be proud of what you guys have created with the Apple Watch. We're so excited about being able to participate in something that is actually going to help people's health as well.Well, that has been your mission, too. That's absolutely right. You know, w ...

Financial Data and Key Metrics Changes - In Q2 2025, the company achieved a revenue growth of 26% to $509 million, generated adjusted EBITDA of $122 million, and free cash flow of $99 million, surpassing the entire free cash flow delivered in 2023 [4][30] - The adjusted diluted earnings per share for Q2 was $0.92, exceeding the guidance of $0.85 to $0.89 [29] - Gross margin expanded to 72.3%, exceeding guidance of 70.5% [28] Business Line Data and Key Metrics Changes - The company reported double-digit online growth in both its brands, Il Makiage and Spoiled Child, with Il Makiage expected to reach $1 billion in revenue by 2028 [12][24] - Spoiled Child is projected to cross $200 million in revenue this year, having launched only three years ago [13][42] Market Data and Key Metrics Changes - International sales represented approximately 15% of total net revenue, with a growth of over 40% in the first half of 2025, amounting to around $85 million [25][62] - The company is focusing on expanding its international presence, particularly in markets like the UK, Germany, Canada, Australia, and Israel, where it aims to replicate its U.S. success [27][62] Company Strategy and Development Direction - The company aims to become one of the largest beauty companies globally, with a focus on expanding its product offerings into healthcare, starting with dermatology [5][15] - Investments are being made in technology and new brands, with a strong emphasis on innovation and consumer demand for high-efficacy products [8][14] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving another record-breaking year in 2025, with expected net revenue between $799 million and $804 million, representing a year-over-year growth of 23% to 24% [32] - The company plans to front-load investments in 2026, which may impact EBITDA margins in the first half of the year but is expected to maintain a long-term growth algorithm of 20% revenue growth and 20% adjusted EBITDA margin [34] Other Important Information - The company successfully issued its first convertible exchangeable note, upsized to $600 million, which significantly increased its cash position to $815 million [31] - The company is preparing for the launch of Brand Three, which will enter the medical-grade space, focusing on dermatology and offering both OTC and prescription products [13][15] Q&A Session Summary Question: What is driving the sequential compression in gross margin for Q3? - Management explained that gross margin is not a primary metric managed by teams, who focus on contribution margin, and that seasonality and lower revenue dollars in Q3 and Q4 contribute to the compression [39][40] Question: Will the company constrain growth on existing brands to manage future growth? - Management confirmed that they often constrain growth to ensure sustainable long-term growth, maintaining a commitment to 20% revenue growth and 20% adjusted EBITDA margin [51][52] Question: What are the investment plans for Brand Three and expected returns? - Management indicated that significant investments are being made in new brands and technology, with expectations of substantial future returns similar to past successful launches [56][57] Question: What are the growth drivers for international markets? - Management highlighted that international markets could be as large as the U.S. business, with strong growth in established markets and potential in new testing markets [62] Question: How will the go-to-market strategy differ for Brand Three? - Management stated that while the strategy will leverage existing technology and user base, it will also incorporate personalized treatments developed over two years [71][72] Question: What long-term revenue streams are anticipated from Brand Three? - Management outlined that Brand Three will operate as a telehealth platform with medical-grade products, focusing on compliance and leveraging existing user data for product development [78][80]

Group 1 - Syra Health Corp. will report its financial results for the three months ended June 30, 2025, on August 12, 2025, before the market opens [1] - The company focuses on healthcare technology, particularly in behavioral and mental health, population health, and the healthcare workforce [2] - Syra Health aims to improve health through innovative technology products and services that emphasize prevention, access, and affordability [2] Group 2 - The company is committed to advancing healthcare solutions both nationwide and globally [2] - For further information, Syra Health's website is available at www.syrahealth.com [2] - Investor and media inquiries can be directed to Christine Drury at Syra Health [3]

Company Overview - Clover Health Investments, Corp. is a physician enablement technology company focused on providing access to quality healthcare for Medicare beneficiaries, particularly seniors who have historically faced challenges in accessing affordable healthcare [2] - The company utilizes its software platform, Clover Assistant, to aggregate patient data and support clinical decision-making, aiming to improve health outcomes through early identification and management of chronic diseases [2] - Clover Health offers PPO and HMO Medicare Advantage plans across several states, with a particular emphasis on its wide-network, high-choice PPO plans [2] Upcoming Financial Results - Clover Health will release its financial results for the second quarter of 2025 after market close on August 5, 2025 [1] - A conference call and webcast will be held at 5:00 p.m. Eastern Time on the same day to discuss the company's business and financial performance [1][3] - Investors can access the conference call via telephone or through a live and archived webcast available on the company's Investor Relations website [3]

Core Insights - Syra Health Corp. reported a total revenue of $1.9 million for Q1 2025, reflecting a 6% increase from $1.8 million in Q1 2024, primarily driven by a 261% year-over-year growth in the Population Health segment [6][7] - The gross margin improved significantly to 31.7%, up 14.6 percentage points from 17.1% in the prior year, attributed to a shift towards higher-margin contracts [8][10] - The company achieved a net loss reduction to $472,000 in Q1 2025, compared to a net loss of $1.4 million in Q1 2024, indicating a substantial improvement in operational efficiency [10][9] Financial Highlights - Total revenue for Q1 2025 was $1.9 million, a 6% increase from $1.8 million in Q1 2024 [6][7] - Population Health revenues reached $1.2 million, more than tripling from $333,000 in Q1 2024, contributing to 65% of total revenues [6][7] - Gross profit margin expanded to 31.7%, up from 17.1% in the previous year [8] - Operating expenses decreased by 39% year-over-year to $1.1 million [9] - Adjusted EBITDA improved to ($462,000) from ($1.4 million) in the prior year [9] Operational Highlights - The company secured a $2.5 million contract with a major insurance provider to enhance member health plans [6] - A one-year, $1.5 million contract extension was obtained with the Indiana FSSA NeuroDiagnostic Institute [6] - A $660,000 contract extension was awarded to improve quality and reduce costs through data analysis [6] - Launched specialized content within Syrenity for individuals living with PTSD [6] Management Commentary - The CEO expressed satisfaction with the strong momentum at the start of 2025, highlighting revenue growth and gross margin expansion driven by a focus on higher-margin business units [5] - The company remains committed to operational efficiency and innovative digital health solutions [5] Financial Outlook - Due to ongoing federal budgetary revisions impacting key customers, the company has decided to withdraw its 2025 guidance until more quantifiable changes are available [6]

Core Insights - Veri Medtech has relaunched its Veriheal.com healthcare technology platform, enhancing its capabilities to connect patients and physicians [1][2] - The upgraded platform aims to solidify Veriheal's leadership in the healthcare technology market [2] - Veri Medtech Holdings is focused on providing alternative medicine, personalized diagnostics, and wellness medication on demand, leveraging telehealth and digital systems [3] Company Overview - Veri Medtech Holdings, Inc. is a publicly-traded healthcare technology company with the stock ticker symbol "VRHI" [3] - The company is strategically positioned for growth and actively seeks acquisitions to enhance its core capabilities in alternative medicine and wellness science [3] - Veri Medtech emphasizes innovation and patient-centric care, aiming to make personalized healthcare more accessible [3]