CVS Health (CVS) Q1 2025 Earnings Call May 01, 2025 08:00 AM ET Company Participants Larry McGrath - Executive VP, Chief Strategy Officer & Chief Strategic Advisor to the CEODavid Joyner - President & CEOThomas Cowhey - Executive Vice President & CFOSteve Nelson - Executive Vice President and President, AetnaLisa Gill - Managing DirectorPrem Shah - Executive Vice President and Group PresidentAndrew Mok - DirectorCharles Rhyee - Managing Director Conference Call Participants Justin Lake - Analyst - Healthcar ...

First Quarter 2025 May 1, 2025 Earnings Conference Call J. David Joyner President and Chief Executive Officer Thomas F. Cowhey Executive Vice President and Chief Financial Officer 1 ©2025 CVS Health and/or one of its affiliates. Confidential and proprietary. Cautionary Statement concerning forward-looking statements This presentation includes forward-looking statements. The Private Securities Litigation Reform Act of 1995 provides a safe harbor for forward-looking statements made by or on behalf of CVS Heal ...

Company Overview - DaVita Inc. is a health care provider focused on transforming care delivery to improve quality of life for patients globally [2] - The company has been a leader in clinical quality and innovation for 25 years, providing comprehensive kidney care [2] - As of December 31, 2024, DaVita served approximately 281,100 patients at 3,166 outpatient dialysis centers, with 2,657 centers in the United States and 509 centers in 13 other countries [2] Upcoming Events - DaVita will hold its quarterly conference call to discuss first quarter results on May 12, 2025, at 5:00 p.m. Eastern Time [1] - The results will be released after market close on the same day, and the call will be accessible via webcast [1] - Investors can join the call using the provided dial-in numbers and will need to provide the password "Earnings" [1]

Core Viewpoint - iRhythm Technologies, Inc. is actively participating in the Bank of America Securities 2025 Health Care Conference, showcasing its commitment to advancing digital health solutions [1][2]. Company Overview - iRhythm Technologies, Inc. is a leading digital health care company focused on creating solutions that detect, predict, and prevent disease through the use of wearable biosensors and cloud-based data analytics [3]. - The company utilizes proprietary algorithms to transform data from millions of heartbeats into clinically actionable information, aiming to enhance patient care and health outcomes [3]. Event Participation - iRhythm's management is scheduled to present at the conference on May 13, 2025, at 3:40 p.m. Pacific Time, with a live and archived webcast available for interested parties [2].

Group 1 - Bank of Marin (BMRC) reported quarterly earnings of $0.30 per share, missing the Zacks Consensus Estimate of $0.32 per share, but showing an increase from $0.18 per share a year ago, resulting in an earnings surprise of -6.25% [1] - The company posted revenues of $27.82 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 0.84%, and compared to year-ago revenues of $25.45 million, indicating that it has not beaten consensus revenue estimates over the last four quarters [2] - Bank of Marin shares have declined approximately 12.4% since the beginning of the year, while the S&P 500 has decreased by 6.1% [3] Group 2 - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The estimate revisions trend for Bank of Marin is mixed, leading to a Zacks Rank 3 (Hold) for the stock, suggesting it is expected to perform in line with the market in the near future [6] - The current consensus EPS estimate for the upcoming quarter is $0.37 on revenues of $29.07 million, and for the current fiscal year, it is $1.53 on revenues of $118.29 million [7] Group 3 - The outlook for the industry, specifically the Banks - West sector, is currently in the bottom 33% of over 250 Zacks industries, which may materially impact the stock's performance [8]

Core Viewpoint - LifeStance Health Group, Inc. is set to release its first quarter 2025 earnings on May 7, 2025, before market opening, highlighting its position as a major player in outpatient mental health care [1]. Group 1: Earnings Release Information - LifeStance will host a live earnings conference call on May 7, 2025, at 8:30 a.m. Eastern Time to discuss the first quarter results [2]. - Participants can join the call by dialing specific domestic and international numbers and using a conference ID [2]. - A real-time audio webcast will be available on the LifeStance Investor Relations website, with related materials posted prior to the call [3]. Group 2: Company Overview - Founded in 2017, LifeStance is one of the largest providers of virtual and in-person outpatient mental health care in the U.S. [4]. - The company employs approximately 7,400 mental health professionals and operates over 550 centers across 33 states [4]. - LifeStance aims to improve access to affordable and personalized mental health care, helping individuals lead healthier lives [4].

ModivCare Inc. (NASDAQ:MODV) Q4 2024 Earnings Conference Call March 6, 2025 5:00 PM ET Company Participants Heath Sampson – President and Chief Executive Officer Barbara Gutierrez – Chief Financial Officer Conference Call Participants Megan Holton – Jefferies Pito Chickering – Deutsche Bank Lee Jagoda – CJS Securities Raj Kumar – Stephens Operator Good day, everyone. And welcome to ModivCare Inc.'s Fourth Quarter and Full Year 2024 Finance Results Conference Call. At this time, all participants are in a lis ...

Enhabit, Inc. (NYSE:EHAB) Q4 2024 Results Conference Call March 6, 2025 10:00 AM ET Company Participants Jobie Williams - Senior Vice President and Treasurer Barb Jacobsmeyer - President and Chief Executive Officer Ryan Solomon - Chief Financial Officer Conference Call Participants Brian Tanquilut - Jefferies Ryan Langston - TD Cowen Operator Thank you for joining our call today. With me on the call is Barbara Jacobsmeyer, President and Chief Executive Officer, and Ryan Solomon, Chief Financial Officer. Bef ...

Group 1 - Henry Schein is identified as a notable company for investors, operating as a solutions provider in the healthcare sector [1] - The company is involved in generating cash flow, which is essential for value and growth prospects [1] Group 2 - Crude Value Insights offers an investment service focused on oil and natural gas, emphasizing cash flow analysis [2] - Subscribers have access to a stock model account and in-depth analyses of exploration and production firms [2]

Neuronetics, Inc. (NASDAQ:STIM) Q4 2024 Earnings Conference Call March 4, 2025 8:30 AM ET Company Participants Mark Klausner - Investor Relations Keith Sullivan - President & Chief Executive Officer Steve Furlong - Chief Financial Officer Conference Call Participants William Plovanic - Canaccord Genuity Max Kruszeski - William Blair Adam Maeder - Piper Sandler Danny Stauder - Citizens JMP Operator Good day, and thank you for standing by. Welcome to the Neuronetics Fourth Quarter 2024 Financial and Operating ...