Earnings Call Summary | Alignment Healthcare(ALHC.US) Q1 2024 Earnings Conference
Earnings Call Summary | Alignment Healthcare(ALHC.US) Q1 2024 Earnings Conference
The following is a summary of the Alignment Healthcare, Inc. (ALHC) Q1 2024 Earnings Call Transcript:
以下是Alignment Healthcare, Inc.（ALHC）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Alignment Healthcare reported a Q1 2024 revenue of $629 million, marking a 43% year-over-year growth, and health plan membership witnessing a 50% growth to 165,100 members.
They reported an adjusted gross profit of $57 million and an adjusted EBITDA of negative $12 million, surpassing their first quarter outlook.
Due to this strong performance, full year membership and revenue guidance had to be raised and the low end of adjusted gross profit guidance was also uplifted.
Major profitability improvement of 2024 is forecasted to root from the Medicare Advantage business. They are on track to increase EBITDA margins by 200 basis points.
Alignment Healthcare報告稱，2024年第一季度收入爲6.29億美元，同比增長43％，健康計劃會員人數增長了50％，達到165,100名會員。
他們報告調整後的毛利爲5700萬美元，調整後的息稅折舊攤銷前利潤爲負1200萬美元，超過了第一季度的展望。
由於這種強勁的表現，必須提高全年會員和收入指引，調整後毛利預期的低端也有所提高。
預計2024年盈利能力的重大改善將源於Medicare Advantage業務。他們有望將息稅折舊攤銷前利潤率提高200個點子。
Business Progress:
業務進展：
The company demonstrated improved patient care and observed growth in membership due to investments in AVA, contributing to better outcomes and controlling medical costs.
Strong customer retention was a result of a focus towards low-cost structures without compromising quality.
The company boasted a shared risk contracting model, working in unison with independent community doctors and health systems for a holistic patient care approach.
Planning for an aggressive market expansion in 2026 and expecting strong health plan membership growth and margin expansion for 2025.
There are plans to increase focus on improved admission and readmission management to balance unit cost increases and ensuring accurate claim submissions from provider partners.
Response to changes in macroeconomic factors was positive as the company maintained a 4%-5% pretax margin, affirming their position as a high-quality, low-cost player.
The company also sees potential for partnerships with top-tier health systems to aid in reducing senior admissions into hospitals.
由於對AVA的投資，該公司的患者護理有所改善，會員人數也有所增加，這有助於改善療效和控制醫療成本。
強勁的客戶保留率是由於在不影響質量的情況下專注於低成本結構的結果。
該公司擁有共享風險合同模式，與獨立的社區醫生和衛生系統齊心協力，採用全面的患者護理方法。
計劃在2026年進行積極的市場擴張，並預計2025年健康計劃的會員人數將強勁增長和利潤率擴大。
計劃更加註重改善入院和再入院管理，以平衡單位成本的增加，並確保提供商合作伙伴提交的索賠準確無誤。
對宏觀經濟因素變化的反應是積極的，因爲該公司保持了4％-5％的稅前利潤率，鞏固了其作爲高質量、低成本參與者的地位。
該公司還認爲，有可能與頂級衛生系統建立合作伙伴關係，以幫助減少老年人入院人數。
More details: Alignment Healthcare IR
更多詳情： Alignment 醫療
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。