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Earnings Call Summary | R1 RCM(RCM.US) Q2 2024 Earnings Conference

Earnings Call Summary | R1 RCM(RCM.US) Q2 2024 Earnings Conference

業績會總結|r1 rcm(Q2 2024) 業績會
富途資訊 ·  08/08 04:06  · 電話會議

The following is a summary of the R1 RCM Inc. (RCM) Q2 2024 Earnings Call Transcript:

以下是R1 RCm公司(RCM)2024年第二季度業績電話會議記錄摘要:

Financial Performance:

金融業績:

  • R1 RCM Inc. reported Q2 revenue of $627.9 million, up 12% year-over-year primarily due to contributions from Acclara and growth in the Modular business.

  • Adjusted EBITDA for Q2 was $156.1 million, slightly ahead of internal expectations despite recent disruptions.

  • Net operating fees increased by approximately 5% to $374.6 million year-over-year.

  • Modular and Other revenue grew by 35% year-over-year to $231.6 million.

  • R1 RCm公司報告第二季度營業收入627.9百萬美元,同比增長12%,主要歸因於Acclara的貢獻和模塊化業務的增長。

  • 第二季度調整後的EBITDA爲1,561百萬美元,略高於內部預期,儘管最近有所幹擾。

  • 淨運營費用同比增長約5%,達到3,746百萬美元。

  • 模塊化及其他收入同比增長35%,達到2,316百萬美元。

Business Progress:

業務進展:

  • Successfully onboarded over 1,900 associates from a large new end-to-end customer.

  • Integration of Acclara is progressing well with successful cross-selling opportunities noted.

  • After the Ascension cyberattack, R1 implemented downtime procedures and is now gradually resuming normal operations with additional resources aimed at resolving backlogs.

  • Expansion occurred in multiple customer relationships, adding new services such as charge capture and underpayment solutions.

  • Technology advancements include the development of AI-powered tools and automation capabilities.

  • 成功爲一位新的端到端客戶啓動了超過1,900個關聯的服務。

  • Acclara的整合進展順利,成功開展了跨部門的交叉銷售業務。

  • 在Ascension遭受網絡攻擊後,R1實施了停機程序,現正逐步恢復正常經營,並增加了額外的資源以解決積壓訂單。

  • 擴大了多個客戶關係,增加了新的服務,如費用捕獲和欠款解決方案。

  • 技術進步包括開發基於人工智能的工具和自動化能力。

Opportunities:

機會:

  • With the largest scale in the tech and services sector for health systems, R1 continues to leverage its platform for growth in AI and automation, with potential savings up to $20 billion annually in long-term for providers through enhanced processes like prior authorizations.

  • 作爲醫療保健科技和服務板塊中最大規模的公司,R1持續利用其平台增長人工智能和自動化領域,通過加強流程,如事先授權,爲服務提供商帶來長期潛在節省高達20億美元的潛力。

Risks:

風險:

  • Ongoing impacts from the Ascension and Change Healthcare cyberattacks are expected to persist with an estimated full-year revenue impact between $75 million to $95 million, requiring significant recovery efforts into 2025.

  • Despite the cited disruptions, R1 remains optimistic regarding the recovery and ongoing support for its biggest client, Ascension, in subsequent operations.

  • Ascension和Change Healthcare的網絡攻擊影響將持續存在,全年營收影響預計在7500萬美元至9500萬美元之間,需要在2025年進行重大恢復努力。

  • 儘管受到當前干擾,R1仍對Ascension的恢復和後續運營的持續支持持樂觀態度。

More details: R1 RCM IR

更多詳情請參閱R1 RCm公司IR

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:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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