eHealth, Inc. (NASDAQ:EHTH ) Q4 2024 Earnings Conference Call February 26, 2025 8:30 AM ET Company Participants Fran Soistman - Chief Executive Officer John Dolan - Chief Financial Officer Kate Sidorovich - Senior Vice President, Investor Relations and Strategy Eli Newbrun-Mintz - Senior Investor Relations Manager Conference Call Participants George Sutton - Craig Hallum Ben Hendrix - RBC Capital Markets Jonathan Yong - UBS George Hill - Deutsche Bank Operator Good morning, everyone, and welcome to eHealth Inc. conference call to discuss the company's Fourth Quarter and Fiscal Year 2024 Financial Results. At this time, all participants have been placed in listen-only mode.
eHealth (EHTH) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
eHealth, Inc. is an online health insurance marketplace with strong enrollment, particularly in Medicare plans, aided by new technologies and live assistance. Despite a 90%+ drop from its 2020 peak, Q3 2024 showed signs of improvement, with a 16% decline in acquisition costs and a 6% reduction in adjusted net loss. Significant growth in submitted Medicare applications and a new member retention program have led to raised revenue and profit guidance for 2024.
EHTH's third-quarter results suffer from lower commissions and other revenues. Lower expenses partially offset the negatives.
eHealth, Inc. (NASDAQ:EHTH ) Q3 2024 Earnings Conference Call November 6, 2024 8:30 AM ET Company Participants Eli Newbrun-Mintz - Senior Investor Relations Manager Francis Soistman - Chief Executive Officer John Stelben - Chief Financial Officer Conference Call Participants George Sutton - Craig-Hallum Operator Please stand by. Your program is about to begin.
EHealth (EHTH) came out with a quarterly loss of $1.86 per share versus the Zacks Consensus Estimate of a loss of $1.13. This compares to loss of $1.54 per share a year ago.
eHealth's (EHTH) second-quarter results reflect higher marketing costs. The Medicare segment performed well while the Employer and Individual segment suffered a setback.
EHealth (EHTH) came out with a quarterly loss of $1.09 per share versus the Zacks Consensus Estimate of a loss of $0.71. This compares to loss of $1.05 per share a year ago.
eHealth's business is performing well, but its stock price does not reflect its intrinsic value. Applying a three-year 25% discount rate, eHealth should be fairly valued at $10.84 per share, implying 108% upside from the current stock price. The company has revamped its go-to-market strategy and is poised to take market share from competitors.