Health Catalyst, Inc. (NASDAQ:HCAT ) Q1 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Jack Knight - Vice President, Investor Relations Dan Burton - Chief Executive Officer Dan LeSueur - Chief Operating Officer Jason Alger - Chief Financial Officer Conference Call Participants Anne Samuel - JPMorgan Jared Haase - William Blair Jessica Tassan - Piper Sandler Elizabeth Anderson - Evercore ISI Richard Close - Canaccord Genuity Daniel Grosslight - Citi Jenny Shen - BTIG Scott Schoenhaus - KeyBanc Stan Berenshteyn - Wells Fargo Jeff Garro - Stephens Sarah James - Cantor Operator Welcome to the Health Catalyst First Quarter 2025 Earnings Conference Call. At this time, all participants have been placed on a listen-only mode and the floor will be open for your questions following the presentation.
The headline numbers for Health Catalyst (HCAT) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Health Catalyst (HCAT) came out with quarterly earnings of $0.01 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.05 per share a year ago.
Despite a 50% drop in HCAT's stock price, the company shows significant growth, reporting $307M in revenue and $26M in adjusted EBITDA for 2024. Health Catalyst focuses on efficiency, exiting lower-margin segments, and pushing AI-driven efficiencies, aiming for improved margins and profitability in 2025. The company forecasts strong growth with 40 new platform clients in 2025 and expects $335M in revenue, trading at a significant discount compared to industry peers.
Investors need to pay close attention to Health Catalyst (HCAT) stock based on the movements in the options market lately.
Health Catalyst, Inc. (NASDAQ:HCAT ) Q4 2024 Earnings Call Transcript February 26, 2025 5:00 PM ET Company Participants Jack Knight - Vice President, Investor Relations Dan Burton - Chief Executive Officer Dan LeSueur - Chief Operating Officer Jason Alger - Chief Financial Officer Conference Call Participants Jared Haase - William Blair Anne Samuel - JPMorgan Jessica Tassan - Piper Sandler Sameer Patel - Evercore ISI John Pinney - Canaccord Genuity Daniel Grosslight - Citi David Larsen - BTIG Scott Schoenhaus - KeyBanc Stan Berenshteyn - Wells Fargo Operator Welcome to the Health Catalyst's Fourth Quarter and Full Year 2024 Earnings Conference Call. At this time, all participants have been placed on a listen-only mode and the floor will be open for your questions following the presentation.
Although the revenue and EPS for Health Catalyst (HCAT) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Health Catalyst (HCAT) came out with quarterly earnings of $0.04 per share, missing the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.02 per share a year ago.
Despite positive demand and fundamentals, I believe the market undervalues HCAT's growth potential. Gross margin contraction is due to temporary headwinds, which should ease, leading to strong margin expansion. Risks include potential delays in growth acceleration and macroeconomic uncertainties.
Health Catalyst, Inc. (NASDAQ:HCAT ) Q3 2024 Earnings Conference Call November 6, 2024 4:30 PM ET Company Participants Jack Knight - VP, IR Dan Burton - CEO Dan LeSueur - COO Jason Alger - CFO Conference Call Participants Jared Haase - William Blair Jessica Tassan - Piper Sandler Anna Kruszenski - Barclays Bank John Pinney - Canaccord Genuity Thomas Kelliher - RBC Capital Markets David Larsen - BTIG John Ransom - Raymond James Scott Schoenhaus - KeyBanc Stan Berenshteyn - Wells Fargo Operator Welcome to the Health Catalyst Third Quarter 2024 Earnings Conference Call. At this time, all participants have been placed on a listen-only mode and the floor will be open for your questions following the presentation.
While the top- and bottom-line numbers for Health Catalyst (HCAT) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Health Catalyst (HCAT) came out with quarterly earnings of $0.07 per share, missing the Zacks Consensus Estimate of $0.10 per share. This compares to earnings of $0.03 per share a year ago.