SLQT Earnings Prediction
The chart below shows how SLQT performed 10 days before and after its earnings report, based on data from the past quarters. Typically, SLQT sees a +17.06% change in stock price 10 days leading up to the earnings, and a -10.84% change 10 days following the report. On the earnings day itself, the stock moves by -6.91%. This data can give you a slight idea of what to expect for the next quarter's release.
SLQT Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
292.26M
25.58%
-4.87%
Gross Margin
33.19%
1.34%
-16.44%
Operating Margin
-4.10%
-57.42%
811.11%
Net Margin
-15.24%
14.24%
50.89%
EPS
-0.26
-36.84%
44.44%
No Data Available
SLQT Earnings Analysis
SelectQuote, Inc. Corporation (SLQT.N) Earnings Conference Call
Positive
First Quarter Revenue Growth: Select Quote's first quarter consolidated revenue grew 26% to $292 million.
EBITDA Improvement Highlights: The most impressive year-over-year improvement was in our consolidated EBITDA for the first quarter, which improved by nearly $10 million compared to last year, driven by our highly-tenured agent force in Senior and strong profitability in our Health Care Services segment.
Membership Growth Surge: Our membership is now over 86,000, which is up 64% year-over-year.
Record Revenue and Profitability: Health Care Services drove revenue of $156 million in the first quarter and adjusted EBITDA of $5 million, our highest quarter of profitability since launching the business.
Investment Grade Proceeds: We raised $100 million in proceeds through an investment grade rated transaction.
Negative
Q1 Revenue Surge: The first quarter consolidated revenue grew 26% to $292 million, primarily driven by the Select Rx business, which is seasonally slow for Senior distribution ahead of the Medicare Advantage selling season.
EBITDA Improvement Highlights: The most impressive year-over-year improvement was in our consolidated EBITDA for the first quarter, which improved by nearly $10 million compared to last year, driven by our highly-tenured agent force in Senior and strong profitability in our Health Care Services segment.
Modest Revenue Increase: Revenue for Senior was up modestly to $93 million, driven by strong LTVs, partially offset by lower policy volume.
Record Adjusted EBITDA Growth: Adjusted EBITDA improved significantly to $8 million, which is our highest quarter of profitability since launching the business, but we would have preferred to hire a larger agent class given the strong economics we see in the MA market.
Sustained Profitability and Expansion: Despite the strong growth, we drove our sixth straight quarter of profitability for the business and are in the process of expanding our capacity to serve customers even more efficiently in the future.
SLQT FAQs
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SLQT Earning Call Sentiment
SelectQuote, Inc. (SLQT) Q1 2025 Earnings Call Transcript
1.0x
00:00
00:00
SLQT.N
-4.64%Positive
The earnings call summary shows strong financial performance with record revenue growth and improved EBITDA. The securitization proceeds and cost savings enhance financial health. Despite competitive pressures and economic factors, the company maintains strong policyholder retention and SelectRx growth. The Q&A reveals positive sentiment with effective agent productivity and technology enhancements. However, concerns about leverage and unclear responses on political impacts temper the outlook. Overall, the positive financial performance and strategic initiatives outweigh the risks, suggesting a positive stock price movement over the next two weeks.