财务数据和关键指标变化 - 第三季度收入为2.428亿美元,同比下降3.1%,但环比增长约2% [10] - 调整后EBITDA为1.523亿美元,同比下降约12%,与第二季度持平 [11] - 调整后EBITDA利润率为62.7%,较第二季度下降150个基点,主要受到BST业务的影响 [12] 各条业务线数据和关键指标变化 - 网络服务收入同比下降约4%,环比下降不到1% [33] - 分析服务收入同比下降约3%,但环比增长约5%,其中包括BST业务贡献1.5百万美元 [33] - 支付和收入完整性服务收入同比持平,环比下降6%,主要受临床谈判业务下降和收入完整性服务业务波动的影响 [34] 各个市场数据和关键指标变化 - 医疗费用处理总额环比下降1%至425亿美元,与第二季度报告的混合利用趋势相符 [35] - 识别的潜在节省额环比增长2%至58亿美元,其中商业健康计划类别环比增长2%至55亿美元,为2022年第一季度以来最高 [35] - PSAV收入模式下识别的潜在节省额环比增长1%至42亿美元 [35] - 整体收入收益率基本稳定,核心百分比节省收入模式下仅下降1个基点 [36] 公司战略和发展方向及行业竞争 - 公司已经稳定收入基础,并制定了新的转型战略,正在全面执行增长计划 [8][9] - 公司推出了多项新产品和服务,涵盖提升核心服务、拓展服务范围等四大增长目标 [13][14] - 未来几年公司计划实现2亿美元至2.75亿美元的新增年收入 [14] - 公司正在加强NSA相关的理赔处理能力,包括开发规则引擎和洞察门户,并计划提供合规支持服务 [19][20][21] - 公司正在拓展数据和决策科学服务,包括推出PlanOptix产品线和风险评分模型 [24][26][27] - 公司正在推出B2B医疗支付服务,已经获得首个客户 [27][28] 管理层对经营环境和未来前景的评论 - 公司已经度过了艰难时期,现在业务稳定,可见度提高,新业务管线不断增长 [8][9] - 公司有信心在2024年及以后实现加速增长 [9][51][52] - 管理层认为利用率趋于平稳,不会大幅下降,但也不会大幅上升,公司的增长计划并不过度依赖利用率变化 [56][57][58][59][60][61] - 公司将继续在成本管控和投资增长之间保持平衡,维持行业领先的利润率水平 [48][49][63][64] 问答环节重要的提问和回答 问题1 **Daniel Grosslight提问** 询问公司对2024年及未来增长的看法,以及对利润率的预期 [55][60][61] **Jim Head回答** - 利用率变化并非公司增长的主要驱动因素,更看重医疗inflation、会员增长、生产力提升等 [61][62] - 公司将继续保持中60%左右的利润率水平,同时也会持续投资以支持增长 [63][64] 问题2 **Madison Aron提问** 询问公司在NSA相关QPA计算规则变化方面的机会 [66][67] 以及2024年利润率的走势 [71] **Dale White和Jim Head回答** - 公司正在积极应对QPA计算规则变化带来的复杂性,但目前还难以量化其对2024年的影响 [68][69] - 2024年公司将继续保持利润率平衡,一方面受益于一些一次性成本的消退,另一方面也会持续投资以支持增长 [71][72]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (MARK ONE) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarter ended June 30, 2023 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-39228 MULTIPLAN CORPORATION (Exact Name of Registrant as Specified in Its Charter) Delaware 84-3536151 (State or other jur ...

MultiPlan Corporation (NYSE:MPLN) Q2 2023 Earnings Conference Call August 2, 2023 10:00 AM ET Company Participants Luke Montgomery - Senior Vice President, Finance and Investor Relations Dale White - Chief Executive Officer Jim Head - Chief Financial Officer Conference Call Participants Joshua Raskin - Nephron Research LLC Daniel Grosslight - Citigroup Rishi Parekh - JPMorgan Operator Hello, everyone, and welcome to the MultiPlan Corporation Second Quarter 2023 Earnings Conference Call. My name is Nadia, an ...

1 Forward-Looking Statements Non-GAAP Measures • EBITDA and Adjusted EBITDA do not reflect interest expense, or the cash requirements necessary to service interest or principal payments on our debt; • Although depreciation and amortization are non-cash charges, the tangible assets being depreciated will often have to be replaced in the future, and EBITDA and Adjusted EBITDA do not reflect any cash requirements for such replacements. 2023 Q2 Second Quarter 2023 Results: • Operating cash flow of $7.7 million ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (MARK ONE) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarter ended March 31, 2023 o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-39228 MULTIPLAN CORPORATION (Exact Name of Registrant as Specified in Its Charter) Delaware 84-3536151 (State or other ju ...

MultiPlan Corporation (NYSE:MPLN) Q1 2023 Earnings Conference Call May 4, 2023 8:00 AM ET Company Participants Shawna Gasik - AVP of IR Dale White - President, CEO and Director Jim Head - CFO and EVP Conference Call Participants Joshua Raskin - Nephron Research Steven Valiquette - Barclays Luismario Higuera - Citigroup Operator Hello, and welcome to today's MultiPlan Corporation First Quarter 2023 Earnings Conference. My name is Bailey, and I'll be the moderator for today's call. All lines have been muted d ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (MARK ONE) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 o For the transition period from to Commission file number: 001-39228 MULTIPLAN CORPORATION (Exact Name of Registrant as Specified in Its Charter) Delaware 84-3536151 (State or othe ...

MultiPlan Corporation (NYSE:MPLN) Q4 2022 Results Conference Call February 28, 2023 8:00 AM ET Company Participants Shawna Gasik - AVP of Investor Relations Dale White - President, CEO and Director Jim Head - CFO and Executive VP Conference Call Participants Marco Criscuolo - Nephron Steven Valiquette - Barclays Daniel Grosslight - Citigroup Rishi Parekh - JPMorgan Chase Operator Ladies and gentlemen, welcome to MultiPlan Corporation Fourth Quarter 2022 Earnings Conference Call. My name is Glenn, and I'll b ...

MultiPlan Corporation (NYSE:MPLN) Q3 2022 Earnings Conference Call November 8, 2022 8:00 AM ET Company Participants Shawna Gasik - AVP, IR Dale White - CEO Jim Head - CFO Conference Call Participants Joshua Raskin - Nephron Research LLC Daniel Grosslight - Citigroup Cindy Motz - Goldman Sachs Steven Valiquette - Barclays Rishi Parekh - JPMorgan Operator Hello, everyone, and thank you for joining the MultiPlan Corporation Third Quarter 2022 Earnings Conference. My name is Darius and I'll be the operator for ...

ഷിMultiPlan. MultiPlan Q3 2022 Results and Business Update ■ November 8, 2022 Disclaimer Forward-Looking Statements This presentation includes statements that express management's opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results and therefore are, or may be deemed to be, "forward-looking statements". These forward-looking statements can generally be identified by the use of forward-looking terminology, including the terms "believes," "e ...