SAN FRANCISCO, May 13, 2025 (GLOBE NEWSWIRE) -- SelectQuote Inc. (NYSE: SLQT) faced renewed investor pressure on Monday, May 12, 2025, as its shares tumbled another 12% following the release of quarterly results that fell short of earnings and revenue expectations. This decline compounds the over 19% drop experienced on May 1st after the U.S. Department of Justice (DOJ) announced a lawsuit alleging violations of the False Claims Act against the insurance brokerage and several major health insurers. Hagens B ...

NEW YORK, May 13, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of SelectQuote, Inc. (“SelectQuote” or the “Company”) (NYSE: SLQT). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether SelectQuote and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.  [Click here for information about joining the class action] On May 1, ...

Veteran health insurance broker SelectQuote (SLQT -12.17%) wasn't quite looking like the wave of the future on Monday. The company's shares took a 12% hit on the day, following management's release of the latest set of quarterly figures. That was in rather sharp contrast to the overall stock market, where the benchmark S&P 500 index rose by a relatively steep 3.3%.Healthy growth, but a bottom-line missFor its fiscal third quarter of 2025, SelectQuote reaped just over $408 million in total revenue, up from t ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to 001-39295 (Commission File Number) SelectQuote, Inc. (Exact name of registrant as specified in its charter) Delaware 94-3339273 (State or other juri ...

财务数据和关键指标变化 - 第三季度合并营收4.08亿美元，同比增长8% [4][21] - 第三季度合并调整后EBITDA为3800万美元，整体利润率为9% [21] - 第三季度末LTV为9.15亿美元，同比下降8%，主要因佣金结构转变 [26] - 第三季度运营现金流为7100万美元，季度末现金余额为8600万美元，应收账款余额超10亿美元 [32][33] - 调整2025财年净收入预期至 - 100万美元至2800万美元，以反映股价变化对认股权证公允价值的影响 [31] 各条业务线数据和关键指标变化 高级业务 - 第三季度收入1.69亿美元，调整后EBITDA为4600万美元，同比下降26%，利润率27% [22][24] - 第三季度政策总数16.8万份，同比下降不到10%，营销费用和运营费用均有下降 [11][13] - 年初至今高级业务利润率为30%，高于去年同期的26% [14] 医疗服务业务 - 第三季度末SelectRx会员达10.6万人，同比增长41%，医疗服务收入1.9亿美元，同比增长53%，过去一年收入近6.75亿美元 [4][27] - 医疗服务业务调整后EBITDA为600万美元 [27] 人寿保险业务 - 第三季度收入4600万美元，调整后EBITDA为600万美元，同比增长103%，利润率14% [29] - 定期寿险保费同比增长13%，最终费用保费同比增长17% [29] 各个市场数据和关键指标变化 - 4月公布的2026年计划年度最终费率通知高于预期，公司预计更高的运营商报销水平将为客户和老年人创造更稳定的市场环境 [7][8] 公司战略和发展方向和行业竞争 - 聚焦医疗服务业务，提升其利润率和现金流，以创造股东价值，短期内会员增长可能放缓 [15][16] - 计划增加从SelectRx中受益最大的会员比例，提高业务效率和利润率 [16] - 持续利用技术和数据优势，提升业务运营效率和盈利能力 [13] - 已开始规划下一个AEP和OEP季节，招聘工作正在进行中 [26][40] - 积极探索优化资本结构的方案，包括应收账款证券化 [44][45] 管理层对经营环境和未来前景的评论 - 2025财年是公司取得重大进展和转型的一年，各业务线增长强劲，资本结构也有显著改善 [31] - 特殊选举期间新的受益人资格参数可能影响保单销量和成交率，第四季度增长将因季节性因素放缓 [30] - 堪萨斯配送设施短期内会对医疗服务业务的EBITDA造成不利影响，但长期来看将带来收益 [17][30] - 对公司整体模式的优势和潜力充满信心，预计未来能为股东创造更多价值 [31][66] 其他重要信息 - 公司自2022年收到传票后，一直配合美国司法部调查，坚决否认相关指控，并将积极辩护 [19] - 公司有40年历史，注重合规经营，致力于为客户提供高质量建议 [20] 总结问答环节所有的提问和回答 问题1: 请分析医疗保险优势业务的增长或下降情况，以及SelectRx业务的显著增长情况，并说明客户机会向SelectRx业务的转化情况及未来调整计划 - 医疗保险优势业务方面，OEP季度整体成交率和成本表现良好，但因代理人数减少26%，导致业务量和EBITDA有所下降 [36] - 更多资深代理能更好地处理客户需求，将未购买保单的客户转化到医疗服务业务，提高了客户与SelectRx的关联率 [37] - 公司对业务模式将医疗保险优势业务的增长转化为医疗服务平台机会的能力感到满意，但医疗服务业务在时间上会稍滞后于高级业务，且存在一定季节性 [38][39] 问题2: 下一季节的代理增长计划如何，是否会利用市场监管改善的机会 - 招聘工作正在进行中，具体情况将在下次财报电话会议的指引中详细说明，公司对招聘进展感到满意 [40][41] - 公司资本状况改善，为招聘提供了机会，期待在8月的2026财年指引中分享更多信息 [42] 问题3: 能否谈谈应收账款证券化的情况，是否会有更多应收账款证券化 - 公司在资本结构方面取得了很大进展，已完成首次证券化，并聘请杰富瑞探索多种选择 [44] - 证券化是一种潜在途径，但不是唯一途径，公司会在合适的时候分享更多更新信息 [45] 问题4: 如何看待医疗保险优势业务LTV的未来走势，是否会持续受到佣金结构转变的不利影响 - 第四季度LTV预计同比下降，这是之前宣布的佣金结构变化的延续，公司将在下次财报电话会议上分享更长期的展望 [48] 问题5: 从长期来看，投资者应如何看待SelectRx业务的增长和利润率目标 - 公司对SelectRx业务的进展感到满意，目前已达到临界规模，接下来将优先考虑提高效率和利润率的稳定性 [51] - 公司发现从依从性解决方案中受益最大的会员通常具有最佳的单位经济效益，将通过优化会员结构来提高利润率和现金流 [51][52] - 2025财年预计该业务的EBITDA利润率为个位数，随着会员参数的优化和业务规模的扩大，未来季度有望实现利润率的提升和扩张 [53] 问题6: 根据最终费率通知，与刚结束的AEP相比，即将到来的AEP市场环境会有何变化 - 最终费率通知是积极的发展，运营商报销率大幅高于初步费率，有助于提高收入 [57] - 一些运营商仍专注于提高利润率，处于实现目标盈利能力的多年计划中期，但总体而言，这对市场是积极的 [58] 问题7: 请重申堪萨斯新设施的预期收益，以及第四财季盈利能力下降的情况，这种下降是否会持续到第四季度之后 - 堪萨斯设施长期来看将在运营效率、吞吐量和客户体验方面带来好处 [62] - 短期内，由于对设施的投资，盈利能力会受到一定拖累，按季度计算，投资规模为低个位数百万美元，未来几个季度这种影响将逐渐扩大 [63]

3rd Quarter Fiscal 2025 Earnings Presentation May 12, 2025 | We shop. You save. Disclaimer Forward-Looking Statements This presentation contains forward-looking statements. These forward-looking statements reflect our current views with respect to, among other things, future events and our financial performance. These statements are often, but not always, made through the use of words or phrases such as "may," "should," "could," "predict," "potential," "believe," "will likely result," "expect," "continue," ...

Exhibit 99.1 SelectQuote, Inc. Reports Third Quarter of Fiscal Year 2025 Results Third Quarter of Fiscal Year 2025 – Consolidated Earnings Highlights Fiscal Year 2025 Guidance Ranges: Third Quarter Fiscal Year 2025 – Segment Highlights Senior Healthcare Services Life OVERLAND PARK, Kan., May 12, 2025--(BUSINESS WIRE)--SelectQuote, Inc. (NYSE: SLQT) reported consolidated revenue for the third quarter of fiscal year 2025 of $408.2 million compared to consolidated revenue for the third quarter of fiscal year 2 ...

SAN FRANCISCO, May 9, 2025 /PRNewswire/ -- On May 1, 2025, investors in SelectQuote (NYSE: SLQT) saw the price of their shares tumble over 19% after the U.S. Department of Justice announced it had filed a lawsuit against the company, other insurance brokers, and three of the nation's largest health insurance companies, claiming violations of the False Claims Act. Hagens Berman urges SelectQuote investors who suffered substantial losses to submit your losses now. The firm also encourages persons with knowled ...

LOS ANGELES, May 8, 2025 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of SelectQuote, Inc. ("SelectQuote" or "the Company") (NYSE: SLQT) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. SelectQuote is the subject of a DOJ False Claims Act filed on May 1, 2025. The f ...

SAN FRANCISCO, May 07, 2025 (GLOBE NEWSWIRE) -- On May 1, 2025, investors in SelectQuote (NYSE: SLQT) saw the price of their shares tumble over 19% after the U.S. Department of Justice announced it had filed a lawsuit against the company, other insurance brokers, and three of the nation's largest health insurance companies, claiming violations of the False Claims Act. Hagens Berman urges SelectQuote investors who suffered substantial losses to submit your losses now. The firm also encourages persons with kn ...