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Dec 31, 2024

Evolent Health Q4 2024 Earnings Report

Expected Revenue:$651M
+20.0% YoY
Expected EPS:$0.38
+245.5% YoY

Key Takeaways

Evolent Health reported Q4 2024 revenue of $646.5 million and a net loss of $30.6 million. The company achieved 100% contract retention across top customers and signed contract amendments expected to yield $115 million annual improvement for 2025.

Revenue for Q4 2024 reached $646.5 million, marking a 16.3% increase year-over-year.

Net loss attributable to common shareholders was $30.6 million, resulting in a net loss margin of (4.7)%.

Adjusted EBITDA stood at $22.6 million, with an Adjusted EBITDA margin of 3.5%.

The company secured contract amendments expected to yield $115 million annual improvement for 2025.

Partner contract retention was 100% across top customers

Lives on Platform
40.71K
Previous year: 40.58K
+0.3%
Cash and Equivalents
$104M
Previous year: $193M
-46.0%
Total Assets
$2.54B
Previous year: $2.68B
-5.1%

Evolent Health

Evolent Health

Forward Guidance

For Q1 2025, revenue is projected to be between $440 million and $470 million, with adjusted EBITDA expected to be in the range of $31 million to $37 million. For the full year 2025, revenue is expected to range from approximately $2.06 billion to $2.11 billion, and adjusted EBITDA is projected to be between $135 million and $165 million.

Positive Outlook

  • Revenue guidance represents a projection of 15%-18% annual growth after adjusting for one-time contract changes in three Performance Suite contracts moving from 2024 to 2025.
  • Adjusted EBITDA is expected to be in the range of approximately $135 million to $165 million.
  • Company expects to deploy approximately $35 million in cash for capitalized software development during 2025.