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Mar 31

Hippo Holdings Q1 2025 Earnings Report

Expected Revenue:$107M
+20.7% YoY
Expected EPS:-$1.65
17.0% YoY

Key Takeaways

Hippo reported strong top-line growth in Q1 2025, with revenue increasing 30% year-over-year, driven by significant growth in their Insurance-as-a-Service segment. However, net loss increased due to the impact of the Los Angeles wildfires, which significantly affected loss ratios. The company also highlighted improving operating leverage and a strong financial position, including a pending $50 million surplus note.

Revenue increased 30% year-over-year to $110 million.

Insurance-as-a-Service revenue grew 91% year-over-year.

HHIP Gross Loss Ratio was 121%, significantly impacted by the LA wildfires.

Net Loss attributable to Hippo increased to $48 million, with the LA wildfires contributing $45 million.

Total Revenue
$110M
Previous year: $85.1M
+29.3%
EPS
$0
Previous year: -$1.47
-100.0%
HHIP Gross Loss Ratio
121%
Previous year: 80%
+51.2%
Consolidated Net Loss Ratio
106%
HHIP non-PCS Loss Ratio
53%
Previous year: 59%
-10.2%
Cash and Equivalents
$528M
Previous year: $223M
+136.3%

Hippo Holdings

Hippo Holdings

Forward Guidance

The company plans to hold an Investor Day to outline its strategic direction and long-term financial targets. They also expect to close a $50 million surplus note in Q2 2025 to support growth.

Positive Outlook

  • Investor Day planned to discuss future strategy and targets.
  • Agreement signed to raise a $50 million surplus note.
  • Surplus note expected to close in Q2 2025.
  • Incremental capital to support growth of diversified product lines.
  • High interest in surplus note demonstrates investor trust and enthusiasm.

Challenges Ahead

  • No specific negative forward-looking statements were provided in the report.