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Dec 31, 2021

Oscar Health Q4 2021 Earnings Report

Oscar Health's Q4 2021 performance was strong, meeting or exceeding expectations across key metrics, driven by historic growth during Open Enrollment.

Key Takeaways

Oscar Health, Inc. announced its financial results for the fourth quarter and year ended December 31, 2021. The company had a strong performance in Q4 2021, meeting or exceeding expectations across key metrics. Membership as of December 31, 2021 was 598,169, a 49% increase YoY.

Membership as of December 31, 2021 of 598,169, a 49% increase YoY

Direct and assumed premiums for 2021 were $3,437 million, a 50% increase YoY

Premiums earned for 2021 increased 302% YoY, driven by membership growth and lower quota share cession rates in 2021 compared to 2020.

Reaffirming 2022 outlook, including direct and assumed policy premiums of $6.1 - $6.4 billion, which would represent a more than 80% YoY increase, at the midpoint

Total Revenue
$496M
Previous year: $158M
+214.6%
EPS
-$0.95
Previous year: -$35.4
-97.3%
Medical Loss Ratio
97.9%
Previous year: 107.9%
-9.3%
Gross Profit
$520M
Previous year: $188M
+177.3%
Cash and Equivalents
$1.1B
Previous year: $826M
+33.6%
Total Assets
$3.32B
Previous year: $2.27B
+46.2%

Oscar Health

Oscar Health

Forward Guidance

Oscar is reaffirming its 2022 outlook across all metrics, including direct and assumed policy premiums of $6.1 billion - $6.4 billion, an increase of more than 80% YoY, at the midpoint, and InsuranceCo Combined Ratio of 104% - 106%, an improvement of 570 bps, at the midpoint.