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- **Strategic Acquisitions & Growth**: SteadyMD acquisition to drive virtual care expansion; 2026 revenue guidance $280-300M (+12-20% YoY). 
- **Transportation Scaling**: Hiring 700+ staff to capture $26K+ trips, targeting 12%+ margin. 
- **Financial Health**: Q3 2025 adjusted EBITDA loss $7.1M, cash $95.2M (debt-free). 
- **Payer-Provider Momentum**: Mobile Health 2025 $20.7M (non-migrant +20%), 2026 target $85M. 
- **Operational Efficiency**: 33% gross margin, $45M+ 2025 cash flow. 
- **Risk Management**: Migrant program winddown complete, 96% receivables collected. 
- **Market Position**: Leading in last-mile health care, 50-state virtual care footprint. 
- **Guidance Clarity**: 2026 EBITDA loss $15-25M, improving sequentially. 


**【CEO Summary Section】**
- **Record Volumes Across Core Businesses**: Q3 2025 saw record volumes in Medical Transportation and Mobile Health, excluding migrant-related services. 
- **SteadyMD Acquisition**: Acquired SteadyMD, a 50-state virtual care network with over 500 providers, for $25 million in 2025 revenue. 
- **2026 Guidance**: Revenue $280-300M (12-20% YoY growth), adjusted EBITDA loss $15-25M, with potential EBITDA positivity at top end. 
- **Transportation Growth**: $50.1M Q3 revenue, 12%+ margin target by 2026; plans to hire 700+ EMS staff to capture $26K+ outsourced trips annually. 
- **Payer-Provider Expansion**: 2025 Mobile Health revenue $20.7M (non-migrant +20% YoY), 2026 target $85M (SteadyMD contributes $25M). 
- **Remote Patient Monitoring**: $15M run rate, 10%+ EBITDA margin, 13 new contracts in 2025. 

**【CFO Financial Commentary】**
- **Q3 2025 Results**: Revenue $70.8M (8% YoY growth ex-migrant), adjusted EBITDA loss $7.1M. 
- **Gross Margins**: 33% (31.7% Transport, 36.2% Mobile Health). 
- **Cash Position**: $95.2M as of Q3, debt-free post-$30M credit line repayment. 
- **2026 Outlook**: $280-300M revenue, EBITDA loss $15-25M, improving sequentially. 

**【Q&A Highlights】**
- **Margins & SteadyMD Impact**: Q4 2025 EBITDA -13% (vs. Q3 -10%), SteadyMD adds $5M rev, EBITDA neutral. 
- **Payer-Provider Growth**: 2026 Mobile Health $85M (25% from SteadyMD), 2025 Care Gap Closure +400%. 
- **Transportation Scaling**: Hiring 700+ staff to capture $26K+ outsourced trips, targeting 12%+ margin. 
- **RPM Strategy**: Focused on cardiology, aligning with payer policy shifts. 
- **Cash Flow**: Q4 2025 cash ~$95M+, 2026 low point $65M. 
- **Migrant Winddown**: 2026 no migrant revenue, 2025 migrant $68-70M. 
- **Pipeline Expansion**: 2 top 10 payers expanding, 2 more in talks, 10 proposals. 
- **Market Sentiment**: Hospitals cautious on budgets, but outsourcing transport growing. 
- **Policy Impact**: Focused on cost-saving solutions, less reliant on government programs. 
- **Bookings**: Sequential growth in all segments, Q3 record volumes. 
- **End 2025 Cash**: ~$95M+, 2026 low point $65M. 


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