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- **2025 Q3 Results**: $1.44B revenue (-1.4% YoY), -$57M medical margin
- **2026 Outlook**: 6.5% cost trend, $30M cost savings
- **Contract Renegotiation**: 50% of contracts updated for better economics
- **AI Success**: 20% reduction in heart failure admissions
- **Stars Performance**: 75% of members in 4-star plans

**【CEO Summary Section】**
- Agilon reported Q3 2025 revenue of $1.44 billion, reflecting a 1.4% year-over-year decline due to lower-than-expected risk adjustment scores and exited markets.
- The company is implementing a $30 million cost reduction plan, including overhead and clinical incentives, to improve 2026 margins.
- Agilon is renegotiating contracts with payers to reduce Part D exposure and increase quality incentives, with 75% of members in 4-star plans.

**【CFO Financial Commentary】**
- Q3 medical margin was -$57 million, driven by exited markets and oncology costs.
- Adjusted EBITDA was -$91 million, improved from -$96 million in Q2.
- 2025 guidance: $5.8 billion revenue, -$245 million EBITDA.

**【Q&A Highlights】**
- 2026 contracting: 50% of contracts renegotiated for better economics; 75% of members in 4-star plans.
- AI-driven programs reduced heart failure admissions by 20%.
- 2026 cost trend outlook: 6.5% in line with CMS benchmarks.

agilon health, inc. (AGL) Q3 2025 Earnings Call Transcript

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