- **Record Profitability**: $19 million adjusted EBITDA in Q2, sixth consecutive profitable quarter.
- **45% Consumer Growth**: Served 694,000 consumers across ACA, Medicare, and Medicaid, up 45% year-over-year.
- **Strategic Initiatives**: 
  - Mobile mammogram screenings in Florida, expanding to 2026.
  - Walgreens clinic partnership in Central Florida.
  - Advanced NeuePulse platform for value-based care.
- **Private Equity Deal**: NEA-led go-private transaction expected to close mid-2025.
- **Financial Resilience**: $234.4 million total cash and investments as of Q2 end.

**【CEO Opening Remarks】**
- **Strong Financial Performance**: Achieved $19 million adjusted EBITDA in Q2 2025, bringing total to $32.5 million for the first half of the year.
- **Consumer Growth**: Served 694,000 consumers across all segments, a 45% increase year-over-year.
- **ACA Marketplace Success**: 485,000 consumers served with medical loss ratio outperforming the market. Launched mobile mammogram screenings in Florida, planning expansion for 2026.
- **Senior Care Expansion**: 65,000 consumers served through Medicare Advantage and ACO REACH. Partnered with Walgreens to open clinics in Davenport and Orlando, offering primary care and chronic condition management.
- **Medicaid Growth**: 144,000 consumers served, with focus on provider enablement partnerships.
- **NeuePulse Platform**: Advanced data analytics tool enabling value-based care pathways, streamlining workflows, and eliminating preauthorizations. Expected to drive future growth and operational efficiency.
- **Private Equity Transaction**: Definitive agreement to go private led by NEA affiliate, expected to close mid to late 2025.

**【CFO Financial Commentary】**
- **Consolidated Revenue**: $209.1 million for Q2, slightly lower year-over-year due to membership mix shift.
- **Gross Margin**: $62.7 million, supporting sixth consecutive quarter of adjusted EBITDA profitability.
- **Segment Performance**:
  - **NeueCare**: $91.6 million revenue, $23.2 million operating income, serving 504,000 value-based consumers.
  - **NeueSolutions**: $120 million revenue, $2.6 million operating income, serving 148,000 Medicaid consumers and 42,000 through ACO REACH/MSSP.
- **Balance Sheet**: $234.4 million total cash and investments as of June 30, 2025, including $145.5 million non-regulated cash.

**【CEO Closing Remarks】**
- Reiterated confidence in long-term growth trajectory and ability to deliver value across payers, providers, and consumers.
- Highlighted commitment to advancing NeuePulse platform and expanding consumer-centric care models.
- Expressed excitement for remaining 2025 and beyond, emphasizing team's contributions to recent successes.

NeueHealth (NEUE)-7 Aug 25-2025 Q2 Earnings call transcript

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