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Earnings Call Summary | R1 RCM(RCM.US) Q2 2024 Earnings Conference

Earnings Call Summary | R1 RCM(RCM.US) Q2 2024 Earnings Conference

業績會總結|r1 rcm(Q2 2024) 業績會
moomoo AI ·  08/07 16:06  · 電話會議

The following is a summary of the R1 RCM Inc. (RCM) Q2 2024 Earnings Call Transcript:

以下是R1 RCm公司(RCM)2024年第二季度業績電話會議記錄摘要:

Financial Performance:

金融業績:

  • R1 RCM Inc. reported Q2 revenue of $627.9 million, up 12% year-over-year primarily due to contributions from Acclara and growth in the Modular business.

  • Adjusted EBITDA for Q2 was $156.1 million, slightly ahead of internal expectations despite recent disruptions.

  • Net operating fees increased by approximately 5% to $374.6 million year-over-year.

  • Modular and Other revenue grew by 35% year-over-year to $231.6 million.

  • R1 RCm公司報告第二季度營業收入627.9百萬美元,同比增長12%,主要歸因於Acclara的貢獻和模塊化業務的增長。

  • 第二季度調整後的EBITDA爲1,561百萬美元,略高於內部預期,儘管最近有所幹擾。

  • 淨運營費用同比增長約5%,達到3,746百萬美元。

  • 模塊化及其他收入同比增長35%,達到2,316百萬美元。

Business Progress:

業務進展:

  • Successfully onboarded over 1,900 associates from a large new end-to-end customer.

  • Integration of Acclara is progressing well with successful cross-selling opportunities noted.

  • After the Ascension cyberattack, R1 implemented downtime procedures and is now gradually resuming normal operations with additional resources aimed at resolving backlogs.

  • Expansion occurred in multiple customer relationships, adding new services such as charge capture and underpayment solutions.

  • Technology advancements include the development of AI-powered tools and automation capabilities.

  • 成功爲一位新的端到端客戶啓動了超過1,900個關聯的服務。

  • Acclara的整合進展順利,成功開展了跨部門的交叉銷售業務。

  • 在Ascension遭受網絡攻擊後,R1實施了停機程序,現正逐步恢復正常經營,並增加了額外的資源以解決積壓訂單。

  • 擴大了多個客戶關係,增加了新的服務,如費用捕獲和欠款解決方案。

  • 技術進步包括開發基於人工智能的工具和自動化能力。

Opportunities:

機會:

  • With the largest scale in the tech and services sector for health systems, R1 continues to leverage its platform for growth in AI and automation, with potential savings up to $20 billion annually in long-term for providers through enhanced processes like prior authorizations.

  • 作爲醫療保健科技和服務板塊中最大規模的公司,R1持續利用其平台增長人工智能和自動化領域,通過加強流程,如事先授權,爲服務提供商帶來長期潛在節省高達20億美元的潛力。

Risks:

風險:

  • Ongoing impacts from the Ascension and Change Healthcare cyberattacks are expected to persist with an estimated full-year revenue impact between $75 million to $95 million, requiring significant recovery efforts into 2025.

  • Despite the cited disruptions, R1 remains optimistic regarding the recovery and ongoing support for its biggest client, Ascension, in subsequent operations.

  • Ascension和Change Healthcare的網絡攻擊影響將持續存在,全年營收影響預計在7500萬美元至9500萬美元之間,需要在2025年進行重大恢復努力。

  • 儘管受到當前干擾,R1仍對Ascension的恢復和後續運營的持續支持持樂觀態度。

More details: R1 RCM IR

更多詳情請參閱R1 RCm公司IR

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:本文由AI生成。文章內容的準確性無法完全保證。有關更全面的詳細信息,請參閱IR網站。本文只是爲投資者提供參考,沒有任何指導或推薦建議。

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