earnings
confidence high
sentiment neutral
materiality 0.75
LifeStance Q4 revenue $190.1M (+61% YoY); net loss $108M; 2022 guidance reaffirmed
LifeStance Health Group, Inc.
- Full-year 2021 revenue $667.5M (+77% YoY); net loss $307.2M largely from stock-based compensation.
- Q4 Adjusted EBITDA $11.4M (6.0% of revenue), down 31% YoY; full-year Adjusted EBITDA $49.2M (7.4% of revenue).
- Clinician base grew 55% to 4,790; 415 net adds in Q4 and 1,693 for the full year.
- 2022 guidance: revenue $865-885M, Center Margin $240-255M, Adjusted EBITDA $63-67M.
- Q1 2022 revenue expected $195-200M; Omicron impact estimated at $3-7M; de novo openings moderated to 80-90.