secwatch.observer — SEC 8-K summary
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Issuer:     HEALTHEQUITY, INC. (HQY)
CIK:        0001428336
Form:       8-K
Filed at:   2023-03-21T23:59:59+00:00
Accession:  0001428336-23-000012
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

HealthEquity FY2023 revenue $861.7M (+14% YoY); guides FY2024 rev $960-975M, EBITDA $320-335M
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- Q4 revenue $233.8M (+15% YoY); net loss $0.2M vs $32.8M loss; non-GAAP EPS $0.37 vs $0.20.
- FY2023 Adjusted EBITDA $272.3M (+15% YoY); margin 32% vs 31%.
- HSAs grew 11% to 8.0M; total HSA assets $22.1B (+13%).
- FY2024 guidance: revenue $960-975M, non-GAAP EPS $1.74-$1.87, Adjusted EBITDA $320-335M.
- Record new HSA sales and highest ever accounts & assets; became largest HSA custodian.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1428336/000142833623000012/0001428336-23-000012-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1428336/000142833623000012/hqy-20230321.htm
  HTML page:      https://secwatch.observer/filing/0001428336-23-000012

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer