{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-23-017224","form_type":"8-K","ticker":"TOI","cik":"0001799191","company_name":"Oncology Institute, Inc.","filed_at":"2023-05-10T23:59:59+00:00","discovered_at":"2026-05-14T18:03:40.645042+00:00","generated_at":"2026-06-15T06:52:34.262005+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Oncology Institute Q1 revenue $76M (+38% YoY) but net loss $30M, EBITDA loss widens","bullets":["Revenue of $76M, up 38.1% YoY; gross profit $14M (18.5% margin, down from 22.3%).","Net loss of $30M ($0.33 diluted loss) vs net income of $19.3M ($0.22 EPS) in Q1 2022.","Adjusted EBITDA loss of $7.9M vs loss of $5.2M in prior year; cash of $114M.","Patient visits up 17% YoY; oral drugs dispensed up 34% YoY.","New value-based contracts in CA and TX; Florida gainshare shows >50% referral capture and >30% cost savings; Q3 guidance reaffirmed."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-23-017224","json":"https://secwatch.observer/filing/0001628280-23-017224.json","markdown":"https://secwatch.observer/filing/0001628280-23-017224.md","text":"https://secwatch.observer/filing/0001628280-23-017224.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1799191/000162828023017224/0001628280-23-017224-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1799191/000162828023017224/toi-20230510.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-15T06:52:34.262005+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"13cc67426622dba0091bd562efdd2dbf40a3e382","claim":"Oncology Institute, Inc. reported three months ended March 31, 2023 results: revenue $76 million, net income Net loss of $30.0 million, EPS $(0.33). Guidance reaffirmed.","evidence_excerpt":"savings • Patient visits up 17% compared to Q1 2022 • Oral drugs dispensed increased 34% compared to Q1 2022 First Quarter 2023 Financial Highlights • Consolidated revenue of $76 million, an increase of 38.1% from $55 million compared to the prior year quarter • Gross profit of $14 million, an increase of 14.4% compared to the prior year quarter, and gross margin","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1799191/000162828023017224/0001628280-23-017224-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"three months ended March 31, 2023"},{"label":"Revenue","value":"$76 million"},{"label":"Net income","value":"Net loss of $30.0 million"},{"label":"EPS","value":"$(0.33)"},{"label":"Guidance","value":"reaffirmed"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}