Highest-materiality recent filing
Oscar Health Q1 net income $679M ($2.07 EPS) vs $275M ($0.92) YoY; revenue $4.65B
Revenue $4.65B, up 53% YoY from $3.05B; net income $679M ($2.07 EPS) vs $275M ($0.92 EPS) YoY.
Oscar Health reports record 3.4M members, FY2025 net loss $443M; guides FY2026 revenue $18.7-$19B
Full-year 2025 net loss $443.2M ($1.69 diluted EPS) vs prior-year net income $25.4M ($0.10 diluted EPS).
Oscar Health Q3 net loss $137.5M ($0.53 EPS); exchanges $187.5M notes for 23.3M shares
Q3 total revenue $2.99B (+23% YoY); net loss $137.5M vs $54.6M loss YoY; Adj EBITDA loss $101.5M vs $11.6M loss.
Oscar Health issues $410M of 2.25% convertible notes due 2030; net proceeds ~$395.8M
Notes carry 2.25% coupon, mature Sep 1, 2030; initial conversion price ~$24.82 per share.
Oscar Health prices $355M 2.25% convertible notes due 2030; uses proceeds for growth and AI
Upsized offering of $355M (from $350M); 2.25% interest, due September 1, 2030.
Oscar Health proposes $350M convertible notes due 2030; to fund AI, growth initiatives
$350M principal amount of convertible senior subordinated notes due 2030; underwriters option for additional $52.5M.
Oscar Health Q2 net loss $228.4M, MLR 91.1% vs 79.0% YoY; revenue up 29%
Total revenue: $2.86B, up 29% YoY from $2.22B on higher membership, partly offset by risk adjustment accrual.
Oscar Health expects Q2 operating loss ~$230M; cuts FY2025 guidance on higher ACA risk scores
Q2 expects loss from operations of ~$230M and net loss of ~$228M.
Oscar Health reports Q1 2025 revenue of $3.05B, net income $275M, and reaffirms full-year guidance
Total revenue rose 42% year-over-year to $3.046 billion for Q1 2025, driven by higher membership.
Total Revenue $9.2B (+56.5% YoY); Net income $25.4M ($0.10 diluted EPS) vs loss of $270.7M in 2023.
Oscar Health Q3 revenue $2.4B (+68% YoY); narrows loss; raises FY revenue guidance
Total revenue $2.4B, +68% YoY; net loss $54.6M ($0.22 EPS) improved $10.8M YoY.
Oscar Health Q2 net income $56.2M, rev $2.2B +46% YoY, raises FY guidance
Net income of $56.2M ($0.20 diluted EPS) vs. loss of $15.5M a year ago.
Mr. Schlosser’s transition from President of Technology and Chief Technology Officer of the Company to Co-Founder & Advisor to the CEO.
appointed Janet Liang as EVP and President of Oscar Insurance, effective February 24, 2025.
Steven Wolin resigned as EVP and Chief Operating Officer of the Company, effective as of February 5, 2025.
Alessandrea Quane, the Company’s EVP, Chief Insurance Officer, will cease serving in this role effective as of February 24, 2025 and her employment with the Company and Oscar Management Corporation (“OMC”) will terminate effective as of March 3, 2025.
Max materiality 0.90 · Median 0.60 · Most common event earnings