Highest-materiality recent filing
Phreesia stockholders elect Indig and Kessler, ratify KPMG, approve say-on-pay
Chaim Indig elected with 42,920,634 votes for; Jon Kessler with 43,200,247 votes for.
Phreesia Q1 FY2027: Revenue $130.9M (+13% YoY), net income $3.0M; restructuring cuts ~200 positions
Total revenue $130.9M (+13% YoY); net income $3.0M vs net loss $3.9M YoY; adjusted EBITDA $30.5M.
Phreesia eliminates 220 positions (~110 contractors) in restructuring plan
Restructuring plan eliminates ~220 positions, half contractor roles, to reduce operating expenses.
Phreesia subsidiary AccessOne Funding ups receivables facility to $300M, extends to 2029
Amendment No. 9 increases facility limit from $200M to $300M PNC-led facility.
Phreesia files 8-K to furnish earnings call transcript; no specific results in filing text
Conference call held March 30, 2026 to discuss Q4 and FY2026 results (fiscal year ended Jan 31, 2026).
Phreesia Q4 FY2026: GAAP net income positive; revenue up 16% YoY
Q4 revenue $127.1M (+16% YoY); FY revenue $480.6M (+14% YoY).
Phreesia enters $275M revolving credit facility, repays bridge loan
New senior secured revolver of up to $275M with Capital One as agent; ~$92.2M drawn at closing.
Phreesia appoints Jon Kessler to board; directors Cahill and Weintraub to retire at 2026 meeting
Jon Kessler, former HealthEquity CEO and WageWorks founder, appointed to Phreesia board effective April 6, 2026.
Phreesia files AccessOne historical financials; FY24 revenue $49.2M
AccessOne reported FY2024 net income of $4.9M on $49.2M revenue, vs FY2023 net loss of $2.8M on $47.8M revenue.
Phreesia Q3 FY2026 rev $120.3M (+13% YoY), net income $4.3M, closes AccessOne acquisition
Revenue $120.3M (+13% YoY); net income $4.3M vs loss of $14.4M prior year.
Phreesia completes $163M acquisition of AccessOne, funded with $110M bridge loan
Acquired AccessOne Parent Holdings for approx. $163M in cash on Nov. 12, 2025, using $107M net from new $110M bridge loan, $50M balance sheet cash, and $6M acquired cash.
Phreesia acquires AccessOne for $160M; posts first net income positive quarter
Acquisition of AccessOne for $160M cash; expands addressable market by ~$6B; expected close in Q3/Q4 FY2026.
Phreesia stockholders elect directors, ratify auditor, approve say-on-pay at June 25 annual meeting
Elected Gillian Munson (47.3M for) and Mark Smith (37.7M for) as Class III directors until 2028.
Phreesia Q1 revenue $115.9M (+15% YoY), raises FY26 Adj. EBITDA guidance to $85-90M
Net loss narrowed to $3.9M from $19.7M; Adj. EBITDA $20.8M vs $4.1M YoY.
Phreesia Q4 revenue $109.7M (+15% YoY); net loss narrows to $6.4M; positive adjusted EBITDA
Q4 revenue $109.7M (+15% YoY); net loss $6.4M vs $30.6M; adjusted EBITDA $16.4M vs -$3.5M.
Phreesia Q3 revenue $106.8M (+17% YoY), net loss narrows to $14.4M, guides higher
Revenue $106.8M (+17% YoY), net loss $14.4M vs $31.9M loss prior year.
Revenue $102.1M (+19% YoY); AHSCs 4,169 (+21% YoY); net loss improved to $18.0M from $36.8M.
Phreesia stockholders elect directors, ratify KPMG, approve say-on-pay at annual meeting
Elected three Class II directors: Lisa Egbuonu-Davis, Lainie Goldstein, Ramin Sayar, each with >48.4M votes for.
Phreesia appoints Yvonne Hui as VP, Principal Accounting Officer, replacing Janet Gunzburg
Yvonne Hui appointed VP and Principal Accounting Officer effective June 20, 2024.
Phreesia Q1 revenue $101.2M (+21% YoY); lowers FY25 revenue outlook, raises EBITDA outlook
Revenue $101.2M, up 21% YoY; net loss improved to $19.7M from $37.5M.
Phreesia Q4 rev $95M (+24% YoY), Adj EBITDA -$3.5M; forms India sub for in-sourcing
Q4 revenue $95.0M (+24% YoY); full-year revenue $356.3M (+27% YoY).
Total revenue $91.6M (+25% YoY); net loss $31.9M vs $40.2M; subscription revenue +29%.
Phreesia reports Q2 FY2024 revenue $85.8M (+26% YoY); raises EBITDA outlook
Revenue $85.8M vs $67.9M YoY (+26%); AHSCs 3,445 (+24% YoY).
Phreesia acquires Access eForms for ~$43M; issues 1.1M shares
Total consideration for Access eForms ~$43M, partly cash plus 1,096,436 shares of common stock.
Phreesia appoints Dr. Lisa Egbuonu-Davis to Board and adopts 2023 Inducement Award Plan
Appointed Dr. Lisa Egbuonu-Davis as Class II director effective July 13, 2023, to serve until 2024 annual meeting.
Phreesia registers shares for resale by selling stockholders, files legal opinion
Filed prospectus supplement for resale of common stock by certain selling stockholders.
Chaim Indig, Michael Weintraub, Edward Cahill elected as Class I directors; Indig 45.3M votes for, Weintraub 32.4M, Cahill 28.2M.
Phreesia sets compensation for PAO: $275k salary, $110k bonus target
Base salary $275,000 per year; target annual bonus $110,000; effective March 24, 2023.
Phreesia Q1 revenue $83.8M (+32% YoY); net loss narrows, FY24 EBITDA outlook raised
Total revenue $83.8M, up 32% YoY; net loss $37.5M vs $51.2M in prior-year quarter.
Phreesia appoints Balaji Gandhi as CFO; Randy Rasmussen steps down
Balaji Gandhi appointed CFO effective March 24, 2023, succeeding Randy Rasmussen.
Phreesia Q4 FY2023 revenue $76.6M (+32% YoY); FY2024 guidance revenue $353-356M
Q4 revenue $76.6M (+32% YoY); net loss $38.0M vs $46.5M loss year ago; Adj. EBITDA -$17.6M vs -$30.5M.
Phreesia Q3 revenue $73.1M (+31% YoY); raises FY2023 outlook to at least $278M
Revenue $73.1M (+31% YoY); net loss $40.2M; Adjusted EBITDA -$18.3M.
Phreesia Q2 FY2023 revenue $67.9M (+33% YoY); raises FY revenue and EBITDA guidance
Revenue $67.9M, up 33% YoY; average healthcare clients 2,776 (+40% YoY).
Phreesia shareholders elect two Class III directors, ratify KPMG, approve exec compensation
Gillian Munson and Mark Smith elected Class III directors with 33.3M and 33.1M votes for.
Phreesia Q1 revenue $63.4M (+31% YoY); FY23 Adj. EBITDA guidance raised to -$126M to -$122M
Revenue $63.4M vs $48.3M YoY; client count 2,526 (+33% YoY); avg. rev. per client $19,193 (-5% YoY).
Phreesia upsizes credit line to $100M; Q4 revenue up 39% but EBITDA plunges, FY23 guidance weak
Q4 revenue $58.0M (+39% YoY); FY2022 revenue $213.2M (+43% YoY).
Phreesia Q3 revenue $55.9M (+45% YoY); FY22 outlook raised to $211M
Revenue $55.9M, up 45% YoY; net loss $36.3M ($0.71/share) vs $6.7M loss prior year.
On June 17, 2024, the board of directors (the “Board”) of Phreesia, Inc. (the “Company”) appointed Yvonne Hui as VP, Principal Accounting Officer, effective June 20, 2024.
Effective as of June 19, 2024, Janet Gunzburg no longer serves as the Company’s principal accounting officer.
Michael Davidoff, Phreesia Inc.’s Senior Vice President, Payer Solutions and a named executive officer, notified the Company on December 1, 2023 that he will leave the Company on January 19, 2024 to pursue other professional opportunities.
On July 13, 2023, the Board of Directors (the "Board") of Phreesia, Inc. (the "Company"), upon the recommendation of the Nominating and Corporate Governance Committee of the Board, appointed Dr. Lisa Egbuonu-Davis to the Board.
Mr. Gandhi succeeds Randy Rasmussen, who will be stepping down from the CFO role on March 24, 2023.
On March 21, 2023, the Board of Directors of Phreesia, Inc. (the “Company”) appointed Balaji Gandhi, age 49, as the Chief Financial Officer of the Company, with an effective date of March 24, 2023.
On March 21, 2023, the Board of Directors of the Company approved the appointment of Janet Gunzburg, age 57, as Principal Accounting Officer, effective March 24, 2023.
Max materiality 0.90 · Median 0.70 · Most common event earnings