eHealth (EHTH) Q1 2026 Earnings Transcript

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Date

Wednesday, May 6, 2026 astatine 5 p.m. ET

Call participants

• Chief Executive Officer — Derrick Duke

• Chief Financial Officer — John Dolan

• Chief Operating Officer — Michelle Barbeau

Full Conference Call Transcript

Derrick Duke, eHealth's Chief Executive Officer; and John Dolan, Chief Financial Officer, volition sermon our archetypal 4th 2026 fiscal results. Following these prepared remarks, we volition unfastened the enactment for a Q&A league with manufacture analysts. As a reminder, this telephone is being recorded and webcast from the Investor Relations conception of our website. A replay of the telephone volition beryllium disposable connected our website aboriginal today. Today's property release, our humanities fiscal quality releases and our filings with the SEC are besides disposable connected our Investor Relations website.

We volition beryllium making forward-looking statements connected this telephone astir definite matters that are based upon management's existent beliefs and expectations relating to aboriginal events impacting the institution and our aboriginal fiscal oregon operating performance. Forward-looking statements connected this telephone correspond eHealth's views arsenic of today, and existent results could disagree materially. We undertake nary work to publically code oregon update immoderate forward-looking statements, but arsenic required by law. The forward-looking statements we volition beryllium making during this telephone are taxable to a fig of uncertainties and risks, including, but not constricted to, those described successful today's property merchandise and successful our astir caller yearly study connected Form 10-K and our consequent filings with the SEC.

We volition besides beryllium discussing definite non-GAAP fiscal measures connected this call. Management's definitions of these non-GAAP measures and reconciliations to the astir straight comparable GAAP fiscal measures are included successful today's property release, but wherever specified reconciliation has been admitted successful reliance connected this unreasonable efforts objection provided nether Item 10(e)(1)(i)(B) of Regulation S-K. With that, I volition crook the telephone implicit to Derrick Duke.

Derrick Duke: Thank you, Eli. Good afternoon, and convey you for joining america today. We're pleased with our archetypal 4th results, which came successful up of expectations. driven by stronger-than-anticipated Medicare enrollment measurement astatine favorable portion economics. During the quarter, we made meaningful advancement towards the strategical initiatives we outlined connected our past net call, including implementing targeted outgo reductions and completing captious physique and readiness enactment for initiatives that launched successful April. Most notably, we prepared for the rollout of our beingness advisory exemplary and the instauration of our caller last disbursal security product. We are besides encouraged by caller manufacture developments. Last month, CMS finalized the 2027 Medicare Advantage rate, which came successful supra the archetypal proposal.