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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Evolent Health
Evolent Health (EVH) investor relations material
Evolent Health Oppenheimer 36th Annual Healthcare MedTech & Services Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Oppenheimer 36th Annual Healthcare MedTech & Services Conference summary17 Mar, 2026
Business update and implementation progress
Smooth implementations of Aetna and on-track Highmark launch are key revenue drivers for the year.
Early exchange membership numbers are being monitored, with more clarity expected in coming months.
No significant changes since the last update; business is progressing as planned.
Financial guidance and seasonality
Guidance is conservative due to new client risk revenue and associated reserving practices.
Fourth quarter expected to benefit from reduced reserving and contractual reimbursement adjustments.
Sequential EBITDA improvement projected in Q3 and Q4, with Q4 run rate around $150 million.
Cost trends and provider dynamics
Cardio cost trends are slightly lower than expected; oncology trends remain stable.
No significant provider pushback on authorizations; clinical approach is well received.
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Latest events from Evolent Health
- 2026 revenue is projected to grow 30–33%, led by oncology and new Performance Suite contracts.EVH
Q4 202525 Feb 2026 - AI-driven specialty care and recent acquisitions fuel growth toward a $300M EBITDA target.EVHCanaccord Genuity 44th Annual Growth Conference & Private Company Showcase 20242 Feb 2026
- Q2 revenue up 37.9% to $647.1M, net loss narrows, new contracts and Machinify acquisition completed.EVHQ2 20241 Feb 2026
- AI acquisition and strong growth position the firm for major efficiency and margin gains.EVHWilliam Blair 44th Annual Growth Stock Conference31 Jan 2026
- Revenue up 21.6% but profitability pressured by medical costs; record new contracts signed.EVHQ3 202415 Jan 2026
- Oncology cost trends are surging, prompting urgent contract and operational adjustments.EVHStephens 26th Annual Investment Conference | NASH202413 Jan 2026
- Contract restructuring and AI-driven efficiency aim to stabilize margins amid strong specialty demand.EVHCiti's 2024 Global Healthcare Conference12 Jan 2026
- 2025 guidance targets 15–18% organic growth and $115M EBITDA uplift from contract renegotiations.EVHQ4 202429 Dec 2025
- Capped risk model, AI efficiencies, and strong business development drive 2025 outlook.EVHTD Cowen 45th Annual Healthcare Conference16 Dec 2025
Next Evolent Health earnings date
Q1 20267 May, 2026
Evolent Health
Next Evolent Health earnings date
Q1 20267 May, 2026
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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