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Health Catalyst (HCAT) investor relations material
Health Catalyst Wells Fargo 20th Annual Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo 20th Annual Healthcare Conference 2025 summary4 Sep, 2025
Market environment and client response
Clients, mainly not-for-profit health systems, are adjusting to significant Medicaid and research funding cuts, leading to delayed purchasing and tighter budgets.
Migration to Egnyte offers clients over 20% cost savings, but many are opting to retain these savings rather than reinvest, impacting cross-sell opportunities.
New client pipeline is affected as existing clients pause spending, though early Q3 shows some improvement in bookings.
Forecasting has shifted to a more conservative base case, with upside scenarios reserved for potential recovery.
Clients are using the 2026 budgeting cycle to reassess needs, with optimism for future pipeline growth.
Financial performance and guidance
Net dollar retention guidance has been reduced from 103% to 93% due to migration-related pricing pressure and delayed cross-sell.
Most retention headwinds are expected to subside by mid-2026, with a return to 100%+ retention anticipated in 2027.
Average sales bookings (ASB) have shifted to the lower end of the $300K–$700K range, mainly due to tighter scoping rather than lower pricing.
Gross margins remain strong, with the apps layer averaging 80%+ gross margin and 30%+ EBITDA margin.
Over $40 million in cost savings identified through restructuring, with impacts expected across P&L lines into 2026.
Product and service strategy
Cross-sell focus is on adjacent apps, especially those with clear near-term ROI, primarily in finance and cost management.
Professional services are being refined, with a shift toward tech-enabled managed services and AI-driven solutions.
The mix is moving from 50/50 tech/services to a projected 70/30 or 75/25, emphasizing high-margin tech offerings.
AI is accelerating profitability in services like chart abstraction and is increasingly embedded in both tech and service offerings.
Services remain a differentiator, especially for the last mile of measurable improvement, but tech is prioritized for scalability and margin.
When will Egnyte headwinds fully abate?
How does AI reshape service offerings?
Post-M&A, what's the capital strategy?
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Next Health Catalyst earnings date
Q3 20255 Nov, 2025
Next Health Catalyst earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Health Catalyst Inc. is a healthcare data and analytics company that provides technology and services to improve clinical, financial, and operational outcomes for healthcare organizations. The company’s platform integrates data from multiple sources, enabling advanced analytics, data visualization, and insights to support decision-making. Health Catalyst also offers professional services, including consulting and implementation, to help clients achieve their goals. Health Catalyst is headquartered in South Jordan, Utah, and its shares are listed on the NASDAQ.
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