)
Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Progyny (PGNY) investor relations material
Progyny Jefferies London Healthcare Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies London Healthcare Conference 2025 summary18 Nov, 2025
Business overview and market position
Leading provider of fertility and women's health benefits in the U.S., managing the entire fertility process with concierge-level support and a network covering 80% of U.S. fertility cycles.
Addressable market is 106 million lives, targeting employers with 1,000+ employees in the self-insured market.
As of 2026, covers 7.6 million lives across 600 customers, representing early single-digit market penetration.
About half of new clients previously had limited or no fertility coverage, often with restrictive stipends or dollar maximums.
High client retention, with most clients renewing at least once or twice; renewal rate near 100% except for one large client due to broader health plan changes.
Growth strategy and product expansion
Added 900,000 lives in the most recent selling season, aiming to add at least 1 million lives annually.
Growth driven by strong relationships with consulting firms and PBMs, and by launching adjacent women's health products such as menopause, pregnancy, and postpartum support.
About one-third of covered lives now have access to expanded products, with plans to grow these offerings over the next few years.
Entering the small and middle-market employer sector, increasing TAM by 50 million lives, with product launch set for early 2026.
New service lines expected to contribute 8–10% of revenue by 2028, with ramp-up requiring increased member engagement and awareness.
Utilization trends and financial performance
Utilization rates have remained stable within a tight band over time, with only minor quarterly fluctuations.
Consumption metric (ART cycles per utilizer) is used to track patient progression; normalized after a brief slowdown in Q3 last year.
Demand for fertility benefits remains strong even during economic uncertainty, as seen during COVID and periods of inflation.
High client retention and strong execution during the annual January ramp-up, with close monitoring of client and provider metrics.
Consistent financial outperformance has enabled the company to beat and raise guidance.
Small/mid-market entry: What's the ramp timeline?
Driving engagement for new women's health products
Net impact of IVF policy changes on Progyny
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Progyny earnings date
Q4 202527 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@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
I can't remember the last time an app had such a positive impact on my investment process.
@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
)
)
Frequently asked questions
Progyny, Inc. provides employers' fertility and family building benefits solutions. Progyny simplifies how employers offer fertility and family building insurance to their employees by combining three key services: program management for employers, customer support for both employers and employees, and a simple online enrollment platform providing employees the capability to compare plans in one location. Progyny, Inc. was incorporated in 2008 and is headquartered in New York, New York.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage