How do you view AIDX and SPB now going forward?
What is expected of WELL?
Thanks!
WELL expectations are EPS 3c, revenue $294.1M
SPB EPS of 66c beat estimates of 35c; revenue of $1.00B beat estimates of $686m. EBITDA of $260.5M beat estimates by 5%. It was a Q1 record for some metrics. EBITDA rose 11% (19% per share). Free cash flow rose 54%. 2.6% of the shares were bought and cancelled. Certainly this was a solid quarter overall.
AIDX EPS of -8c missed estimates of -5c; revenue of $14.1M beat estimates of $13.66M. EBITDA of - $3.3M beat estimates of -$6.0M. Revenue rose 204%, with acquisitions and solid growth in the AI and data business. Margins rose 2 points to 46%. The Orion Health acquisition has now closed and will show up in the next quarter. AIDX plans to reduce costs by $3M. The outlook calls for very strong revenue growth but more losses over the next two years. But we are comfortable with the numbers.