Oscar Health Q2 2024 10-Q Filed

Ticker: OSCR · Form: 10-Q · Filed: Aug 7, 2024 · CIK: 1568651

Sentiment: neutral

Topics: 10-Q, healthcare, financials

TL;DR

**Oscar Health Q2 2024 10-Q is IN! Check financials.**

AI Summary

Oscar Health, Inc. filed its 10-Q for the period ending June 30, 2024. The filing covers the second quarter of 2024 and provides financial details for the company. Key financial data and operational updates are presented for investors and stakeholders.

Why It Matters

This filing provides crucial financial performance data for Oscar Health, Inc. for the second quarter of 2024, impacting investor decisions and market analysis.

Risk Assessment

Risk Level: medium — As a publicly traded company in the healthcare sector, Oscar Health faces inherent market, regulatory, and operational risks detailed in its SEC filings.

Key Numbers

Key Players & Entities

FAQ

What is the reporting period for this 10-Q filing?

The reporting period for this 10-Q filing is the quarter ended June 30, 2024.

When was this 10-Q filed with the SEC?

This 10-Q was filed on August 7, 2024.

What is the company's primary business as indicated by the SIC code?

The company's SIC code is [6324], which corresponds to HOSPITAL & MEDICAL SERVICE PLANS.

What was Oscar Health, Inc.'s former company name?

Oscar Health, Inc.'s former company name was Mulberry Health Inc.

Where is Oscar Health, Inc. headquartered?

Oscar Health, Inc.'s business and mailing address is 75 VARICK STREET, 5TH FLOOR, NEW YORK, NY 10013.

Filing Stats: 4,534 words · 18 min read · ~15 pages · Grade level 17.7 · Accepted 2024-08-07 16:10:55

Key Financial Figures

Filing Documents

FORWARD LOOKING STATEMENTS

FORWARD LOOKING STATEMENTS 3

- FINANCIAL INFORMATION

PART I - FINANCIAL INFORMATION

Financial Statements (unaudited)

Item 1. Financial Statements (unaudited) Condensed Consolidated Statements of Operations 5 Condensed Consolidated Statements of Comprehensive Income 6 Condensed Consolidated Balance Sheets 7 Condensed Consolidated Statements of Stockholders' Equity 8 Condensed Consolidated Statements of Cash Flows 10 Notes to Condensed Consolidated Financial Statements Note 1 - Organization 11 Note 2 - Revenue Recognition 12 Note 3 - Investments 13 Note 4 - Fair Value Measurements 15 Note 5 - Restricted Cash and Restricted Deposits 16 Note 6 - Benefits Payable 16 Note 7 - Debt 17 Note 8 - Earnings (Loss) per Share 18 Note 9 - Reinsurance 19 Note 10 - Business Arrangements 20 Note 11 - Related Party Transactions 20 Note 12 - Commitments and Contingencies 21 Note 13 - Cancellation of Founders Awards 22

Management's Discussion and Analysis of Financial Condition and Results of Operations

Item 2. Management's Discussion and Analysis of Financial Condition and Results of Operations 23

Quantitative and Qualitative Disclosures about Market Risk

Item 3. Quantitative and Qualitative Disclosures about Market Risk 33

Controls and Procedures

Item 4. Controls and Procedures 34

- OTHER INFORMATION

PART II - OTHER INFORMATION

Legal Proceedings

Item 1. Legal Proceedings 34

Risk Factors

Item 1A. Risk Factors 34

Unregistered Sales of Equity Securities, Use of Proceeds and Issuer Purchases of Equity Securities

Item 2. Unregistered Sales of Equity Securities, Use of Proceeds and Issuer Purchases of Equity Securities 34

Defaults Upon Senior Securities

Item 3. Defaults Upon Senior Securities 34

Mine Safety Disclosures

Item 4. Mine Safety Disclosures 34

Other Information

Item 5. Other Information 35

Exhibits

Item 6. Exhibits 35

SIGNATURES

SIGNATURES 36 Table of Contents

FORWARD-LOOKING STATEMENTS

FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q contains forward-looking statements. We intend such forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), and Section 21E of the Securities Exchange Act of 1934, as amended (the "Exchange Act"). All statements other than statements of historical facts contained in this Quarterly Report on Form 10-Q may be forward-looking statements. In some cases, you can identify forward-looking statements by terms such as "may," "will," "should," "expects," "plans," "anticipates," "could," "intends," "targets," "projects," "contemplates," "believes," "estimates," "forecasts," "predicts," "potential" or "continue" or the negative of these terms or other similar expressions. Forward-looking statements contained in this Quarterly Report on Form 10-Q include, but are not limited to, statements regarding our future results of operations and financial position, risk adjustment transfer payments, industry, regulatory and business trends, our commercial arrangements, business strategy, plans and plan mix, membership and market growth, and our objectives for future operations. The forward-looking statements in this Quarterly Report on Form 10-Q are only predictions. We have based these forward-looking statements largely on our current expectations and projections about future events and financial trends that we believe may affect our business, financial condition, and results of operations. Forward-looking statements involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including, but not limited to, the following: Our ability to execute our strategy and manage our growt

FINANCIAL INFORMATION

PART I. FINANCIAL INFORMATION

Financial Statements

Item 1. Financial Statements Oscar Health, Inc. Condensed Consolidated Statements of Operations (unaudited) Three Months Ended June 30, Six Months Ended June 30, (in thousands, except per share amounts) 2024 2023 2024 2023 Revenue Premium 2,164,116 1,474,966 $ 4,257,798 $ 2,903,592 Investment income 49,994 41,484 92,983 77,540 Services and other 5,231 5,085 10,865 10,088 Total revenue 2,219,341 1,521,535 4,361,646 2,991,220 Operating Expenses Medical 1,708,722 1,181,999 3,263,496 2,273,591 Selling, general, and administrative 435,206 337,244 829,368 735,763 Depreciation and amortization 7,601 8,821 15,412 13,760 Total operating expenses 2,151,529 1,528,064 4,108,276 3,023,114 Earnings (loss) from operations 67,812 ( 6,529 ) 253,370 ( 31,894 ) Interest expense 5,991 6,120 11,893 12,256 Other expenses 872 1,612 2,050 7,718 Earnings (loss) before income taxes 60,949 ( 14,261 ) 239,427 ( 51,868 ) Income tax expense 4,637 1,164 5,633 3,185 Net income (loss) 56,312 ( 15,425 ) 233,794 ( 55,053 ) Less: Net income attributable to noncontrolling interests 105 103 219 247 Net income (loss) attributable to Oscar Health, Inc. $ 56,207 $ ( 15,528 ) $ 233,575 $ ( 55,300 ) Earnings (Loss) per Share Basic $ 0.24 $ ( 0.07 ) $ 0.99 $ ( 0.25 ) Diluted $ 0.20 $ ( 0.07 ) $ 0.82 $ ( 0.25 ) Weighted Average Common Shares Outstanding Basic 238,672 219,400 235,056 218,164 Diluted 303,965 219,400 299,186 218,164 See the accompanying Notes to Condensed Consolidated Financial Statements 5 Table of Contents Oscar Health, Inc. Condensed Consolidated Statements of Comprehensive Income (unaudited) Three Months Ended June 30, Six Months Ended June 30, (in thousands) 2024 2023 2024 2023 Net income (loss) $ 56,312 $ ( 15,425 ) $ 233,794 $ ( 55,053 ) Other comprehensive income (loss), net of tax: Net unrealized gains (losses) on securities available for sale ( 31 ) ( 2,377 ) ( 3,934 ) 2,859 Comprehensive income (loss) 56,281 ( 17,802 ) 22

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