James M. Head

“Why don't we contextualize the quarter in a couple of things since we talked to investors after Q2. A couple of things on the positive side. Number one, as John said, we're getting through the claims transformation, which is a big deal internally.”

“I'll dive into our second quarter results. For the quarter ended June 2026, health plan membership of 294,100 increased 31% year over year, supported by strong new member additions and high retention amongst our existing members.”

“Well, let's just start with was that contemplated, roughly 50% of the growth in 26 being in higher acuity members? The answer is absolutely yes. Going back to John's point, we remain very disciplined, but we saw an opportunity to emphasize growth in those areas.”

“I'll dive straight into our first quarter results. For the quarter ended March 2026 health plan membership of 284,800 increased 31 percent year-over-year driven by strong execution on sales and retention.”

“No, I think, you know, when we put out the guide for 2026, we had a very good, we had January and February point of view. And I would just back up to say that we came into the year, I think, in retrospect, the bids were spot on in terms of what we expected.”