<p>Phreesia（PHR）已举行其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
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<p>Phreesia 最近的财报电话会议传达了总体积极的情绪，得益于强劲的收入增长、战略收购和良好的财务指标。尽管网络解决方案面临挑战，以及 AccessOne 收购的财务影响需要关注，但公司在未来增长方面处于良好位置。</p>
<h2>收入增长与盈利能力</h2>
<p>Phreesia 报告的总收入为 1.203 亿美元，同比增长 13%。公司实现了历史最高的调整后 EBITDA 利润率为 24%，与去年相比增加了 1900 万美元。这一强劲的财务表现凸显了 Phreesia 有效的增长策略和运营效率。</p>
<h2>战略收购与市场扩展</h2>
<p>收购 AccessOne 标志着 Phreesia 进入提供商融资市场，并扩展到医疗服务提供商营销。这一战略举措旨在增强与医疗服务提供商和患者的互动，可能开辟新的收入来源并加强市场存在感。</p>
<h2>正面的净收入</h2>
<p>Phreesia 维持了 430 万美元的正净收入，标志着连续第二个季度盈利。这一成就反映了公司在费用管理和收入增长方面的成功，为其整体财务健康做出了贡献。</p>
<h2>强劲的现金流</h2>
<p>经营现金流增加至 1550 万美元，同比增长 970 万美元，而自由现金流上升至 880 万美元，增加了 720 万美元。这些数字突显了 Phreesia 稳健的现金生成能力，为未来投资和债务管理提供了坚实基础。</p>
<h2>医疗服务客户的增加</h2>
<p>医疗服务客户的平均数量上升至 4520，较上一季度增加 53。这一增长表明 Phreesia 客户基础的扩大，以及其吸引和留住医疗服务提供商的能力，这对持续的业务增长至关重要。</p>
<h2>网络解决方案的挑战</h2>
<p>由于市场条件和决策流动性，Phreesia 对网络解决方案采取了更为谨慎的态度。这一审慎的策略旨在降低风险并适应不断变化的市场环境，确保长期稳定。</p>
<h2>收购带来的债务</h2>
<p>AccessOne 收购通过 1.1 亿美元的担保过渡贷款融资，计划将其再融资或替换为长期信贷设施。这一财务策略反映了 Phreesia 在追求增长机会的同时，致力于负责任地管理其债务。</p>
<h2>前瞻性指导</h2>
<p>Phreesia 对 2026 财年的指导预计将结束时拥有大约 4515 个医疗服务客户，包括 AccessOne 收购的贡献。公司预计 2026 财年收入将在 4.79 亿至 4.81 亿美元之间，调整后的 EBITDA 预计将在 9900 万至 1.01 亿美元之间。对于 2027 财年，收入预计在 5.45 亿至 5.59 亿美元之间，AccessOne 预计贡献约 6.5% 的总收入，调整后的 EBITDA 预计将在 1.25 亿至 1.35 亿美元之间。</p>
<p>总之，Phreesia 的财报电话会议反映了积极的前景，得益于强劲的收入增长、战略收购和稳健的财务指标。尽管在网络解决方案和管理收购相关债务方面仍面临挑战，但公司的前瞻性指导表明未来将继续保持势头，并在战略定位上取得成功。</p>

<p>Phreesia 第三季度的财报电话会议强调了强劲的收入增长、战略收购和积极的财务指标。收入增长了 13%，达到 1.203 亿美元，调整后的 EBITDA 利润率为 24%。AccessOne 的收购使 Phreesia 扩展到提供者融资和医疗营销领域。报告显示净收入为 430 万美元，现金流强劲。会议中提到在网络解决方案和收购债务管理方面面临挑战。前瞻性指引预计将持续增长，2026 财年的收入在 4.79 亿至 4.81 亿美元之间，2027 财年的收入在 5.45 亿至 5.59 亿美元之间</p>

<p>Phreesia ((PHR)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Phreesia（PHR）已举行其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
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</div><p>Phreesia’s recent earnings call conveyed a generally positive sentiment, driven by robust revenue growth, strategic acquisitions, and favorable financial metrics. The company is well-positioned for future growth, although challenges in network solutions and the financial implications of the AccessOne acquisition warrant attention.</p>
<div class="lb-trans"><p>Phreesia 最近的财报电话会议传达了总体积极的情绪，得益于强劲的收入增长、战略收购和良好的财务指标。尽管网络解决方案面临挑战，以及 AccessOne 收购的财务影响需要关注，但公司在未来增长方面处于良好位置。</p>
</div><h2>Revenue Growth and Profitability</h2>
<div class="lb-trans"><h2>收入增长与盈利能力</h2>
</div><p>Phreesia reported a total revenue of $120.3 million, marking a 13% increase year over year. The company achieved an all-time high adjusted EBITDA margin of 24%, with a $19 million increase compared to the previous year. This strong financial performance underscores Phreesia’s effective growth strategies and operational efficiency.</p>
<div class="lb-trans"><p>Phreesia 报告的总收入为 1.203 亿美元，同比增长 13%。公司实现了历史最高的调整后 EBITDA 利润率为 24%，与去年相比增加了 1900 万美元。这一强劲的财务表现凸显了 Phreesia 有效的增长策略和运营效率。</p>
</div><h2>Strategic Acquisitions and Market Expansion</h2>
<div class="lb-trans"><h2>战略收购与市场扩展</h2>
</div><p>The acquisition of AccessOne signifies Phreesia’s entry into the provider financing market and its expansion into healthcare provider marketing. This strategic move aims to enhance engagement with healthcare providers and patients, potentially opening new revenue streams and strengthening market presence.</p>
<div class="lb-trans"><p>收购 AccessOne 标志着 Phreesia 进入提供商融资市场，并扩展到医疗服务提供商营销。这一战略举措旨在增强与医疗服务提供商和患者的互动，可能开辟新的收入来源并加强市场存在感。</p>
</div><h2>Positive Net Income</h2>
<div class="lb-trans"><h2>正面的净收入</h2>
</div><p>Phreesia maintained a positive net income of $4.3 million, marking the second consecutive quarter of profitability. This achievement reflects the company’s successful management of expenses and revenue growth, contributing to its overall financial health.</p>
<div class="lb-trans"><p>Phreesia 维持了 430 万美元的正净收入，标志着连续第二个季度盈利。这一成就反映了公司在费用管理和收入增长方面的成功，为其整体财务健康做出了贡献。</p>
</div><h2>Strong Cash Flow</h2>
<div class="lb-trans"><h2>强劲的现金流</h2>
</div><p>Operating cash flow increased to $15.5 million, up $9.7 million year over year, while free cash flow rose to $8.8 million, a $7.2 million increase. These figures highlight Phreesia’s solid cash generation capabilities, providing a strong foundation for future investments and debt management.</p>
<div class="lb-trans"><p>经营现金流增加至 1550 万美元，同比增长 970 万美元，而自由现金流上升至 880 万美元，增加了 720 万美元。这些数字突显了 Phreesia 稳健的现金生成能力，为未来投资和债务管理提供了坚实基础。</p>
</div><h2>Increase in Healthcare Services Clients</h2>
<div class="lb-trans"><h2>医疗服务客户的增加</h2>
</div><p>The average number of healthcare services clients rose to 4,520, an increase of 53 from the previous quarter. This growth indicates Phreesia’s expanding client base and its ability to attract and retain healthcare providers, which is crucial for sustained business growth.</p>
<div class="lb-trans"><p>医疗服务客户的平均数量上升至 4520，较上一季度增加 53。这一增长表明 Phreesia 客户基础的扩大，以及其吸引和留住医疗服务提供商的能力，这对持续的业务增长至关重要。</p>
</div><h2>Challenges in Network Solutions</h2>
<div class="lb-trans"><h2>网络解决方案的挑战</h2>
</div><p>Phreesia is adopting a more cautious approach to network solutions due to market conditions and decision-making fluidity. This measured strategy aims to mitigate risks and adapt to the evolving market landscape, ensuring long-term stability.</p>
<div class="lb-trans"><p>由于市场条件和决策流动性，Phreesia 对网络解决方案采取了更为谨慎的态度。这一审慎的策略旨在降低风险并适应不断变化的市场环境，确保长期稳定。</p>
</div><h2>Debt from Acquisition</h2>
<div class="lb-trans"><h2>收购带来的债务</h2>
</div><p>The AccessOne acquisition was financed with a $110 million secured bridge loan, with plans to refinance or replace it with a long-term credit facility. This financial strategy reflects Phreesia’s commitment to managing its debt responsibly while pursuing growth opportunities.</p>
<div class="lb-trans"><p>AccessOne 收购通过 1.1 亿美元的担保过渡贷款融资，计划将其再融资或替换为长期信贷设施。这一财务策略反映了 Phreesia 在追求增长机会的同时，致力于负责任地管理其债务。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Phreesia’s guidance for fiscal 2026 anticipates ending with approximately 4,515 healthcare services clients, including contributions from the AccessOne acquisition. The company projects fiscal 2026 revenue between $479 million and $481 million, with adjusted EBITDA expected to range from $99 million to $101 million. For fiscal 2027, revenue is projected between $545 million and $559 million, with AccessOne contributing around 6.5% to the total, and adjusted EBITDA is expected to range from $125 million to $135 million.</p>
<div class="lb-trans"><p>Phreesia 对 2026 财年的指导预计将结束时拥有大约 4515 个医疗服务客户，包括 AccessOne 收购的贡献。公司预计 2026 财年收入将在 4.79 亿至 4.81 亿美元之间，调整后的 EBITDA 预计将在 9900 万至 1.01 亿美元之间。对于 2027 财年，收入预计在 5.45 亿至 5.59 亿美元之间，AccessOne 预计贡献约 6.5% 的总收入，调整后的 EBITDA 预计将在 1.25 亿至 1.35 亿美元之间。</p>
</div><p>In conclusion, Phreesia’s earnings call reflected a positive outlook, supported by strong revenue growth, strategic acquisitions, and solid financial metrics. While challenges remain in network solutions and managing acquisition-related debt, the company’s forward-looking guidance suggests continued momentum and strategic positioning for future success.</p>
<div class="lb-trans"><p>总之，Phreesia 的财报电话会议反映了积极的前景，得益于强劲的收入增长、战略收购和稳健的财务指标。尽管在网络解决方案和管理收购相关债务方面仍面临挑战，但公司的前瞻性指导表明未来将继续保持势头，并在战略定位上取得成功。</p>
</div>

Phreesia 的财报电话会议：增长与战略行动