<p>Privia Health Group, Inc. ((PRVA)) 已召開其第三季度財報電話會議。以下是會議的主要亮點。</p>
<h3>認識您的 ETF AI 分析師</h3>
<ul>
<li>瞭解 TipRanks 的 <em>ETF</em> AI 分析師如何幫助您做出更明智的投資決策</li>
<li>探索 TipRanks 用户喜愛的 ETF，並查看 <strong><em>ETF</em> AI 分析師</strong> 對您關注的 ETF 的洞察。</li>
</ul>
<p>Privia Health 最近的財報電話會議描繪了強勁的財務健康狀況和戰略增長，儘管面臨一些挑戰。整體情緒積極，強勁的財務表現和成功的擴展計劃成為焦點。然而，公司對某些逆風保持謹慎，特別是在醫療保險優勢的按人頭支付模式方面，並對第四季度發佈了保守的指導。</p>
<h2>強勁的財務表現</h2>
<p>Privia Health 報告了第三季度令人印象深刻的財務業績，實踐收入同比激增 27.1%，達到 9.404 億美元。公司的調整後 EBITDA 顯著增長 61.6%，達到 3820 萬美元，EBITDA 利潤率為 30.5%。這些數據突顯了公司強大的財務基礎和運營效率。</p>
<h2>醫療保險共享節省計劃的成功</h2>
<p>公司在醫療保險共享節省計劃中取得了顯著成功，整體節省率為 9.4%，高於去年同期的 8.2%。總共享節省達到 2.341 億美元，比去年增長 32.6%，突顯了 Privia Health 有效的成本管理和基於價值的護理策略。</p>
<h2>擴展與增長</h2>
<p>Privia Health 繼續其擴展軌跡，實施提供者同比增長 13.1%，歸屬生命幾乎增長 13%。從 Evolent Health 收購的 ACO 業務預計將增加超過 120,000 個基於價值的護理歸屬生命，進一步鞏固公司的增長戰略。</p>
<h2>現金狀況與財務靈活性</h2>
<p>公司擁有強勁的現金狀況，報告的 pro forma 現金為 4.099 億美元且無債務。Privia Health 預計到年底至少有 4.1 億美元的現金，為追求進一步的增長機會和戰略投資提供了充足的財務靈活性。</p>
<h2>按人頭支付模式的挑戰</h2>
<p>儘管有一些有利的追溯調整，Privia Health 對醫療保險優勢的按人頭支付模式中的挑戰保持謹慎。公司對潛在的逆風保持警惕，並採取保守的方式來應對這些挑戰。</p>
<h2>保守的第四季度指導</h2>
<p>Privia Health 對第四季度的指導表明盈利增長有限，預計同比增長為低個位數，並且存在一定的利潤壓縮。這一保守的展望反映了公司在當前市場條件下的謹慎態度。</p>
<h2>前瞻性指導</h2>
<p>展望未來，Privia Health 提高了其 2025 年的展望，預計實踐收入增長 17.1%，護理利潤增長 13.2%，調整後 EBITDA 增長 32%。公司預計全年 EBITDA 的 80% 以上將轉化為自由現金流，突顯其強大的財務健康狀況和戰略前瞻性。</p>
<p>總之，Privia Health 的財報電話會議強調了強勁的財務表現和戰略增長舉措，使公司在未來成功中處於良好位置。儘管在醫療保險優勢的按人頭支付模式中面臨挑戰，並對第四季度發佈了保守的指導，但公司強勁的現金狀況和成功的擴展計劃為持續增長提供了堅實的基礎。</p>

PRVA

<p>Privia Health Group, Inc. 報告了強勁的第三季度業績，實踐收入同比增長 27.1%，達到 9.404 億美元，調整後的息税折舊攤銷前利潤（EBITDA）增長 61.6%，達到 3820 萬美元。該公司在醫療保險共享節省計劃中實現了 9.4% 的節省率，並將其提供者基礎擴大了 13.1%。儘管在醫療保險優勢支付模式中面臨挑戰，Privia 仍保持着 4.099 億美元的強勁現金儲備，併發布了保守的第四季度指引。展望未來，該公司預計到 2025 年實踐收入和 EBITDA 將實現顯著增長</p>

<p>Privia Health Group, Inc. ((PRVA)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Privia Health Group, Inc. ((PRVA)) 已召開其第三季度財報電話會議。以下是會議的主要亮點。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>認識您的 ETF AI 分析師</h3>
</div><ul>
<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
</ul>
<div class="lb-trans"><ul>
<li>瞭解 TipRanks 的 <em>ETF</em> AI 分析師如何幫助您做出更明智的投資決策</li>
<li>探索 TipRanks 用户喜愛的 ETF，並查看 <strong><em>ETF</em> AI 分析師</strong> 對您關注的 ETF 的洞察。</li>
</ul>
</div><p>Privia Health’s recent earnings call painted a picture of robust financial health and strategic growth, despite some challenges. The overall sentiment was positive, with strong financial performance and successful expansion plans taking center stage. However, the company remains cautious about certain headwinds, particularly in the Medicare Advantage capitation model, and has issued conservative guidance for the fourth quarter.</p>
<div class="lb-trans"><p>Privia Health 最近的財報電話會議描繪了強勁的財務健康狀況和戰略增長，儘管面臨一些挑戰。整體情緒積極，強勁的財務表現和成功的擴展計劃成為焦點。然而，公司對某些逆風保持謹慎，特別是在醫療保險優勢的按人頭支付模式方面，並對第四季度發佈了保守的指導。</p>
</div><h2>Strong Financial Performance</h2>
<div class="lb-trans"><h2>強勁的財務表現</h2>
</div><p>Privia Health reported impressive financial results for the third quarter, with practice collections soaring by 27.1% year-over-year to reach $940.4 million. The company’s adjusted EBITDA saw a significant increase of 61.6%, amounting to $38.2 million, and an EBITDA margin of 30.5%. These figures underscore the company’s strong financial footing and operational efficiency.</p>
<div class="lb-trans"><p>Privia Health 報告了第三季度令人印象深刻的財務業績，實踐收入同比激增 27.1%，達到 9.404 億美元。公司的調整後 EBITDA 顯著增長 61.6%，達到 3820 萬美元，EBITDA 利潤率為 30.5%。這些數據突顯了公司強大的財務基礎和運營效率。</p>
</div><h2>Medicare Shared Savings Program Success</h2>
<div class="lb-trans"><h2>醫療保險共享節省計劃的成功</h2>
</div><p>The company achieved notable success in the Medicare Shared Savings Program, with an aggregate savings rate of 9.4%, up from 8.2% in the previous year. Total shared savings reached $234.1 million, marking a 32.6% increase from last year, highlighting Privia Health’s effective cost management and value-based care strategies.</p>
<div class="lb-trans"><p>公司在醫療保險共享節省計劃中取得了顯著成功，整體節省率為 9.4%，高於去年同期的 8.2%。總共享節省達到 2.341 億美元，比去年增長 32.6%，突顯了 Privia Health 有效的成本管理和基於價值的護理策略。</p>
</div><h2>Expansion and Growth</h2>
<div class="lb-trans"><h2>擴展與增長</h2>
</div><p>Privia Health continued its expansion trajectory with a 13.1% year-over-year growth in implemented providers and a nearly 13% increase in attributed lives. The acquisition of an ACO business from Evolent Health is set to add over 120,000 value-based care attributed lives, further solidifying the company’s growth strategy.</p>
<div class="lb-trans"><p>Privia Health 繼續其擴展軌跡，實施提供者同比增長 13.1%，歸屬生命幾乎增長 13%。從 Evolent Health 收購的 ACO 業務預計將增加超過 120,000 個基於價值的護理歸屬生命，進一步鞏固公司的增長戰略。</p>
</div><h2>Cash Position and Financial Flexibility</h2>
<div class="lb-trans"><h2>現金狀況與財務靈活性</h2>
</div><p>The company boasts a strong cash position, with pro forma cash reported at $409.9 million and no debt. Privia Health forecasts at least $410 million in cash by year-end, providing ample financial flexibility to pursue further growth opportunities and strategic investments.</p>
<div class="lb-trans"><p>公司擁有強勁的現金狀況，報告的 pro forma 現金為 4.099 億美元且無債務。Privia Health 預計到年底至少有 4.1 億美元的現金，為追求進一步的增長機會和戰略投資提供了充足的財務靈活性。</p>
</div><h2>Capitation Model Challenges</h2>
<div class="lb-trans"><h2>按人頭支付模式的挑戰</h2>
</div><p>Despite some favorable retroactive adjustments, Privia Health remains cautious about the challenges in the Medicare Advantage capitation model. The company is mindful of potential headwinds and is taking a conservative approach to navigate these challenges.</p>
<div class="lb-trans"><p>儘管有一些有利的追溯調整，Privia Health 對醫療保險優勢的按人頭支付模式中的挑戰保持謹慎。公司對潛在的逆風保持警惕，並採取保守的方式來應對這些挑戰。</p>
</div><h2>Conservative Q4 Guidance</h2>
<div class="lb-trans"><h2>保守的第四季度指導</h2>
</div><p>Privia Health’s guidance for the fourth quarter suggests limited profitability growth, with expectations of low single-digit year-over-year growth and some margin compression. This conservative outlook reflects the company’s cautious stance amid current market conditions.</p>
<div class="lb-trans"><p>Privia Health 對第四季度的指導表明盈利增長有限，預計同比增長為低個位數，並且存在一定的利潤壓縮。這一保守的展望反映了公司在當前市場條件下的謹慎態度。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</h2>
</div><p>Looking ahead, Privia Health has raised its 2025 outlook, anticipating a 17.1% growth in practice collections, a 13.2% increase in care margin, and a 32% rise in adjusted EBITDA. The company expects over 80% of full-year EBITDA to convert to free cash flow, underscoring its strong financial health and strategic foresight.</p>
<div class="lb-trans"><p>展望未來，Privia Health 提高了其 2025 年的展望，預計實踐收入增長 17.1%，護理利潤增長 13.2%，調整後 EBITDA 增長 32%。公司預計全年 EBITDA 的 80% 以上將轉化為自由現金流，突顯其強大的財務健康狀況和戰略前瞻性。</p>
</div><p>In summary, Privia Health’s earnings call highlighted a strong financial performance and strategic growth initiatives, positioning the company well for future success. Despite challenges in the Medicare Advantage capitation model and conservative guidance for Q4, the company’s robust cash position and successful expansion plans provide a solid foundation for continued growth.</p>
<div class="lb-trans"><p>總之，Privia Health 的財報電話會議強調了強勁的財務表現和戰略增長舉措，使公司在未來成功中處於良好位置。儘管在醫療保險優勢的按人頭支付模式中面臨挑戰，並對第四季度發佈了保守的指導，但公司強勁的現金狀況和成功的擴展計劃為持續增長提供了堅實的基礎。</p>
</div>

Privia Health 的財報電話會議突顯出其強勁的增長