Feb. 21 at 2:29 PM
$EVH I'd like to remind everyone that Evolent has multiple ways to solve every problem!
First of all, I'd like to focus on the recent sale of its small ECP unit for
$100 million in cash plus
$13M
I'd like to remind everyone that Evolent has multiple ways to solve every problem!
First of all, I'd like to focus on the recent sale of its small ECP unit for
$100 million in cash plus
$13 million!
This sale reduces EBITDA by only
$10 million and provides ideal cash flow that will be used to reduce debt interest.
Losses average
$25 million per quarter, but considering the
$20 million increase in EBITDA per quarter and the reduction in some costs (
$30 million from AI +
$113 million from the recent sale), interest income should be lower, as should personnel expenses.
The loss would be reduced to
$8-13 million per quarter.
There's still a lot of work to do, but in 2026, if they add deals worth
$6-800 million, with
$15-20 million in new EBITDA per quarter, we'll finally see profits!
