NYSE$OSCR

Oscar Health Inc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Oscar Health's financial performance demonstrated pricing discipline, renewed operational focus, and solid execution.

Oscar Health, Inc. reported strong financial results for the second quarter ended June 30, 2023. Premiums earned increased by 48% year-over-year, and the net loss improved by $96.7 million year-over-year. The company is reaffirming its full year 2023 outlook.

  • Direct and Assumed Policy Premiums of $1.6 billion, a 3% decrease YoY
  • Premiums earned of $1.5 billion, a 48% increase YoY
  • Medical Loss Ratio of 79.9%, a 230 bps improvement YoY
  • Net loss of ($15.4) million, an improvement of $96.7 million YoY

Headline financials

Total Revenue

$1.52B

Previous: $1.02B+49.6%
EPS (adj)

-$0.07

Previous: -$0.53+86.8%
Medical loss ratio

79.9%

Previous: 82.2%-2.8%
Free Cash Flow

-$15.5M

Previous: -$112M+86.2%
Net Income

-$15.5M

Previous: -$112M+86.2%
Operating Income

-$6.53M

Previous: -$106M+93.9%
Gross Profit

$340M

Previous: $213M+59.6%
Cash & Equivalents

$2.32B

Previous: $2.36B-1.7%
Total Assets

$4.56B

Previous: $4.75B-3.9%
Stock-Based Comp

$33.3M

Previous: $27M+23.3%

Revenue & EPS history

Oscar Health · Revenue · Quarterly

$1.52B

Q2 2023+49.6%vs Q2 2022
Beat estimate in 5 of 15 quarters(33%)
ActualEstimate

Forward guidance

Oscar is reaffirming its full year 2023 outlook across all metrics.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+3.7%

Avg return

Earnings day

+5.6%

Avg return

5 days after

+7.5%

Avg return

30 days after

64%

16 / 25 earnings

Positive

+30.0%

Q1 2025

Best reaction

-23.9%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.7%+22.6%+36.6%
Q4 2025+1.7%+6.0%+2.7%
Q3 2025-2.8%-12.8%-1.5%
Q1 2025+30.0%+28.7%+18.0%
Q4 2024+3.1%-3.7%+4.5%
Q3 2024-12.9%-12.8%+0.4%
Q2 2024+7.2%+4.4%-1.4%
Q1 2024+9.3%+14.1%+2.8%
Q4 2023+22.7%+27.5%+7.7%
Q3 2023+23.5%+24.5%+42.0%
Q2 2023+8.6%+1.9%-10.5%
Q1 2023-8.8%-6.6%+17.8%
Q4 2022+21.0%+36.2%-3.9%
Q3 2022-23.9%-4.5%-11.3%
Q2 2022+19.9%+21.1%-3.7%
Q1 2022-8.9%-2.0%-25.0%
Q4 2019+6.3%+2.5%+39.1%
Q4 2021+2.4%+15.6%+21.9%
Q3 2020-2.4%-6.3%-12.7%
Q3 2021-23.3%-25.2%-33.0%
Q2 2020-16.4%-11.8%+19.4%
Q2 2021-0.9%-12.0%+17.9%
Q4 2020+15.2%+14.5%+23.1%
Q1 2020+15.2%+14.5%+23.1%
Q1 2021+3.6%+4.2%+14.0%

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