NYSE$PHR

Phreesia Inc · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Announced third quarter fiscal 2023 results

Phreesia, Inc. reported a revenue of $73.1 million for the third quarter of fiscal year 2023, representing a 31% increase compared to the same period in the prior year. The average number of healthcare services clients increased by 42% to 2,982, while the average revenue per healthcare services client decreased by 9% to $17,645. The company's net loss was $40.2 million, and adjusted EBITDA was negative $18.3 million. Cash and cash equivalents totaled $209.6 million as of October 31, 2022.

  • Revenue increased by 31% year-over-year, reaching $73.1 million.
  • Average healthcare services clients increased by 42% to 2,982.
  • Average revenue per healthcare services client decreased by 9% to $17,645.
  • Net loss amounted to $40.2 million.

Headline financials

Total Revenue

$73.1M

Previous: $55.9M+30.7%
EPS (adj)

-$0.76

Previous: -$0.46-65.2%
Avg. Healthcare Clients

3.0K

No prior period
Capital Expenditures

-$4.03M

Previous: -$16.6M+75.7%
Free Cash Flow

-$44.2M

Previous: -$52.9M+16.5%
Net Income

-$40.2M

Previous: -$36.3M-10.5%
Operating Income

-$39.8M

Previous: -$35.7M-11.4%
Gross Profit

$58.5M

Previous: $44.3M+32.2%
Cash & Equivalents

$210M

Previous: $400M-47.7%
Total Assets

$397M

Previous: $529M-24.9%
Stock-Based Comp

$14.8M

Previous: $12.9M+14.3%

Revenue & EPS history

Phreesia · Revenue · Quarterly

$73.1M

Q3 2023+30.7%vs Q3 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Phreesia · $73.1M total across 3 segments · Q3 2023

  • Subscription Services
    $33M+35.4%
  • Network Solutions
    $20.5M
  • Payment Processing
    $19.6M+21.8%

Forward guidance

Phreesia is updating its revenue outlook for fiscal year 2023 to at least $278 million, implying year-over-year growth of 30%. The company expects average healthcare services clients to increase by approximately 150 in the fourth quarter of fiscal year 2023. They are also raising their Adjusted EBITDA outlook for fiscal year 2023 to approximately negative $95 million.

Tailwinds

  • Revenue outlook for fiscal year 2023 updated to at least $278 million, up from a range of $273 million to $275 million.
  • New revenue outlook implies year-over-year growth of 30%.
  • Expect average healthcare services clients to increase by approximately 150 in the fourth quarter of fiscal year 2023.
  • Expect fourth quarter subscription and related services revenue on a per average healthcare services client basis to remain roughly in line with our second and third quarter results.
  • Adjusted EBITDA outlook for fiscal year 2023 raised to approximately negative $95 million from a range of negative $109 million to negative $106 million.

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

-1.6%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+2.0%

Avg return

30 days after

54%

15 / 28 earnings

Positive

+21.4%

Q2 2023

Best reaction

-26.3%

Q4 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-26.3%-1.1%
Q1 2027+2.3%+13.3%
Q3 2026-22.8%-19.2%-16.0%
Q2 2026-9.8%-18.8%-25.4%
Q1 2026-6.6%-0.2%+14.2%
Q4 2025+6.9%+14.6%+1.1%
Q3 2025+11.1%+14.8%+30.8%
Q2 2025+7.9%+0.5%-6.8%
Q1 2025-13.3%-14.7%-2.9%
Q4 2024+1.7%-0.7%+1.0%
Q3 2024+17.8%+18.8%+45.2%
Q2 2024-21.2%-27.1%-39.1%
Q1 2024+3.6%+10.3%+4.0%
Q4 2023-13.5%-10.0%-5.7%
Q3 2023+18.7%+34.8%+20.0%
Q2 2023+21.4%+28.2%+4.9%
Q1 2023+11.9%+17.5%+40.1%
Q4 2022-11.9%+1.3%-23.6%
Q3 2022-20.2%-20.9%-32.9%
Q2 2022-12.4%-6.2%-15.4%
Q1 2022+6.6%+12.7%+24.2%
Q4 2021+2.5%+8.4%+3.3%
Q3 2021+7.3%+18.1%+16.2%
Q2 2021-3.2%-9.2%+3.5%
Q1 2021-6.7%-10.5%-13.1%
Q4 2020+4.2%+18.1%+30.6%
Q3 2020-1.0%-8.8%-6.9%
Q2 2020+0.2%+7.3%+1.2%
Q1 2020
Q4 2019
Q3 2018
Q2 2018
Q1 2018

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro