Nasdaq
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
We deliver virtual care between doctor’s visits, providing an engaging, personalized, and integrated experience for our members that is designed to improve their health while delivering value for the employers, health plans, health systems, pharmacy benefit managers (“PBMs”), and other entities that cover the cost of our programs. Our principal executive offices are located San Francisco, California.
Roles derived from SEC Form 4 filings.
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
| Line item | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Revenue | $122.8M | $169.8M | $260.2M |
| Gross profit | $70.0M | $102.9M | $170.9M |
| Operating income | -$66.0M | -$43.7M | -$12.0M |
| Net income | -$67.5M | -$47.1M | -$12.8M |
| Diluted EPS | -$9.52 | -$6.11 | -$0.35 |
| Operating cash flow | -$49.7M | -$34.2M | $18.3M |
| Free cash flow | -$50.2M | -$34.8M | $16.9M |
| Gross margin | 57.0% | 60.6% | 65.7% |
| Operating margin | -53.8% | -25.7% | -4.6% |
| Net margin | -55.0% | -27.8% | -4.9% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $41.2M | $45.5M | — | $55.0M | $61.4M | $68.0M | $75.8M | $78.0M |
| Gross profit | $24.8M | $28.6M | — | $31.9M | $40.3M | $45.1M | $53.7M | $48.7M |
| Operating income | -$10.0M | -$8.5M | — | -$8.4M | -$4.3M | -$2.5M | $3.3M | -$4.8M |
| Net income | -$10.7M | -$9.2M | -$8.3M | -$9.4M | -$5.3M | -$3.2M | $5.2M | -$3.0M |
| Diluted EPS | -$1.40 | -$1.18 | — | -$1.15 | -$0.24 | -$0.06 | $1.10 | -$0.05 |
| Operating cash flow | — | $1.1M | — | -$16.1M | $2.9M | $10.1M | $21.4M | -$11.8M |
| Free cash flow | — | $980,000.00 | — | -$16.4M | $2.6M | $9.6M | $21.2M | -$11.9M |
| Gross margin | 60.3% | 62.8% | — | 58.0% | 65.7% | 66.3% | 70.8% | 62.4% |
| Operating margin | -24.4% | -18.7% | — | -15.3% | -7.1% | -3.7% | 4.3% | -6.1% |
| Net margin | -25.9% | -20.3% | — | -17.2% | -8.7% | -4.7% | 6.8% | -3.8% |
Consensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-07-15 | Cook Steven L.· Chief Financial Officer | Sale | 11,750 | $24.01 | $282,173.90 | filing |
| 2026-07-15 | Cook Steven L.· Chief Financial Officer | Option exercise | 12,150 | $8.28 | $100,602.00 | filing |
| 2026-07-15 | Cook Steven L.· Chief Financial Officer | Sale | 400 | $24.00 | $9,600.00 | filing |
| 2026-07-13 | Cook Steven L.· Chief Financial Officer | Sale | 5,200 | $24.00 | $124,800.00 | filing |
| 2026-07-13 | Cook Steven L.· Chief Financial Officer | Option exercise | 5,800 | $8.28 | $48,024.00 | filing |
| 2026-07-13 | Gracey Craig· Chief Accounting Officer | Sale | 1,041 | $24.00 | $24,984.00 | filing |
| 2026-07-13 | Cook Steven L.· Chief Financial Officer | Sale | 600 | $24.01 | $14,406.00 | filing |
| 2026-07-13 | Gracey Craig· Chief Accounting Officer | Option exercise | 1,041 | $6.57 | $6,839.37 | filing |
| 2026-07-07 | Cook Steven L.· Chief Financial Officer | Sale | 12,337 | $23.09 | $284,840.36 | filing |
| 2026-07-07 | Cook Steven L.· Chief Financial Officer | Option exercise | 10,601 | $8.28 | $87,776.28 | filing |
| 2026-07-07 | Cook Steven L.· Chief Financial Officer | Option exercise | 1,042 | $8.01 | $8,346.42 | filing |
| 2026-07-07 | Cook Steven L.· Chief Financial Officer | Option exercise | 694 | $7.68 | $5,329.92 | filing |
| 2026-07-05 | HILLEMAN JERYL L | Award | 1,299 | $0.00 | $0.00 | filing |
| 2026-07-05 | FETTER TREVOR | Award | 888 | $0.00 | $0.00 | filing |
| 2026-07-05 | Klapstein Julie D | Award | 649 | $0.00 | $0.00 | filing |
| 2026-07-05 | ROOT JONATHAN D | Award | 820 | $0.00 | $0.00 | filing |
| 2026-07-01 | Cook Steven L.· Chief Financial Officer | Sale | 23,263 | $22.76 | $529,500.77 | filing |
| 2026-07-01 | Duffy Sean P.· Chief Executive Officer | Sale | 12,944 | $22.70 | $293,787.38 | filing |
| 2026-07-01 | Duffy Sean P.· Chief Executive Officer | Sale | 12,942 | $22.67 | $293,435.26 | filing |
| 2026-07-01 | Cook Steven L.· Chief Financial Officer | Option exercise | 23,263 | $8.28 | $192,617.64 | filing |
| 2026-07-01 | Duffy Sean P.· Chief Executive Officer | Option exercise | 12,942 | $8.28 | $107,159.76 | filing |
| 2026-07-01 | Duffy Sean P.· Chief Executive Officer | Option exercise | 12,944 | $5.82 | $75,334.08 | filing |
| 2026-07-01 | Gracey Craig· Chief Accounting Officer | Sale | 637 | $23.00 | $14,651.00 | filing |
| 2026-07-01 | Gracey Craig· Chief Accounting Officer | Option exercise | 637 | $6.57 | $4,185.09 | filing |
| 2026-06-30 | Gracey Craig· Chief Accounting Officer | Sale | 405 | $22.00 | $8,910.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.