George Stottman's questions to SelectQuote Inc (SLQT) leadership • Q4 2025
Question
George Stottman asked for clarification on the shift in tone regarding SelectRx growth, from caution in the prior quarter to more optimism now. He also inquired about AEP hiring plans, the use of AI to serve more customers, and the expected contribution from the Select Patient Management business in fiscal 2026.
Answer
An executive named Bob clarified that the previous quarter's focus was on moderating membership growth in favor of EBITDA growth and margin expansion. He confirmed that while revenue growth will be healthy (north of 20%), the primary focus is now on profitability. CEO Tim Danker addressed AEP, expecting elevated plan disruption similar to last year, which aids customer acquisition. Bob then detailed the use of AI in making agent interactions more efficient, saving time on enrollments and handling simpler interactions. Regarding Select Patient Management, Bob stated that while it's a key future opportunity, it is not expected to provide meaningful EBITDA in fiscal 2026.