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    Megan Holtz [for Jack Slevin] • Jefferies

    Megan Holtz [for Jack Slevin]'s questions to AMN Healthcare Services Inc (AMN) leadership

    Megan Holtz [for Jack Slevin]'s questions to AMN Healthcare Services Inc (AMN) leadership • Q1 2025

    Question

    Megan Holtz, on for Jack Slevin, asked if clients are showing apprehension in making full-time hires given the current macroeconomic and policy uncertainty. She also requested an update on the expected progression of the international nursing business throughout the year.

    Answer

    President and CEO Cary Grace responded that while it's too early to see broad apprehension, there has been a recent slowdown in client decision-making. However, she highlighted that contingent labor is a very attractive alternative in the current environment. CFO and COO Brian Scott reiterated that the international business will see a sequential revenue decline in Q2 due to visa retrogression but is expected to stabilize in the second half of the year and return to growth in 2026. Grace added that there is strong bipartisan and health system support for international nurses.

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    Megan Holtz [for Jack Slevin]'s questions to Tenet Healthcare Corp (THC) leadership

    Megan Holtz [for Jack Slevin]'s questions to Tenet Healthcare Corp (THC) leadership • Q1 2025

    Question

    Megan Holtz, on for Brian Tanquilut, requested more color on the drivers of the hospital segment's revenue per adjusted admission, specifically asking about acuity, payer mix, and the magnitude of exchange volume growth.

    Answer

    Sun Park, EVP and CFO, confirmed continued strength in acuity and payer mix, with managed care remaining consistent at around 70% of net patient revenues. She quantified that exchange admissions saw a 35% increase in Q1, and revenues from exchange now represent about 7% of total consolidated revenues, up from fiscal 2024.

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