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    Patrick McCann • NOBLE Capital Markets

    Patrick McCann's questions to SelectQuote Inc (SLQT) leadership

    Patrick McCann's questions to SelectQuote Inc (SLQT) leadership • Q3 2025

    Question

    Patrick McCann asked for an early perspective on how the upcoming AEP environment might look following the final rate notice. He also requested more detail on the expected benefits and the near-term profitability drag from the new Healthcare Services facility in Kansas.

    Answer

    CEO Tim Danker described the final rate notice as a positive development that helps carrier revenues, though some carriers are still in a multi-year plan to improve margins. President Bob Grant added that the higher rate shows CMS's support for private Medicare. Regarding the new facility, Grant explained the long-term benefits include operating efficiency and throughput, but quantified the near-term drag as a 'low-single digit million dollar' quarterly investment that the company will scale into over the next couple of quarters.

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    Patrick McCann's questions to SelectQuote Inc (SLQT) leadership • Q2 2025

    Question

    Patrick McCann of Noble Capital Markets asked if the significant outperformance of the tenured agent force during AEP would alter the company's future agent hiring and tenure strategy. He also inquired about the core value proposition driving consumer adoption of the SelectRx direct-to-home pharmacy service.

    Answer

    CEO Tim Danker and another executive affirmed their strategy remains unchanged, stating their investments in technology and marketing enhance the productivity of all agents, not just tenured ones. They expressed confidence that a larger agent class would have seen similar outperformance. Regarding SelectRx, Danker explained its value is highest for complex patients, a demographic increasingly adopting direct-to-home services. He cited factors like regulatory changes reducing out-of-pocket costs and the model's proven ability to improve medication adherence, which benefits both patients and insurance carriers.

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    Patrick McCann's questions to SelectQuote Inc (SLQT) leadership • Q1 2025

    Question

    Patrick McCann inquired about the specific technology enhancements aiding agents in a complex MA market. He also asked about the flexibility of the company's marketing strategy during AEP and how balance sheet priorities might impact potential acquisitions in the Healthcare Services segment.

    Answer

    Robert Grant detailed that agent-led technology brings in more data to speed up needs-intake and uses AI-based call monitoring for better coaching. William Grant described their marketing as a flexible 'wide funnel' approach that allows real-time adjustments to focus spending on the highest ROI areas. CEO Tim Danker clarified that while the immediate priority is improving the balance sheet, they will keep an eye on future M&A opportunities to build out their healthcare ecosystem.

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    Patrick McCann's questions to Perfect Corp (PERF) leadership

    Patrick McCann's questions to Perfect Corp (PERF) leadership • Q1 2025

    Question

    Patrick McCann asked about the impact of the Wanna acquisition on the B2B sales process and client feedback, and requested more detail on the B2C app monetization strategies, particularly new pricing structures.

    Answer

    EVP & CSO Pin-Jen Chen (Louis) reported very positive client feedback on the Wanna acquisition, as customers value a complete, single-platform solution. He also detailed the B2C strategy of price optimization, which includes introducing a new premium subscription plan at $79/year, up from ~$39/year, driven by new generative AI features. Early results indicate consumers are willing to upgrade.

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    Patrick McCann's questions to Perfect Corp (PERF) leadership • Q3 2024

    Question

    Patrick McCann inquired about the market opportunity for PerfectGPT, asking about management's confidence in its adoption, how it integrates with current B2B offerings, and the potential impact on contract pricing.

    Answer

    EVP Pin-Jen Chen and CEO Alice H. Chang detailed that PerfectGPT addresses a significant brand pain point by providing scalable, personalized beauty advice that traditional chatbots cannot. They explained it integrates with existing AI tools like Virtual Try-On for a comprehensive solution. Pricing strategy will be developed after proof-of-concept trials demonstrate clear value and ROI for clients.

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