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    Timothy Greaves • Loop Capital Markets LLC

    Timothy Greaves's questions to Ardent Health Partners Inc (ARDT) leadership

    Timothy Greaves's questions to Ardent Health Partners Inc (ARDT) leadership • Q2 2025

    Question

    Timothy Greaves from Loop Capital Markets LLC inquired about the performance of the NextCare urgent care acquisition, specifically asking how the volume pull-through is tracking against the company's initial pro forma expectations.

    Answer

    President & CEO Marty Bonick confirmed that while they have not officially opined on specific numbers, the volumes from the NextCare transaction are consistent with their internal pro forma expectations. He noted the acquisition is contributing to the strong overall volume growth reported for the first half of the year and expects more visibility on downstream impact after full integration onto their EPYC platform.

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    Timothy Greaves's questions to Ardent Health Partners Inc (ARDT) leadership • Q3 2024

    Question

    Timothy Greaves of Loop Capital Markets questioned the timeline for achieving the company's mid-teens adjusted EBITDAR margin target and asked if recent performance has reaffirmed or altered that outlook.

    Answer

    CFO Alfred Lumsdaine confirmed that Ardent remains on track to reach its mid-teens margin goal over a '2- to 3-year journey.' He cited the implementation of state Directed Payment Programs (DPPs), ongoing margin initiatives, and ambulatory growth as key drivers, stating the timeline has not changed.

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    Timothy Greaves's questions to Porch Group Inc (PRCH) leadership

    Timothy Greaves's questions to Porch Group Inc (PRCH) leadership • Q2 2025

    Question

    Timothy Greaves asked about the expected timeline for HomeFactors adoption by insurance carriers and the conversion rate from testing the product to full adoption.

    Answer

    COO Matthew Neagle stated that while interest and engagement from a broad set of carriers are strong, the selling cycle is proceeding as expected, which includes a necessary testing period before formal integration. He noted that the company does not report a specific conversion rate but progress is going well. CEO Matt Ehrlichman added that carriers testing the product feel it is "hitting the bull's eye," reinforcing the company's positive outlook.

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    Timothy Greaves's questions to Porch Group Inc (PRCH) leadership • Q1 2025

    Question

    Timothy Greaves asked about the strength of the sales pipeline for the Home Factors data product and its potential impact on future revenue.

    Answer

    Executive Matthew Neagle described a two-part pipeline for Home Factors: active engagement with third-party carriers who are testing the data, and an internal pipeline of developing new data points. He reiterated that while the revenue impact is expected to be minimal in 2025, they expect it to start building in 2026 as these engagements mature.

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    Timothy Greaves's questions to Weave Communications Inc (WEAV) leadership

    Timothy Greaves's questions to Weave Communications Inc (WEAV) leadership • Q2 2025

    Question

    Timothy Greaves, on for Mark Schappel, requested an update on the progress of engineering hiring during the first half of the year, particularly for roles focused on building integrations with additional EHR systems.

    Answer

    CFO Jason Christensen responded that while progress has been made on the engineering hiring front, the work is not complete. He specified that additional capacity is still needed, not only for practice management integrations but also to support the integration of TrueLark and the development of the planned unified inbox experience.

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    Timothy Greaves's questions to Weave Communications Inc (WEAV) leadership • Q1 2025

    Question

    Timothy Greaves, on for Mark Schappel, asked about Weave's payments solution, specifically its current attach rate and its long-term potential as a percentage of total company revenue.

    Answer

    CFO Jason Christiansen explained that while specific metrics are not disclosed, the payments business is less than 10% of total revenue but is growing faster than the overall business with an improving attach rate. CEO Brett White added that the company is significantly underpenetrated in payments and is confident it can become a much larger part of the business, well north of the 10% threshold.

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