agilon health, Inc. (NYSE:AGL) Q4 2023 Earnings Conference Call February 27, 2024 4:30 PM ET

Company Participants

Matt Gillmor - Vice President, Investor Relations

Steve Sell - Chief Executive Officer

Tim Bensley - Chief Financial Officer

Conference Call Participants

Lisa Gill - JP Morgan

Justin Lake - Wolfe Research

Ryan Daniels - William Blair

Eduardo Ron - Truist Securities

Whit Mayo - Leerink Partners

Elizabeth Anderson - Evercore ISI

Sean Dodge - RBC Capital Markets

Stephen Baxter - Wells Fargo

George Hill - Deutsche Bank

Adam Ron - Bank of America

Operator

Good afternoon. I would like to welcome you all to the agilon health Fourth Quarter 2023 Earnings Conference Call. My name is Brika, and I will be your moderator for today. All lines are on mute for the presentation portion of the call, with an opportunity for questions-and-answers at the end. [Operator Instructions]

I would now like to pass the conference over to your host, Matt Gillmor, Vice President of Investor Relations, to begin. So Matt, please go ahead.

Matt Gillmor

Thank you, operator. Good afternoon and welcome to the call. With me is our CEO, Steve Sell; and our CFO, Tim Bensley. Following our prepared remarks, we will conduct a Q&A session.

Before we begin, I’d like to remind you that our remarks and responses to questions may include forward-looking statements. Actual results may differ materially from those stated or implied by forward-looking statements due to risks and uncertainties associated with our business. These risks and uncertainties are discussed in our SEC filings. Please note, that we assume no obligation to update any forward-looking statements.

Additionally, certain financial measures we will discuss in this call are non-GAAP financial measures. We believe that providing these measures helps investors gain a better and more complete understanding of our financial results and is consistent with how management views our financial results.

A reconciliation of these non-GAAP financial measures to the most comparable GAAP measure is available in the earnings press release and Form 8-K filed with the SEC. Please note that Steve and Tim will be referencing a slide deck posted to our Investor Relations website during their prepared remarks.

And with that, let me turn things over to Steve.

Steve Sell

Thanks, Matt. Good afternoon and thank you for joining us. On today’s call, I would like to walk you through the following elements. Our final results for Q4 2023; our updated guidance for 2024; an update on our member and market unit economics; a progress update on our 2024 performance action plan; and finally, our growth outlook for the Class of 2025.