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Q1: 2026-05-07 Earnings Summary
EPS of $0.50 beats by $0.06
|
Revenue of
$328.50M
(1.38% Y/Y)
beats by $1.99M
Progyny, Inc. (PGNY) Bank of America Global Healthcare Conference 2026 May 12, 2026 2:20 PM EDT
Company Participants
Peter Anevski - CEO & Director
Mark Livingston - Chief Financial Officer
Presentation
Unknown Analyst
I just want to make the [indiscernible] last year or prior year. I think if you look at our [indiscernible] look at sustain of our demonstrate client satisfaction that manifest itself [indiscernible] that's really positive. We also talked about on the call [indiscernible] that a large present with us their third-party [indiscernible] over 8-year period. So [indiscernible] doubling [indiscernible] their [indiscernible] bunch of other really important [indiscernible] favorable outcomes that [indiscernible] we talk about all the benefits [indiscernible] perfect better members avoidance.
Peter Anevski
CEO & Director
[Audio Gap] and increased clinical outcomes, and that's exactly what they're looking for, for all their benefits.
Question-and-Answer Session
Unknown Analyst
And that makes a lot of sense. You talked about 99% client retention, and you mentioned all the differentiators right there. If we take a step back and we look at not really the competitive landscape, but maybe the demand for fertility solutions over the past couple of years, clearly, the trajectory of the market opportunity has evolved. But would love to get a sense from your perspective, how fast do you think the fertility addressable market is growing and how to think about how that's changed over maybe the past 2 or 3 years?
Peter Anevski
CEO & Director
I think the market continues to grow, driven by the macro trend that we see where both fertility rates are declining overall as well as the number of people giving birth in the U.S. are a higher proportion now that are over 30 versus under. So 53% of women that gave birth based on the latest CDC data were over 30 versus under
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