Press release
eHealth, Inc. Updates Guidance for Fiscal Year 2025 Following Strong AEP Performance
AUSTIN, Texas, Dec. 18, 2025 /PRNewswire/ -- eHealth, Inc. (Nasdaq: EHTH), a leading private online health insurance marketplace, today provided commentary on
About this update from Ehealth, Inc.
[{"type":"text","content":"AUSTIN, Texas, Dec. 18, 2025 /PRNewswire/ -- eHealth, Inc. (Nasdaq: EHTH), a leading private online health insurance marketplace, today provided commentary on its Annual Enrollment Period (AEP) performance and updated its guidance ranges for the fiscal year ending December 31, 2025.\"Our brand strength, best-in-class telesales organization, and broad carrier portfolio positioned eHealth to deliver another outstanding AEP,\" said Derrick Duke, Chief Executive Officer of eHealth. \"eHealth's differentiated value proposition resonated with beneficiaries, driving high-intent traffic to our platform and enabling us to strategically shift away from third-party marketing toward our most profitable direct channels. eHealth delivered AEP enrollments and revenue within expectations while outperforming on profitability, demonstrating the power of our focused execution and operational agility.\"AEP Operational HighlightsAEP enrollment volume was in line with last year's, reflecting another period of significant changes in the Medicare Advantage (\"MA\") market and our strategic decision to focus on quality.Direct branded channels contributed a greater share of total MA agency enrollments during the AEP versus a year ago. These channels typically generate better lead quality and drive stronger retention. Deployment of Artificial Intelligence (\"AI\") screeners enhanced marketing yield and improved sales efficiency.eHealth expects to post a meaningful year-over-year increase in fourth quarter MA constrained lifetime value (\"LTV\") of commissions, reflecting higher MA commission rates for plan year '26 and a favorable persistency trend.Last year's AEP cohort, enrolled in a similarly active consumer environment, continued to outperform its predecessor in terms of retention, based on data available as of December 18, 2025.Updated 2025 GuidanceBased on information available as of December 18, 2025, eHealth is revising its guidance ranges for the full year ending December 31, 2025:Total revenue is expected to be in the range of $540.0 million to $560.0 million, compared to the prior range of $525.0 million to $565.0 million.GAAP net income (loss) is expected to be in the range of $30 million to $45 million, compared to the prior range of $9.0 million to $30.0 million.Adjusted EBITDA(1) is expected to be in the range of $80 million to $95 million,...