The Oncology Institute Inc (NAS:TOI)

Q3 2025 Oncology Institute Inc Earnings Call Transcript

Nov 13, 2025 / 10:00 PM GMT

Release Date Price: $3.08 (-10.20%)

Transcript 10-Q8-K

Key Points

Positve

The Oncology Institute Inc (TOI) achieved a 23% increase in revenue compared to the previous year, driven by significant growth in their pharmacy and fee-for-service businesses.
The company reported its first month of adjusted EBITDA profitability in September, marking a significant milestone.
TOI expanded its relationship with Elevan Health in Florida, doubling its Medicare Advantage Lives under capitation.
The company successfully integrated AI into its operations, significantly reducing authorization submission time and achieving substantial operational efficiencies.
TOI raised its full-year revenue guidance for 2025, reflecting confidence in continued financial performance and growth.

Negative

TOI experienced a cybersecurity incident with a key vendor, impacting their billing and practice management systems temporarily.
The company recorded a $1.8 million reserve against fee-for-service revenue, impacting adjusted EBITDA for the quarter.
Gross margin slightly decreased from 14.4% to 13.9% compared to the prior year period.
There is uncertainty regarding the impact of ACA exchange debates on patient population and business operations.
Despite achieving profitability in September, the sustainability of this profitability remains a concern for future quarters.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TOI.OQ - Oncology Institute Inc
Q3 2025 Oncology Institute Inc Earnings Call
Nov 13, 2025 / 10:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Greetings and welcome to the Oncology Institutes 3rd quarter 2025 earnings call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance, please press 0 on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce Mark Heppelheiser.

Thank you. You may begin.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
The press release announcing the Oncology Institute's results for the 3rd quarter of 2025 are available

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.