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Posted by
Two Blokes Jun 24 -
Filed in
Stock
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Oscar Health's tech-driven flywheel is shrinking costs, boosting retention, and driving rapid membership growth, validated by 42% revenue growth and record profitability in Q1 2025. Platform revenue from +Oscar and data licensing is compounding faster than insurance premiums, creating a high-margin, SaaS-like earnings stream that legacy insurers can't match. Favorable policy trends and employer adoption of ICHRAs funnel incremental lives to Oscar at low acquisition cost, while Oscar's consumer-centric UX and provider partnerships deepen its moat.
