SelectQuote (SLQT) Q2 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Thu, February 5, 2026 astatine 8:16 AM CST 33 min read

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Thursday, Feb. 5, 2026 astatine 8 a.m. ET

• Chief Executive Officer — Timothy Robert Danker

• Chief Financial Officer — Ryan M. Clement

• SVP, Investor Relations — Matthew Gunter

Matthew Gunter: Thank you, and bully morning, everyone. Welcome to SelectQuote's fiscal 2nd 4th net call. Before we statesman our call, I would similar to notation that connected our website, we person provided a descent presumption to assistance usher our discussion. After today's call, a replay volition besides beryllium disposable connected our website. Joining maine from the company, I person our Chief Executive Officer, Timothy Robert Danker, and Chief Financial Officer, Ryan M. Clement. Following Tim and Ryan's comments today, we volition besides person a question and reply session. As referenced connected descent two, during this call, we volition beryllium discussing immoderate non-GAAP fiscal measures.

The astir straight comparable GAAP fiscal measures and a reconciliation of the differences betwixt the GAAP and non-GAAP fiscal measures are disposable successful our net merchandise and capitalist presumption connected our website. And finally, a reminder that definite statements made contiguous whitethorn beryllium forward-looking statements. These statements are made based upon management's existent expectations and beliefs concerning aboriginal events impacting the company, and truthful impact a fig of uncertainties and risks, including but not constricted to those described successful our net release, yearly study connected Form 10-Ks for the play ended June 30, 2025, and consequent filings with the SEC.

Therefore, the existent results of operations oregon fiscal information of the institution could disagree materially from those expressed oregon implied successful our forward-looking statements. And with that, I'd similar to crook the telephone implicit to our Chief Executive Officer, Timothy Robert Danker. Tim?

Timothy Robert Danker: Thanks, Matt. Good morning, and convey you for joining us. It was a beardown 4th for SelectQuote successful a fig of ways, which I'll summarize connected descent three. As you saw from our property release, our team's execution this Medicare Advantage play drove a palmy AEP. Despite different shifting backdrop for argumentation features, SelectQuote continues to beryllium its worth to customers arsenic the starring prime marketplace. As always, seniors received bespoke accusation and assistance from unrecorded agents to prime the argumentation that champion fits their needs. Better yet, our committedness to exertion continues to limb our agents with an businesslike and almighty work platform, which drove different beardown 4th for cause productivity, aiding measurement accumulation and profitability.