Membership GrowthTotal membership growth fell approximately 3% below estimates, driven by a significant decline in Cigna and OSCR memberships.
Revenue ForecastAnalysts are skeptical about the company's ability to achieve its revenue targets, projecting just a 10% revenue CAGR compared to the company's 20% target.
Subsidy ExpirationThe expiration of enhanced subsidies is expected to create a significant headwind, potentially reducing the company's 3-year revenue CAGR by 5-7%.