1G·

OPEX continues to fall 🚀

One of the most impressive key figures when you have growth of 80 % (800,000 customers)

while operating costs continue to fall.

This shows very nicely how AI and automation can have an impact on a company/business model that has been built and trained from the ground up with artificial intelligence.

There are hardly any other companies where the number of employees remains almost the same or the number of employees is likely to have decreased between 2022 and 2025, but the company continues to grow strongly.

Employees 2022: approx. 1367

Employees 2025 approx. 1235

(According to my internet research)

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$PGR (-0,2%)
$BRO (+0,81%)
$ALV (+4,32%)
$MUV2 (+3,14%)
$ALL (-0,84%)
$UNH (-1,29%)
$HNR1 (+1,95%)
$BRK.B (-0,88%)
$ZURN (+0,18%)
$CS (+1,27%)

2G·

Lemonade Q2'25 result highlights 🚀👌

Revenue: $164.1M (Est. $161.4M) ✅; UP +46% YoY
EPS: -$0.60 (Est. -$0.80) ✅
In-Force Premium: $840M; UP +22% YoY

Customer & Premium Metrics

Premium per Customer: $394; UP +11% YoY
Total Customers: 2.1M; UP +10% YoY
Policies in Force: 2.13M
Annual Dollar Retention (ADR): 87%

Other Q2 Metrics:

Gross Profit: $41.3M; UP +91% YoY
Adj EBITDA: -$30.4M
Net Loss: $41.6M
Gross Loss Ratio: 77% (vs. 94% YoY)
Cash & Investments: $888M
Net Cash Used in Operating Activities: -$29.8M

CEO comment:

🟡 "We achieved record sales and margin improvements. This is the strongest second quarter in Lemonade's history."

🟡 "We are on track to achieve our target of adjusted EBITDA profitability by mid-2026."

$BRO (+0,81%)
$BRK.B (-0,88%)
$BRK.A (-0,87%)
$PGR (-0,2%)
$ALV (+4,32%)
$MUV2 (+3,14%)
$CS (+1,27%)
$HNR1 (+1,95%)
$UNH (-1,29%)
$ALL (-0,84%)
$601318
$CB (+0%)
$ZURN (+0,18%)
$TLX (+2,03%)
$HSX (-2,22%)

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10

1 Commento

immagine del profilo

Erdbeermaus@Lumimyrsky

20H

top, unfortunately already in before the dump and not bought again but better than not at all

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