Key 1Q25 takeaways include: 1) Artificial Intelligence (AI) remains at the forefront of management's strategic vision to transform the broader healthcare journey through RCM automation, enhanced patient engagement, and real-time analytics, with the launch of CCLD's "AI Center of Excellence" 2) by leveraging CCLD's data, domain expertise, and offshore resources competitive advantages, senior executives plan to incorporate proprietary AI solutions across operations, products, and services to manage workflows more efficiently 3) management maintains ample liquidity to fund M&A transactions, with incremental deals typically accretive starting 90 days following closings reflecting lower CACs and meaningful cost savings and 4) we look for CCLD's earnings power to ramp up, as the company's differentiated value proposition increasingly resonates with healthcare providers and patients, and ongoing expense management and AI-derived operating efficiencies increasingly drive margin expansion.
