DaVita (DVA) Q1 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Wed, February 4, 2026 astatine 9:59 AM CST 25 min read

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Monday, May 12, 2025 astatine 5:00 p.m. ET

• Chief Executive Officer — Javier Rodriguez

• Chief Financial Officer — Joel Ackerman

Javier Rodriguez: Thank you, Nic, and convey you for joining the telephone today. With the decision of the archetypal 4th and reflecting connected the events of this past fewer weeks, it is wide erstwhile again, the spot and dedication of our caregivers radiance done each caller challenge. We're successful the midst of remediating a cybersecurity incidental that disrupted portions of our operations. Despite these challenges, we stay steadfast. We proceed delivering life-sustaining care, creating meaningful vocation paths for our teammates, and returning worth to our shareholders. Today, I'll stock accusation connected the cyber incident, item our first-quarter results, sermon cardinal argumentation developments, and adjacent with our outlook for the equilibrium of the year.

But first, arsenic always, we volition statesman with the objective highlight, the existent instauration of everything we do. Last year, we launched a community-based collaboration with the YMCA to enactment chronic kidney illness acquisition and prevention. Through the collaborative Community Kidney Health Program, YMCL locations nationwide are helping to bring captious education, pre-chronic illness screenings, and captious kidney wellness resources straight to the communities that needed the most. Our aboriginal results are eye-opening. In our archetypal pilot, 30% of participants' surface were recovered to person antecedently undiagnosed CKD, creating almighty opportunities for aboriginal involution and life-changing care.

Early detection and acquisition are the cornerstones of kidney illness prevention, and done this collaboration, we're mounting ambitious goals to scope thousands of people, empowering communities with the cognition they request to adjacent the spread successful kidney wellness awareness. Partnership with the YMCA is much than conscionable a program, it's a reflection of our unwavering committedness to gathering a healthier, stronger tomorrow. Before getting into the first-quarter performance, I privation to code the cybersecurity incidental we disclosed past month. On April 12th, we identified and swiftly began addressing a cybersecurity incidental that encrypted parts of our strategy and affected our operations.

While it's profoundly troubling that atrocious actors proceed to people the healthcare community, the incidental highlighted our team's unwavering committedness to diligent care. I'm grateful to study that we provided uninterrupted dialysis attraction for our patients connected the time we detected the incidental and each time since astatine each of our centers worldwide. Thanks to the unthinkable responsiveness of our teams and our concern successful IT infrastructure, we've been capable to reconstruct astir functions arsenic of today. All of our large systems utilized for the patients, physicians, and teammates, including the laboratory and billing, are up and running. Work connected the remaining applications volition proceed implicit the adjacent fewer weeks.