The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Anne Elizabeth Samuel - JPMorgan Chase & Co, Research Division - Analyst
: First, I'd like to offer my congratulations to Tom on your upcoming retirement. You've recently quantified the acute market opportunity on some
of your presentations. And I was just wondering how we should think about how that's going to contribute to growth going forward. Is it part of
why you think you can exceed 20% next year? Or should we just think about this as more providing a longer tail for growth?
Question: Anne Elizabeth Samuel - JPMorgan Chase & Co, Research Division - Analyst
: That's great. And then maybe one more. The composition of your provider growth was just a little different this quarter. You saw really strong
growth in provider clients, but the revenue per provider client was just a little bit lower than historical. So I was just wondering, is that maybe
COVID? Or is there any nuance to that?
Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst
: Maybe on the provider ad, Chaim, you highlighted the strength. Can you give us a sense of those new ones you added in the quarter, what proportion
came from existing clients that you're expanding in? And how many were net new? Or I guess, I don't know I'll call it like new logos for you.
Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst
: No. Okay, so that's a good clarification. So if you've got a, I don't know, a multisite, multi-specialty practice, if you add one site, that's one. If you
add all eight sites, that's still one, but that's just accretive to the average revenue for that client. Is that my interpretation?
Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst
: Got it.
Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst
: All right. Then the lease expiration, can you give us a sense of the savings you've realized there? And then it looks like the lease for the Ontario
offices also expires in 2021. Is this virtualization yours, something we should expect to maybe happen more company-wide? Or is this just specific
to New York?
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