SELECTQUOTE, INC., 10-K filed on 8/21/2025
Annual Report
v3.25.2
Cover Page - USD ($)
12 Months Ended
Jun. 30, 2025
Jul. 31, 2025
Dec. 31, 2024
Cover [Abstract]      
Document Type 10-K    
Document Annual Report true    
Document Period End Date Jun. 30, 2025    
Current Fiscal Year End Date --06-30    
Document Transition Report false    
Entity File Number 001-39295    
Entity Registrant Name SelectQuote, Inc.    
Entity Incorporation, State or Country Code DE    
Entity Tax Identification Number 94-3339273    
Entity Address, Address Line One 6800 West 115th Street    
Entity Address, Address Line Two Suite 2511    
Entity Address, City or Town Overland Park    
Entity Address, State or Province KS    
Entity Address, Postal Zip Code 66211    
City Area Code 913    
Local Phone Number 599-9225    
Title of 12(b) Security Common Stock, par value $0.01 per share    
Trading Symbol SLQT    
Security Exchange Name NYSE    
Entity Well-known Seasoned Issuer No    
Entity Voluntary Filers No    
Entity Current Reporting Status Yes    
Entity Interactive Data Current Yes    
Entity Filer Category Accelerated Filer    
Entity Small Business true    
Entity Emerging Growth Company false    
ICFR Auditor Attestation Flag true    
Document Financial Statement Error Correction false    
Entity Shell Company false    
Entity Public Float     $ 506,928,494
Entity Common Stock, Shares Outstanding (in shares)   172,816,730  
Documents Incorporated by Reference
Portions of the registrant’s Definitive Proxy Statement for the 2025 Annual Meeting of Stockholders (its “2025 Proxy Statement”), which is expected to be filed within 120 days after the Company’s fiscal year ended June 30, 2025, are incorporated by reference into Part III of this Annual Report on Form 10-K to the extent stated herein.
   
Entity Central Index Key 0001794783    
Document Fiscal Year Focus 2025    
Document Fiscal Period Focus FY    
Amendment Flag false    
v3.25.2
Audit Information
12 Months Ended
Jun. 30, 2025
Auditor Information [Abstract]  
Auditor Firm ID 34
Auditor Name Deloitte & Touche LLP
Auditor Location Kansas City, Missouri
v3.25.2
CONSOLIDATED BALANCE SHEETS - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
CURRENT ASSETS:    
Cash, cash equivalents, and restricted cash $ 35,733 $ 42,690
Accounts receivable, net of allowances of $11.8 million and $8.2 million, respectively 151,388 150,035
Commissions receivable-current 132,077 119,871
Other current assets 21,844 20,327
Total current assets 341,042 332,923
COMMISSIONS RECEIVABLE—Net 818,751 761,446
PROPERTY AND EQUIPMENT—Net 14,577 18,973
SOFTWARE—Net 15,060 13,978
OPERATING LEASE RIGHT-OF-USE ASSETS 24,635 23,437
INTANGIBLE ASSETS—Net 1,973 10,194
GOODWILL 29,438 29,438
OTHER ASSETS 3,880 3,519
TOTAL ASSETS 1,249,356 1,193,908
CURRENT LIABILITIES:    
Accounts payable 59,205 36,587
Accrued expenses 13,856 16,904
Accrued compensation and benefits 58,788 57,594
Operating lease liabilities—current 4,820 4,709
Current portion of long-term debt 68,523 45,854
Contract liabilities 698 8,066
Other current liabilities 7,020 4,873
Total current liabilities 212,910 174,587
LONG-TERM DEBT, NET—less current portion 316,589 637,480
DEFERRED INCOME TAXES 37,872 37,478
OPERATING LEASE LIABILITIES 25,982 25,685
OTHER LIABILITIES 80,485 1,877
Total liabilities 673,838 877,107
COMMITMENTS AND CONTINGENCIES (Note 12)
PREFERRED STOCK:    
Senior Non-Convertible Preferred Stock, $0.01 par value, 350,000 shares and no shares issued and outstanding as of June 30, 2025 and June 30, 2024, respectively, current liquidation preference of $367.1 million and $0.0 million as of June 30, 2025 and June 30, 2024, respectively 224,374 0
SHAREHOLDERS’ EQUITY:    
Common stock, $0.01 par value—700,000,000 shares authorized; 172,816,730 and 169,384,757 shares issued and outstanding as of June 30, 2025 and 2024, respectively 1,728 1,694
Additional paid-in capital 571,605 580,764
Accumulated deficit (222,189) (269,769)
Accumulated other comprehensive income 0 4,112
Total shareholders’ equity 351,144 316,801
TOTAL LIABILITIES, PREFERRED STOCK, AND SHAREHOLDERS’ EQUITY $ 1,249,356 $ 1,193,908
v3.25.2
CONSOLIDATED BALANCE SHEETS (Parenthetical) - USD ($)
$ in Millions
Jun. 30, 2025
Jun. 30, 2024
Statement of Financial Position [Abstract]    
Allowance for credit loss $ 11.8 $ 8.2
Preferred stock (in dollar per share) $ 0.01 $ 0.01
Preferred stock shares issued (in shares) 350,000 0
Preferred stock shares outstanding (in shares) 350,000 0
Preferred stock, liquidation preference $ 367.1 $ 0.0
Common stock, par value (in dollars per share) $ 0.01 $ 0.01
Common stock, shares outstanding (in shares) 172,816,730 169,384,757
Common Stock, Shares, Issued 172,816,730 169,384,757
Common Stock, Shares Authorized 700,000,000 700,000,000
v3.25.2
CONSOLIDATED STATEMENTS OF COMPREHENSIVE INCOME (LOSS) - USD ($)
shares in Thousands, $ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
REVENUE:      
Total revenue $ 1,526,594 $ 1,321,776 $ 1,002,848
OPERATING COSTS AND EXPENSES:      
Cost of commissions and other services revenue 305,127 318,798 301,524
Cost of goods sold—pharmacy revenue 630,340 405,004 225,963
Marketing and advertising 319,505 358,858 301,245
Selling, general, and administrative 164,442 141,042 136,518
Technical development 38,681 33,524 26,015
Total operating costs and expenses 1,458,095 1,257,226 991,265
INCOME FROM OPERATIONS 68,499 64,550 11,583
INTEREST EXPENSE, NET (79,385) (93,551) (80,606)
CHANGE IN FAIR VALUE OF WARRANTS 59,525 0 0
OTHER EXPENSE, NET (128) (65) (121)
INCOME (LOSS) BEFORE INCOME TAX EXPENSE (BENEFIT) 48,511 (29,066) (69,144)
INCOME TAX EXPENSE (BENEFIT) 931 5,059 (10,600)
NET INCOME (LOSS) 47,580 (34,125) (58,544)
Senior Non-Convertible Preferred Stock accumulated dividends and accretion (22,548) 0 0
NET INCOME (LOSS) ATTRIBUTABLE TO COMMON SHAREHOLDERS $ 25,032 $ (34,125) $ (58,544)
NET INCOME (LOSS) ATTRIBUTABLE TO COMMON SHAREHOLDERS PER SHARE:      
Basic (in dollars per share) $ 0.14 $ (0.20) $ (0.35)
Diluted (in dollars per share) $ 0.01 $ (0.20) $ (0.35)
WEIGHTED-AVERAGE COMMON STOCK OUTSTANDING USED IN PER SHARE AMOUNTS:      
Basic (in shares) 176,148 168,519 166,140
Diluted (in shares) 181,895 168,519 166,140
OTHER COMPREHENSIVE INCOME (LOSS) NET OF TAX:      
Change in cash flow hedge $ (4,112) $ (9,567) $ 1,963
OTHER COMPREHENSIVE INCOME (LOSS) (4,112) (9,567) 1,963
COMPREHENSIVE INCOME (LOSS) 43,468 (43,692) (56,581)
Commissions and other services      
REVENUE:      
Total revenue 797,841 856,923 763,301
Pharmacy      
REVENUE:      
Total revenue $ 728,753 $ 464,853 $ 239,547
v3.25.2
CONSOLIDATED STATEMENTS OF CHANGES IN SHAREHOLDERS' EQUITY - USD ($)
$ in Thousands
Total
Restricted Stock Units (RSUs)
Common Stock
Common Stock
Restricted Stock Units (RSUs)
Additional Paid-In Capital
Additional Paid-In Capital
Restricted Stock Units (RSUs)
Retained Earnings / (Accumulated Deficit)
Accumulated Other Comprehensive Income
Beginning balance (in shares) at Jun. 30, 2022     164,452,000          
Beginning balance at Jun. 30, 2022 $ 391,105   $ 1,644   $ 554,845   $ (177,100) $ 11,716
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Net income (loss) (58,544)           (58,544)  
Gain on cash flow hedge, net of tax 8,974             8,974
Amount reclassified into earnings, net of tax (7,011)             (7,011)
Exercise of employee stock options, net of shares withheld for cashless exercises and to cover tax withholdings (in shares)     1,139,000          
Exercise of employee stock options, net of shares withheld for cashless exercises and to cover tax withholdings 639   $ 12   627      
Issuance of common stock pursuant to employee stock purchase plan (in shares)     877,000          
Issuance of common stock pursuant to employee stock purchase plan 548   $ 9   539      
Vesting of restricted stock unit awards and performance stock unit awards net of shares withheld to cover tax withholdings (in shares)       399,000        
Vesting of restricted stock unit awards and performance stock unit awards net of shares withheld to cover tax withholdings   $ (41)   $ 4   $ (45)    
Share-based compensation expense 11,300       11,300      
Ending balance (in shares) at Jun. 30, 2023     166,867,000          
Ending balance at Jun. 30, 2023 346,970   $ 1,669   567,266   (235,644) 13,679
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Net income (loss) (34,125)           (34,125)  
Gain on cash flow hedge, net of tax 1,214             1,214
Amount reclassified into earnings, net of tax (10,781)             (10,781)
Exercise of employee stock options, net of shares withheld for cashless exercises and to cover tax withholdings (in shares)     47,000          
Exercise of employee stock options, net of shares withheld for cashless exercises and to cover tax withholdings 81   $ 0   81      
Vesting of restricted stock unit awards and performance stock unit awards net of shares withheld to cover tax withholdings (in shares)       2,471,000        
Vesting of restricted stock unit awards and performance stock unit awards net of shares withheld to cover tax withholdings   (374)   $ 25   (399)    
Share-based compensation expense $ 13,816       13,816      
Ending balance (in shares) at Jun. 30, 2024 169,384,757   169,385,000          
Ending balance at Jun. 30, 2024 $ 316,801   $ 1,694   580,764   (269,769) 4,112
Increase (Decrease) in Stockholders' Equity [Roll Forward]                
Net income (loss) 47,580           47,580  
Gain on cash flow hedge, net of tax (432)             (432)
Amount reclassified into earnings, net of tax $ (3,680)             (3,680)
Exercise of employee stock options, net of shares withheld for cashless exercises and to cover tax withholdings (in shares) 153,480   95,000          
Exercise of employee stock options, net of shares withheld for cashless exercises and to cover tax withholdings $ 98   $ 1   97      
Vesting of restricted stock unit awards and performance stock unit awards net of shares withheld to cover tax withholdings (in shares)       2,777,000        
Vesting of restricted stock unit awards and performance stock unit awards net of shares withheld to cover tax withholdings   $ (3,828)   $ 27   $ (3,855)    
Vesting of price vested unit awards (in shares)     560,000          
Vesting of price vested unit awards (1,204)   $ 6   (1,210)      
Share-based compensation expense 18,357       18,357      
Senior Non-Convertible Preferred Stock accretion (5,490)       (5,490)      
Senior Non-Convertible Preferred Stock accumulated dividends $ (17,058)       (17,058)      
Ending balance (in shares) at Jun. 30, 2025 172,816,730   172,817,000          
Ending balance at Jun. 30, 2025 $ 351,144   $ 1,728   $ 571,605   $ (222,189) $ 0
v3.25.2
CONSOLIDATED STATEMENTS OF CASH FLOWS - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
CASH FLOWS FROM OPERATING ACTIVITIES:      
Net income (loss) $ 47,580 $ (34,125) $ (58,544)
Adjustments to reconcile net income (loss) to net cash, cash equivalents, and restricted cash used in operating activities:      
Depreciation and amortization 20,460 24,998 27,881
Loss on disposal of property, equipment, and software 240 536 754
Impairment of long-lived assets 4,209 0 17,332
Share-based compensation expense 18,357 13,816 11,310
Deferred income taxes 1,849 1,163 (11,176)
Amortization of debt issuance costs and debt discount 5,247 6,142 8,676
Write-off of debt issuance costs 93 293 710
Accrued interest payable in kind 14,013 19,577 12,015
Change in fair value of warrants (59,525) 0 0
Non-cash lease expense 3,922 2,349 4,185
Bad debt expense 4,203 0 0
Changes in operating assets and liabilities:      
Accounts receivable, net (5,555) 5,203 (24,817)
Commissions receivable (69,510) (40,819) (1,872)
Other assets (6,282) (1,967) 169
Accounts payable and accrued expenses 19,226 7,347 (3,649)
Operating lease liabilities (4,711) (4,897) (5,643)
Other liabilities (5,482) 15,620 3,292
Net cash provided by (used in) operating activities (11,666) 15,236 (19,377)
CASH FLOWS FROM INVESTING ACTIVITIES:      
Purchases of property and equipment (2,191) (3,382) (1,447)
Proceeds from sales of property and equipment 0 253 0
Purchases of software and capitalized software development costs (9,123) (8,284) (7,678)
Acquisition of business 0 (3,433) 0
Net cash used in investing activities (11,314) (14,846) (9,125)
CASH FLOWS FROM FINANCING ACTIVITIES:      
Proceeds from Revolving Credit Facility 166,900 0 0
Payments on Revolving Credit Facility (166,900) 0 0
Payments on Term Loans (388,216) (38,883) (17,833)
Proceeds on ABS Notes 99,095 0 0
Payments on ABS Notes (16,577) 0 0
Payments on other debt (312) (149) (158)
Proceeds from common stock options exercised and employee stock purchase plan 98 81 1,187
Proceeds from issuance of Senior Non-Convertible Preferred Stock 337,855 0 0
Senior Non-Convertible Preferred Stock issuance costs (7,076) 0 0
Payments of tax withholdings related to net share settlement of equity awards (5,032) (374) (40)
Payments of debt issuance costs (2,479) (1,531) (10,110)
Payment of acquisition holdback 0 0 (2,385)
Net cash provided by (used in) financing activities 17,356 (40,856) (29,339)
NET DECREASE IN CASH, CASH EQUIVALENTS AND RESTRICTED CASH (5,624) (40,466) (57,841)
CASH, CASH EQUIVALENTS AND RESTRICTED CASH —Beginning of period 42,690 83,156 140,997
CASH, CASH EQUIVALENTS AND RESTRICTED CASH —End of period 37,066 42,690 83,156
SUPPLEMENTAL CASH FLOW INFORMATION:      
Interest paid, net (60,625) (67,037) (59,025)
Payment of income taxes, net (3,156) (594) (306)
SUPPLEMENTAL DISCLOSURES OF NONCASH INVESTING AND FINANCING ACTIVITIES:      
Capital expenditures in accounts payable and accrued expenses 586 1,697 273
Issuance of liability-classified warrants 137,581 0 0
Senior Non-Convertible Preferred Stock accretion 5,490 0 0
Senior Non-Convertible Preferred Stock accumulated dividends $ 17,058 $ 0 $ 0
v3.25.2
Summary of Business and Significant Accounting Policies
12 Months Ended
Jun. 30, 2025
Accounting Policies [Abstract]  
Summary of Business and Significant Accounting Policies SUMMARY OF BUSINESS AND SIGNIFICANT ACCOUNTING POLICIES
Description of Business—SelectQuote, Inc. (together with its subsidiaries, the “Company” or “SelectQuote”) is a leading technology-enabled, direct-to-consumer distribution platform for selling insurance policies and healthcare services. We contract with insurance carriers to sell senior health, life, and auto and home insurance policies by telephone to individuals throughout the United States through the use of multi-channel marketing and advertising campaigns. SelectQuote’s Senior division (“Senior”) sells Medicare Advantage, Medicare Supplement, Medicare Part D, and other ancillary senior health insurance related products, and also includes a small lead generation business, InsideResponse, LLC (“InsideResponse”). SelectQuote’s Life division (“Life”) sells term life, final expense, and other ancillary products, and SelectQuote’s Auto & Home division (“Auto & Home”) primarily sells non-commercial auto and home, property and casualty insurance products. The Healthcare Services division (“Healthcare Services”) includes SelectRx, Healthcare Select, and SelectPatient Management (“SPM”). SelectRx is a Patient-Centered Pharmacy HomeTM (“PCPH”) accredited pharmacy, which offers essential prescription medications, over-the-counter medications, customized medication packaging, and medication therapy management. Healthcare Select uses data from personal health risk and lifestyle assessments completed by our agents to connect the consumer to the relevant health-related service, like SelectRx, SPM, or one of our many health-related partners. SPM, launched in 2024 from the acquisition of an existing chronic care management platform, helps patients navigate their chronic conditions and manage them using a comprehensive treatment plan.

Basis of Presentation—The accompanying consolidated financial statements include the accounts of SelectQuote, Inc., and its wholly owned subsidiaries. All intercompany accounts and transactions have been eliminated in consolidation. The consolidated financial statements have been prepared in accordance with U.S. generally accepted accounting principles and include all adjustments necessary for the fair presentation of our financial position as of June 30, 2025.

Our fiscal year ends on June 30. References in this Annual Report to a particular “year,” “fiscal,” “fiscal year,” or “year-end” mean our fiscal year. The significant accounting policies applied in preparing the accompanying consolidated financial statements of the Company are summarized below.

Seasonality—Medicare-eligible individuals are permitted to change their Medicare Advantage and Medicare Part D Prescription Drug coverage for the following year during the Medicare annual enrollment period (“AEP”) in October through December and are allowed to switch plans from an existing plan during the open enrollment period (“OEP”) in January through March each year. As a result, the Senior segment’s revenue is highest in the second and third quarters.

Use of Estimates—The preparation of consolidated financial statements in conformity with accounting principles generally accepted in the United States requires management to make estimates and assumptions that affect the reported amounts of revenues, expenses, assets, and liabilities and disclosure of contingent assets and liabilities. The Company regularly assesses these estimates; however, actual amounts could differ from those estimates. The most significant items involving management’s estimates include estimates of revenue recognition, accounts receivable, net, commissions receivable, the provision for income taxes, share-based compensation, valuation of intangible assets and goodwill, and liability classified warrants. The impact of changes in estimates is recorded in the period in which they become known.

Cash, Cash Equivalents and Restricted Cash—Cash and cash equivalents represent cash and short-term, highly liquid investments with maturities of three months or less at the time of purchase. Cash equivalents include a money market account primarily invested in cash and U.S. Government securities. These investments are generally classified as Level 1 fair value measurements, which represent unadjusted quoted market prices in active markets for identical assets or liabilities. Our account balances can at times exceed the FDIC-insured limits. The Company’s restricted cash balance consists of specified deposit accounts to be used only to fund payments related to the Notes
(as defined in Note 8) entered into on October 15, 2024. The following table summarizes the cash, cash equivalents and restricted cash included on the consolidated balance sheet.
June 30,
(in thousands)
20252024
Current assets:
Cash and cash equivalents
$32,400 $42,690 
Restricted cash - current
3,333 — 
Total current assets
35,733 42,690 
Other assets:
Other assets
1,333 — 
Total cash, cash equivalents and restricted cash
$37,066 $42,690 

Concentrations of Credit Risk—Financial instruments that potentially subject the Company to concentrations of credit risk consist primarily of accounts and commissions receivable. The Company believes the potential for collection issues with any of its customers is minimal as of June 30, 2025, based on the lack of collection issues in the past and the high financial standards the Company requires of its customers. As of June 30, 2025, two insurance carrier customers accounted for 34% and 21% of total accounts and commissions receivable. As of June 30, 2024, two insurance carrier customers accounted for 32% and 23% of total accounts and commissions receivable.

For the year ended June 30, 2025, three insurance carriers customers accounted for 37%, 15%, and 11% of total revenue. For the year ended June 30, 2024, three insurance carriers customers accounted for 30%, 17%, and 16% of total revenue. For the year ended June 30, 2023, two insurance carrier customers accounted for 33% and 20% of total revenue.

Property and Equipment—Net—Property and equipment are stated at cost less accumulated depreciation. Finance lease amortization expenses are included in depreciation expense in our consolidated statements of comprehensive loss. Depreciation is computed using the straight-line method based on the date the asset is placed in service using the following estimated useful lives:

Computer hardware3 years
Machinery and equipment
2–5 years
Automobiles5 years
Leasehold improvementsShorter of lease period or useful life
Furniture and fixtures7 years

Maintenance and minor replacements are expensed as incurred.

Software—Net—The Company capitalizes costs of materials, consultants, and compensation and benefits costs of employees who devote time to the development of internal-use software during the application development stage. Judgment is required in determining the point at which various projects enter the phases at which costs may be capitalized, in assessing the ongoing value of the capitalized costs, and in determining the estimated useful lives over which the costs are amortized, which is generally 3-5 years.

Implementation costs incurred in a hosting arrangement that is a service contract are capitalized according to the requirements for capitalizing implementation costs incurred to develop or obtain internal-use software and classified in the same balance sheet line item as amounts prepaid for the related hosting arrangement. Amortization of these costs is recorded to the same income statement line item as the service fees for the related hosting arrangement and over the same term.
Leases—The Company has entered into various lease agreements for office space and other equipment as lessee. At contract inception, the Company determines that a contract contains a lease if the contract conveys the right to control the use of identified property, plant, or equipment (an identified asset) for a period of time in exchange for consideration. If a contract contains a lease, the Company recognizes a right-of-use asset and a lease liability on the consolidated balance sheet at lease commencement. The Company has elected a practical expedient to make an accounting policy not to record short-term leases on the consolidated balance sheet, defined as leases with an initial term of 12 months or less that do not contain purchase options that the lessee is reasonably certain to elect.

Right-of-use assets represent the Company’s right to use an underlying asset for the lease term as the Company has control over an economic resource and is benefiting from the use of the asset. Lease liabilities represent the Company’s obligation to make payments for that right of use. Right-of-use assets and lease liabilities are determined by recognizing the present value of future lease payments using the Company’s incremental borrowing rate, which is the rate we would have to pay to borrow on a collateralized basis based upon information available at the lease commencement date. The right-of-use asset is measured at the commencement date by totaling the amount of the initial measurement of the lease liability, adding any lease payments made to the lessor at or before the commencement date, subtracting any lease incentives received, and adding any initial direct costs incurred by the Company.

When lease terms include renewal or termination options, the Company determines the lease term as the noncancelable period of the lease, plus periods covered by an option to extend the lease if the Company is reasonably certain to exercise the option. The Company considers an option to be reasonably certain to be exercised by the Company when a significant economic incentive exists.

The Company has lease agreements with lease and nonlease components. The Company elected the practical expedient to make an accounting policy election by class of underlying asset, to not separate nonlease components from the associated lease components and instead account for each separate lease component and its associated nonlease components as a single lease component. The Company has applied this accounting policy election to all asset classes.

Impairment and Disposal of Long-Lived Assets—The Company reviews its long-lived assets for impairment whenever events or changes in circumstances indicate that the carrying amount of such assets may not be recoverable. Recoverability of assets to be held and used is measured by a comparison of the carrying amount of an asset or asset group to its expected future undiscounted cash flows. If the carrying amount exceeds its expected future undiscounted cash flows, an impairment charge is recognized in the amount by which the carrying amount of the asset or asset group exceeds its fair value. Assets to be disposed of are reported at the lower of their carrying amount or fair value, less costs to sell. Refer to Notes 2, 3, and 5 of the consolidated financial statements for further details.

Goodwill—Goodwill represents the excess of the purchase price over the estimated fair values of identifiable assets and liabilities acquired in a business combination as of the acquisition date. Goodwill is not amortized in accordance with the requirements of ASC 350 Intangibles - Goodwill and Other, rather, goodwill is tested for impairment on an annual basis and whenever events or circumstances indicate that the asset may be impaired. The Company considers significant unfavorable industry or economic trends as factors in deciding when to perform an impairment test. Goodwill is allocated among, and evaluated for impairment, at the reporting unit level, which is defined as an operating segment or one level below an operating segment. The Company performs the annual goodwill impairment test as of April 1. Refer to Note 5 of the consolidated financial statements for further details.

Warrants—The Company accounts for warrants as either equity-classified or liability-classified instruments based on an assessment of the warrant’s specific terms and applicable authoritative guidance in ASC 480, Distinguishing Liabilities from Equity (“ASC 480”), and ASC 815, Derivatives and Hedging (“ASC 815”). The assessment considers whether the warrants are freestanding financial instruments pursuant to ASC 480, meet the
definition of a liability pursuant to ASC 480, and whether the warrants meet all of the requirements for equity classification under ASC 815, including whether the warrants are indexed to our own common shares and whether the warrant holders could potentially require “net cash settlement” in a circumstance outside of our control, among other conditions for equity classification. This assessment, which requires the use of professional judgment, is conducted at the time of warrant issuance and as of each subsequent reporting period.

Senior Non-Convertible Preferred Stock—In accordance with ASC 480, the Company accounts for equity instruments as temporary equity if they are redeemable for cash or other assets, at the option of the holder, at a fixed or determinable price on a fixed or determinable date, or upon occurrence of an event that is not solely within the control of the issuer. Redeemable equity instruments are initially carried at the fair value of the equity instrument at the issuance date, which is subsequently adjusted at each balance sheet if the instrument is currently redeemable, or probable of becoming redeemable. The Senior Non-Convertible Preferred Stock (as defined in Note 9) issued in connection with the Senior Non-Convertible Preferred Stock Purchase Agreements as described in Note 9 are classified as temporary equity in the condensed consolidated balance sheet. The Company elected the accreted redemption value method under which it accretes changes in redemption value over the period from the date of issuance of the Senior Non-Convertible Preferred Stock to the earliest redemption date (the sixth anniversary) using the effective interest method. Such adjustments are treated as a deemed dividend against paid-in-capital.

Revenue Recognition—The Company has two revenue streams: commissions and other services revenue and pharmacy revenue. The Company recognizes revenue when a customer obtains control of promised goods or services and recognizes an amount that reflects the consideration that an entity expects to be entitled to in exchange for those goods or services. The Company applies the following five-step model in order to determine this amount: (i) identification of the contract with a customer; (ii) identification of the performance obligations in the contract, including whether they are distinct in the context of the contract; (iii) measurement of the transaction price, including the constraint on variable consideration; (iv) allocation of the transaction price to the performance obligations; and (v) recognition of revenue when (or as) the Company satisfies each performance obligation. The Company only applies the five-step model to contracts when it is probable that it will collect the consideration it is entitled to in exchange for the goods or services it transfers to the customer.

Commissions and Other Services Revenue

Contracts with CustomersThe Company earns commissions revenue from the sale of insurance policies, both in the first year the policy is sold and, when applicable, when the underlying policyholder renews their policy in subsequent years, as presented in the consolidated statements of comprehensive income (loss) as commission and other services revenue. The Company’s primary customers are the insurance carriers that it contracts with to sell insurance policies on their behalf. The contracts with the insurance carriers are non-exclusive and can typically be terminated unilaterally by either party. We review individual contracts to determine the Company’s legal and enforceable rights to renewal commissions upon contract termination when determining variable consideration. Additionally, the insurance carriers have the ability to amend provisions in the contracts relating to the commission rates paid to the Company for new policies sold. The Company’s contracts with customers for commissions revenue contain a single performance obligation satisfied at a point in time to which it allocates the total transaction price. For certain contracts, the Company receives upfront commission payments from carrier customers for policies to be brokered in the next selling season. These upfront payments are recorded as contract liabilities and subsequently recognized as revenue in the period the performance obligations are satisfied. These upfront payment arrangements do not include future renewal commissions.

Significant JudgmentsThe accounting estimates related to the recognition of revenue require the Company to make judgments regarding the determination of performance obligations and numerous assumptions in the determination of the transaction price. In determining the amounts of revenue to recognize, the Company considers the following:

Determination of Performance Obligations—The Company reviews each contract with customers to determine what promises the Company must deliver and which of these promises are capable of being distinct and are distinct in the context of the contract. The
delivery of new policies to the insurance carriers is the only material promise specified within the contracts. After a policy is sold, the Company has no material additional or recurring obligations to the policyholder or the insurance carrier. The Company’s contracts do not include downstream policyholder activities such as claims support or payment collection services. While the primary promise is the sale of policies, some contracts include the promise to provide administrative services to policyholders on behalf of the insurance carrier such as responding to policyholder inquiries regarding coverage or providing proof of insurance. The Company has concluded that while these administrative services may be distinct, they are immaterial in the context of the contract.

Determination of the Transaction Price—Although the commission rates the Company is paid are based on agreed-upon contractual terms, the transaction price is determined using the estimated LTV, which represents commissions estimated to be collected over the life of an approved policy. This includes the first year commission due upon the initial sale of a policy as well as an estimate of renewal commissions, when applicable. First year commission revenue for new policies sold includes an estimated provision for those policies that are anticipated to lapse before the first policy anniversary renewal date (“first year provision”). The Company utilizes a practical expedient to estimate renewal commission revenue by applying the use of a portfolio approach to policies grouped together by segment, insurance carrier, product type, and quarter the policy was initially sold (referred to as a “cohort”).

The estimate of renewal commission revenue is considered variable consideration and requires significant judgment to determine the renewal commission revenue to be recognized at the time the performance obligation is met and in the reassessment of the transaction price each reporting period. This includes determining the number of periods in which a renewal will occur and the value of those renewal commissions to be received if renewed, which includes estimating persistency, the renewal year provision, and an additional product specific constraint applied to account for trends such as industry volatility or uncertainty of consumer behavior patterns. The most sensitive assumption in the model is persistency, which is the estimate of policies expected to renew each year. Renewal year provision is the estimate of policies expected to lapse during each renewal period. The estimated duration of expected renewals used in the calculation of LTV is ten years, prior to the application of persistency estimates. Effective for policies sold during the three months ended December 31, 2021, and thereafter, the Company increased the product specific constraint for MA from 6% to 15%.

The assumptions used in the Company’s calculation of renewal commission revenue are based on a combination of the Company’s historical experience for renewals, lapses, and payment data; available insurance carrier data; other industry or consumer behavior patterns; and expectations for future retention rates. The estimate of variable consideration is recognized only to the extent it is probable that a significant reversal in the amount of cumulative revenue recognized would not occur when the uncertainty associated with future commissions receivables is subsequently resolved when the policy renews or lapses. The Company monitors and updates this estimate of transaction price at each reporting period.

Reassessment of the Transaction PriceThe Company is continuously reviewing and monitoring the assumptions and inputs into the Company’s calculation of renewal commission revenue, including reviewing changes in the data used to estimate LTVs as well as monitoring the cash received for each cohort as compared to the original estimates at the time the policy was sold. The Company assesses the actual renewal data and historical data to identify trends and updates assumptions regarding expected future cash flows when a sufficient amount of evidence would suggest that the expectation underlying the assumption has changed and a change in estimate of the transaction price is warranted. The differences in actual cash received for current period renewals may result in an adjustment by cohort (“cohort adjustment”) to revenue and commissions receivable. Cohort adjustments are
recognized using actual experience from policy renewals. The Company analyzes cohort adjustments to determine if they are indicative of changes needed in our estimates of future renewal commissions (“tail adjustments”) that remain unresolved as of the reporting period.

Timing of Recognition—The Company recognizes revenue for both first year and renewal commissions when it has completed its performance obligation, which is at different milestones for each segment based on the contractual enforceable rights, the Company’s historical experience, and established customer business practices:

Senior—Commissions revenue is recognized at the time the carrier has acknowledged the policy. Carrier acknowledgement of the policy may be received as either carrier approval, payment of commission, or the policy becoming effective.
Life—Term commissions revenue is recognized when the insurance carrier has approved the policy sold and payment information has been obtained from the policyholder. Final expense commissions revenue is recognized when the carrier provides confirmation the policy is active.

Auto & Home—Commissions revenue is recognized when the policy sold becomes effective.

In addition to the commissions revenue, the Company earns two additional forms of revenue from its insurance carrier customers for the sale of new policies, which are included in commissions and other services revenue: 1) production bonuses, which are generally based on attaining predetermined target sales levels and are paid at the end of an agreed-upon measurement period and 2) marketing development funds, which are used as additional compensation and incentive to drive incremental policy sales for certain insurance carrier customers and are typically paid upfront to be used for lead generation activities during the agreed-upon measurement period (e.g. AEP for Senior).

The transaction price for production bonus is the agreed-upon contractual total production bonus to be paid by the insurance carrier at the end of the measurement period. The Company recognizes revenue from production bonuses as policies are sold based upon the agreed-upon targets in the customer contracts, using contractual amounts and forecast data to project the volume for the measurement period and record revenue proportionally as policies are sold. Therefore, the estimates of revenue for production bonuses are considered variable consideration, but the uncertainty around the variable consideration is typically resolved within a reporting period due to the nature of the production bonus contracts. Due to this, there are not significant judgments required in recognizing production bonus revenue.

The contract language can vary in the Company’s marketing development funds contracts, however, the promise to the customer is for the Company to deliver new policies. The Company’s performance obligation is fulfilled and revenue is recognized when policies are sold. This portion of the transaction price is fixed and is generally paid in advance. In such cases, a contract liability is recognized when consideration is received and revenue is recognized thereafter as policies are sold during the agreed-upon measurement period (typically one fiscal quarter). Some marketing development funds contracts will contain policy sales minimums, and in these instances revenue is recognized in the same manner as production bonuses. The difference between the upfront payment and the unmet performance obligation represents a contract liability, which is presented in contract liabilities in the consolidated balance sheets.

Commissions and other services revenue also includes revenue from Healthcare Select, which is recognized when the performance obligation has been met, which is at different times for our various services (e.g. the health risk and lifestyle assessment has been performed or a transfer has been made to a health-related partner), the transaction price is known based on volume and contractual prices, and we have no further performance obligations. Revenue for SPM is generally recognized upon completion of the services to coordinate care across providers and support patient accountability. The transaction price per patient is contractual and services are documented and shared with providers to support each month’s billing. Lead generation revenue for InsideResponse
is recognized when the generated lead is accepted by our customers, which is the point of sale, and we have no performance obligation after the delivery.

Pharmacy Revenue

Pharmaceutical sales revenue from SelectRx is recognized upon shipment of an order to a customer (the patient ordering the medication). At the time of shipment, the Company has performed its one performance obligation and collectability is probable. The Company is legally prohibited from accepting returned pharmaceuticals or re-shipping orders except in limited circumstances. Orders not successfully delivered are evaluated each period and recorded against revenue. There are no future revenue streams, or material variable consideration with respect to the implicit price concession for co-pays, as the transaction price is fixed at time of shipment, and any subsequent new order is its own performance obligation. Furthermore, as the customer has the ability to direct the use of the asset and substantially all of the remaining benefits of the asset have been transferred to the customer upon shipment, that is when revenue is recognized.

Accounts Receivable, net—Accounts receivable, net primarily represents either first year or renewal commissions expected to be received on policies that have already been sold or renewed and for production bonus revenue that has been earned but not received from the insurance carrier. Typically, the Company receives commission payments as the insurance carriers receive payments from the underlying policyholders. As these can be on various payment terms such as monthly or quarterly, a receivable is recorded to account for the commission payments yet to be received from the insurance carriers. Accounts receivable, net also includes trade receivables from Healthcare Services primarily due to pharmacy sales to customers who are covered by third-party payers (e.g., pharmacy benefit managers, insurance companies, and governmental agencies), and are stated net of allowance for expected credit losses. The Company recorded an allowance for credit losses as of June 30, 2025 and 2024, of $11.8 million and $8.2 million, respectively. We estimate an allowance for credit losses using historical actual payment information, as well as current information available to us about our customers and relevant market information that may impact our customers and their ability to pay us. Our estimated exposure of default is determined by applying these internal and external data sources to our receivable balances. As such, we apply an immediate reversion method and revert to historical loss information when computing our credit loss exposure. Credit loss expenses are assessed quarterly and are included in selling, general, and administrative expenses in the consolidated statements of comprehensive income (loss). The Company recorded write-offs of $0.9 million, $1.4 million, and $0.6 million during the years ended June 30, 2025, 2024, and 2023, respectively.

Commissions Receivable—Commissions receivable are contract assets that represent estimated variable consideration for performance obligations that have been satisfied but payment is not due as the underlying policy has not renewed yet. The current portion of commissions receivable are future renewal commissions expected to be renewed and collected in cash within one year, while the non-current portion of commissions receivable are expected to be collected beyond one year. Contract assets are reclassified as accounts receivable, net when the rights to the renewal commissions become unconditional, which is primarily upon renewal of the underlying policy, typically on an annual basis.

Cost of Commissions and Other Services Revenue—Cost of services revenue represents the direct costs associated with fulfilling our obligations to our customers in Senior, Life, Auto & Home, and Healthcare Services (excluding SelectRx discussed below), primarily compensation, benefits, and licensing for sales agents, customer success agents, fulfillment specialists, and others directly engaged in serving customers. It also includes allocations for facilities, telecommunications, and software maintenance costs, which are all based on headcount. Facilities costs include rent and utilities expenses and other costs to maintain our office locations. Telecommunications and software maintenance costs includes costs related to the internal phone systems and various software applications that our agents use to make sales. These costs directly correlate to the number of agents we have as we are primarily charged based on per person usage for the phone systems and software applications.

Cost of Goods Sold-Pharmacy Revenue—Cost of goods sold-pharmacy revenue represents the direct costs associated with fulfilling pharmacy patient orders for SelectRx. Such costs primarily consist of medication costs and compensation and related benefit costs for licensed pharmacists, pharmacy technicians, and other
employees directly associated with fulfilling orders such as packaging and shipping clerks. It also includes shipping, supplies, other order fulfillment costs including part of the one-time customer onboarding costs, and certain facilities overhead costs such as rent, maintenance, and depreciation related to the pharmacy production process.

Inventory—Inventory consists of SelectRx pharmaceuticals, which are carried at the lower of cost (weighted average cost) or net realizable value. Net realizable value is defined as estimated selling prices in the ordinary course of business, less reasonably predictable costs of completion, disposal, and transportation, with a normal margin to sell. Any adjustments to reduce the cost of inventories to their net realizable value are recognized in earnings in the current period. Inventory is included in other current assets in the consolidated balance sheets.

Share-Based Compensation—The Company applies the fair value method under ASC 718, Compensation—Stock Compensation (“ASC 718”), in accounting for share-based compensation to employees. Under ASC 718, compensation cost is measured at the grant date based on the fair value of the equity instruments awarded and is recognized over the period during which an employee is required to provide service in exchange for the award, or the requisite service period, which is usually the vesting period. The fair value of the equity award granted is estimated on the date of the grant.

Marketing and Advertising Expenses—Direct costs related to marketing and advertising the Company’s services are expensed in the period incurred. Advertising expense was $263.7 million, $294.7 million, and $242.5 million for the years ended June 30, 2025, 2024, and 2023, respectively.

Income Taxes—The Company accounts for income taxes using an asset and liability method. Deferred income tax assets and liabilities result from temporary differences between the tax basis of assets and liabilities and their reported amounts in the consolidated financial statements that will result in taxable or deductible amounts in future years. Valuation allowances are provided when necessary to reduce deferred tax assets to the amount which is more likely than not expected to be realized.

The Company applies ASC 740, Income Taxes (“ASC 740”), in accounting for uncertainty in income taxes recognized in the Company’s consolidated financial statements. ASC 740 requires a more-likely-than-not threshold for financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return. The Company records a liability for the difference between the benefit recognized and measured pursuant to ASC 740 and the tax position taken or expected to be taken on the Company’s tax return. To the extent that the assessment of such tax positions changes, the change in estimate is recorded in the period in which the determination is made.

Comprehensive Income (Loss) —Comprehensive income (loss) is comprised of net income (loss) and the effective portion of changes in the fair value of derivatives designated and that qualify as cash flow hedges, less amounts reclassified into earnings.

Recent Accounting Pronouncements Adopted—In November 2023, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) No. 2023-07 – Segment Reporting (Topic ASC 280) Improvements to Reportable Segment Disclosures, which improves reportable segment disclosure requirements, primarily through enhanced disclosure about significant segment expenses. The enhancements under this update 1) require disclosure of significant segment expenses that are regularly provided to the chief operating decision maker (“CODM”) and included within each reported measure of segment profit or loss, 2) require disclosure of other segment items by reportable segment and a description of the composition of other segment items 3) require annual disclosures to also be provided in interim periods, 4) clarify use of more than one measure of segment profit or loss by the CODM, 5) require that the title of the CODM be disclosed and an explanation of how the CODM uses the reported measures of segment profit or loss to make decisions, and 6) require that entities with a single reportable segment provide all disclosures required by this update and required under ASC 280. ASU 2023-07 is effective for public business entities for fiscal years beginning after December 15, 2023, and interim periods within fiscal years beginning after December 15, 2024, with early adoption permitted. The Company adopted this ASU as of the fiscal year ended June 30, 2025, and retrospectively applied the guidance to all prior periods presented in the consolidated financial statements.
Recent Accounting Pronouncements Not Yet Adopted—In December 2023, the FASB issued ASU No. 2023-09 – Income Taxes (Topic ASC 740) Income Taxes. This ASU improves the transparency of income tax disclosures by requiring (1) consistent categories and greater disaggregation of information in the rate reconciliation and (2) income taxes paid disaggregated by jurisdiction. It also includes certain other amendments to improve the effectiveness of income tax disclosures. The amendments in ASU 2023-09 are effective for annual periods beginning after December 15, 2024. This change will apply on a prospective basis to annual financial statements for periods beginning after the effective date. However, retrospective application in all prior periods presented is permitted. The Company is currently evaluating the impact of this ASU on its financial statements.
In November 2024, the FASB issued ASU No. 2024-03 - Income Statement - Reporting Comprehensive Income - Expense Disaggregation Disclosures (Subtopic 220-40). In January 2025, the FASB issued ASU 2025-01, Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective Date to clarify the effective date of ASU 2024-03. The amendments in this ASU require a public business entity to disclose specific information about certain costs and expenses in the notes to its financial statements for interim and annual reporting periods. The objective of the disclosure requirements is to provide disaggregated information about a public business entity's expenses to help investors (a) better understand the entity's performance, (b) better assess the entity's prospects for future cash flows, and (c) compare an entity's performance over time and with that of other entities. The additional disclosures under this update include (1) disclosing the amounts of purchases of inventory, employee compensation, depreciation, intangible asset amortization, and depreciation, depletion, and amortization recognized as part of oil and gas-producing activities (DD&A) (or other amounts of depletion expense) that are included in each relevant expense caption, (2) include certain amounts that are already required to be disclosed under current generally accepted accounting principles (GAAP) in the same disclosure as the other disaggregation requirements, (3) disclose a qualitative description of the amounts remaining in relevant expense captions that are not separately disaggregated quantitatively, and (4) disclose the total amount of selling expenses and, in annual reporting periods, an entity’s definition of selling expenses. The amendments in this ASU are effective for annual reporting periods beginning after December 15, 2026, and interim reporting periods beginning after December 15, 2027. Early adoption is permitted. The Company is currently evaluating the impact of this ASU on its financial statements.
v3.25.2
Property And Equipment—Net
12 Months Ended
Jun. 30, 2025
Property, Plant and Equipment [Abstract]  
Property And Equipment—Net PROPERTY AND EQUIPMENT—NET
Property and equipment—net consisted of the following:

(in thousands)
20252024
Computer hardware$17,680 $18,036 
Machinery and equipment(1)
18,239 16,451 
Leasehold improvements17,390 18,870 
Furniture and fixtures4,671 4,705 
Work in progress229 308 
Total58,209 58,370 
Less accumulated depreciation(2)
(43,632)(39,397)
Property and equipment—net$14,577 $18,973 
(1) Includes financing lease right-of-use assets.
(2) During the year ended June 30, 2025, the Company disposed of $3.9 million of property and equipment.

Work in progress as of June 30, 2025 and June 30, 2024, primarily represents equipment utilized in SelectRx operations not yet put into service and not yet being depreciated. Depreciation expense for the years ended June 30, 2025, 2024, and 2023, was $8.4 million, $12.8 million, and $14.5 million respectively. In addition, during
the year ended June 30, 2023, the Company recorded a net impairment charge to the Senior segment of $0.7 million for computer equipment that was determined to have a carrying value less than the fair market value.
v3.25.2
Software—Net
12 Months Ended
Jun. 30, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Software—Net SOFTWARE—NET
Software—net consisted of the following:

(in thousands)
20252024
Software$28,306 $28,287 
Work in progress18 78 
Total28,324 28,365 
Less accumulated amortization(1)
(13,264)(14,387)
Software—net$15,060 $13,978 
(1) During the year ended June 30, 2025, the Company disposed of $9.3 million of software and $9.1 million of related accumulated amortization, resulting in a net loss on disposal of software of less than $0.2 million.

Work in progress represents costs incurred for software not yet put into service and not yet being amortized. For the years ended June 30, 2025, 2024, and 2023, the Company capitalized internal-use software and website development costs of $9.2 million, $8.4 million and $7.8 million, respectively, and recorded amortization expense of $8.0 million, $8.9 million and $7.9 million, respectively. In addition, during the year ended June 30, 2023, the Company recorded an impairment charge to the Healthcare Services segment of $1.0 million for the net book value of software that the Company determined would no longer be utilized.
v3.25.2
Leases
12 Months Ended
Jun. 30, 2025
Leases [Abstract]  
Leases LEASES
The majority of the Company’s leases are operating leases related to office space for which the Company recognizes lease expense on a straight-line basis over the respective lease term. The Company leases office facilities in the United States in San Diego, CA; Centennial, CO; Overland Park, KS; Olathe, KS; Oakland, CA; Indianapolis, IN; and Monaca, PA. The Company's operating leases have remaining lease terms of less than one year up to twelve years. SelectRx leases the Monaca facility from an Executive Vice President of SelectRx. The Company expects to incur $3.6 million in total rental payments over the initial ten-year term plus an additional five-year extension option that it is reasonably certain to exercise.

During the year ended June 30, 2025, the Company entered into six finance leases for equipment with commencement dates August 1, 2024, September 19, 2024 and April 1, 2025, resulting in new right-of-use assets obtained in exchange for new lease liabilities of $1.7 million. In addition, the Company entered into one operating lease for the new Olathe, Kansas pharmacy fulfillment facility with a commencement date of March 1, 2025, resulting in new right-of-use assets obtained in exchange for new lease liabilities of $4.7 million.

During the year ended June 30, 2024, the Company entered into a lease amendment for the Overland Park, KS office which extended the lease term for a portion of its office facilities, resulting in additional right-of-use assets obtained in exchange for new lease liabilities of $0.7 million. In addition, as part of the amendment, the Company leased additional office facilities with a commencement date of June 1, 2024, which resulted in additional right-of-use assets in exchange for new lease liabilities of $4.5 million, and executed the early termination option for a portion of its office facilities effective on the commencement date of the additional office space, resulting in remeasurement of the operating lease liability and accelerated amortization of the right-of-use asset over the shortened remaining term of the lease.

Right-of-Use Asset and Lease Liability—The right-of-use assets and lease liabilities were as follows as of June 30:
(in thousands)Balance Sheet Classification20252024
Assets
Operating leasesOperating lease right-of-use assets$24,635 $23,437 
Finance leases
Property and equipment–net
1,552 191 
Total lease right-of-use assets$26,187 $23,628 
Liabilities
Current
Operating leases
Operating lease liabilities–current
$4,820 $4,709 
Finance leasesOther current liabilities400 130 
Non-current
Operating leasesOperating lease liabilities25,982 25,685 
Finance leasesOther liabilities1,200 66 
Total lease liabilities$32,402 $30,590 

Lease Costs—The components of lease costs were as follows for the periods presented:

Year Ended June 30,
(in thousands)20252024
Finance lease costs(1)
$577 $168 
Operating lease costs(2)
7,383 5,649 
Short-term lease costs251 243 
Variable lease costs(3)
609 613 
Sublease income(2,225)(2,294)
Total net lease costs$6,595 $4,379 
(1) Primarily consists of amortization of finance lease right-of-use assets and an immaterial amount of interest on finance lease liabilities recorded in selling, general, and administrative expense and interest expense, net in the consolidated statements of comprehensive income (loss).
(2) Recorded in selling, general, and administrative expense in the consolidated statements of comprehensive income (loss).
(3) Variable lease costs are not included in the measurement of the lease liability or right-of-use asset as they are not based on an index or rate and primarily represents common area maintenance charges and real estate taxes recorded in operating costs and expenses in the consolidated statements of comprehensive income (loss).

Supplemental Information—Supplemental information related to leases was as follows as of and for the periods presented:
Year Ended June 30,
20252024
(in thousands)Operating leasesFinance leasesTotalOperating leasesFinance leasesTotal
Cash paid for amounts included in measurement of liabilities:
Operating cash flows from leases$8,145 $176 $8,321 $8,197 $18 $8,215 
Financing cash flows from leases327 327 — 149 149 
Right-of-use assets obtained in exchange for new lease liabilities$5,093 $1,731 $6,824 $1,307 $120 $1,427 

Year Ended June 30,
20252024
Operating leasesFinance leasesOperating leasesFinance leases
Weighted-average remaining lease term (in years)6.413.655.921.84
Weighted-average discount rate12.61 %14.22 %11.80 %9.96 %

Maturities of Lease Liabilities—As of June 30, 2025, remaining maturities of lease liabilities for each of the next five fiscal years and thereafter are as follows:

(in thousands)Operating leasesFinance leasesTotal
2026$8,056 $596 $8,652 
20277,267 546 7,813 
20286,906 514 7,420 
20297,006 362 7,368 
20304,615 30 4,645 
Thereafter12,985 — 12,985 
     Total undiscounted lease payments46,835 2,048 48,883 
Less: interest16,033 448 16,481 
     Present value of lease liabilities$30,802 $1,600 $32,402 

Sublease income—The Company subleases portions of its office facilities in Overland Park, KS and Centennial, CO, which run through July 31, 2029, and November 30, 2026, respectively. Sublease income is recorded on a straight-line basis as a reduction of lease expense in the consolidated statements of comprehensive income (loss). The Company may consider entering into additional sublease arrangements in the future.

As of June 30, 2025, the future minimum fixed sublease receipts under non-cancelable operating lease agreements are as follows:
(in thousands)Total
2026$2,405 
20272,102 
20281,931 
20291,931 
2030161 
Thereafter— 
Total sublease income$8,530 
Leases LEASES
The majority of the Company’s leases are operating leases related to office space for which the Company recognizes lease expense on a straight-line basis over the respective lease term. The Company leases office facilities in the United States in San Diego, CA; Centennial, CO; Overland Park, KS; Olathe, KS; Oakland, CA; Indianapolis, IN; and Monaca, PA. The Company's operating leases have remaining lease terms of less than one year up to twelve years. SelectRx leases the Monaca facility from an Executive Vice President of SelectRx. The Company expects to incur $3.6 million in total rental payments over the initial ten-year term plus an additional five-year extension option that it is reasonably certain to exercise.

During the year ended June 30, 2025, the Company entered into six finance leases for equipment with commencement dates August 1, 2024, September 19, 2024 and April 1, 2025, resulting in new right-of-use assets obtained in exchange for new lease liabilities of $1.7 million. In addition, the Company entered into one operating lease for the new Olathe, Kansas pharmacy fulfillment facility with a commencement date of March 1, 2025, resulting in new right-of-use assets obtained in exchange for new lease liabilities of $4.7 million.

During the year ended June 30, 2024, the Company entered into a lease amendment for the Overland Park, KS office which extended the lease term for a portion of its office facilities, resulting in additional right-of-use assets obtained in exchange for new lease liabilities of $0.7 million. In addition, as part of the amendment, the Company leased additional office facilities with a commencement date of June 1, 2024, which resulted in additional right-of-use assets in exchange for new lease liabilities of $4.5 million, and executed the early termination option for a portion of its office facilities effective on the commencement date of the additional office space, resulting in remeasurement of the operating lease liability and accelerated amortization of the right-of-use asset over the shortened remaining term of the lease.

Right-of-Use Asset and Lease Liability—The right-of-use assets and lease liabilities were as follows as of June 30:
(in thousands)Balance Sheet Classification20252024
Assets
Operating leasesOperating lease right-of-use assets$24,635 $23,437 
Finance leases
Property and equipment–net
1,552 191 
Total lease right-of-use assets$26,187 $23,628 
Liabilities
Current
Operating leases
Operating lease liabilities–current
$4,820 $4,709 
Finance leasesOther current liabilities400 130 
Non-current
Operating leasesOperating lease liabilities25,982 25,685 
Finance leasesOther liabilities1,200 66 
Total lease liabilities$32,402 $30,590 

Lease Costs—The components of lease costs were as follows for the periods presented:

Year Ended June 30,
(in thousands)20252024
Finance lease costs(1)
$577 $168 
Operating lease costs(2)
7,383 5,649 
Short-term lease costs251 243 
Variable lease costs(3)
609 613 
Sublease income(2,225)(2,294)
Total net lease costs$6,595 $4,379 
(1) Primarily consists of amortization of finance lease right-of-use assets and an immaterial amount of interest on finance lease liabilities recorded in selling, general, and administrative expense and interest expense, net in the consolidated statements of comprehensive income (loss).
(2) Recorded in selling, general, and administrative expense in the consolidated statements of comprehensive income (loss).
(3) Variable lease costs are not included in the measurement of the lease liability or right-of-use asset as they are not based on an index or rate and primarily represents common area maintenance charges and real estate taxes recorded in operating costs and expenses in the consolidated statements of comprehensive income (loss).

Supplemental Information—Supplemental information related to leases was as follows as of and for the periods presented:
Year Ended June 30,
20252024
(in thousands)Operating leasesFinance leasesTotalOperating leasesFinance leasesTotal
Cash paid for amounts included in measurement of liabilities:
Operating cash flows from leases$8,145 $176 $8,321 $8,197 $18 $8,215 
Financing cash flows from leases327 327 — 149 149 
Right-of-use assets obtained in exchange for new lease liabilities$5,093 $1,731 $6,824 $1,307 $120 $1,427 

Year Ended June 30,
20252024
Operating leasesFinance leasesOperating leasesFinance leases
Weighted-average remaining lease term (in years)6.413.655.921.84
Weighted-average discount rate12.61 %14.22 %11.80 %9.96 %

Maturities of Lease Liabilities—As of June 30, 2025, remaining maturities of lease liabilities for each of the next five fiscal years and thereafter are as follows:

(in thousands)Operating leasesFinance leasesTotal
2026$8,056 $596 $8,652 
20277,267 546 7,813 
20286,906 514 7,420 
20297,006 362 7,368 
20304,615 30 4,645 
Thereafter12,985 — 12,985 
     Total undiscounted lease payments46,835 2,048 48,883 
Less: interest16,033 448 16,481 
     Present value of lease liabilities$30,802 $1,600 $32,402 

Sublease income—The Company subleases portions of its office facilities in Overland Park, KS and Centennial, CO, which run through July 31, 2029, and November 30, 2026, respectively. Sublease income is recorded on a straight-line basis as a reduction of lease expense in the consolidated statements of comprehensive income (loss). The Company may consider entering into additional sublease arrangements in the future.

As of June 30, 2025, the future minimum fixed sublease receipts under non-cancelable operating lease agreements are as follows:
(in thousands)Total
2026$2,405 
20272,102 
20281,931 
20291,931 
2030161 
Thereafter— 
Total sublease income$8,530 
v3.25.2
Intangible Assets and Goodwill
12 Months Ended
Jun. 30, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Intangible Assets and Goodwill INTANGIBLE ASSETS AND GOODWILL
Intangible assetsThe carrying amounts, accumulated amortization, net carrying value, and weighted average remaining life of our definite-lived amortizable intangible assets are presented in the tables below as of June 30 (dollars in thousands):

20252024
Gross Carrying AmountImpairment ChargesAccumulated AmortizationNet Carrying AmountGross Carrying AmountAccumulated AmortizationNet Carrying Amount
Customer relationships$17,492 $(4,209)$(13,252)$31 $17,492 $(10,936)$6,556 
Trade name2,680 — (2,680)— 2,680 (2,233)447 
Proprietary software4,342 — (2,418)1,924 4,342 (1,189)3,153 
Non-compete agreements100 — (82)18 100 (62)38 
Total intangible assets$24,614 $(4,209)$(18,432)$1,973 $24,614 $(14,420)$10,194 

The Company's intangible assets include those long-lived intangible assets acquired as part of acquisitions. The Company reviews its long-lived assets for impairment whenever events or changes in circumstances indicate that the carrying amount of such assets may not be recoverable.

During the year ended June 30, 2025, the Company recorded a noncash impairment charge of $4.2 million to fully write off the remaining net book value of customer relationships acquired in the InsideResponse acquisition. In addition, the Company’s trade name intangible asset related to the same acquisition was fully amortized as of June 30, 2025, resulting in a net carrying amount of zero. The impairment charge is included in selling, general and administrative expenses in the consolidated statements of comprehensive income (loss).

During the year ended June 30, 2024, the Company acquired an existing chronic care management platform and as a result recorded $3.3 million in intangible assets in the consolidated balance sheet related to proprietary software.

For the year ended June 30, 2025, 2024, and 2023, amortization expense related to intangible assets totaled $4.0 million, $3.3 million, and $5.4 million, respectively, recorded in selling, general and administrative expense in the consolidated statements of comprehensive income (loss). The weighted-average remaining useful life of intangible assets was 1.8 and 2.7 years as of June 30, 2025 and 2024, respectively.

As of June 30, 2025, expected amortization expense in future fiscal periods were as follows (in thousands):
Trade NameProprietary SoftwareNon-compete agreementsCustomer relationshipsTotal
2026$— $1,100 $18 $17 $1,135 
2027— 824 — 14 838 
Total$— $1,924 $18 $31 $1,973 

Goodwill—The Company recorded as goodwill the excess of the purchase price over the estimated fair values of identifiable assets and liabilities acquired as part of past acquisitions. Goodwill is assigned to reporting units that are expected to benefit from the synergies of the business combination as of the acquisition date and becomes identified with that reporting unit in its entirety. As such, the reporting unit as a whole supports the recovery of its goodwill. As of June 30, 2025, the Company’s goodwill balance of $29.4 million was related to the acquisitions of Express Meds, Simple Meds, and SPM and is all assigned to the Healthcare Services reporting unit and reportable segment. The Company performs its annual goodwill impairment testing as of April 1, or more frequently if it believes that indicators of impairment exist.

During the year ended June 30, 2025, there were no indicators of impairment. The Company conducted a quantitative analysis for the Healthcare Services reporting unit utilizing the discounted cash flow method under the income approach and the peer-based guideline public company method under the market approach with a weighting of 75% and 25%, respectively, and incorporating the use of significant unobservable inputs, or Level 3 inputs, as defined by the fair value hierarchy of ASC 820, Fair Value Measurement (“ASC 820”). For the discounted cash flow method, a discount rate of 19.0% was determined using the weighted average cost of capital which considers market and industry data as well as company-specific risk factors for each reporting unit in determining the appropriate discount rate to be used. For the peer-based guideline public company method, the reporting unit’s fair value was determined through review of published multiples of earnings of comparable entities with similar operations and economic characteristics and applying the multiples to various financial data of the reporting unit. Based on the quantitative analysis, the Company determined that the fair value of the Healthcare Services reporting unit substantially exceeded its carrying value, thus, no impairment charges were recorded during the year ended June 30, 2025.

During the year ended June 30, 2024, there were no indicators of impairment. The Company conducted a quantitative analysis for the Healthcare Services reporting unit utilizing the discounted cash flow method under the income approach and the peer-based guideline public company method under the market approach with a weighting of 75% and 25%, respectively, and incorporating the use of significant unobservable inputs, or Level 3 inputs, as defined by the fair value hierarchy of ASC 820. For the discounted cash flow method, a discount rate of 20.0% was determined using the weighted average cost of capital which considers market and industry data as well as company-specific risk factors for each reporting unit in determining the appropriate discount rate to be used. For the peer-based guideline public company method, the reporting unit’s fair value was determined through review of published multiples of earnings of comparable entities with similar operations and economic characteristics and applying the multiples to various financial data of the reporting unit. Based on the quantitative analysis, the Company determined that the fair value of the Healthcare Services reporting unit substantially exceeded its carrying value, thus, no impairment charges were recorded during the year ended June 30, 2024.

For the year ended June 30, 2023, there were no indicators of impairment. The Company conducted a quantitative analysis for the Healthcare Services reporting unit utilizing the discounted cash flow method under the income approach and the peer-based guideline public company method under the market approach with a weighting of 75% and 25%, respectively, and incorporating the use of significant unobservable inputs, or Level 3 inputs, as defined by the fair value hierarchy of ASC 820. For the discounted cash flow method, a discount rate of 13.7% was determined using the weighted average cost of capital which considers market and industry data as well as company-specific risk factors for each reporting unit in determining the appropriate discount rate to be used. For the peer-based guideline public company method, the reporting unit’s fair value was determined through review of published multiples of earnings of comparable entities with similar operations and economic characteristics and applying the multiples to various financial data of the reporting unit. Based on the quantitative analysis, the Company determined
that the fair value of the Healthcare Services reporting unit substantially exceeded its carrying value, thus, no impairment charges were recorded during the year ended June 30, 2023.
v3.25.2
Employee Benefit Plans
12 Months Ended
Jun. 30, 2025
Postemployment Benefits [Abstract]  
Employee Benefit Plans EMPLOYEE BENEFIT PLANS
The Company has a pretax savings plan covering nearly all of its employees that is intended to qualify under Section 401(k) of the Internal Revenue Code. The Company matches each employee’s contributions up to 3% per plan year. Additionally, the Company may make a discretionary profit-sharing contribution based on achieving certain financial metrics to individuals who’ve participated in the plan during the year. The Company’s contributions were $8.6 million, $5.5 million, and $4.5 million for the years ended June 30, 2025, 2024, and 2023, respectively.

In addition, the Company offers an employee stock purchase plan (the “ESPP”), which was amended and restated effective as of April 1, 2022. The purpose of the ESPP is to provide the Company's eligible employees with an opportunity to purchase shares on the exercise date at a price equal to 85% of the fair market value of the Company’s common stock as of either the exercise date or the first day of the relevant offering period, whichever is lesser. The ESPP was suspended effective April 1, 2023. Refer to Note 13 to the consolidated financial statements for further detail.

The Company maintains self-insured medical benefit plans for its employees. The accrued liabilities associated with this program are based on the Company's estimate of the ultimate costs to settle known claims as well as claims incurred but not yet reported as of the balance sheet date. The accrued liability for our self-insured benefit plans, which is included in accrued compensation and benefits on the consolidated balance sheets, was $2.9 million and $3.4 million as of June 30, 2025, and 2024, respectively.
v3.25.2
Derivative Instruments and Hedging Activities
12 Months Ended
Jun. 30, 2025
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Derivative Instruments and Hedging Activities DERIVATIVE INSTRUMENTS AND HEDGING ACTIVITIES
During the year ended June 30, 2025, the Company used derivative financial instruments to hedge against its exposure to fluctuations in interest rates associated with the Term Loans (as defined in Note 8 to the consolidated financial statements). To accomplish this hedging strategy, the Company entered into interest rate swaps designated as cash flow hedges that are designed to be highly correlated to the underlying terms of the debt instruments to which their forecasted, variable-rate payments are tied. To qualify for hedge accounting, the Company documented and assessed effectiveness at inception and in subsequent reporting periods. The fair value of interest rate swaps were recorded on the consolidated balance sheets as an asset or liability with the related gains or losses reported as a component of accumulated other comprehensive income (loss). The changes in fair value were reclassified from accumulated other comprehensive income (loss) into earnings as an offset to interest expense, net in the same period that the hedged items affected earnings. The Company does not engage in the use of derivative instruments for speculative or trading purposes.

Prior to its termination on November 5, 2024, the Company had an outstanding receive-variable, pay-fixed interest rate swap on the notional amount of $325.0 million of the Company’s total outstanding Term Loans balance with a fixed rate of 6.00% plus 0.931%. The amount reclassified from accumulated other comprehensive income (loss) into interest expense upon termination was $0.7 million.

The following table presents the fair value of the Company’s derivative financial instrument on a gross basis, as well as its classification on the Company’s consolidated balance sheets as of June 30:

(in thousands)20252024
Derivatives Designated as Hedging InstrumentsBalance Sheet LocationFair ValueBalance Sheet LocationFair Value
Cash flow hedge
Other current assets
$— 
Other current assets
$5,027 
The following table presents the unrealized gains deferred to accumulated other comprehensive income (loss) resulting from the Company’s derivative instruments designated as cash flow hedging instruments as of June 30:

(in thousands)20252024
Unrealized gain (loss), before taxes
$(585)$1,558 
Income tax (expense) benefit
153 (344)
Unrealized gain (loss), net of taxes
$(432)$1,214 

The following table presents information about the reclassification of gains and losses from accumulated other comprehensive income (loss) into earnings resulting from the Company’s derivative instruments designated as cash flow hedging instruments as of June 30:

(in thousands)20252024
Interest expense, net
$(4,981)$(14,392)
Income tax benefit
1,301 3,611 
Net reclassification into earnings$(3,680)$(10,781)

Amounts included in accumulated other comprehensive income (loss) are recorded net of the related income tax effects. The following table details the changes in accumulated other comprehensive income:
(in thousands)Derivative Instruments
Balance at June 30, 2024
$4,112 
Unrealized loss, net of related tax expense of $0.2 million
(432)
Amount reclassified into earnings, net of related taxes of $1.3 million
(3,680)
Balance at June 30, 2025
$— 
v3.25.2
Debt
12 Months Ended
Jun. 30, 2025
Debt Disclosure [Abstract]  
Debt DEBT
Debt consisted of the following:
(in thousands)20252024
Term Loans
$314,000 $688,203 
Class A Notes
50,054 — 
Class B Notes
33,369 — 
Unamortized debt issuance costs and debt discount(12,311)(4,869)
Total debt385,112 683,334 
Less current portion of long-term debt:(68,523)(45,854)
Long-term debt$316,589 $637,480 

The combined aggregate amount of expected payments associated with the Notes and maturities associated with the Term Loans as of June 30, 2025 are as follows:
(in thousands)2026202720282029Total
Revolving credit facility
$— $— $— $— $— 
Term Loans54,009 13,164 246,827 — 314,000 
Class A Notes
11,717 10,593 8,650 19,094 50,054 
Class B Notes
7,811 7,062 5,767 12,729 33,369 
Total obligations$73,537 $30,819 $261,244 $31,823 $397,423 

As of June 30, 2025, the Company was in compliance with all financial covenants pursuant to its debt obligations.

Significant changes in the Company’s debt during the year ended June 30, 2025 and 2024 were as follows:

Senior Secured Credit Facility

On November 5, 2019, the Company entered into a credit agreement (together with any subsequent amendments, the “Senior Secured Credit Facility”) with Wilmington Trust, National Association, as administrative agent, UMB Bank, N.A., as revolver agent and revolving lender, and the other lenders party thereto. The Senior Secured Credit Facility, through additional amendments in subsequent years, has provided for total proceeds from borrowings of $887.3 million (the “Term Loans”) and a revolving credit facility with $71.7 million available to borrow as of June 30, 2025 (the “Revolving Credit Facility”).

As of July 1, 2023, the Term Loans were mandatorily repayable. Our quarterly principal payments are 0.625% of the principal balance as of the date of the eleventh amendment, with the remaining balance payable due on the maturity date. The Senior Secured Credit Facility contains customary affirmative and negative covenants and events of default and financial covenants requiring the Company and certain of its subsidiaries to maintain a minimum asset coverage ratio and minimum liquidity requirements.

During the year ended June 30, 2024, there were amendments to the Senior Secured Credit Facility on September 11, 2023, November 1, 2023, February 7, 2024, and May 8, 2024, that modified or added financial covenant ratios required to be maintained by the Company for various reporting dates to allow the Company to stay in compliance with the required covenants. Additionally, in order to extend the original maturity date of November 5, 2024, the amendment on February 7, 2024, (the “Eighth Amendment”) (1) established a new class of extended term loans (the “Extended Term Loans”) and (2) created a class of non-extended term loans (the “Non-Extended Term Loans”). The amendment on May 8, 2024, (the “Ninth Amendment”) again extended the maturity date on the Extended Term Loans to May 15, 2025. The Company paid fees of $1.4 million to its lenders during the year ended June 30, 2024, pursuant to the Eighth and Ninth Amendments.

On September 12, 2024, the Company entered into a tenth amendment (the “Tenth Amendment”) to its Credit Agreement. The Tenth Amendment, among other things, (1) established a new class of consenting term loans and extended the maturity date to September 15, 2025, (2) established a second class of non-extended Term Loans with a maturity date of May 15, 2025, and (3) modified or added certain financial covenant ratios required to be maintained by the Company as of various reporting dates. Pursuant to the amendment, the Company paid fees of $0.7 million to its lenders.

On October 15, 2024, the Company entered into an eleventh amendment (the “Eleventh Amendment”) to its Credit Agreement to (1) extend the scheduled maturity date of the consenting Term Loans to September 30, 2027, (2) modify financial covenant ratios required to be maintained by the Company as of various reporting dates, and (3) allow the Company to enter into the Indenture (as defined below). Prior to the Eleventh Amendment, the Company fully repaid the non-extended Term Loans in the amount of $14.2 million on October 15, 2024. The obligations of the Company under the Senior Secured Credit Facility continue to be guaranteed by certain of the Company’s subsidiaries and secured by a security interest in the assets of the Company, subject to certain exceptions. In
connection with the Eleventh Amendment and Indenture (as defined below), the Company issued an aggregate 5,568,360 warrants to the term lenders under the Senior Secured Credit Facility (the “Eleventh Amendment Warrants”). Refer to Note 10 to the consolidated financial statements for further details on the Eleventh Amendment Warrants.

On February 10, 2025, the Company entered into a twelfth amendment (the “Twelfth Amendment”) to the Senior Secured Credit Facility. The Twelfth Amendment permits certain amendments to the Senior Secured Credit Facility to, among other things, (1) made certain modifications to the applicable asset coverage and minimum liquidity covenants and (2) adjusted the cash and payable in kind interest applicable to the outstanding Term Loans as set forth below. The amendments set forth in the Twelfth Amendment were effective concurrently with the Company’s receipt of the proceeds from the issuance of the Senior Non-Convertible Preferred Stock and the Senior Non-Convertible Preferred Stock Warrants (as defined in Note 10) pursuant to the Senior Non-Convertible Preferred Stock Purchase Agreements on February 28, 2025. As of June 30, 2025, the Company was in compliance with all of the current required covenants.

The Term Loans bear interest on the outstanding principal amount thereof at a rate per annum equal to the sum of (a) cash interest in the amount of either, at the Company’s option, (i) SOFR (subject to a floor of 3.00%) plus 6.50% or (ii) a base rate plus 5.50%, and (b) payable in kind interest ranging from 0.00% to 3.00% determined based on the asset coverage ratio as of the end of the applicable test period. As of June 30, 2025, the Company’s payable in kind interest rate was 0.00%. The effective interest rate for the Term Loans as of June 30, 2025 was 10.9%. In accordance with the Twelfth Amendment, the interest rate may decrease prior to January 1, 2027 if the Company achieves certain repayment events. The Revolving Credit Facility accrues interest on amounts drawn at a rate per annum equal to either, at the Company’s option, (a) SOFR (subject to a floor of 1.0%) plus 5.0% or (b) a base rate plus 4.0%. The effective interest rate for the Revolving Credit Facility as of June 30, 2025 was 11.5%.

Securitization and Indenture

On October 15, 2024, the Company and certain of its subsidiaries, including SQ ABS Issuer, LLC (the “Issuer”), a special purpose entity and wholly-owned subsidiary of the Company, entered into a Note Purchase Agreement (the “Note Purchase Agreement”) with the purchasers party thereto (the “Purchasers”). Pursuant to the Note Purchase Agreement, the Issuer issued $60.0 million of senior secured 7.80% Class A Notes and $40.0 million of senior secured 9.65% Class B Notes (together the “Notes”) to the Purchasers. The Notes are governed by an Indenture, dated as of October 15, 2024, with UMB Bank, N.A. as indenture trustee (the “Indenture”). The Notes have a final legal maturity of October 20, 2039 and an anticipated repayment date of September 20, 2028. The Company used the proceeds obtained from the issuance of the Notes to repay a portion of its outstanding Term Loans in conjunction with the Eleventh Amendment.

The Notes are secured by a specified pool of renewal commissions that include both accounts receivable for policy renewals as well as commissions receivable for estimated future policy renewals (collectively, the “Subject Renewal Commissions”). The Subject Renewal Commissions are associated with underlying Medicare Advantage policies effective prior to January 1, 2024 and active as of August 31, 2024. As of June 30, 2025, there were $49.0 million of Subject Renewal Commissions included on the consolidated balance sheet.

Under the terms of the Indenture, the Company services the transferred Subject Renewal Commissions, and the related collections are remitted to a segregated bank account. The funds in the segregated account are used only to fund payments related to the Indenture and is considered restricted cash. The Company’s restricted cash balance totaled $4.6 million as of June 30, 2025, of which $3.3 million was included within cash, cash equivalents, and restricted cash and $1.3 million was classified as long-term and included within other assets on the Company’s consolidated balance sheet.

The Notes contain covenants that, among other things, limit the ability of the Issuer to: (i) sell, transfer, or dispose of assets without the consent of a majority of the noteholders, (ii) create or permit liens on its assets (other than certain permitted liens) and (iii) incur indebtedness (other than permitted indebtedness).
The Notes issued in connection with the Indenture bear interest on the unpaid principal amount at 7.80% and 9.65% for Class A and Class B Notes, respectively. The Notes amortize based on a target loan-to-value calculation, and if any Notes remain outstanding after September 2028, then all available funds of the Issuer will be swept to pay down the Notes. After September 2028 and October 2030, interest will increase an additional 2.00% and 4.00% per annum, respectively, on any Notes outstanding. The effective interest rate for the Class A and Class B Notes as of June 30, 2025 was 9.11% and 11.02%, respectively.

As the Indenture was entered into in conjunction with the Eleventh Amendment, the Company performed an analysis under ASC 470, Debt, and determined that debt modification accounting was appropriate for the Term Loans and Notes. The additional debt discount costs incurred in connection with the Eleventh Amendment and Indenture include the fair value of the Eleventh Amendment Warrants, fees paid on behalf of lenders, and original issue discount on the Notes. The Company incurred a total of $3.7 million in debt issuance costs and $2.7 million in debt discount related to the Indenture, of which none of the debt issuance costs were capitalized and $2.7 million in debt discount were deferred.

The Company incurred a total of $59.1 million in debt issuance costs and debt discounts related to the Senior Secured Credit Facility and Notes, of which $35.2 million in debt issuance costs were capitalized and $11.9 million in debt discounts were deferred. The costs associated with the Term Loans and Notes are being amortized using the effective interest method over the term of the respective debt instruments. The costs associated with the Revolving Credit Facility are being amortized on a straight-line basis over the remaining term of the Senior Secured Credit Facility. The amortization of debt issuance costs associated with the Company’s debt is included in interest expense, net in the Company’s consolidated statements of comprehensive income (loss).

During the year ended June 30, 2025, the Company repaid $16.6 million of the outstanding balance on the Notes.
The carrying amounts of the Company’s Term Loans Notes approximate fair value, as the Term Loans bear variable interest rates that reset based on market indices and the Notes were issued at prevailing market terms with no significant changes in the Company’s credit quality, interest rates, or credit spreads since issuance.

Variable Interest Entity

The Issuer was formed on July 24, 2023 as a bankruptcy remote and separate legal entity with its own creditors who will be entitled, prior to and upon the liquidation of the Issuer, to be satisfied out of the Issuer’s assets prior to any assets becoming available to the Company. Accordingly, the assets of the Issuer are not available to pay creditors of the Company or any of its subsidiaries.

The Issuer, as described above, meets the definition of a variable interest entity (“VIE”) for which the Company is the primary beneficiary because it has the power over the significant activities of the VIE in its capacity as the servicer of the Subject Renewal Commissions. As such, the Issuer’s assets, liabilities, and financial results of operations are consolidated in the Company’s consolidated financial statements. As of June 30, 2025, the Issuer’s liabilities included in the consolidated balance sheet primarily consisted of the borrowings under the Indenture of $83.4 million.
v3.25.2
Senior Non-Convertible Preferred Stock
12 Months Ended
Jun. 30, 2025
Share Repurchase Program [Abstract]  
Senior Non-Convertible Preferred Stock Senior Non-Convertible Preferred Stock
On February 10, 2025, the Company entered into the Senior Non-Convertible Preferred Stock Purchase Agreements with each of NL Monarch Holdings LLC (“Morgan Stanley”) and NL Monarch Holdings II LLC (“Bain Capital” and together with Morgan Stanley, the “Investors”), providing for an aggregate investment by the Investors of $350.0 million in the Company (collectively, the “Investment”). In exchange for the Investment, the Company issued to the Investors 350,000 shares of Senior Non-Convertible Preferred Stock of the Company, par value $0.01 per share, (the “Senior Non-Convertible Preferred Stock”), with a face value per share of $1,000 (“Original Liquidation Preference”), and agreed to issue to the Investors up to an aggregate amount of 30,833,333 warrants to purchase shares of the Company’s common stock, par value $0.01 (the “Senior Non-Convertible Preferred Stock Warrants”). Refer to Note 10 to the consolidated financial statements for further detail on the Senior Non-
Convertible Preferred Stock Warrants. At close, the Company reimbursed certain of the Investors’ expenses and paid to the Investors an aggregate closing fee of 3.00% of the aggregate purchase price. The Company used the net proceeds from the Investment to repay $260.0 million of the Company’s outstanding Term Loan balance, $4.9 million of accrued Term Loan interest, $13.0 million of transaction costs incurred at issuance, $40.0 million of the Company’s outstanding Revolving Credit Facility balance, and $20.0 million of cash to fund operations. In connection with the Investment, the Company also entered into a Director Designation Agreement with an affiliate of each Investor pursuant to which the Company appointed a representative of each Investor to the Company’s Board of Directors at closing.

The Company evaluated the Senior Non-Convertible Preferred Stock under ASC 480 and concluded the instrument will be classified as temporary equity on the consolidated balance sheet, as the Senior Non-Convertible Preferred Stock will become redeemable at the option of the Investors upon occurrence of an event that is not solely within the control of the Company. The $350.0 million in gross proceeds from the Senior Non-Convertible Preferred Stock have been allocated to the Senior Non-Convertible Preferred Stock and Senior Non-Convertible Preferred Stock Warrants using the with-and-without method based on the fair values of the Senior Non-Convertible Preferred Stock Warrants at issuance. Upon issuance, $221.0 million of the gross proceeds were allocated to the Senior Non-Convertible Preferred Stock and $129.0 million to the Senior Non-Convertible Preferred Stock Warrants, respectively. The $10.5 million closing fee and $1.7 million in fees paid on behalf of the Investors were attributed to the Senior Non-Convertible Preferred Stock, resulting in net proceeds of $337.9 million. Of the $11.4 million total issuance costs incurred, $7.1 million was allocated to the Senior Non-Convertible Preferred Stock based on a relative fair value approach and treated as a reduction in carrying value. The remainder was allocated to the Senior Non-Convertible Preferred Stock Warrants and expensed.

Dividends

Dividends on the Senior Non-Convertible Preferred Stock will accrue and accumulate quarterly at a rate of 14.5% per annum, subject to certain increases in the event of the occurrence of certain events of default, and to a decrease to 13.5% per annum if (a) the dividends are paid in cash, (b) liquidity is no less than $50.0 million, and (c) the outstanding balance of the Term Loans is less than or equal to $200.0 million. To the extent the Company does not pay such dividends in cash, dividends on each outstanding share of Senior Non-Convertible Preferred Stock will accrue and accumulate on a daily basis and compound quarterly at the then applicable dividend rate on the Original Liquidation Preference plus the aggregate amount of unpaid accrued dividends (the “Accreted Liquidation Preference”).

Given the Company expects the earliest redeemable event to be the sixth anniversary of the issuance, the Company is able to determine an expected redemption price in accordance with the Senior Non-Convertible Preferred Stock Purchase Agreements on the sixth anniversary date. The Company has presented the Senior Non-Convertible Preferred Stock in temporary equity and is accreting the discount using the effective interest method. The implied effective interest rate is approximately 19.0% per annum.

Ranking and Liquidation Preference

The Senior Non-Convertible Preferred Stock ranks senior to the common stock and each other existing or future classes or series of capital stock or common stock equivalents of the Company, including with respect to payments of dividends and distributions on, and in the liquidation, dissolution or winding up, and upon any distribution of the assets of, the Company. Upon the liquidation, dissolution, or winding up of the affairs of the Company, or upon the occurrence of certain events constituting a preferred default pursuant to the Certificate of Designation for the Senior Non-Convertible Preferred Stock (a “Liquidation Event”), the Company shall redeem all shares of Senior Non-Convertible Preferred Stock as of the date of the Liquidation Event. A redemption shall be in preference to and in priority over any distribution or other payment to a holder of any common stock, and at a price per share of Senior Non-Convertible Preferred Stock equal to the sum of the then current Accreted Liquidation Preference, plus the aggregate amount of any accrued and unpaid dividends (the “Liquidation Preference”).

Redemption Rights
In accordance with the Senior Non-Convertible Preferred Stock Purchase Agreements, the Senior Non-Convertible Preferred Stock may be redeemed by the Investors upon the earlier of (i) the date which is six months following the latest maturity date under the Senior Secured Credit Facility (as may be extended from time to time), but only if all outstanding amounts due by the Company pursuant to the Credit Agreement are not repaid, extended or refinanced in full prior to such latest maturity date, and (ii) the sixth anniversary of issuance. The redemption date is contingent upon the occurrence or non-occurrence of Term Loan repayments, maturity extensions, or refinancing by the Company and does not embody an unconditional obligation of the Company as of issuance to redeem the Senior Non-Convertible Preferred Stock. From December 1, 2025 through December 31, 2025, the Company holds the right to redeem a maximum amount of 50,000 shares of Senior Non-Convertible Preferred Stock from the holders of the Senior Non-Convertible Preferred Stock, on a pro rata basis, for an amount per share equal to the product of (i) 1.145 multiplied by (ii) the Original Liquidation Preference (“Early Redemption Amount”). At any time on or after the sixth anniversary of the issuance date, the Company may elect to redeem all or a portion of the Senior Non-Convertible Preferred Stock for an amount equal to the then current Liquidation Preference.
v3.25.2
Warrants to Purchase Shares of Common Stock
12 Months Ended
Jun. 30, 2025
Other Liabilities Disclosure [Abstract]  
Warrants to Purchase Shares of Common Stock Warrants to Purchase Shares of Common Stock
Eleventh Amendment Warrants

Concurrent with the entry into the Eleventh Amendment and Indenture on October 15, 2024, the Company issued an aggregate 5,568,360 Eleventh Amendment Warrants to the term lenders under the Senior Secured Credit Facility. Each Eleventh Amendment Warrant entitles the holder to purchase one share of Common Stock at an exercise price of $3.00 per share, payable in cash or on a cashless basis according to the formula set forth in the Eleventh Amendment Warrant agreements. The exercise price of the Eleventh Amendment Warrants and the number of shares issuable upon exercise are subject to adjustments for stock splits, combinations, stock dividends or similar events. The Eleventh Amendment Warrants vest upon the occurrence of a repayment milestone failure or, in the absence of a repayment milestone failure, in four ratable annual installments commencing on the one-year anniversary of the original issue date, whereas repayment milestone failure is defined as the failure to prepay the Term Loans in an aggregate principal amount of not less than $300.0 million. If a $350.0 million repayment event on the Term Loans occurs on or prior to December 31, 2025, and the first tranche warrant shares have not previously vested, then (i) the first tranche warrant shares shall be forfeited, and (ii) any vested first tranche warrant shares shall be cancelled. The Eleventh Amendment Warrants expire four years after the initial vesting date. As of June 30, 2025, none of the Eleventh Amendment Warrants were vested.

The Company evaluated the Eleventh Amendment Warrants under ASC 815, and concluded that they do not meet the criteria to be classified in stockholders’ equity and should be classified as a derivative liability. For the Eleventh Amendment Warrants, this conclusion was reached due to the variable settlement amount of the Eleventh Amendment Warrant shares. Therefore, the freestanding Eleventh Amendment Warrants are reflected as liabilities on the consolidated balance sheet at their estimated fair value. Subsequent changes in the estimated fair value are reflected in change in fair value of warrants in the accompanying consolidated statements of comprehensive income (loss).

Senior Non-Convertible Preferred Stock Warrants

Pursuant to the Senior Non-Convertible Preferred Stock Purchase Agreements, the Company agreed to issue to the Investors warrants to purchase up to an aggregate 30,833,333 shares of the Company’s common stock. The issued Senior Non-Convertible Preferred Stock Warrants are divided into three tranches that the Investors each hold; (A) warrants to purchase 13,481,481 shares of Common Stock at an initial exercise price of $0.01 per share; (B) warrants to purchase 10,111,111 shares of Common Stock at an initial exercise price of $3.92 per share; and (C) warrants to purchase 7,240,741 shares of Common Stock at an initial exercise price of $5.50 per share. The exercise price of the Senior Non-Convertible Preferred Stock Warrants and the number of shares issuable upon exercise are subject to adjustments for stock splits, combinations, stock dividends or similar events. The Company issued 85% of the Senior Non-Convertible Preferred Stock Warrants that are allocated to each Investor on February 28, 2025. The Senior Non-Convertible Preferred Stock Warrants are fully vested and exercisable, payable in cash or on a cashless
basis according to the formula set forth in the Senior Non-Convertible Preferred Stock Purchase Agreements, upon issuance. On January 2, 2026, the Company will issue the remaining 15% of the Senior Non-Convertible Preferred Stock Warrants (“Contingent Warrants”) that are allocated to each Investor, provided that if on or prior to December 31, 2025 the Company has made an Early Redemption Amount, then the number of Contingent Warrants to be issued to the Investors on January 2, 2026 will be reduced pro rata by a percentage equal to the Early Redemption Amount divided by $50.0 million. If the Early Redemption Amount equals $50.0 million, then the Contingent Warrants will not be issued to either of the Investors. The Senior Non-Convertible Preferred Stock Warrants expire ten years following the date of issuance. As of June 30, 2025, none of the Senior Non-Convertible Preferred Stock Warrants were exercised.

As outlined in the Senior Preferred Stock Purchase Agreement, the Investors can require the Company to repurchase all of their outstanding Senior Non-Convertible Preferred Stock Warrants at fair value in cash based on the earlier of: (i) payment in full by the Company of all amounts due by the Company in respect of each issued and outstanding share of Preferred Stock, and (ii) the sixth anniversary of the Senior Non-Convertible Preferred Stock original issue date. If the Company makes the payment in full, there is a settlement alternative that allows for the Investors to request for the Company to purchase all of their outstanding Preferred Warrant shares at fair value in cash (“Put Right”).

Due to the Put Right, the Company evaluated the Senior Non-Convertible Preferred Stock Warrants under ASC 480 and concluded that they do not meet the criteria to be classified in stockholders’ equity and should be classified as a liability. Therefore, the freestanding Senior Non-Convertible Preferred Stock Warrants are reflected as liabilities on the consolidated balance sheet at their estimated fair value. Subsequent changes in the estimated fair value are reflected in other expense in the accompanying consolidated statements of comprehensive income (loss).
v3.25.2
Fair Value Measurements
12 Months Ended
Jun. 30, 2025
Fair Value Disclosures [Abstract]  
Fair Value Measurements Fair Value Measurements
The Company determines the fair value of its financial instruments in accordance with the provisions of ASC 820, which establishes a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (Level 1 measurements) and the lowest priority to unobservable inputs (Level 3 measurements). The three levels of the fair value hierarchy under ASC 820 are described below:

Level 1 - Unadjusted quoted prices in active markets that are accessible at the measurement date for identical, unrestricted assets or liabilities
         
Level 2 - Quoted prices in markets that are not active, or inputs that are observable, either directly or indirectly, for substantially the full term of the asset or liability
         
Level 3 - Valuation is generated from model-based techniques that use significant assumptions not observable in the market. These unobservable assumptions reflect our own estimates of assumptions that market participants would use in pricing the asset or liability.

The carrying amounts of the Company’s cash, cash equivalents and restricted cash, accounts receivable, accounts payable, accrued compensation, and accrued liabilities approximate their fair values due to the short-term nature of these instruments. The following tables present information about the Company’s assets and liabilities that are measured at fair value on a recurring basis as of June 30, 2025 and June 30, 2024 and indicate the fair value hierarchy of the valuation inputs the Company utilized to determine such fair value:
As of June 30, 2025
(in thousands)Level 1Level 2Level 3Total
Assets:
Cash equivalents
Money market funds
$322 $— $— $322 
Liabilities:
Other long-term liabilities
Warrant liability$— $— $78,657 $78,657 

As of June 30, 2024
(in thousands)Level 1Level 2Level 3Total
Assets:
Cash equivalents
Money market funds
$307 $— $— $307 
Other current assets
Cash flow hedge
$— $5,027 $— $5,027 

Money market funds—Represents short-term, highly liquid investments with maturities of three months or less at the time of purchase. Cash equivalents include a money market account primarily invested in cash and U.S. Government securities. These investments are generally classified as Level 1 fair value measurements, which represent unadjusted quoted market prices in active markets for identical assets or liabilities.

Cash flow hedge—Represents derivative financial instruments that the Company uses to hedge against its exposure to fluctuations in interest rates associated with the Term Loans. Refer to Note 7 to the consolidated financial statements for further details on the Company’s cash flow hedge. The Company classifies its Amended Interest Rate Swap as a Level 2 on the fair value hierarchy as the majority of the inputs used to value it primarily includes other than quoted prices that are observable and it uses standard calculations and models that use readily observable market data as their basis.

Warrant liability—The Company utilizes the Black-Scholes-Merton option pricing model for the liability classified warrants each reporting period, with changes in fair value recognized in the consolidated statements of comprehensive income (loss). The estimated fair value of the liability classified warrants is determined using Level 3 inputs. Inherent in an option pricing model are estimates and assumptions related to expected share-price volatility, risk-free interest rate, expected dividend yield, and expected life. These estimates and assumptions could vary significantly, which could result in material differences in the fair values assigned to the assets and liabilities.

The expected life of the Eleventh Amendment Warrants is assumed to be equivalent to their remaining contractual term based upon the vesting date assumed for each tranche. The Company assumed all four tranches will vest on the four consecutive anniversaries of the original issue date. The Company estimates the expected volatility of its common stock based on the Company’s historical volatility. The risk-free interest rate is based on the U.S. Treasury zero-coupon yield curve on the valuation date for a maturity similar to the expected remaining life of the
Eleventh Amendment Warrants. The Company does not plan to pay a dividend during the Eleventh Amendment Warrant term, nor have they historically, thus the dividend rate will remain at zero.

The fair value of the Eleventh Amendment Warrants has been estimated with the following assumptions:
June 30, 2025
Tranche 1
Tranche 2
Tranche 3
Tranche 4
Stock price(1)
$2.38 $2.38 $2.38 $2.38 
Exercise price$3.00 $3.00 $3.00 $3.00 
Expected volatility
109.98 %103.31 %103.31 %103.31 %
Risk-free interest rate
3.68 %3.75 %3.85 %3.95 %
Expected dividend-yield
— %— %— %— %
Expected life
4.29 years5.29 years6.29 years7.29 years
Fair value per warrant
$1.75 $1.81 $1.92 $2.00 
(1) The stock price is based on the closing stock price as of June 30, 2025.

The expected life of the Senior Non-Convertible Preferred Stock Warrants is assumed to be equivalent to their remaining contractual term. This includes the assumption that there will be no Early Redemption Amount paid and as a result the Senior Non-Convertible Preferred Stock Warrants will have an expected life equal to ten years from issuance. The exercise prices of each tranche are based upon the terms established in the Senior Non-Convertible Preferred Stock Purchase Agreements. The Company used a ten-year term matched zero-coupon interest rate and a ten-year look back term. The Company estimates the expected volatility of its common stock based on the Company’s historical volatility. The risk-free interest rate is based on the U.S. Treasury zero-coupon yield curve on the valuation date for a maturity similar to the expected remaining life of the Senior Non-Convertible Preferred
Stock Warrants. The Company does not plan to pay a dividend during the Senior Non-Convertible Preferred Stock Warrants term, nor have they historically, thus the dividend rate will remain at zero.

The fair value of the Senior Non-Convertible Preferred Stock Warrants has been estimated with the following assumptions:

June 30, 2025
Tranche ATranche BTranche C
Stock price(1)
$2.38 $2.38 $2.38 
Exercise price$0.01 $3.92 $5.50 
Expected volatility
103.31 %103.31 %103.31 %
Risk-free interest rate
4.18 %4.18 %4.18 %
Expected dividend-yield
— %— %— %
Expected life
9.62 years9.62 years9.62 years
Fair value per warrant
$2.38 $2.11 $2.06 
(1) The stock price is based on the closing stock price as of June 30, 2025.

Changes in Level 3 fair value measurements during the period ended June 30, 2025 were as follows:
(in thousands)
Warrant Liability
Balance as of June 30, 2024
$— 
Issuance of Eleventh Amendment Warrants8,628 
Issuance of Senior Non-Convertible Preferred Stock Warrants128,953 
Change in fair value(58,924)
Balance as of June 30, 2025
$78,657 
v3.25.2
Commitments and Contingencies
12 Months Ended
Jun. 30, 2025
Commitments and Contingencies Disclosure [Abstract]  
Commitments and Contingencies COMMITMENTS AND CONTINGENCIES
Lease Obligations—Refer to Note 4 to the consolidated financial statements for commitments related to our operating leases.

Purchase Commitments—The Company is party to a supply agreement that requires minimum monthly purchase commitments of approximately $12.7 million through February 28, 2027. The Company expects to meet these commitments in the normal course of business, and accordingly, no liability has been recorded in the consolidated financial statements.

Legal Contingencies and Obligations—From time to time, the Company is subject to legal proceedings and governmental inquiries in the ordinary course of business. Such matters may include insurance regulatory claims; commercial, tax, employment, or intellectual property disputes; matters relating to competition and sales practices; claims for damages arising out of the use of the Company’s services. The Company may also become subject to lawsuits related to past or future acquisitions, divestitures, or other transactions, including matters related to representations and warranties, indemnities, and assumed or retained liabilities. The Company is not currently aware of any legal proceedings or claims that it believes will have, individually or in the aggregate, a material adverse effect on its business, financial condition, operating results, or cash flows; however, in the event of unexpected developments, it is possible that the ultimate resolution of certain ongoing matters, if unfavorable, could be materially adverse to our business, prospects, financial condition, liquidity, results of operation, cash flows, or capital levels.
Securities Class Actions and Stockholder Derivative Suit

On August 16, 2021, a putative securities class action lawsuit captioned Hartel v. SelectQuote, Inc., et al., Case No. 1:21-cv-06903 (“the Hartel Action”) was filed against the Company and two of its executive officers in the U.S. District Court for the Southern District of New York. The complaint asserts securities fraud claims on behalf of a putative class of plaintiffs who purchased or otherwise acquired shares of the Company’s common stock between February 8, 2021 and May 11, 2021 (the "Hartel Relevant Period"). Specifically, the complaint alleges the defendants violated Sections 10(b) and 20(a) and Rule 10b-5 of the Exchange Act by making materially false and misleading statements and failing to disclose material adverse facts about the Company’s business, operations, and prospects, allegedly causing the Company’s common stock to trade at artificially inflated prices during the Hartel Relevant Period. The plaintiffs seek unspecified damages and reimbursement of attorneys’ fees and certain other costs.

On October 7, 2021, a putative securities class action lawsuit captioned West Palm Beach Police Pension Fund v. SelectQuote, Inc., et al., Case No. 1:21-cv-08279 (the “WPBPPF Action”), was filed in the U.S. District Court for the Southern District of New York against the Company, two of its executive officers, and six current or former members of the Company’s Board of Directors, along with the underwriters of the Company’s initial public offering of common stock (the "Offering"). The complaint asserts claims for securities law violations on behalf of a putative class of plaintiffs who purchased shares of the Company’s common stock (i) in or traceable to the Offering or (ii) between May 20, 2020 and August 25, 2021 (the "WPB Relevant Period"). Specifically, the complaint alleges the defendants violated Sections 10(b) and 20(a) and Rule 10b-5 of the Exchange Act by making materially false and misleading statements and failing to disclose material adverse facts about the Company’s financial well-being and prospects, allegedly causing the Company’s common stock to trade at artificially inflated prices during the WPB Relevant Period. The complaint also alleges the defendants violated Sections 11, 12(a)(2), and 15 of the Securities Act by making misstatements and omissions of material facts in connection with the Offering, allegedly causing a decline in the value of the Company’s common stock. The plaintiffs seek unspecified damages, rescission, and reimbursement of attorneys’ fees and certain other costs.

On October 15, 2021, a motion to consolidate the Hartel Action and the WPBPPF Action was filed. On September 2, 2022, the court entered an order consolidating the Hartel and WPBPPF Actions under the caption In re SelectQuote, Inc. Securities Litigation, Case No. 1:21-cv-06903 (the “Securities Class Action”) and appointing the West Palm Beach Police Pension Fund and City of Fort Lauderdale Police & Fire Retirement System as lead plaintiffs. On November 19, 2022, plaintiffs filed an amended complaint asserting similar allegations to those alleged in the Hartel and WPBPPF Actions in addition to new allegations regarding certain defendants’ purported violation of Section 20A of the Exchange Act. The amended complaint also added Brookside Equity Partners LLC, one of the Company’s principal stockholders, as a defendant. On January 27, 2023, the Company filed a motion to dismiss the amended complaint on behalf of itself and certain of its current and former officers and directors. Plaintiffs filed an opposition to the motion to dismiss on April 5, 2023, and the Company filed its reply to plaintiffs’ opposition on May 10, 2023. On March 28, 2024, the court granted the Company’s motion to dismiss, with leave to amend. Plaintiffs filed their second amended complaint on May 31, 2024. On July 31, 2024, the Company filed a motion to dismiss the second amended complaint. Plaintiffs filed their opposition to the Company’s motion to dismiss on October 2, 2024, and the Company filed its reply to Plaintiffs’ opposition on November 1, 2024. On April 3, 2025, the court dismissed Plaintiffs’ second amended complaint. Plaintiffs filed a notice of appeal on May 5, 2025. On August 8, 2025, plaintiffs West Palm Beach Police Pension Fund and City of Fort Lauderdale Police & Fire Retirement System filed a brief in support of their appeal with the United States Court of Appeals for the Second Circuit (the “Second Circuit”), and on August 13, 2025, the Second Circuit granted the parties’ joint stipulation dismissing Brookside Equity Partners LLC from the appeal. The appeal remains pending before the Second Circuit.

On March 25, 2022, a stockholder derivative action captioned Jadlow v. Danker, et al., Case No. 1:22-cv-00391 (“the Jadlow Action”) was filed in the U.S. District Court for the District of Delaware by an alleged stockholder of the Company, purportedly on the Company’s behalf. The lawsuit was brought against certain of the Company’s current and former directors and officers, and against the Company, as nominal defendant. The complaint alleges that certain of the defendants violated Section 14(a) of the Exchange Act by making materially
false and misleading statements and failing to disclose material adverse facts about the Company’s business, operations, and prospects. The complaint also asserts claims against all defendants for breach of fiduciary duty, unjust enrichment, abuse of control, gross mismanagement, and waste of corporate assets based on the same general underlying conduct and seeks contribution under Sections 10(b) and 21D of the Exchange Act and Section 11(f) of the Securities Act from the individual defendants named in the Securities Class Actions. The complaint seeks unspecified damages for the Company, restitution, reformation and improvement of its corporate governance and internal procedures regarding compliance with laws, and reimbursement of costs and attorneys’ fees. On July 25, 2022, the Jadlow action was transferred to the U.S. District Court for the Southern District of New York, where it was assigned Case No. 1:22-cv-06290 and referred to Judge Alvin K. Hellerstein as possibly related to the Hartel Action. On August 4, 2022, Judge Hellerstein accepted the Jadlow action as related to the Hartel Action and, on August 10, 2022, granted the parties’ joint stipulation to stay the Jadlow action pending the resolution of the motion to dismiss the Securities Class Action. The Jadlow action remains stayed.

Other Matters

On May 1, 2025, the Company became aware the U.S. Attorney’s Office for the District of Massachusetts had filed a complaint partially intervening in a qui tam action against the Company and certain of its competitors and carrier partners. The qui tam action, captioned United States ex rel. Shea v. eHealth, Inc., et al., Case No. 21-cv-11777 (the “DOJ Action”), was brought by a relator, a former employee of one of the Company’s direct competitors, and was filed and remained under seal until it was unsealed by order of the U.S. District Court for the District of Massachusetts dated May 1, 2025. On the same date, the Company also became aware that the relator had filed a sealed amended complaint in the qui tam action on April 29, 2025, which complaint was also unsealed by the Court’s order. The complaints allege that the Company and the other defendants named therein violated the Federal False Claims Act by engaging in various allegedly improper sales and marketing practices. The complaints seek, among other things, treble damages, civil penalties and costs. The Company denies the allegations made in the complaints and plans to defend the suit vigorously.

On August 19, 2025, the Company and co-defendants eHealth, Inc., GoHealth, Inc., Aetna Life Insurance Company, Humana Inc., and Elevance Health, Inc., and certain of their corporate affiliates, filed a joint motion to dismiss the government’s complaint for failure to state a claim upon which relief can be granted. The government’s response to the motion to dismiss is due October 20, 2025.

On August 11, 2025, a putative securities class action lawsuit captioned Pahlkotter v. SelectQuote, Inc., et al., Case No. 1:25-cv-06620 (the “Pahlkotter Action”), was filed in the U.S. District Court for the Southern District of New York against the Company and three of its current and former executive officers. The complaint asserts claims for securities law violations relating to the allegations set forth in the DOJ Action. The plaintiffs seek unspecified damages, rescission, and reimbursement of attorneys’ fees and certain other costs.

The Company currently believes that none of the above matters will have a material adverse effect on its operations, financial condition or liquidity; however, depending on how the matters progress, they could be costly to defend and could divert the attention of management and other resources from operations. The Company has not concluded that a loss related to these matters is probable and, therefore, has not accrued a liability related to any of these matters.
v3.25.2
Shareholders' Equity
12 Months Ended
Jun. 30, 2025
Equity [Abstract]  
Shareholders' Equity SHAREHOLDERS' EQUITY
Common Stock—As of June 30, 2025, the Company has reserved the following authorized, but unissued, shares of common stock:
ESPP159 
Stock awards outstanding under 2020 Plan18,780,459 
Stock awards available for grant under 2020 Plan3,632,285 
Options outstanding under 2003 Plan428,567 
Total22,841,470 

Share-Based Compensation Plans

The Company has awards outstanding from two share-based compensation plans: the 2003 Stock Incentive Plan (the “2003 Stock Plan”) and the 2020 Omnibus Incentive Plan (the “2020 Stock Plan” and, collectively with the 2003 Stock Plan, the “Stock Plans”). However, no further awards will be made under the 2003 Stock Plan. The Company's Board of Directors adopted, and shareholders approved, the 2020 Stock Plan in connection with the Company’s IPO, which provides for the grant of incentive stock options (“ISO's”), nonstatutory stock options (“NSO's”), stock appreciation rights, restricted stock awards, restricted stock unit awards (“RSU's”), performance-based restricted stock units (“PSU's”), price-vested restricted stock units (“PVU’s”) and other forms of equity compensation (collectively, “stock awards”). All stock awards (other than ISOs, which may be granted only to current employees of the Company) may be granted to employees, non-employee directors, and consultants of the Company and its subsidiaries and affiliates.

The number of shares of common stock available for issuance as of June 30, 2025, pursuant to future awards under the Company's 2020 Stock Plan is 3,632,285. The number of shares of the Company's common stock reserved under the 2020 Stock Plan is subject to an annual increase on the first day of each fiscal year beginning on July 1, 2021, equal to 3% of the total outstanding shares of common stock as of the last day of the immediately preceding fiscal year. The maximum number of shares of common stock that may be issued upon the exercise of ISO's will be 4,000,000. The shares of common stock covered by any award that is forfeited, terminated, expired, or lapsed without being exercised or settled for cash will again become available for issuance under the 2020 Stock Plan. With respect to any award, if the exercise price and/or tax withholding obligations are satisfied by delivering shares to the Company (by actual delivery or attestation), or if the exercise price and/or tax withholding obligations are satisfied by withholding shares otherwise issuable pursuant to the award, the share reserve shall nonetheless be reduced by the gross number of shares subject to the award.

The Company accounts for its share-based compensation awards in accordance with ASC 718, which requires all share-based compensation to be recognized in the income statement based on fair value and applies to all awards granted, modified, canceled, or repurchased after the effective date.

Total share-based compensation for stock awards included in selling, general and administrative expense in the consolidated statements of comprehensive income (loss) was as follows for the periods presented:

Year Ended June 30,
(in thousands)202520242023
Share-based compensation related to:
Equity classified stock options$1,607 $2,733 $3,249 
Equity classified RSU's10,070 7,701 5,958 
Equity classified PSU's— 33 100 
Equity classified PVU's6,680 3,349 1,876 
Total $18,357 $13,816 $11,183 

Stock OptionsThe stock options outstanding under the 2003 Stock Plan vest as to one-third after the vesting commencement date and as to 1/24 of the remaining shares subject to the stock option monthly thereafter,
subject to the award recipient’s continued employment through the applicable vesting date. Upon a termination of employment for any reason other than for “Cause” (as defined in the 2003 Stock Plan), any unvested and outstanding stock options would generally be forfeited for no consideration, and any vested and outstanding stock options would remain exercisable for 90 days following the date of termination (and, in the case of a termination of employment due to death or disability, for 12 months following the date of termination). Stock options expire 10 years from the date of grant. The terms for ISO's and NSO's awarded in the 2020 Stock Plan are the same as in the 2003 Stock Plan with the exception that the options generally shall vest and become exercisable in four equal installments on each of the first four anniversaries of the grant date, subject to the award recipient’s continued employment through the applicable vesting date. Stock options are granted with an exercise price that is no less than 100% of the fair market value of the underlying shares on the date of the grant.

The fair value of each option (for purposes of calculation of share-based compensation expense) is estimated using the Black-Scholes-Merton option pricing model that uses assumptions determined as of the date of the grant. Use of this option pricing model requires the input of subjective assumptions. These assumptions include estimating the length of time employees will retain their vested stock options before exercising them (“expected term”), the estimated volatility of the Company's common stock price over the expected term (“volatility”), the number of options that will ultimately not complete their vesting requirements (“assumed forfeitures”), the risk-free interest rate that reflects the interest rate at grant date on zero-coupon United States governmental bonds that have a remaining life similar to the expected term (“risk-free interest rate”), and the dividend yield assumption which is based on the Company's dividend payment history and management's expectations of future dividend payments (“dividend yield”). Changes in the subjective assumptions can materially affect the estimate of the fair value of share-based compensation and, consequently, the related amount recognized in the consolidated statements of comprehensive income (loss).

During the year ended June 30, 2025 and 2024, there were no stock options granted. The following table summarizes stock option activity under the Stock Plans for the year ended June 30, 2025:
Number of OptionsWeighted- Average Exercise PriceWeighted- Average Remaining Contractual Term (in Years)Aggregate Intrinsic Value (in Thousands)
Outstanding—June 30, 2024
3,677,964 $11.81 
Options granted— — 
Options exercised(153,480)2.12 
Options forfeited/expired/cancelled(186,459)10.92 
Outstanding—June 30, 2025
3,338,025 $12.30 5.45$286,969 
Vested and exercisable—June 30, 2025
2,881,754 $12.62 5.30$286,969 

As of June 30, 2025, there was $0.3 million in unrecognized share-based compensation cost related to unvested stock options granted, which is expected to be recognized over a weighted-average period of 0.45 years.

The Company received $0.1 million, $0.1 million, and $0.6 million of cash in connection with stock options exercised during the years ended June 30, 2025, 2024, and 2023, respectively.

Restricted Stock—The Company grants RSU's to eligible employees, non-employee directors, and contractors. These awards generally vest over a period of one to four years. Fair value of the RSU's is determined based on the market price of the Company’s common stock at the grant date and share-based compensation expense is recognized over the requisite service period.

The following table summarizes restricted stock unit activity under the 2020 Stock Plan for the year ended June 30, 2025:
Number of Restricted Stock UnitsWeighted-Average Grant Date Fair Value
Unvested as of June 30, 2024
8,441,168 $1.91 
Granted4,074,197 3.01 
Vested(3,742,212)2.15 
Forfeited(383,965)2.68 
Unvested as of June 30, 2025
8,389,188 $2.30 

As of June 30, 2025, there was $10.9 million of unrecognized share-based compensation cost related to unvested restricted stock units granted, which is expected to be recognized over a weighted-average period of 1.74 years.

Performance Stock—Based upon the terms of the PSU’s granted, if certain performance metrics are met, PSU’s vest at the end of a three-year performance period. The fiscal year 2021 tranche vested on September 13, 2023, at 13% of the target and 14,477 shares were issued. The fiscal year 2022 tranche did not reach the target as of June 30, 2024, and no shares vested thus all PSU’s were forfeited back to the 2020 Stock Plan. As of June 30, 2025, there were no remaining PSU’s granted thus there was no unrecognized compensation cost related to unvested performance stock units granted.

Price-Vested UnitsDuring the years ended June 30, 2025, and 2024, the Company issued PVU’s for which vesting is subject to the fulfillment of both a service period and the achievement of stock price hurdles during the relevant performance period. For the awards granted during the years ended June 30, 2025 and 2024, they are divided into three and four separate tranches, each with a different price hurdle which is measured as the average trading price over 60 calendar days on a rolling daily basis, over a performance period of five years. An employee is eligible to vest in one-third of the awards in each tranche after each year of service, but subject to the achievement of the stock-price hurdle attached to each tranche. As a result, share-based compensation will be recognized on a straight-line basis across nine or twelve tranches over each tranche’s requisite service period, which is the greater of the derived service period and the explicit service period.

The following table summarizes the number of shares, stock price hurdles, service periods, and performance periods for each tranche, for the PVU’s granted during the year ended June 30, 2025:

Number of Shares per TrancheGrant Date Fair Value (per Share)Stock Price Hurdle (per Share)Performance PeriodRequisite Service Period
Tranche 1772,027 $3.98 $3.13 
August 1, 2024 - August 1, 2029
1 year - 3 years
Tranche 2772,020 $3.75 $6.00 
August 1, 2024 - August 1, 2029
1 year - 3 years
Tranche 3772,027 $3.49 $9.00 
August 1, 2024 - August 1, 2029
1.31 years - 3 years

The following table summarizes the number of shares, stock price hurdles, service periods, and performance periods for each tranche, for the PVU’s awarded during the year June 30, 2024:
Number of Shares per TrancheGrant Date Fair Value (per Share)Stock Price Hurdle (per Share)Performance PeriodRequisite Service Period
Tranche 1559,202 $1.85 $2.50 August 1, 2023 - August 1, 2028
1 year - 3 years
Tranche 2559,175 $1.69 $5.00 August 1, 2023 - August 1, 2028
1.41 years - 3 years
Tranche 3559,213 $1.55 $7.50 August 1, 2023 - August 1, 2028
1.96 years - 3 years
Tranche 4559,185 $1.45 $10.00 August 1, 2023 - August 1, 2028
2.27 years - 3 years
Tranche 58,439 $0.98 $2.50 February 1, 2024 - February 1, 2029
1.29 years - 3 years
Tranche 68,437 $0.84 $5.00 February 1, 2024 - February 1, 2029
2.20 years - 3 years
Tranche 78,441 $0.75 $7.50 February 1, 2024 - February 1, 2029
2.64 years- 3 years
Tranche 88,438 $0.67 $10.00 February 1, 2024 - February 1, 2029
2.90 years - 3 years

The fair value of each PVU (for purposes of calculation of share-based compensation expense) is estimated using a Monte Carlo simulation valuation model that uses assumptions determined as of the date of the grant. Use of this model requires the input of subjective assumptions and changes in the subjective assumptions can materially affect the estimate of the fair value of share-based compensation recognized in the consolidated statements of comprehensive income (loss). These assumptions include estimating the volatility of the Company's common stock price over the expected term, the risk-free interest rate that reflects the interest rate at grant date on zero-coupon United States governmental bonds that have a remaining life similar to the expected term risk-free interest rate, the cost of equity, and the dividend yield assumption which is based on the Company's dividend payment history and management's expectations of future dividend payments.

The Company used the following weighted-average assumptions for the PVU’s granted during the period presented below:
Shares Granted August 1, 2024Shares Granted February 1, 2024Shares Granted August 1, 2023
Share price as of grant date $4.01$1.11$1.38
Volatility88.8%90.8%94.3%
Risk-free interest rate3.8%3.7%4.1%
Cost of Equity12.6%11.6%9.2%
Dividend yield—%—%—%

The following table summarizes price-vested stock unit activity under the 2020 Stock Plan for the year ended June 30, 2025:
Number of Price-Vested UnitsWeighted-Average Grant Date Fair Value
Unvested as of June 30, 2024
6,170,385 $1.37 
Granted2,316,074 3.74
Vested(831,224)1.32 
Forfeited(173,422)2.01 
Unvested as of June 30, 2025
7,481,813 $2.11 

During the year ended June 30, 2025, the $2.50, $3.13 and $4.00 stock price hurdles were achieved. As a result, one-third of the awards in the first tranche of PVU’s with a $2.50 price hurdle that were granted during the three months ended September 30, 2023 vested, two-thirds of the awards in the first tranche of PVU’s with a $4.00 price hurdle that were granted during the three months ended September 30, 2022 vested, and one-third of the awards in the first tranche of PVU’s with a $3.13 price hurdle that were granted during the three months ended September 30, 2024 will vest on the one year anniversary of issuance.

As of June 30, 2025, there was $5.0 million of unrecognized share-based compensation cost related to unvested PVU’s granted, which is expected to be recognized over a weighted-average period of 1.39 years.
ESPPThe purpose of the Company’s ESPP is to provide the Company's eligible employees with an opportunity to purchase shares on the exercise date at a price equal to 85% of the fair market value of the Company’s common stock as of either the exercise date or the first day of the relevant offering period, whichever is lesser. The ESPP was suspended effective April 1, 2023, and as of June 30, 2025 there are 159 shares reserved for future issuance under the plan.
v3.25.2
Revenues from Contracts with Customers
12 Months Ended
Jun. 30, 2025
Revenue from Contract with Customer [Abstract]  
Revenues from Contracts with Customers REVENUES FROM CONTRACTS WITH CUSTOMERS
Disaggregation of Revenue from Contracts with Customers—The disaggregation of revenue by segment and product is depicted for the periods presented below, and is consistent with how the Company evaluates its financial performance:
Year Ended June 30,
(in thousands)
202520242023
Senior:
Medicare advantage commissions$518,031 $569,648 $500,501 
Other Senior commissions
11,397 11,237 8,733 
Other services70,965 74,964 80,897 
Total Senior revenue600,393 655,849 590,131 
Healthcare Services:
Pharmacy728,753 464,853 239,547 
Other services13,952 13,655 12,528 
Total Healthcare Services revenue742,705 478,508 252,075 
Life:
Term commissions74,685 73,980 70,094 
Final expense commissions78,175 64,138 56,488 
Other services20,118 19,812 19,250 
Total Life revenue172,978 157,930 145,832 
All other:
Commissions17,308 35,244 20,450 
Other services718 984 1,412 
Total All other revenue
18,026 36,228 21,862 
Eliminations:
Commissions(3,339)(2,567)(2,796)
Other services(4,169)(4,172)(4,256)
Total Elimination revenue(7,508)(6,739)(7,052)
Total Commissions and other services revenue797,841 856,923 763,301 
Total Pharmacy revenue728,753 464,853 239,547 
Total Revenue$1,526,594 $1,321,776 $1,002,848 

Contract Balances—The Company has contract assets related to commissions receivable from its insurance carrier partners, with the movement over time as the policy is renewed between long-term and short-term commissions receivable and accounts receivable, net being the main activity, along with commission revenue adjustments from changes in estimates.

A roll forward of commissions receivable (current and long-term) is shown below for the period presented:
(in thousands)
Balance as of June 30, 2023$840,498 
Commission revenue from revenue recognized
279,575 
Net commission revenue adjustment from change in estimate3,436 
Amounts recognized as accounts receivable, net(242,192)
Balance as of June 30, 2024
$881,317 
Commission revenue from revenue recognized
317,787 
Net commission revenue adjustment from change in estimate(4,468)
Amounts recognized as accounts receivable, net(243,808)
Balance as of June 30, 2025
$950,828 

For the year ended June 30, 2025, the $4.5 million net commission revenue adjustment from change in estimate includes adjustments related to revenue recognized in prior fiscal years, based on the Company’s reassessment of each of its cohorts’ transaction prices. It includes a positive adjustment of $0.9 million for Life and a negative adjustment of $7.7 million for Senior. The remaining positive adjustment of $2.3 million relates to the Company’s All other non-reportable segment. Refer to Note 17 to the consolidated financial statements for further details on the Company’s reportable segments.

For the year ended June 30, 2024, the $3.4 million net commission revenue adjustment from change in estimate includes adjustments related to revenue recognized in prior fiscal years, based on the Company’s reassessment of each of its cohorts’ transaction prices. It includes positive adjustments of $2.9 million for the Company’s All other non-reportable segment, $0.4 million for Senior, and $0.1 million for Life.

The Company’s contract liabilities on the consolidated balance sheets represent unamortized upfront payments received for commission revenue for which the performance obligations have not yet been met and are anticipated to be recognized over the next twelve months.

A roll forward of contract liabilities (current and long-term) is shown below for the period presented:
(in thousands)
Balance as of June 30, 2023$1,691 
Commission and other services revenue recognized
(30,927)
Amounts recognized as contract liabilities37,302 
Balance as of June 30, 2024
$8,066 
Commission and other services revenue recognized
(34,808)
Amounts recognized as contract liabilities27,440 
Balance as of June 30, 2025
$698 
v3.25.2
Income Taxes
12 Months Ended
Jun. 30, 2025
Income Tax Disclosure [Abstract]  
Income Taxes INCOME TAXES
Income tax expense (benefit) consists of the following for the periods presented:

Year Ended June 30,
(in thousands)202520242023
Current income taxes:
Federal$(1,527)$2,523 $102 
State952 1,286 544 
Total(575)3,809 646 
Deferred income taxes:
Federal1,192 (2,805)(12,365)
State314 4,055 1,119 
Total1,506 1,250 (11,246)
Income tax expense (benefit)
$931 $5,059 $(10,600)

The Company’s statutory federal tax rate was 21% for each of the years ended June 30, 2025, 2024, and 2023, respectively. The Company’s blended state tax rate (net of federal benefit) was 4.27%, 5.29%, and 4.66% for the years ended June 30, 2025, 2024, and 2023, respectively.

The differences from the Company’s federal statutory tax rate to the effective tax rate shown below for the year ended June 30, 2025, were primarily related to state income taxes and the recording of a valuation allowance for federal and state tax attributes that the Company does not expect to utilize prior to expiration, non-deductible change in fair value of warrants adjustment, excess officer and stock compensation, and general business credits. For the year ended June 30, 2024, the differences were primarily related to state income taxes, revaluation of deferred tax attributes, and the recording of a valuation allowance for federal and state tax attributes for which the Company does not believe will more likely than not be utilized. For the year ended June 30, 2023, the differences were primarily related to state income taxes, RSU vestings, executive officer compensation, and the recording of a valuation allowance for state tax attributes that the Company does not expect to utilize prior to expiration.

On July 4, 2025, legislation commonly referred to as the One Big Beautiful Bill Act was signed into law. The Company is evaluating the legislation and its effect on our consolidated financial statements, which will be reflected in the three month period ended September 30, 2025. The Company does not expect a material impact to our financial statements as a result of the legislation.

The following reconciles the statutory federal income tax rate to the effective income tax rate for the periods presented:
Year Ended June 30,
202520242023
Federal statutory rate21.0%21.0%21.0%
Differences in income tax expense resulting from:
State income taxes1.75.93.1
Executive officer compensation3.7(0.4)(1.1)
Equity compensation(3.7)(0.7)(1.1)
Change in valuation allowance27.4(37.0)(5.4)
Change in state tax rate(16.8)12.1
Deferred adjustments(0.8)(1.1)
Deferred revaluation
(17.6)
Transaction costs
1.8
Warrant mark-to-market
(25.8)
General business credit
(5.7)
Return to provision adjustments
(2.2)
Other0.50.1(0.1)
Effective income tax rate1.9%(17.4)%15.3%

Significant components of the deferred tax assets and liabilities were as follows as of June 30:

(in thousands)20252024
Deferred tax assets:
  Accruals and other$11,165 $23,498 
Lease liability8,187 7,994 
  Interest expense limitation75,708 56,309 
  Net operating losses150,643 149,780 
  Credit carryforward5,068 4,393 
Basis difference in fixed and amortizable assets13,289 11,310 
Total deferred tax assets264,060 253,284 
Less: Valuation allowance
(28,083)(14,476)
Deferred tax assets, net of valuation allowance
$235,977 $238,808 
Deferred tax liabilities:
  Commissions receivable$(266,600)$(268,656)
Lease right-of-use asset(6,617)(6,175)
Other
(632)— 
Interest rate swap— (1,455)
  Total deferred tax liabilities
(273,849)(276,286)
Net long-term deferred tax liabilities$(37,872)$(37,478)
The Company has established a valuation allowance on certain deferred tax assets associated with federal and state specific net operating losses (“NOL”) and credits that are not more likely than not to be realized. For the year-ended June 30, 2025, the Company increased the valuation allowance by $13.6 million. As the Company is currently in a three-year cumulative loss position, it cannot consider the projections of future income as part of the valuation allowance analysis and have considered the other sources of future taxable income described under ASC 740 when evaluating the need for a valuation allowance. Aside from the certain deferred tax asset related to federal and state credits noted above where a valuation allowance has been established, the Company continues to recognize its deferred tax assets as of June 30, 2025 as it believes it is more likely than not that the net deferred tax assets will be realized. The Company will continue to evaluate the realizability of its deferred tax assets.

As of June 30, 2025, the Company has NOL carryforwards for federal and state income tax purposes of $541.1 million and $724.5 million, respectively. All remaining federal NOLs may be carried forward indefinitely. The state carryforwards will expire during tax years 2026 through 2045. As of June 30, 2025, the Company has federal tax credit carryforwards of $1.0 million and state income tax credit carryforwards of $5.6 million. These state tax credits will expire during tax years 2024 through 2037.

The Company is subject to income taxes in the US federal and various state jurisdictions. Tax regulations within each jurisdiction are subject to interpretation of the related tax laws and regulations and require the application of significant judgment. The federal tax returns from tax years 2021 through 2023 and state tax returns from tax years 2020 through 2023 remain open to examination by significant domestic taxing jurisdictions to which the Company is subject. The statute of limitations for federal and state tax returns may be extended upon utilization of NOL carryforwards.

Uncertain Tax Positions

The benefits of uncertain tax positions are recorded in the Company's consolidated financial statements only after determining a more-likely-than-not probability that the uncertain tax positions will withstand challenge, if any, from taxing authorities.

As of June 30, 2025, the Company had gross unrecognized tax benefits of $0.4 million, consisting of $0.4 million related to prior year tax positions and less than $0.1 million related to current year tax positions. There were no gross unrecognized tax benefits as of June 30, 2024. If recognized, these benefits would reduce the Company’s effective tax rate in future periods.

Year Ended June 30,
(in thousands)
20252024
Balance as of June 30, 2024
$— $— 
Additions for UTP’s of prior years
350 — 
Decreases for UTP’s of prior years
— — 
Additions for UTP’s of current year
49 — 
Decreases related to audit settlements
— — 
Balance as of June 30, 2025
$399 $— 
v3.25.2
Net Income (Loss) Per Share
12 Months Ended
Jun. 30, 2025
Earnings Per Share [Abstract]  
Net Income (Loss) Per Share NET INCOME (LOSS) PER SHARE
The Company calculates net income (loss) per share as defined by ASC 260, Earnings per Share (“ASC 260”). Basic net income (loss) per share (“Basic EPS”) is computed by dividing net income (loss) attributable to common shareholders by the weighted-average common stock outstanding during the respective period. Per ASC 260, shares issuable for little to no consideration (“Penny Warrants”) should be included in the number of outstanding shares used for Basic EPS. As of June 30, 2025, the Company included the Tranche A Senior Non-
Convertible Preferred Stock Warrants (excluding the Contingent Warrants) outstanding in the denominator of Basic EPS since the exercise price was $0.01 per share thus are considered Penny Warrants.

Diluted net income (loss) per share (“Diluted EPS”) is computed by dividing net income (loss) attributable to common and common equivalent shareholders by the total of the weighted-average common stock outstanding and common equivalent shares outstanding during the respective period. For the purpose of calculating the Company’s Diluted EPS, common equivalent shares outstanding include common shares issuable upon the exercise of outstanding employee stock options, unvested RSU's, PSU’s assuming the performance conditions are satisfied as of the end of the reporting period, PVU’s assuming market conditions are satisfied as of the end of the reporting period, common shares issuable upon the conclusion of each ESPP offering period, Eleventh Amendment Warrants, and Senior Non-Convertible Preferred Stock Warrants (excluding the Penny Warrants). The number of common equivalent shares outstanding has been determined in accordance with the treasury stock method for employee stock options, RSU's, PSU’s, PVU’s, common stock issuable pursuant to the ESPP, Eleventh Amendment Warrants, and Senior Non-Convertible Preferred Stock Warrants to the extent they are dilutive. Under the treasury stock method, the exercise price paid by the option holder and future share-based compensation expense that the Company has not yet recognized are assumed to be used to repurchase shares.

The following table sets forth the computation of net income (loss) per share for the periods presented:
Year Ended June 30,
(in thousands, except per share amounts)
202520242023
Numerator:
Net income (loss) attributable to common shareholders, basic$25,032 $(34,125)$(58,544)
Change in fair value of warrants(1)
(22,607)— — 
Net income (loss) attributable to common shareholders, diluted2,425 (34,125)(58,544)
Denominator:
Weighted-average common stock outstanding, basic176,148 168,519 166,140 
Stock options outstanding to purchase shares of common stock including unvested RSU's and from the ESPP(2)
4,458 — — 
Dilutive effect of warrants to purchase common stock
1,289 — — 
Weighted-average common stock outstanding, diluted
181,895 168,519 166,140 
Net income (loss) per share—basic:$0.14 $(0.20)$(0.35)
Net income (loss) per share—diluted:
$0.01 $(0.20)$(0.35)
(1) Includes the change in fair value of warrant liabilities to the extent the related warrants to purchase common stock are dilutive.
(2) Excluded from the computation of net income (loss) per share-diluted for the years ended June 30, 2024, and 2023 because the effect would have been anti-dilutive.

The weighted average potential shares of common stock that were excluded from the calculation of net income (loss) per share-diluted for the periods presented because including them would have been anti-dilutive consisted of the following:
Year Ended June 30,
(in thousands)202520242023
Stock options outstanding to purchase shares of common stock, unvested RSU's and shares from the ESPP
3,799 12,204 8,456 
The weighted average potential shares of common stock that were excluded from the calculation of net income (loss) per share-diluted because the performance or market conditions associated with these awards were not met are as follows for the periods presented:
Year Ended June 30,
(in thousands)202520242023
Shares subject to outstanding PVU’s7,437 6,243 4,346 
Shares subject to outstanding PSU's— — 
Total7,437 6,243 4,355 

The weighted average potential shares of common stock that were excluded from the calculation of net income (loss) per share-diluted because the exercise price of the warrants exceeded the average market price of the Company's common stock for the periods presented:
Year Ended June 30,
(in thousands)202520242023
Warrants to purchase shares of common stock8,932 — — 
v3.25.2
Segment Information
12 Months Ended
Jun. 30, 2025
Segment Reporting [Abstract]  
Segment Information SEGMENT INFORMATION
As of July 1, 2024, the Company realigned its reportable segments for fiscal year 2025. The Auto & Home business does not meet the quantitative thresholds to be required to continue to be separately disclosed as a reportable segment in accordance with ASC 280, Segment Reporting (“ASC 280”). As a result, the Auto & Home business will be included in an “All Other” category. Prior period information has been recast to conform to the current presentation.

The Company’s operating segments and reportable segments have been determined in accordance with ASC 280. We currently have three reportable segments: i) Senior, ii) Healthcare Services, and iii) Life. Senior primarily sells senior Medicare-related health insurance products. Healthcare Services includes SelectRx, Healthcare Select, and SPM. Healthcare Services provides products and services to our Medicare policyholders, which are focused on improving patient health outcomes. Life primarily sells term life and final expense products. The All Other category is reflective of the revenue generated from selling individual automobile and homeowners’ insurance. Additionally, the Company accounts for non-operating activity, share-based compensation expense, depreciation and amortization, goodwill, long-lived asset and intangible asset impairments, certain intersegment eliminations, and the costs of providing corporate and other administrative services in our administrative division, Corporate & Eliminations.

Our operating segments are determined based on how our chief executive officer, who also serves as our CODM, manages our business, regularly accesses information, and evaluates performance for operating decision-making purposes, including allocation of resources. Adjusted EBITDA is our segment profit measure and a key measure used by our CODM and Board of Directors to understand and evaluate the operating performance of our business and on which internal budgets and forecasts are based and approved.

Our segment disclosure includes intersegment revenues, which consist of affiliate marketing fees for services provided by our Senior segment to our Healthcare Services and Life segments as well as services provided by Life to other segments. These intersegment transactions are recorded by each segment at amounts that we believe approximate fair value as if the transactions were between third parties and, therefore, impact segment performance. However, the revenue and corresponding expense are eliminated in consolidation. The elimination of such intersegment transactions is included within the “Eliminations of intersegment revenues” in the tables below. Apart
from these intersegment transactions, the accounting policies of the reportable segments are the same as the Company’s described Note 1 to the consolidated financial statements.

The following tables present information about the reportable segments for the periods presented.

We do not report total assets by segment as our CODM does not use this information to evaluate operating segment performance. Accordingly, we do not regularly provide such information by segment to our CODM.

Year Ended June 30, 2025:

(in thousands)SeniorHealthcare ServicesLife
Total
External revenue$593,335 $742,338 $172,895 $1,508,568 
Intersegment revenue
7,058 367 83 7,508 
Total revenue from reportable segments
$600,393 $742,705 $172,978 $1,516,076 
All other revenue (1)
18,026 
Eliminations of intersegment revenues
(7,508)
Total consolidated revenue
$1,526,594 
(1) Represents revenue from SQAH, a non-reportable segment.

(in thousands)SeniorHealthcare ServicesLifeTotal
Total revenue from reportable segments
$600,393 $742,705 $172,978 $1,516,076 
Less:
Cost of commissions and other services revenue
(201,933)(25,163)(65,047)
Cost of goods sold - pharmacy revenue
— (625,389)— 
Marketing expense (1)
(234,335)(8,038)(80,269)
Technical development (2)
— (2,187)— 
Selling, general, and administrative (3)
(2,454)(56,541)(993)
Adjusted Segment EBITDA$161,671 $25,387 $26,669 $213,727 
Reconciliation of total segment Adjusted EBITDA
All other Adjusted EBITDA (4)
10,597 
Corporate (5)
(98,070)
Share-based compensation expense(18,357)
Transaction costs (6)
(14,617)
Depreciation and amortization(20,460)
Loss on disposal of property, equipment, and software, net(240)
Impairment of long-lived assets
(4,209)
Change in fair value of warrants59,525 
Interest expense, net(79,385)
Income before income tax expense (benefit)$48,511 
(1) Primarily consists of direct advertising and lead generation costs across various marketing channels.
(2) Primarily comprised of payroll and related benefits for dedicated Healthcare Services IT personnel.
(3) For Senior and Life, these costs are primarily comprised of allocations from corporate related to payroll and related benefits for administrative support functions and facilities. Within Healthcare Services, it primarily consists of payroll and related benefit costs for licensed pharmacists and pharmacy technicians performing one-time customer onboarding work for enrollments that don’t actually become members.
(4) Represents adjusted EBITDA from SQAH, a non-reportable segment.
(5) Corporate is not an operating segment and consists primarily of unallocated corporate overhead costs, such as payroll and related benefits ($65.1 million), professional services ($17.2 million), and facilities ($5.7 million).
(6) These expenses primarily consist of non-restructuring severance expenses ($0.8 million) and financing transaction costs ($13.8 million).

Year Ended June 30, 2024

(in thousands)SeniorHealthcare ServicesLife
Total
External revenue$649,232 $478,491 $157,826 $1,285,549 
Intersegment revenue
6,617 17 104 6,738 
Total revenue from reportable segments
$655,849 $478,508 $157,930 $1,292,287 
All other revenue (1)
36,228 
Eliminations of intersegment revenues
(6,739)
Total consolidated revenue
$1,321,776 
(1) Represents revenue from SQAH, a non-reportable segment.

(in thousands)SeniorHealthcare ServicesLife
Total
Total revenue from reportable segments
$655,849 $478,508 $157,930 $1,292,287 
Less:
Cost of commissions and other services revenue
(216,348)(17,438)(60,017)
Cost of goods sold - pharmacy revenue
— (400,821)— 
Marketing expense (1)
(269,867)(6,260)(76,513)
Technical development (2)
— (915)— 
Selling, general, and administrative (3)
(2,890)(45,253)(1,236)
Adjusted Segment EBITDA$166,744 $7,821 $20,164 $194,729 
Reconciliation of total segment Adjusted EBITDA
All other Adjusted EBITDA (4)
14,127 
Corporate (5)
(91,863)
Share-based compensation expense(13,816)
Transaction costs (6)
(13,158)
Depreciation and amortization(24,998)
Loss on disposal of property, equipment, and software, net(536)
Interest expense, net
(93,551)
Loss before income tax expense (benefit)$(29,066)
(1) Primarily consists of direct advertising and lead generation costs across various marketing channels.
(2) Primarily comprised of payroll and related benefits for dedicated Healthcare Services IT personnel.
(3) For Senior and Life, these costs are primarily comprised of allocations from corporate related to payroll and related benefits for administrative support functions and facilities. Within Healthcare Services, it primarily consists of payroll and related benefit costs for licensed pharmacists and pharmacy technicians performing one-time customer onboarding work for enrollments that don’t actually become members.
(4) Represents adjusted EBITDA from SQAH, a non-reportable segment.
(5) Corporate is not an operating segment and consists primarily of unallocated corporate overhead costs, such as payroll and related benefits ($61.7 million), professional services ($17.8 million), and facilities ($4.2 million).
(6) These expenses primarily consist of financing transaction costs.

Year Ended June 30, 2023
(in thousands)SeniorHealthcare ServicesLife
Total
External revenue$583,271 $252,075 $145,640 $980,986 
Intersegment revenue
6,860 — 192 7,052 
Total revenue from reportable segments
$590,131 $252,075 $145,832 $988,038 
All other revenue (1)
21,862 
Eliminations of intersegment revenues
(7,052)
Total consolidated revenue
$1,002,848 
(1) Represents revenue from SQAH, a non-reportable segment.

(in thousands)SeniorHealthcare ServicesLife
Total
Total revenue from reportable segments
$590,131 $252,075 $145,832 $988,038 
Less:
Cost of commissions and other services revenue
(210,229)(13,363)(53,666)
Cost of goods sold - pharmacy revenue
— (222,347)— 
Marketing expense (1)
(221,579)(5,035)(67,895)
Technical development (2)
— (274)— 
Selling, general, and administrative (3)
(3,246)(33,825)(1,198)
Adjusted Segment EBITDA$155,077 $(22,769)$23,073 $155,381 
Reconciliation of total segment Adjusted EBITDA
All other Adjusted EBITDA (4)
81 
Corporate (5)
(81,159)
Share-based compensation expense(11,310)
Transaction costs (6)
(5,569)
Depreciation and amortization(27,881)
Loss on disposal of property, equipment, and software, net(749)
Impairment of long-lived assets
(17,332)
Interest expense, net
(80,606)
Loss before income tax expense (benefit)$(69,144)
(1) Primarily consists of direct advertising and lead generation costs across various marketing channels.
(2) Primarily comprised of payroll and related benefits for dedicated Healthcare Services IT personnel.
(3) For Senior and Life, these costs are primarily comprised of allocations from corporate related to payroll and related benefits for administrative support functions and facilities. Within Healthcare Services, it primarily consists of payroll and related benefit costs for licensed pharmacists and pharmacy technicians performing one-time customer onboarding work for enrollments that don’t actually become members.
(4) Represents adjusted EBITDA from SQAH, a non-reportable segment.
(5) Corporate is not an operating segment and consists primarily of unallocated corporate overhead costs, such as payroll and related benefits ($51.4 million), professional services ($19.4 million), and facilities ($5.4 million).
(6) These expenses primarily consist of financing transaction costs.

Revenues from each of the reportable segments are earned from transactions in the United States and follow the same accounting policies used for the Company’s consolidated financial statements. All of the Company’s long-lived assets are located in the United States. For the year ended June 30, 2025, three insurance carrier customers accounted for 37% (UHC), 15% (Aetna), and 11% (Humana) of total revenue. For the year ended June 30, 2024, three insurance carrier customers accounted for 30% (UHC), 17% (Humana), and 16% (Aetna) of total revenue. For the year ended June 30, 2023, two insurance carrier customers accounted for 33% (UHC) and
20% (Humana) of total revenue. For all periods presented, the revenue was provided by both the Senior and Healthcare Services segments.
v3.25.2
Related-Party Transactions
12 Months Ended
Jun. 30, 2025
Related Party Transactions [Abstract]  
Related-Party Transactions RELATED-PARTY TRANSACTIONS
InsideResponse sells leads to a senior healthcare distribution platform that is owned in part by individuals related to one of the Company’s shareholders or who are members of the Company’s management. The total lead generation revenue earned was less than $0.1 million for the years ended June 30, 2025, 2024, and 2023, which is recorded in commissions and other service revenue in the consolidated statements of comprehensive income (loss), as a result of this relationship. The Company did not have any outstanding accounts receivable as of June 30, 2025, and 2024.

The Company has also purchased leads from this senior healthcare distribution platform. Lead costs incurred with this firm for the years ended June 30, 2025, 2024, and 2023 were not material. The Company did not have any outstanding payables with this firm as of June 30, 2025, and 2024. In addition, the Company has acted as the Field Marketing Organization on behalf of this firm. The net financial impact of this relationship to the Company was not material for each of the years ended June 30, 2025, 2024, and 2023.

The Company leases operating facilities for SelectRx from an Executive Vice President of SelectRx. Refer to Note 4 for a discussion of our related party lease.
v3.25.2
Subsequent Events
12 Months Ended
Jun. 30, 2025
Subsequent Events [Abstract]  
Subsequent Events SUBSEQUENT EVENTS
Management has evaluated subsequent events pursuant to the requirements of ASC 855, Subsequent Events, from the balance sheet date through the date the financial statements were issued and has determined that there are the following material subsequent events.
On July 25, 2025, the Company entered into the Thirteenth Amendment to its Credit Agreement, which among other things, extended the Revolving Credit Facility Termination Date to September 30, 2027. In connection with the amendment, the Company paid a fee of $0.1 million to its Revolving Credit Facility lenders.
v3.25.2
Insider Trading Arrangements
3 Months Ended
Jun. 30, 2025
Trading Arrangements, by Individual  
Rule 10b5-1 Arrangement Adopted false
Non-Rule 10b5-1 Arrangement Adopted false
Rule 10b5-1 Arrangement Terminated false
Non-Rule 10b5-1 Arrangement Terminated false
v3.25.2
Insider Trading Policies and Procedures
12 Months Ended
Jun. 30, 2025
Insider Trading Policies and Procedures [Line Items]  
Insider Trading Policies and Procedures Adopted true
v3.25.2
Cybersecurity Risk Management and Strategy Disclosure
12 Months Ended
Jun. 30, 2025
Cybersecurity Risk Management, Strategy, and Governance [Line Items]  
Cybersecurity Risk Management Processes for Assessing, Identifying, and Managing Threats [Text Block]
Our security program is designed to reflect our business objectives, meet relevant laws and regulations, prevent unauthorized use of or access to our information systems, and maintain information assets' confidentiality, integrity, and availability. Our policies and processes are guided by security requirements specific to our operating environment, laws, and regulations that are relevant to us and information security best practices.

Risk Management and Strategy

The Company’s cybersecurity strategy includes recognition and deployment of the following:

a.A formal approach to enterprise risk management encompassing finance, operational risk management, and Information Technology (“IT”) to manage the business and technology-related challenges and required regulatory compliance obligations

i.Board approved Information Security policies that are reviewed annually

ii.An IT infrastructure architecture that has been designed and implemented with security at its core in order to enable key business activities while ensuring the confidentiality, integrity, and availability of our technology infrastructure and critical business and customer data. The Network Security Architecture design focuses on our ability to:
i.Identify and understand organizational risks to critical systems, assets, data & capabilities
ii.Protect our environment by putting in safeguards
iii.Detect potential threats by developing and implementing the appropriate activities to identify the occurrence of a cybersecurity event
iv.Respond to and take the appropriate action regarding a detected cybersecurity incident
v.Recover and restore any capabilities or services that were impaired due to a cybersecurity incident
To reduce the risks from cybersecurity threats associated with our use of third-party service providers, we have a supplier relationship policy and process which outlines information security requirements for mitigating the risks associated with supplier’s access to our organization’s assets. This policy must be agreed to by the supplier, documented, and reviewed annually.

SelectQuote has a network of third-party, industry leading, security experts whom they engage to independently test, assess and evaluate our risk management practices. We routinely engage in risk management activities designed to identify potential vulnerabilities; which, if identified, are planned for remediation.
Cybersecurity Risk Management Processes Integrated [Flag] true
Cybersecurity Risk Management Processes Integrated [Text Block]
The Company’s cybersecurity strategy includes recognition and deployment of the following:

a.A formal approach to enterprise risk management encompassing finance, operational risk management, and Information Technology (“IT”) to manage the business and technology-related challenges and required regulatory compliance obligations

i.Board approved Information Security policies that are reviewed annually

ii.An IT infrastructure architecture that has been designed and implemented with security at its core in order to enable key business activities while ensuring the confidentiality, integrity, and availability of our technology infrastructure and critical business and customer data. The Network Security Architecture design focuses on our ability to:
i.Identify and understand organizational risks to critical systems, assets, data & capabilities
ii.Protect our environment by putting in safeguards
iii.Detect potential threats by developing and implementing the appropriate activities to identify the occurrence of a cybersecurity event
iv.Respond to and take the appropriate action regarding a detected cybersecurity incident
v.Recover and restore any capabilities or services that were impaired due to a cybersecurity incident
To reduce the risks from cybersecurity threats associated with our use of third-party service providers, we have a supplier relationship policy and process which outlines information security requirements for mitigating the risks associated with supplier’s access to our organization’s assets. This policy must be agreed to by the supplier, documented, and reviewed annually.
Cybersecurity Risk Management Third Party Engaged [Flag] true
Cybersecurity Risk Third Party Oversight and Identification Processes [Flag] true
Cybersecurity Risk Materially Affected or Reasonably Likely to Materially Affect Registrant [Flag] false
Cybersecurity Risk Board of Directors Oversight [Text Block]
Governance

Day to day management of our cybersecurity program is the responsibility of the Director, Information Technology Security. The Director manages an internal team of security professionals, as well as a third-party managed security operations center which provides 24/7 security monitoring. Our Director of IT Security reports to the Chief Information Officer. The two, combined, have over 50 years of experience in the information technology field and 30 years in IT security.

Our Board of Directors recognizes the importance of cybersecurity in safeguarding the Company’s sensitive data. The Board of Directors has oversight responsibilities for risk management with a focus on the most significant risks facing us, including strategic, operational, financial and legal compliance risks. The Board’s risk oversight process builds upon management’s risk assessment and mitigation processes, which include an enterprise risk management program of which our cybersecurity processes are an integral component.

Our Board implements its risk oversight function both as a board and through delegation to board committees, which meet regularly and report back to the Board, including delegating oversight of specific risks to board committees that align with their functional responsibilities. Our Audit Committee assists the Board in overseeing the enterprise risk management program and evaluates and monitors risks related to, among other things, the company’s information security program. Our Audit Committee assesses cybersecurity and information technology risks and the controls implemented to monitor and mitigate these risks. Our Chief Information Officer and Director of Information Technology Security periodically attend meetings and provide quarterly cybersecurity updates to the Audit Committee, and as needed, to the Board.

Our Chief Information Officer and Director of IT Security report directly to the Audit Committee of the Board of Directors on our cybersecurity program and efforts to prevent, detect, mitigate, and remediate issues at least once annually or more frequently as determined to be necessary or advisable. In addition, we have an escalation process in place to inform senior management and the Board of Directors when it is appropriate under the circumstances.

We, like any company, have experienced cybersecurity incidents in the past. However, as of the date of this Annual Report on Form 10-K, we have not experienced any cybersecurity incidents which have been determined to be material. For additional information regarding whether any risks from cybersecurity threats, including as a result of any previous cybersecurity incidents, have materially affected or are reasonably likely to materially affect our company, including our business, operating results and financial condition, please refer to Part I, Item 1A, Risk Factors, in this Annual Report on Form 10-K.
Cybersecurity Risk Board Committee or Subcommittee Responsible for Oversight [Text Block]
Day to day management of our cybersecurity program is the responsibility of the Director, Information Technology Security. The Director manages an internal team of security professionals, as well as a third-party managed security operations center which provides 24/7 security monitoring. Our Director of IT Security reports to the Chief Information Officer. The two, combined, have over 50 years of experience in the information technology field and 30 years in IT security.
Cybersecurity Risk Process for Informing Board Committee or Subcommittee Responsible for Oversight [Text Block] Our Director of IT Security reports to the Chief Information Officer. The two, combined, have over 50 years of experience in the information technology field and 30 years in IT security.
Our Board of Directors recognizes the importance of cybersecurity in safeguarding the Company’s sensitive data. The Board of Directors has oversight responsibilities for risk management with a focus on the most significant risks facing us, including strategic, operational, financial and legal compliance risks. The Board’s risk oversight process builds upon management’s risk assessment and mitigation processes, which include an enterprise risk management program of which our cybersecurity processes are an integral component.

Our Board implements its risk oversight function both as a board and through delegation to board committees, which meet regularly and report back to the Board, including delegating oversight of specific risks to board committees that align with their functional responsibilities. Our Audit Committee assists the Board in overseeing the enterprise risk management program and evaluates and monitors risks related to, among other things, the company’s information security program. Our Audit Committee assesses cybersecurity and information technology risks and the controls implemented to monitor and mitigate these risks. Our Chief Information Officer and Director of Information Technology Security periodically attend meetings and provide quarterly cybersecurity updates to the Audit Committee, and as needed, to the Board.
Cybersecurity Risk Role of Management [Text Block]
Our Board of Directors recognizes the importance of cybersecurity in safeguarding the Company’s sensitive data. The Board of Directors has oversight responsibilities for risk management with a focus on the most significant risks facing us, including strategic, operational, financial and legal compliance risks. The Board’s risk oversight process builds upon management’s risk assessment and mitigation processes, which include an enterprise risk management program of which our cybersecurity processes are an integral component.
Cybersecurity Risk Management Positions or Committees Responsible [Flag] true
Cybersecurity Risk Management Positions or Committees Responsible [Text Block]
Our Board of Directors recognizes the importance of cybersecurity in safeguarding the Company’s sensitive data. The Board of Directors has oversight responsibilities for risk management with a focus on the most significant risks facing us, including strategic, operational, financial and legal compliance risks. The Board’s risk oversight process builds upon management’s risk assessment and mitigation processes, which include an enterprise risk management program of which our cybersecurity processes are an integral component.

Our Board implements its risk oversight function both as a board and through delegation to board committees, which meet regularly and report back to the Board, including delegating oversight of specific risks to board committees that align with their functional responsibilities. Our Audit Committee assists the Board in overseeing the enterprise risk management program and evaluates and monitors risks related to, among other things, the company’s information security program. Our Audit Committee assesses cybersecurity and information technology risks and the controls implemented to monitor and mitigate these risks. Our Chief Information Officer and Director of Information Technology Security periodically attend meetings and provide quarterly cybersecurity updates to the Audit Committee, and as needed, to the Board.

Our Chief Information Officer and Director of IT Security report directly to the Audit Committee of the Board of Directors on our cybersecurity program and efforts to prevent, detect, mitigate, and remediate issues at least once annually or more frequently as determined to be necessary or advisable. In addition, we have an escalation process in place to inform senior management and the Board of Directors when it is appropriate under the circumstances.
Cybersecurity Risk Management Expertise of Management Responsible [Text Block] over 50 years of experience
Cybersecurity Risk Process for Informing Management or Committees Responsible [Text Block]
Our Chief Information Officer and Director of IT Security report directly to the Audit Committee of the Board of Directors on our cybersecurity program and efforts to prevent, detect, mitigate, and remediate issues at least once annually or more frequently as determined to be necessary or advisable. In addition, we have an escalation process in place to inform senior management and the Board of Directors when it is appropriate under the circumstances.
Cybersecurity Risk Management Positions or Committees Responsible Report to Board [Flag] true
v3.25.2
Summary of Business and Significant Accounting Policies (Policies)
12 Months Ended
Jun. 30, 2025
Accounting Policies [Abstract]  
Description of Business
Description of Business—SelectQuote, Inc. (together with its subsidiaries, the “Company” or “SelectQuote”) is a leading technology-enabled, direct-to-consumer distribution platform for selling insurance policies and healthcare services. We contract with insurance carriers to sell senior health, life, and auto and home insurance policies by telephone to individuals throughout the United States through the use of multi-channel marketing and advertising campaigns. SelectQuote’s Senior division (“Senior”) sells Medicare Advantage, Medicare Supplement, Medicare Part D, and other ancillary senior health insurance related products, and also includes a small lead generation business, InsideResponse, LLC (“InsideResponse”). SelectQuote’s Life division (“Life”) sells term life, final expense, and other ancillary products, and SelectQuote’s Auto & Home division (“Auto & Home”) primarily sells non-commercial auto and home, property and casualty insurance products. The Healthcare Services division (“Healthcare Services”) includes SelectRx, Healthcare Select, and SelectPatient Management (“SPM”). SelectRx is a Patient-Centered Pharmacy HomeTM (“PCPH”) accredited pharmacy, which offers essential prescription medications, over-the-counter medications, customized medication packaging, and medication therapy management. Healthcare Select uses data from personal health risk and lifestyle assessments completed by our agents to connect the consumer to the relevant health-related service, like SelectRx, SPM, or one of our many health-related partners. SPM, launched in 2024 from the acquisition of an existing chronic care management platform, helps patients navigate their chronic conditions and manage them using a comprehensive treatment plan.
Basis of Presentation
Basis of Presentation—The accompanying consolidated financial statements include the accounts of SelectQuote, Inc., and its wholly owned subsidiaries. All intercompany accounts and transactions have been eliminated in consolidation. The consolidated financial statements have been prepared in accordance with U.S. generally accepted accounting principles and include all adjustments necessary for the fair presentation of our financial position as of June 30, 2025.

Our fiscal year ends on June 30. References in this Annual Report to a particular “year,” “fiscal,” “fiscal year,” or “year-end” mean our fiscal year. The significant accounting policies applied in preparing the accompanying consolidated financial statements of the Company are summarized below.
Seasonality
Seasonality—Medicare-eligible individuals are permitted to change their Medicare Advantage and Medicare Part D Prescription Drug coverage for the following year during the Medicare annual enrollment period (“AEP”) in October through December and are allowed to switch plans from an existing plan during the open enrollment period (“OEP”) in January through March each year. As a result, the Senior segment’s revenue is highest in the second and third quarters.
Use of Estimates
Use of Estimates—The preparation of consolidated financial statements in conformity with accounting principles generally accepted in the United States requires management to make estimates and assumptions that affect the reported amounts of revenues, expenses, assets, and liabilities and disclosure of contingent assets and liabilities. The Company regularly assesses these estimates; however, actual amounts could differ from those estimates. The most significant items involving management’s estimates include estimates of revenue recognition, accounts receivable, net, commissions receivable, the provision for income taxes, share-based compensation, valuation of intangible assets and goodwill, and liability classified warrants. The impact of changes in estimates is recorded in the period in which they become known.
Cash, Cash Equivalents, and Restricted Cash Cash, Cash Equivalents and Restricted Cash—Cash and cash equivalents represent cash and short-term, highly liquid investments with maturities of three months or less at the time of purchase. Cash equivalents include a money market account primarily invested in cash and U.S. Government securities. These investments are generally classified as Level 1 fair value measurements, which represent unadjusted quoted market prices in active markets for identical assets or liabilities. Our account balances can at times exceed the FDIC-insured limits.
Concentrations of Credit Risk Concentrations of Credit Risk—Financial instruments that potentially subject the Company to concentrations of credit risk consist primarily of accounts and commissions receivable. The Company believes the potential for collection issues with any of its customers is minimal as of June 30, 2025, based on the lack of collection issues in the past and the high financial standards the Company requires of its customers.
Property and Equipment—Net Property and Equipment—Net—Property and equipment are stated at cost less accumulated depreciation. Finance lease amortization expenses are included in depreciation expense in our consolidated statements of comprehensive loss.
Software—Net
Software—Net—The Company capitalizes costs of materials, consultants, and compensation and benefits costs of employees who devote time to the development of internal-use software during the application development stage. Judgment is required in determining the point at which various projects enter the phases at which costs may be capitalized, in assessing the ongoing value of the capitalized costs, and in determining the estimated useful lives over which the costs are amortized, which is generally 3-5 years.

Implementation costs incurred in a hosting arrangement that is a service contract are capitalized according to the requirements for capitalizing implementation costs incurred to develop or obtain internal-use software and classified in the same balance sheet line item as amounts prepaid for the related hosting arrangement. Amortization of these costs is recorded to the same income statement line item as the service fees for the related hosting arrangement and over the same term.
Leases
Leases—The Company has entered into various lease agreements for office space and other equipment as lessee. At contract inception, the Company determines that a contract contains a lease if the contract conveys the right to control the use of identified property, plant, or equipment (an identified asset) for a period of time in exchange for consideration. If a contract contains a lease, the Company recognizes a right-of-use asset and a lease liability on the consolidated balance sheet at lease commencement. The Company has elected a practical expedient to make an accounting policy not to record short-term leases on the consolidated balance sheet, defined as leases with an initial term of 12 months or less that do not contain purchase options that the lessee is reasonably certain to elect.

Right-of-use assets represent the Company’s right to use an underlying asset for the lease term as the Company has control over an economic resource and is benefiting from the use of the asset. Lease liabilities represent the Company’s obligation to make payments for that right of use. Right-of-use assets and lease liabilities are determined by recognizing the present value of future lease payments using the Company’s incremental borrowing rate, which is the rate we would have to pay to borrow on a collateralized basis based upon information available at the lease commencement date. The right-of-use asset is measured at the commencement date by totaling the amount of the initial measurement of the lease liability, adding any lease payments made to the lessor at or before the commencement date, subtracting any lease incentives received, and adding any initial direct costs incurred by the Company.

When lease terms include renewal or termination options, the Company determines the lease term as the noncancelable period of the lease, plus periods covered by an option to extend the lease if the Company is reasonably certain to exercise the option. The Company considers an option to be reasonably certain to be exercised by the Company when a significant economic incentive exists.

The Company has lease agreements with lease and nonlease components. The Company elected the practical expedient to make an accounting policy election by class of underlying asset, to not separate nonlease components from the associated lease components and instead account for each separate lease component and its associated nonlease components as a single lease component. The Company has applied this accounting policy election to all asset classes.
Impairment and Disposal of Long-Lived Assets Impairment and Disposal of Long-Lived Assets—The Company reviews its long-lived assets for impairment whenever events or changes in circumstances indicate that the carrying amount of such assets may not be recoverable. Recoverability of assets to be held and used is measured by a comparison of the carrying amount of an asset or asset group to its expected future undiscounted cash flows. If the carrying amount exceeds its expected future undiscounted cash flows, an impairment charge is recognized in the amount by which the carrying amount of the asset or asset group exceeds its fair value. Assets to be disposed of are reported at the lower of their carrying amount or fair value, less costs to sell. Refer to Notes 2, 3, and 5 of the consolidated financial statements for further details.
Goodwill
Goodwill—Goodwill represents the excess of the purchase price over the estimated fair values of identifiable assets and liabilities acquired in a business combination as of the acquisition date. Goodwill is not amortized in accordance with the requirements of ASC 350 Intangibles - Goodwill and Other, rather, goodwill is tested for impairment on an annual basis and whenever events or circumstances indicate that the asset may be impaired. The Company considers significant unfavorable industry or economic trends as factors in deciding when to perform an impairment test. Goodwill is allocated among, and evaluated for impairment, at the reporting unit level, which is defined as an operating segment or one level below an operating segment. The Company performs the annual goodwill impairment test as of April 1. Refer to Note 5 of the consolidated financial statements for further details.
Warrants
Warrants—The Company accounts for warrants as either equity-classified or liability-classified instruments based on an assessment of the warrant’s specific terms and applicable authoritative guidance in ASC 480, Distinguishing Liabilities from Equity (“ASC 480”), and ASC 815, Derivatives and Hedging (“ASC 815”). The assessment considers whether the warrants are freestanding financial instruments pursuant to ASC 480, meet the
definition of a liability pursuant to ASC 480, and whether the warrants meet all of the requirements for equity classification under ASC 815, including whether the warrants are indexed to our own common shares and whether the warrant holders could potentially require “net cash settlement” in a circumstance outside of our control, among other conditions for equity classification. This assessment, which requires the use of professional judgment, is conducted at the time of warrant issuance and as of each subsequent reporting period.
Senior Non-Convertible Preferred Stock Senior Non-Convertible Preferred Stock—In accordance with ASC 480, the Company accounts for equity instruments as temporary equity if they are redeemable for cash or other assets, at the option of the holder, at a fixed or determinable price on a fixed or determinable date, or upon occurrence of an event that is not solely within the control of the issuer. Redeemable equity instruments are initially carried at the fair value of the equity instrument at the issuance date, which is subsequently adjusted at each balance sheet if the instrument is currently redeemable, or probable of becoming redeemable. The Senior Non-Convertible Preferred Stock (as defined in Note 9) issued in connection with the Senior Non-Convertible Preferred Stock Purchase Agreements as described in Note 9 are classified as temporary equity in the condensed consolidated balance sheet. The Company elected the accreted redemption value method under which it accretes changes in redemption value over the period from the date of issuance of the Senior Non-Convertible Preferred Stock to the earliest redemption date (the sixth anniversary) using the effective interest method. Such adjustments are treated as a deemed dividend against paid-in-capital.
Revenue Recognition
Revenue Recognition—The Company has two revenue streams: commissions and other services revenue and pharmacy revenue. The Company recognizes revenue when a customer obtains control of promised goods or services and recognizes an amount that reflects the consideration that an entity expects to be entitled to in exchange for those goods or services. The Company applies the following five-step model in order to determine this amount: (i) identification of the contract with a customer; (ii) identification of the performance obligations in the contract, including whether they are distinct in the context of the contract; (iii) measurement of the transaction price, including the constraint on variable consideration; (iv) allocation of the transaction price to the performance obligations; and (v) recognition of revenue when (or as) the Company satisfies each performance obligation. The Company only applies the five-step model to contracts when it is probable that it will collect the consideration it is entitled to in exchange for the goods or services it transfers to the customer.

Commissions and Other Services Revenue

Contracts with CustomersThe Company earns commissions revenue from the sale of insurance policies, both in the first year the policy is sold and, when applicable, when the underlying policyholder renews their policy in subsequent years, as presented in the consolidated statements of comprehensive income (loss) as commission and other services revenue. The Company’s primary customers are the insurance carriers that it contracts with to sell insurance policies on their behalf. The contracts with the insurance carriers are non-exclusive and can typically be terminated unilaterally by either party. We review individual contracts to determine the Company’s legal and enforceable rights to renewal commissions upon contract termination when determining variable consideration. Additionally, the insurance carriers have the ability to amend provisions in the contracts relating to the commission rates paid to the Company for new policies sold. The Company’s contracts with customers for commissions revenue contain a single performance obligation satisfied at a point in time to which it allocates the total transaction price. For certain contracts, the Company receives upfront commission payments from carrier customers for policies to be brokered in the next selling season. These upfront payments are recorded as contract liabilities and subsequently recognized as revenue in the period the performance obligations are satisfied. These upfront payment arrangements do not include future renewal commissions.

Significant JudgmentsThe accounting estimates related to the recognition of revenue require the Company to make judgments regarding the determination of performance obligations and numerous assumptions in the determination of the transaction price. In determining the amounts of revenue to recognize, the Company considers the following:

Determination of Performance Obligations—The Company reviews each contract with customers to determine what promises the Company must deliver and which of these promises are capable of being distinct and are distinct in the context of the contract. The
delivery of new policies to the insurance carriers is the only material promise specified within the contracts. After a policy is sold, the Company has no material additional or recurring obligations to the policyholder or the insurance carrier. The Company’s contracts do not include downstream policyholder activities such as claims support or payment collection services. While the primary promise is the sale of policies, some contracts include the promise to provide administrative services to policyholders on behalf of the insurance carrier such as responding to policyholder inquiries regarding coverage or providing proof of insurance. The Company has concluded that while these administrative services may be distinct, they are immaterial in the context of the contract.

Determination of the Transaction Price—Although the commission rates the Company is paid are based on agreed-upon contractual terms, the transaction price is determined using the estimated LTV, which represents commissions estimated to be collected over the life of an approved policy. This includes the first year commission due upon the initial sale of a policy as well as an estimate of renewal commissions, when applicable. First year commission revenue for new policies sold includes an estimated provision for those policies that are anticipated to lapse before the first policy anniversary renewal date (“first year provision”). The Company utilizes a practical expedient to estimate renewal commission revenue by applying the use of a portfolio approach to policies grouped together by segment, insurance carrier, product type, and quarter the policy was initially sold (referred to as a “cohort”).

The estimate of renewal commission revenue is considered variable consideration and requires significant judgment to determine the renewal commission revenue to be recognized at the time the performance obligation is met and in the reassessment of the transaction price each reporting period. This includes determining the number of periods in which a renewal will occur and the value of those renewal commissions to be received if renewed, which includes estimating persistency, the renewal year provision, and an additional product specific constraint applied to account for trends such as industry volatility or uncertainty of consumer behavior patterns. The most sensitive assumption in the model is persistency, which is the estimate of policies expected to renew each year. Renewal year provision is the estimate of policies expected to lapse during each renewal period. The estimated duration of expected renewals used in the calculation of LTV is ten years, prior to the application of persistency estimates. Effective for policies sold during the three months ended December 31, 2021, and thereafter, the Company increased the product specific constraint for MA from 6% to 15%.

The assumptions used in the Company’s calculation of renewal commission revenue are based on a combination of the Company’s historical experience for renewals, lapses, and payment data; available insurance carrier data; other industry or consumer behavior patterns; and expectations for future retention rates. The estimate of variable consideration is recognized only to the extent it is probable that a significant reversal in the amount of cumulative revenue recognized would not occur when the uncertainty associated with future commissions receivables is subsequently resolved when the policy renews or lapses. The Company monitors and updates this estimate of transaction price at each reporting period.

Reassessment of the Transaction PriceThe Company is continuously reviewing and monitoring the assumptions and inputs into the Company’s calculation of renewal commission revenue, including reviewing changes in the data used to estimate LTVs as well as monitoring the cash received for each cohort as compared to the original estimates at the time the policy was sold. The Company assesses the actual renewal data and historical data to identify trends and updates assumptions regarding expected future cash flows when a sufficient amount of evidence would suggest that the expectation underlying the assumption has changed and a change in estimate of the transaction price is warranted. The differences in actual cash received for current period renewals may result in an adjustment by cohort (“cohort adjustment”) to revenue and commissions receivable. Cohort adjustments are
recognized using actual experience from policy renewals. The Company analyzes cohort adjustments to determine if they are indicative of changes needed in our estimates of future renewal commissions (“tail adjustments”) that remain unresolved as of the reporting period.

Timing of Recognition—The Company recognizes revenue for both first year and renewal commissions when it has completed its performance obligation, which is at different milestones for each segment based on the contractual enforceable rights, the Company’s historical experience, and established customer business practices:

Senior—Commissions revenue is recognized at the time the carrier has acknowledged the policy. Carrier acknowledgement of the policy may be received as either carrier approval, payment of commission, or the policy becoming effective.
Life—Term commissions revenue is recognized when the insurance carrier has approved the policy sold and payment information has been obtained from the policyholder. Final expense commissions revenue is recognized when the carrier provides confirmation the policy is active.

Auto & Home—Commissions revenue is recognized when the policy sold becomes effective.

In addition to the commissions revenue, the Company earns two additional forms of revenue from its insurance carrier customers for the sale of new policies, which are included in commissions and other services revenue: 1) production bonuses, which are generally based on attaining predetermined target sales levels and are paid at the end of an agreed-upon measurement period and 2) marketing development funds, which are used as additional compensation and incentive to drive incremental policy sales for certain insurance carrier customers and are typically paid upfront to be used for lead generation activities during the agreed-upon measurement period (e.g. AEP for Senior).

The transaction price for production bonus is the agreed-upon contractual total production bonus to be paid by the insurance carrier at the end of the measurement period. The Company recognizes revenue from production bonuses as policies are sold based upon the agreed-upon targets in the customer contracts, using contractual amounts and forecast data to project the volume for the measurement period and record revenue proportionally as policies are sold. Therefore, the estimates of revenue for production bonuses are considered variable consideration, but the uncertainty around the variable consideration is typically resolved within a reporting period due to the nature of the production bonus contracts. Due to this, there are not significant judgments required in recognizing production bonus revenue.

The contract language can vary in the Company’s marketing development funds contracts, however, the promise to the customer is for the Company to deliver new policies. The Company’s performance obligation is fulfilled and revenue is recognized when policies are sold. This portion of the transaction price is fixed and is generally paid in advance. In such cases, a contract liability is recognized when consideration is received and revenue is recognized thereafter as policies are sold during the agreed-upon measurement period (typically one fiscal quarter). Some marketing development funds contracts will contain policy sales minimums, and in these instances revenue is recognized in the same manner as production bonuses. The difference between the upfront payment and the unmet performance obligation represents a contract liability, which is presented in contract liabilities in the consolidated balance sheets.

Commissions and other services revenue also includes revenue from Healthcare Select, which is recognized when the performance obligation has been met, which is at different times for our various services (e.g. the health risk and lifestyle assessment has been performed or a transfer has been made to a health-related partner), the transaction price is known based on volume and contractual prices, and we have no further performance obligations. Revenue for SPM is generally recognized upon completion of the services to coordinate care across providers and support patient accountability. The transaction price per patient is contractual and services are documented and shared with providers to support each month’s billing. Lead generation revenue for InsideResponse
is recognized when the generated lead is accepted by our customers, which is the point of sale, and we have no performance obligation after the delivery.

Pharmacy Revenue
Pharmaceutical sales revenue from SelectRx is recognized upon shipment of an order to a customer (the patient ordering the medication). At the time of shipment, the Company has performed its one performance obligation and collectability is probable. The Company is legally prohibited from accepting returned pharmaceuticals or re-shipping orders except in limited circumstances. Orders not successfully delivered are evaluated each period and recorded against revenue. There are no future revenue streams, or material variable consideration with respect to the implicit price concession for co-pays, as the transaction price is fixed at time of shipment, and any subsequent new order is its own performance obligation. Furthermore, as the customer has the ability to direct the use of the asset and substantially all of the remaining benefits of the asset have been transferred to the customer upon shipment, that is when revenue is recognized.
Accounts Receivable, net Accounts Receivable, net—Accounts receivable, net primarily represents either first year or renewal commissions expected to be received on policies that have already been sold or renewed and for production bonus revenue that has been earned but not received from the insurance carrier. Typically, the Company receives commission payments as the insurance carriers receive payments from the underlying policyholders. As these can be on various payment terms such as monthly or quarterly, a receivable is recorded to account for the commission payments yet to be received from the insurance carriers. Accounts receivable, net also includes trade receivables from Healthcare Services primarily due to pharmacy sales to customers who are covered by third-party payers (e.g., pharmacy benefit managers, insurance companies, and governmental agencies), and are stated net of allowance for expected credit losses.
Commissions Receivable
Commissions Receivable—Commissions receivable are contract assets that represent estimated variable consideration for performance obligations that have been satisfied but payment is not due as the underlying policy has not renewed yet. The current portion of commissions receivable are future renewal commissions expected to be renewed and collected in cash within one year, while the non-current portion of commissions receivable are expected to be collected beyond one year. Contract assets are reclassified as accounts receivable, net when the rights to the renewal commissions become unconditional, which is primarily upon renewal of the underlying policy, typically on an annual basis.
Cost of Commissions and Other Services Revenue and Cost of Goods Sold-Pharmacy Revenue
Cost of Commissions and Other Services Revenue—Cost of services revenue represents the direct costs associated with fulfilling our obligations to our customers in Senior, Life, Auto & Home, and Healthcare Services (excluding SelectRx discussed below), primarily compensation, benefits, and licensing for sales agents, customer success agents, fulfillment specialists, and others directly engaged in serving customers. It also includes allocations for facilities, telecommunications, and software maintenance costs, which are all based on headcount. Facilities costs include rent and utilities expenses and other costs to maintain our office locations. Telecommunications and software maintenance costs includes costs related to the internal phone systems and various software applications that our agents use to make sales. These costs directly correlate to the number of agents we have as we are primarily charged based on per person usage for the phone systems and software applications.

Cost of Goods Sold-Pharmacy Revenue—Cost of goods sold-pharmacy revenue represents the direct costs associated with fulfilling pharmacy patient orders for SelectRx. Such costs primarily consist of medication costs and compensation and related benefit costs for licensed pharmacists, pharmacy technicians, and other
employees directly associated with fulfilling orders such as packaging and shipping clerks. It also includes shipping, supplies, other order fulfillment costs including part of the one-time customer onboarding costs, and certain facilities overhead costs such as rent, maintenance, and depreciation related to the pharmacy production process.
Inventory
Inventory—Inventory consists of SelectRx pharmaceuticals, which are carried at the lower of cost (weighted average cost) or net realizable value. Net realizable value is defined as estimated selling prices in the ordinary course of business, less reasonably predictable costs of completion, disposal, and transportation, with a normal margin to sell. Any adjustments to reduce the cost of inventories to their net realizable value are recognized in earnings in the current period. Inventory is included in other current assets in the consolidated balance sheets.
Share-Based Compensation
Share-Based Compensation—The Company applies the fair value method under ASC 718, Compensation—Stock Compensation (“ASC 718”), in accounting for share-based compensation to employees. Under ASC 718, compensation cost is measured at the grant date based on the fair value of the equity instruments awarded and is recognized over the period during which an employee is required to provide service in exchange for the award, or the requisite service period, which is usually the vesting period. The fair value of the equity award granted is estimated on the date of the grant.
Marketing and Advertising Expense Marketing and Advertising Expenses—Direct costs related to marketing and advertising the Company’s services are expensed in the period incurred.
Income Taxes
Income Taxes—The Company accounts for income taxes using an asset and liability method. Deferred income tax assets and liabilities result from temporary differences between the tax basis of assets and liabilities and their reported amounts in the consolidated financial statements that will result in taxable or deductible amounts in future years. Valuation allowances are provided when necessary to reduce deferred tax assets to the amount which is more likely than not expected to be realized.

The Company applies ASC 740, Income Taxes (“ASC 740”), in accounting for uncertainty in income taxes recognized in the Company’s consolidated financial statements. ASC 740 requires a more-likely-than-not threshold for financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return. The Company records a liability for the difference between the benefit recognized and measured pursuant to ASC 740 and the tax position taken or expected to be taken on the Company’s tax return. To the extent that the assessment of such tax positions changes, the change in estimate is recorded in the period in which the determination is made.
Comprehensive Income (Loss)
Comprehensive Income (Loss) —Comprehensive income (loss) is comprised of net income (loss) and the effective portion of changes in the fair value of derivatives designated and that qualify as cash flow hedges, less amounts reclassified into earnings.
Recent Accounting Pronouncements Adopted and Not Yet Adopted
Recent Accounting Pronouncements Adopted—In November 2023, the Financial Accounting Standards Board (“FASB”) issued Accounting Standards Update (“ASU”) No. 2023-07 – Segment Reporting (Topic ASC 280) Improvements to Reportable Segment Disclosures, which improves reportable segment disclosure requirements, primarily through enhanced disclosure about significant segment expenses. The enhancements under this update 1) require disclosure of significant segment expenses that are regularly provided to the chief operating decision maker (“CODM”) and included within each reported measure of segment profit or loss, 2) require disclosure of other segment items by reportable segment and a description of the composition of other segment items 3) require annual disclosures to also be provided in interim periods, 4) clarify use of more than one measure of segment profit or loss by the CODM, 5) require that the title of the CODM be disclosed and an explanation of how the CODM uses the reported measures of segment profit or loss to make decisions, and 6) require that entities with a single reportable segment provide all disclosures required by this update and required under ASC 280. ASU 2023-07 is effective for public business entities for fiscal years beginning after December 15, 2023, and interim periods within fiscal years beginning after December 15, 2024, with early adoption permitted. The Company adopted this ASU as of the fiscal year ended June 30, 2025, and retrospectively applied the guidance to all prior periods presented in the consolidated financial statements.
Recent Accounting Pronouncements Not Yet Adopted—In December 2023, the FASB issued ASU No. 2023-09 – Income Taxes (Topic ASC 740) Income Taxes. This ASU improves the transparency of income tax disclosures by requiring (1) consistent categories and greater disaggregation of information in the rate reconciliation and (2) income taxes paid disaggregated by jurisdiction. It also includes certain other amendments to improve the effectiveness of income tax disclosures. The amendments in ASU 2023-09 are effective for annual periods beginning after December 15, 2024. This change will apply on a prospective basis to annual financial statements for periods beginning after the effective date. However, retrospective application in all prior periods presented is permitted. The Company is currently evaluating the impact of this ASU on its financial statements.
In November 2024, the FASB issued ASU No. 2024-03 - Income Statement - Reporting Comprehensive Income - Expense Disaggregation Disclosures (Subtopic 220-40). In January 2025, the FASB issued ASU 2025-01, Income Statement—Reporting Comprehensive Income—Expense Disaggregation Disclosures (Subtopic 220-40): Clarifying the Effective Date to clarify the effective date of ASU 2024-03. The amendments in this ASU require a public business entity to disclose specific information about certain costs and expenses in the notes to its financial statements for interim and annual reporting periods. The objective of the disclosure requirements is to provide disaggregated information about a public business entity's expenses to help investors (a) better understand the entity's performance, (b) better assess the entity's prospects for future cash flows, and (c) compare an entity's performance over time and with that of other entities. The additional disclosures under this update include (1) disclosing the amounts of purchases of inventory, employee compensation, depreciation, intangible asset amortization, and depreciation, depletion, and amortization recognized as part of oil and gas-producing activities (DD&A) (or other amounts of depletion expense) that are included in each relevant expense caption, (2) include certain amounts that are already required to be disclosed under current generally accepted accounting principles (GAAP) in the same disclosure as the other disaggregation requirements, (3) disclose a qualitative description of the amounts remaining in relevant expense captions that are not separately disaggregated quantitatively, and (4) disclose the total amount of selling expenses and, in annual reporting periods, an entity’s definition of selling expenses. The amendments in this ASU are effective for annual reporting periods beginning after December 15, 2026, and interim reporting periods beginning after December 15, 2027. Early adoption is permitted. The Company is currently evaluating the impact of this ASU on its financial statements.
Net Loss Per Share Diluted net income (loss) per share (“Diluted EPS”) is computed by dividing net income (loss) attributable to common and common equivalent shareholders by the total of the weighted-average common stock outstanding and common equivalent shares outstanding during the respective period. For the purpose of calculating the Company’s Diluted EPS, common equivalent shares outstanding include common shares issuable upon the exercise of outstanding employee stock options, unvested RSU's, PSU’s assuming the performance conditions are satisfied as of the end of the reporting period, PVU’s assuming market conditions are satisfied as of the end of the reporting period, common shares issuable upon the conclusion of each ESPP offering period, Eleventh Amendment Warrants, and Senior Non-Convertible Preferred Stock Warrants (excluding the Penny Warrants). The number of common equivalent shares outstanding has been determined in accordance with the treasury stock method for employee stock options, RSU's, PSU’s, PVU’s, common stock issuable pursuant to the ESPP, Eleventh Amendment Warrants, and Senior Non-Convertible Preferred Stock Warrants to the extent they are dilutive. Under the treasury stock method, the exercise price paid by the option holder and future share-based compensation expense that the Company has not yet recognized are assumed to be used to repurchase shares.
v3.25.2
Summary of Business and Significant Accounting Policies (Tables)
12 Months Ended
Jun. 30, 2025
Accounting Policies [Abstract]  
Schedule of Cash, Cash Equivalents, and Restricted Cash The following table summarizes the cash, cash equivalents and restricted cash included on the consolidated balance sheet.
June 30,
(in thousands)
20252024
Current assets:
Cash and cash equivalents
$32,400 $42,690 
Restricted cash - current
3,333 — 
Total current assets
35,733 42,690 
Other assets:
Other assets
1,333 — 
Total cash, cash equivalents and restricted cash
$37,066 $42,690 
Schedule of Restricted Cash The following table summarizes the cash, cash equivalents and restricted cash included on the consolidated balance sheet.
June 30,
(in thousands)
20252024
Current assets:
Cash and cash equivalents
$32,400 $42,690 
Restricted cash - current
3,333 — 
Total current assets
35,733 42,690 
Other assets:
Other assets
1,333 — 
Total cash, cash equivalents and restricted cash
$37,066 $42,690 
Schedule of Property and Equipment Depreciation is computed using the straight-line method based on the date the asset is placed in service using the following estimated useful lives:
Computer hardware3 years
Machinery and equipment
2–5 years
Automobiles5 years
Leasehold improvementsShorter of lease period or useful life
Furniture and fixtures7 years
Property and equipment—net consisted of the following:

(in thousands)
20252024
Computer hardware$17,680 $18,036 
Machinery and equipment(1)
18,239 16,451 
Leasehold improvements17,390 18,870 
Furniture and fixtures4,671 4,705 
Work in progress229 308 
Total58,209 58,370 
Less accumulated depreciation(2)
(43,632)(39,397)
Property and equipment—net$14,577 $18,973 
(1) Includes financing lease right-of-use assets.
(2) During the year ended June 30, 2025, the Company disposed of $3.9 million of property and equipment.
v3.25.2
Property And Equipment—Net (Tables)
12 Months Ended
Jun. 30, 2025
Property, Plant and Equipment [Abstract]  
Schedule of Property and Equipment Depreciation is computed using the straight-line method based on the date the asset is placed in service using the following estimated useful lives:
Computer hardware3 years
Machinery and equipment
2–5 years
Automobiles5 years
Leasehold improvementsShorter of lease period or useful life
Furniture and fixtures7 years
Property and equipment—net consisted of the following:

(in thousands)
20252024
Computer hardware$17,680 $18,036 
Machinery and equipment(1)
18,239 16,451 
Leasehold improvements17,390 18,870 
Furniture and fixtures4,671 4,705 
Work in progress229 308 
Total58,209 58,370 
Less accumulated depreciation(2)
(43,632)(39,397)
Property and equipment—net$14,577 $18,973 
(1) Includes financing lease right-of-use assets.
(2) During the year ended June 30, 2025, the Company disposed of $3.9 million of property and equipment.
v3.25.2
Software—Net (Tables)
12 Months Ended
Jun. 30, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Capitalized Software
Software—net consisted of the following:

(in thousands)
20252024
Software$28,306 $28,287 
Work in progress18 78 
Total28,324 28,365 
Less accumulated amortization(1)
(13,264)(14,387)
Software—net$15,060 $13,978 
(1) During the year ended June 30, 2025, the Company disposed of $9.3 million of software and $9.1 million of related accumulated amortization, resulting in a net loss on disposal of software of less than $0.2 million.
v3.25.2
Leases (Tables)
12 Months Ended
Jun. 30, 2025
Leases [Abstract]  
Schedule of Right-of-Use Asset and Lease Liability The right-of-use assets and lease liabilities were as follows as of June 30:
(in thousands)Balance Sheet Classification20252024
Assets
Operating leasesOperating lease right-of-use assets$24,635 $23,437 
Finance leases
Property and equipment–net
1,552 191 
Total lease right-of-use assets$26,187 $23,628 
Liabilities
Current
Operating leases
Operating lease liabilities–current
$4,820 $4,709 
Finance leasesOther current liabilities400 130 
Non-current
Operating leasesOperating lease liabilities25,982 25,685 
Finance leasesOther liabilities1,200 66 
Total lease liabilities$32,402 $30,590 
Schedule of Lease Costs and Supplemental Information The components of lease costs were as follows for the periods presented:
Year Ended June 30,
(in thousands)20252024
Finance lease costs(1)
$577 $168 
Operating lease costs(2)
7,383 5,649 
Short-term lease costs251 243 
Variable lease costs(3)
609 613 
Sublease income(2,225)(2,294)
Total net lease costs$6,595 $4,379 
(1) Primarily consists of amortization of finance lease right-of-use assets and an immaterial amount of interest on finance lease liabilities recorded in selling, general, and administrative expense and interest expense, net in the consolidated statements of comprehensive income (loss).
(2) Recorded in selling, general, and administrative expense in the consolidated statements of comprehensive income (loss).
(3) Variable lease costs are not included in the measurement of the lease liability or right-of-use asset as they are not based on an index or rate and primarily represents common area maintenance charges and real estate taxes recorded in operating costs and expenses in the consolidated statements of comprehensive income (loss).

Supplemental Information—Supplemental information related to leases was as follows as of and for the periods presented:
Year Ended June 30,
20252024
(in thousands)Operating leasesFinance leasesTotalOperating leasesFinance leasesTotal
Cash paid for amounts included in measurement of liabilities:
Operating cash flows from leases$8,145 $176 $8,321 $8,197 $18 $8,215 
Financing cash flows from leases327 327 — 149 149 
Right-of-use assets obtained in exchange for new lease liabilities$5,093 $1,731 $6,824 $1,307 $120 $1,427 

Year Ended June 30,
20252024
Operating leasesFinance leasesOperating leasesFinance leases
Weighted-average remaining lease term (in years)6.413.655.921.84
Weighted-average discount rate12.61 %14.22 %11.80 %9.96 %
Schedule of Maturity of Operating Lease Liabilities As of June 30, 2025, remaining maturities of lease liabilities for each of the next five fiscal years and thereafter are as follows:
(in thousands)Operating leasesFinance leasesTotal
2026$8,056 $596 $8,652 
20277,267 546 7,813 
20286,906 514 7,420 
20297,006 362 7,368 
20304,615 30 4,645 
Thereafter12,985 — 12,985 
     Total undiscounted lease payments46,835 2,048 48,883 
Less: interest16,033 448 16,481 
     Present value of lease liabilities$30,802 $1,600 $32,402 
Schedule of Maturity of Finance Lease Liabilities As of June 30, 2025, remaining maturities of lease liabilities for each of the next five fiscal years and thereafter are as follows:
(in thousands)Operating leasesFinance leasesTotal
2026$8,056 $596 $8,652 
20277,267 546 7,813 
20286,906 514 7,420 
20297,006 362 7,368 
20304,615 30 4,645 
Thereafter12,985 — 12,985 
     Total undiscounted lease payments46,835 2,048 48,883 
Less: interest16,033 448 16,481 
     Present value of lease liabilities$30,802 $1,600 $32,402 
Schedule of Sublease, Future Minimum Receipts, Fiscal Year Maturity
As of June 30, 2025, the future minimum fixed sublease receipts under non-cancelable operating lease agreements are as follows:
(in thousands)Total
2026$2,405 
20272,102 
20281,931 
20291,931 
2030161 
Thereafter— 
Total sublease income$8,530 
v3.25.2
Intangible Assets and Goodwill (Tables)
12 Months Ended
Jun. 30, 2025
Goodwill and Intangible Assets Disclosure [Abstract]  
Schedule of Indefinite-Lived Intangible Assets The carrying amounts, accumulated amortization, net carrying value, and weighted average remaining life of our definite-lived amortizable intangible assets are presented in the tables below as of June 30 (dollars in thousands):
20252024
Gross Carrying AmountImpairment ChargesAccumulated AmortizationNet Carrying AmountGross Carrying AmountAccumulated AmortizationNet Carrying Amount
Customer relationships$17,492 $(4,209)$(13,252)$31 $17,492 $(10,936)$6,556 
Trade name2,680 — (2,680)— 2,680 (2,233)447 
Proprietary software4,342 — (2,418)1,924 4,342 (1,189)3,153 
Non-compete agreements100 — (82)18 100 (62)38 
Total intangible assets$24,614 $(4,209)$(18,432)$1,973 $24,614 $(14,420)$10,194 
Schedule of Future Amortization Expense
As of June 30, 2025, expected amortization expense in future fiscal periods were as follows (in thousands):
Trade NameProprietary SoftwareNon-compete agreementsCustomer relationshipsTotal
2026$— $1,100 $18 $17 $1,135 
2027— 824 — 14 838 
Total$— $1,924 $18 $31 $1,973 
v3.25.2
Derivative Instruments and Hedging Activities (Tables)
12 Months Ended
Jun. 30, 2025
Derivative Instruments and Hedging Activities Disclosure [Abstract]  
Schedule of Derivative Instruments in Statement of Financial Position, Fair Value
The following table presents the fair value of the Company’s derivative financial instrument on a gross basis, as well as its classification on the Company’s consolidated balance sheets as of June 30:

(in thousands)20252024
Derivatives Designated as Hedging InstrumentsBalance Sheet LocationFair ValueBalance Sheet LocationFair Value
Cash flow hedge
Other current assets
$— 
Other current assets
$5,027 
Schedule of Derivative Instrument Gains (Losses)
The following table presents the unrealized gains deferred to accumulated other comprehensive income (loss) resulting from the Company’s derivative instruments designated as cash flow hedging instruments as of June 30:

(in thousands)20252024
Unrealized gain (loss), before taxes
$(585)$1,558 
Income tax (expense) benefit
153 (344)
Unrealized gain (loss), net of taxes
$(432)$1,214 

The following table presents information about the reclassification of gains and losses from accumulated other comprehensive income (loss) into earnings resulting from the Company’s derivative instruments designated as cash flow hedging instruments as of June 30:

(in thousands)20252024
Interest expense, net
$(4,981)$(14,392)
Income tax benefit
1,301 3,611 
Net reclassification into earnings$(3,680)$(10,781)

Amounts included in accumulated other comprehensive income (loss) are recorded net of the related income tax effects. The following table details the changes in accumulated other comprehensive income:
(in thousands)Derivative Instruments
Balance at June 30, 2024
$4,112 
Unrealized loss, net of related tax expense of $0.2 million
(432)
Amount reclassified into earnings, net of related taxes of $1.3 million
(3,680)
Balance at June 30, 2025
$— 
v3.25.2
Debt (Tables)
12 Months Ended
Jun. 30, 2025
Debt Disclosure [Abstract]  
Schedule of Long-term Debt Instruments
Debt consisted of the following:
(in thousands)20252024
Term Loans
$314,000 $688,203 
Class A Notes
50,054 — 
Class B Notes
33,369 — 
Unamortized debt issuance costs and debt discount(12,311)(4,869)
Total debt385,112 683,334 
Less current portion of long-term debt:(68,523)(45,854)
Long-term debt$316,589 $637,480 
Schedule of Maturities of Long-Term Debt
The combined aggregate amount of expected payments associated with the Notes and maturities associated with the Term Loans as of June 30, 2025 are as follows:
(in thousands)2026202720282029Total
Revolving credit facility
$— $— $— $— $— 
Term Loans54,009 13,164 246,827 — 314,000 
Class A Notes
11,717 10,593 8,650 19,094 50,054 
Class B Notes
7,811 7,062 5,767 12,729 33,369 
Total obligations$73,537 $30,819 $261,244 $31,823 $397,423 
v3.25.2
Fair Value Measurements (Tables)
12 Months Ended
Jun. 30, 2025
Fair Value Disclosures [Abstract]  
Schedule of Assets And Liabilities, Measured at Fair Value on Recurring Basis The following tables present information about the Company’s assets and liabilities that are measured at fair value on a recurring basis as of June 30, 2025 and June 30, 2024 and indicate the fair value hierarchy of the valuation inputs the Company utilized to determine such fair value:
As of June 30, 2025
(in thousands)Level 1Level 2Level 3Total
Assets:
Cash equivalents
Money market funds
$322 $— $— $322 
Liabilities:
Other long-term liabilities
Warrant liability$— $— $78,657 $78,657 

As of June 30, 2024
(in thousands)Level 1Level 2Level 3Total
Assets:
Cash equivalents
Money market funds
$307 $— $— $307 
Other current assets
Cash flow hedge
$— $5,027 $— $5,027 
Schedule of Estimated Fair Value of the Warrants
The fair value of the Eleventh Amendment Warrants has been estimated with the following assumptions:
June 30, 2025
Tranche 1
Tranche 2
Tranche 3
Tranche 4
Stock price(1)
$2.38 $2.38 $2.38 $2.38 
Exercise price$3.00 $3.00 $3.00 $3.00 
Expected volatility
109.98 %103.31 %103.31 %103.31 %
Risk-free interest rate
3.68 %3.75 %3.85 %3.95 %
Expected dividend-yield
— %— %— %— %
Expected life
4.29 years5.29 years6.29 years7.29 years
Fair value per warrant
$1.75 $1.81 $1.92 $2.00 
(1) The stock price is based on the closing stock price as of June 30, 2025.
The fair value of the Senior Non-Convertible Preferred Stock Warrants has been estimated with the following assumptions:

June 30, 2025
Tranche ATranche BTranche C
Stock price(1)
$2.38 $2.38 $2.38 
Exercise price$0.01 $3.92 $5.50 
Expected volatility
103.31 %103.31 %103.31 %
Risk-free interest rate
4.18 %4.18 %4.18 %
Expected dividend-yield
— %— %— %
Expected life
9.62 years9.62 years9.62 years
Fair value per warrant
$2.38 $2.11 $2.06 
(1) The stock price is based on the closing stock price as of June 30, 2025.
Schedule of Changes in Level 3 Fair Value Measurements
Changes in Level 3 fair value measurements during the period ended June 30, 2025 were as follows:
(in thousands)
Warrant Liability
Balance as of June 30, 2024
$— 
Issuance of Eleventh Amendment Warrants8,628 
Issuance of Senior Non-Convertible Preferred Stock Warrants128,953 
Change in fair value(58,924)
Balance as of June 30, 2025
$78,657 
v3.25.2
Shareholders' Equity (Tables)
12 Months Ended
Jun. 30, 2025
Equity [Abstract]  
Schedule of Stock by Class As of June 30, 2025, the Company has reserved the following authorized, but unissued, shares of common stock:
ESPP159 
Stock awards outstanding under 2020 Plan18,780,459 
Stock awards available for grant under 2020 Plan3,632,285 
Options outstanding under 2003 Plan428,567 
Total22,841,470 
Schedule of Share-Based Compensation Activity
Total share-based compensation for stock awards included in selling, general and administrative expense in the consolidated statements of comprehensive income (loss) was as follows for the periods presented:

Year Ended June 30,
(in thousands)202520242023
Share-based compensation related to:
Equity classified stock options$1,607 $2,733 $3,249 
Equity classified RSU's10,070 7,701 5,958 
Equity classified PSU's— 33 100 
Equity classified PVU's6,680 3,349 1,876 
Total $18,357 $13,816 $11,183 
Schedule of Stock Options Activity The following table summarizes stock option activity under the Stock Plans for the year ended June 30, 2025:
Number of OptionsWeighted- Average Exercise PriceWeighted- Average Remaining Contractual Term (in Years)Aggregate Intrinsic Value (in Thousands)
Outstanding—June 30, 2024
3,677,964 $11.81 
Options granted— — 
Options exercised(153,480)2.12 
Options forfeited/expired/cancelled(186,459)10.92 
Outstanding—June 30, 2025
3,338,025 $12.30 5.45$286,969 
Vested and exercisable—June 30, 2025
2,881,754 $12.62 5.30$286,969 
Schedule of Restricted Stock Unit Activity
The following table summarizes restricted stock unit activity under the 2020 Stock Plan for the year ended June 30, 2025:
Number of Restricted Stock UnitsWeighted-Average Grant Date Fair Value
Unvested as of June 30, 2024
8,441,168 $1.91 
Granted4,074,197 3.01 
Vested(3,742,212)2.15 
Forfeited(383,965)2.68 
Unvested as of June 30, 2025
8,389,188 $2.30 
Schedule of Share-Based Compensation Arrangements by Share-Based Payment Award
The following table summarizes the number of shares, stock price hurdles, service periods, and performance periods for each tranche, for the PVU’s granted during the year ended June 30, 2025:

Number of Shares per TrancheGrant Date Fair Value (per Share)Stock Price Hurdle (per Share)Performance PeriodRequisite Service Period
Tranche 1772,027 $3.98 $3.13 
August 1, 2024 - August 1, 2029
1 year - 3 years
Tranche 2772,020 $3.75 $6.00 
August 1, 2024 - August 1, 2029
1 year - 3 years
Tranche 3772,027 $3.49 $9.00 
August 1, 2024 - August 1, 2029
1.31 years - 3 years

The following table summarizes the number of shares, stock price hurdles, service periods, and performance periods for each tranche, for the PVU’s awarded during the year June 30, 2024:
Number of Shares per TrancheGrant Date Fair Value (per Share)Stock Price Hurdle (per Share)Performance PeriodRequisite Service Period
Tranche 1559,202 $1.85 $2.50 August 1, 2023 - August 1, 2028
1 year - 3 years
Tranche 2559,175 $1.69 $5.00 August 1, 2023 - August 1, 2028
1.41 years - 3 years
Tranche 3559,213 $1.55 $7.50 August 1, 2023 - August 1, 2028
1.96 years - 3 years
Tranche 4559,185 $1.45 $10.00 August 1, 2023 - August 1, 2028
2.27 years - 3 years
Tranche 58,439 $0.98 $2.50 February 1, 2024 - February 1, 2029
1.29 years - 3 years
Tranche 68,437 $0.84 $5.00 February 1, 2024 - February 1, 2029
2.20 years - 3 years
Tranche 78,441 $0.75 $7.50 February 1, 2024 - February 1, 2029
2.64 years- 3 years
Tranche 88,438 $0.67 $10.00 February 1, 2024 - February 1, 2029
2.90 years - 3 years
Schedule of Stock Options, Valuation Assumptions The Company used the following weighted-average assumptions for the PVU’s granted during the period presented below:
Shares Granted August 1, 2024Shares Granted February 1, 2024Shares Granted August 1, 2023
Share price as of grant date $4.01$1.11$1.38
Volatility88.8%90.8%94.3%
Risk-free interest rate3.8%3.7%4.1%
Cost of Equity12.6%11.6%9.2%
Dividend yield—%—%—%
Schedule of Nonvested Share Activity
The following table summarizes price-vested stock unit activity under the 2020 Stock Plan for the year ended June 30, 2025:
Number of Price-Vested UnitsWeighted-Average Grant Date Fair Value
Unvested as of June 30, 2024
6,170,385 $1.37 
Granted2,316,074 3.74
Vested(831,224)1.32 
Forfeited(173,422)2.01 
Unvested as of June 30, 2025
7,481,813 $2.11 
v3.25.2
Revenue from Contracts with Customers (Tables)
12 Months Ended
Jun. 30, 2025
Revenue from Contract with Customer [Abstract]  
Schedule of Disaggregation of Revenue The disaggregation of revenue by segment and product is depicted for the periods presented below, and is consistent with how the Company evaluates its financial performance:
Year Ended June 30,
(in thousands)
202520242023
Senior:
Medicare advantage commissions$518,031 $569,648 $500,501 
Other Senior commissions
11,397 11,237 8,733 
Other services70,965 74,964 80,897 
Total Senior revenue600,393 655,849 590,131 
Healthcare Services:
Pharmacy728,753 464,853 239,547 
Other services13,952 13,655 12,528 
Total Healthcare Services revenue742,705 478,508 252,075 
Life:
Term commissions74,685 73,980 70,094 
Final expense commissions78,175 64,138 56,488 
Other services20,118 19,812 19,250 
Total Life revenue172,978 157,930 145,832 
All other:
Commissions17,308 35,244 20,450 
Other services718 984 1,412 
Total All other revenue
18,026 36,228 21,862 
Eliminations:
Commissions(3,339)(2,567)(2,796)
Other services(4,169)(4,172)(4,256)
Total Elimination revenue(7,508)(6,739)(7,052)
Total Commissions and other services revenue797,841 856,923 763,301 
Total Pharmacy revenue728,753 464,853 239,547 
Total Revenue$1,526,594 $1,321,776 $1,002,848 
Schedule of Activity in Commissions Receivable
A roll forward of commissions receivable (current and long-term) is shown below for the period presented:
(in thousands)
Balance as of June 30, 2023$840,498 
Commission revenue from revenue recognized
279,575 
Net commission revenue adjustment from change in estimate3,436 
Amounts recognized as accounts receivable, net(242,192)
Balance as of June 30, 2024
$881,317 
Commission revenue from revenue recognized
317,787 
Net commission revenue adjustment from change in estimate(4,468)
Amounts recognized as accounts receivable, net(243,808)
Balance as of June 30, 2025
$950,828 
Schedule of Contract Liabilities
A roll forward of contract liabilities (current and long-term) is shown below for the period presented:
(in thousands)
Balance as of June 30, 2023$1,691 
Commission and other services revenue recognized
(30,927)
Amounts recognized as contract liabilities37,302 
Balance as of June 30, 2024
$8,066 
Commission and other services revenue recognized
(34,808)
Amounts recognized as contract liabilities27,440 
Balance as of June 30, 2025
$698 
v3.25.2
Income Taxes (Tables)
12 Months Ended
Jun. 30, 2025
Income Tax Disclosure [Abstract]  
Schedule of Components of Income Tax Expense (Benefit)
Income tax expense (benefit) consists of the following for the periods presented:

Year Ended June 30,
(in thousands)202520242023
Current income taxes:
Federal$(1,527)$2,523 $102 
State952 1,286 544 
Total(575)3,809 646 
Deferred income taxes:
Federal1,192 (2,805)(12,365)
State314 4,055 1,119 
Total1,506 1,250 (11,246)
Income tax expense (benefit)
$931 $5,059 $(10,600)
Schedule of Effective Income Tax Rate Reconciliation
The following reconciles the statutory federal income tax rate to the effective income tax rate for the periods presented:
Year Ended June 30,
202520242023
Federal statutory rate21.0%21.0%21.0%
Differences in income tax expense resulting from:
State income taxes1.75.93.1
Executive officer compensation3.7(0.4)(1.1)
Equity compensation(3.7)(0.7)(1.1)
Change in valuation allowance27.4(37.0)(5.4)
Change in state tax rate(16.8)12.1
Deferred adjustments(0.8)(1.1)
Deferred revaluation
(17.6)
Transaction costs
1.8
Warrant mark-to-market
(25.8)
General business credit
(5.7)
Return to provision adjustments
(2.2)
Other0.50.1(0.1)
Effective income tax rate1.9%(17.4)%15.3%
Schedule of Deferred Tax Assets and Liabilities
Significant components of the deferred tax assets and liabilities were as follows as of June 30:

(in thousands)20252024
Deferred tax assets:
  Accruals and other$11,165 $23,498 
Lease liability8,187 7,994 
  Interest expense limitation75,708 56,309 
  Net operating losses150,643 149,780 
  Credit carryforward5,068 4,393 
Basis difference in fixed and amortizable assets13,289 11,310 
Total deferred tax assets264,060 253,284 
Less: Valuation allowance
(28,083)(14,476)
Deferred tax assets, net of valuation allowance
$235,977 $238,808 
Deferred tax liabilities:
  Commissions receivable$(266,600)$(268,656)
Lease right-of-use asset(6,617)(6,175)
Other
(632)— 
Interest rate swap— (1,455)
  Total deferred tax liabilities
(273,849)(276,286)
Net long-term deferred tax liabilities$(37,872)$(37,478)
Schedule of Unrecognized Tax Benefits Roll Forward
Year Ended June 30,
(in thousands)
20252024
Balance as of June 30, 2024
$— $— 
Additions for UTP’s of prior years
350 — 
Decreases for UTP’s of prior years
— — 
Additions for UTP’s of current year
49 — 
Decreases related to audit settlements
— — 
Balance as of June 30, 2025
$399 $— 
v3.25.2
Net Income (Loss) Per Share (Tables)
12 Months Ended
Jun. 30, 2025
Earnings Per Share [Abstract]  
Schedule of Earnings Per Share, Basic and Diluted
The following table sets forth the computation of net income (loss) per share for the periods presented:
Year Ended June 30,
(in thousands, except per share amounts)
202520242023
Numerator:
Net income (loss) attributable to common shareholders, basic$25,032 $(34,125)$(58,544)
Change in fair value of warrants(1)
(22,607)— — 
Net income (loss) attributable to common shareholders, diluted2,425 (34,125)(58,544)
Denominator:
Weighted-average common stock outstanding, basic176,148 168,519 166,140 
Stock options outstanding to purchase shares of common stock including unvested RSU's and from the ESPP(2)
4,458 — — 
Dilutive effect of warrants to purchase common stock
1,289 — — 
Weighted-average common stock outstanding, diluted
181,895 168,519 166,140 
Net income (loss) per share—basic:$0.14 $(0.20)$(0.35)
Net income (loss) per share—diluted:
$0.01 $(0.20)$(0.35)
(1) Includes the change in fair value of warrant liabilities to the extent the related warrants to purchase common stock are dilutive.
(2) Excluded from the computation of net income (loss) per share-diluted for the years ended June 30, 2024, and 2023 because the effect would have been anti-dilutive.
Schedule of Antidilutive Securities Excluded from Computation of Income (Loss) Per Share
The weighted average potential shares of common stock that were excluded from the calculation of net income (loss) per share-diluted for the periods presented because including them would have been anti-dilutive consisted of the following:
Year Ended June 30,
(in thousands)202520242023
Stock options outstanding to purchase shares of common stock, unvested RSU's and shares from the ESPP
3,799 12,204 8,456 
The weighted average potential shares of common stock that were excluded from the calculation of net income (loss) per share-diluted because the performance or market conditions associated with these awards were not met are as follows for the periods presented:
Year Ended June 30,
(in thousands)202520242023
Shares subject to outstanding PVU’s7,437 6,243 4,346 
Shares subject to outstanding PSU's— — 
Total7,437 6,243 4,355 

The weighted average potential shares of common stock that were excluded from the calculation of net income (loss) per share-diluted because the exercise price of the warrants exceeded the average market price of the Company's common stock for the periods presented:
Year Ended June 30,
(in thousands)202520242023
Warrants to purchase shares of common stock8,932 — — 
v3.25.2
Segment Information (Tables)
12 Months Ended
Jun. 30, 2025
Segment Reporting [Abstract]  
Schedule of Segment Reporting Information, by Segment
The following tables present information about the reportable segments for the periods presented.

We do not report total assets by segment as our CODM does not use this information to evaluate operating segment performance. Accordingly, we do not regularly provide such information by segment to our CODM.

Year Ended June 30, 2025:

(in thousands)SeniorHealthcare ServicesLife
Total
External revenue$593,335 $742,338 $172,895 $1,508,568 
Intersegment revenue
7,058 367 83 7,508 
Total revenue from reportable segments
$600,393 $742,705 $172,978 $1,516,076 
All other revenue (1)
18,026 
Eliminations of intersegment revenues
(7,508)
Total consolidated revenue
$1,526,594 
(1) Represents revenue from SQAH, a non-reportable segment.

(in thousands)SeniorHealthcare ServicesLifeTotal
Total revenue from reportable segments
$600,393 $742,705 $172,978 $1,516,076 
Less:
Cost of commissions and other services revenue
(201,933)(25,163)(65,047)
Cost of goods sold - pharmacy revenue
— (625,389)— 
Marketing expense (1)
(234,335)(8,038)(80,269)
Technical development (2)
— (2,187)— 
Selling, general, and administrative (3)
(2,454)(56,541)(993)
Adjusted Segment EBITDA$161,671 $25,387 $26,669 $213,727 
Reconciliation of total segment Adjusted EBITDA
All other Adjusted EBITDA (4)
10,597 
Corporate (5)
(98,070)
Share-based compensation expense(18,357)
Transaction costs (6)
(14,617)
Depreciation and amortization(20,460)
Loss on disposal of property, equipment, and software, net(240)
Impairment of long-lived assets
(4,209)
Change in fair value of warrants59,525 
Interest expense, net(79,385)
Income before income tax expense (benefit)$48,511 
(1) Primarily consists of direct advertising and lead generation costs across various marketing channels.
(2) Primarily comprised of payroll and related benefits for dedicated Healthcare Services IT personnel.
(3) For Senior and Life, these costs are primarily comprised of allocations from corporate related to payroll and related benefits for administrative support functions and facilities. Within Healthcare Services, it primarily consists of payroll and related benefit costs for licensed pharmacists and pharmacy technicians performing one-time customer onboarding work for enrollments that don’t actually become members.
(4) Represents adjusted EBITDA from SQAH, a non-reportable segment.
(5) Corporate is not an operating segment and consists primarily of unallocated corporate overhead costs, such as payroll and related benefits ($65.1 million), professional services ($17.2 million), and facilities ($5.7 million).
(6) These expenses primarily consist of non-restructuring severance expenses ($0.8 million) and financing transaction costs ($13.8 million).

Year Ended June 30, 2024

(in thousands)SeniorHealthcare ServicesLife
Total
External revenue$649,232 $478,491 $157,826 $1,285,549 
Intersegment revenue
6,617 17 104 6,738 
Total revenue from reportable segments
$655,849 $478,508 $157,930 $1,292,287 
All other revenue (1)
36,228 
Eliminations of intersegment revenues
(6,739)
Total consolidated revenue
$1,321,776 
(1) Represents revenue from SQAH, a non-reportable segment.

(in thousands)SeniorHealthcare ServicesLife
Total
Total revenue from reportable segments
$655,849 $478,508 $157,930 $1,292,287 
Less:
Cost of commissions and other services revenue
(216,348)(17,438)(60,017)
Cost of goods sold - pharmacy revenue
— (400,821)— 
Marketing expense (1)
(269,867)(6,260)(76,513)
Technical development (2)
— (915)— 
Selling, general, and administrative (3)
(2,890)(45,253)(1,236)
Adjusted Segment EBITDA$166,744 $7,821 $20,164 $194,729 
Reconciliation of total segment Adjusted EBITDA
All other Adjusted EBITDA (4)
14,127 
Corporate (5)
(91,863)
Share-based compensation expense(13,816)
Transaction costs (6)
(13,158)
Depreciation and amortization(24,998)
Loss on disposal of property, equipment, and software, net(536)
Interest expense, net
(93,551)
Loss before income tax expense (benefit)$(29,066)
(1) Primarily consists of direct advertising and lead generation costs across various marketing channels.
(2) Primarily comprised of payroll and related benefits for dedicated Healthcare Services IT personnel.
(3) For Senior and Life, these costs are primarily comprised of allocations from corporate related to payroll and related benefits for administrative support functions and facilities. Within Healthcare Services, it primarily consists of payroll and related benefit costs for licensed pharmacists and pharmacy technicians performing one-time customer onboarding work for enrollments that don’t actually become members.
(4) Represents adjusted EBITDA from SQAH, a non-reportable segment.
(5) Corporate is not an operating segment and consists primarily of unallocated corporate overhead costs, such as payroll and related benefits ($61.7 million), professional services ($17.8 million), and facilities ($4.2 million).
(6) These expenses primarily consist of financing transaction costs.

Year Ended June 30, 2023
(in thousands)SeniorHealthcare ServicesLife
Total
External revenue$583,271 $252,075 $145,640 $980,986 
Intersegment revenue
6,860 — 192 7,052 
Total revenue from reportable segments
$590,131 $252,075 $145,832 $988,038 
All other revenue (1)
21,862 
Eliminations of intersegment revenues
(7,052)
Total consolidated revenue
$1,002,848 
(1) Represents revenue from SQAH, a non-reportable segment.

(in thousands)SeniorHealthcare ServicesLife
Total
Total revenue from reportable segments
$590,131 $252,075 $145,832 $988,038 
Less:
Cost of commissions and other services revenue
(210,229)(13,363)(53,666)
Cost of goods sold - pharmacy revenue
— (222,347)— 
Marketing expense (1)
(221,579)(5,035)(67,895)
Technical development (2)
— (274)— 
Selling, general, and administrative (3)
(3,246)(33,825)(1,198)
Adjusted Segment EBITDA$155,077 $(22,769)$23,073 $155,381 
Reconciliation of total segment Adjusted EBITDA
All other Adjusted EBITDA (4)
81 
Corporate (5)
(81,159)
Share-based compensation expense(11,310)
Transaction costs (6)
(5,569)
Depreciation and amortization(27,881)
Loss on disposal of property, equipment, and software, net(749)
Impairment of long-lived assets
(17,332)
Interest expense, net
(80,606)
Loss before income tax expense (benefit)$(69,144)
(1) Primarily consists of direct advertising and lead generation costs across various marketing channels.
(2) Primarily comprised of payroll and related benefits for dedicated Healthcare Services IT personnel.
(3) For Senior and Life, these costs are primarily comprised of allocations from corporate related to payroll and related benefits for administrative support functions and facilities. Within Healthcare Services, it primarily consists of payroll and related benefit costs for licensed pharmacists and pharmacy technicians performing one-time customer onboarding work for enrollments that don’t actually become members.
(4) Represents adjusted EBITDA from SQAH, a non-reportable segment.
(5) Corporate is not an operating segment and consists primarily of unallocated corporate overhead costs, such as payroll and related benefits ($51.4 million), professional services ($19.4 million), and facilities ($5.4 million).
(6) These expenses primarily consist of financing transaction costs.
v3.25.2
Summary of Business and Significant Accounting Policies - Schedule of Cash, Cash Equivalents, and Restricted Cash (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Jun. 30, 2022
Current assets:        
Cash and cash equivalents $ 32,400 $ 42,690    
Restricted cash - current 3,333 0    
Total current assets 35,733 42,690    
Other assets:        
Other assets 1,333 0    
Total cash, cash equivalents and restricted cash $ 37,066 $ 42,690 $ 83,156 $ 140,997
v3.25.2
Summary of Business and Significant Accounting Policies - Narrative (Details)
$ in Millions
12 Months Ended
Jun. 30, 2025
USD ($)
performanceObligation
revenue_stream
Jun. 30, 2024
USD ($)
Jun. 30, 2023
USD ($)
Class of Stock [Line Items]      
Number of revenue streams | revenue_stream 2    
Number of additional forms of revenue | revenue_stream 2    
Number of performance obligation | performanceObligation 1    
Expected renewal period for LTV 10 years    
Allowance for credit loss $ 11.8 $ 8.2  
Allowance for credit loss, write-off 0.9 1.4 $ 0.6
Advertising expense $ 263.7 $ 294.7 $ 242.5
Minimum      
Class of Stock [Line Items]      
Capitalized computer software, amortization period 3 years    
Increase in product specific constraint 15.00%    
Maximum      
Class of Stock [Line Items]      
Capitalized computer software, amortization period 5 years    
Increase in product specific constraint 6.00%    
UHC | Accounts And Commission Receivable | Customer Concentration Risk      
Class of Stock [Line Items]      
Concentration risk, percentage 34.00% 32.00%  
UHC | Revenue from Contract with Customer Benchmark | Customer Concentration Risk      
Class of Stock [Line Items]      
Concentration risk, percentage 37.00% 30.00% 33.00%
Humana | Accounts And Commission Receivable | Customer Concentration Risk      
Class of Stock [Line Items]      
Concentration risk, percentage 21.00% 23.00%  
Humana | Revenue from Contract with Customer Benchmark | Customer Concentration Risk      
Class of Stock [Line Items]      
Concentration risk, percentage 15.00% 17.00% 20.00%
Wellcare | Revenue from Contract with Customer Benchmark | Customer Concentration Risk      
Class of Stock [Line Items]      
Concentration risk, percentage 11.00% 16.00%  
v3.25.2
Summary of Business and Significant Accounting Policies - Schedule of Property and Equipment (Details)
Jun. 30, 2025
Computer hardware  
Property, Plant and Equipment [Line Items]  
Property equipment, useful life 3 years
Machinery and equipment | Minimum  
Property, Plant and Equipment [Line Items]  
Property equipment, useful life 2 years
Machinery and equipment | Maximum  
Property, Plant and Equipment [Line Items]  
Property equipment, useful life 5 years
Automobiles  
Property, Plant and Equipment [Line Items]  
Property equipment, useful life 5 years
Furniture and fixtures  
Property, Plant and Equipment [Line Items]  
Property equipment, useful life 7 years
v3.25.2
Property And Equipment—Net - Schedule of Property and Equipment (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Property, Plant and Equipment [Line Items]    
Total $ 58,209 $ 58,370
Less accumulated depreciation (43,632) (39,397)
Property and equipment—net 14,577 18,973
Computer hardware    
Property, Plant and Equipment [Line Items]    
Property and equipment, gross 17,680 18,036
Machinery and equipment    
Property, Plant and Equipment [Line Items]    
Property and equipment, gross 18,239 16,451
Leasehold improvements    
Property, Plant and Equipment [Line Items]    
Property and equipment, gross 17,390 18,870
Furniture and fixtures    
Property, Plant and Equipment [Line Items]    
Property and equipment, gross 4,671 4,705
Work in progress    
Property, Plant and Equipment [Line Items]    
Property and equipment, gross 229 $ 308
Property and Equipment    
Property, Plant and Equipment [Line Items]    
Disposed of depreciated computer hardware $ 3,900  
v3.25.2
Property And Equipment—Net - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Property, Plant and Equipment [Line Items]      
Depreciation $ 8.4 $ 12.8 $ 14.5
Computer hardware | Senior      
Property, Plant and Equipment [Line Items]      
Impairment charges     $ 0.7
v3.25.2
Software—Net - Schedule of Capitalized Software (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Work in progress    
Total $ 28,324 $ 28,365
Less accumulated amortization (13,264) (14,387)
Software—net 15,060 13,978
Net loss on disposal of software 200  
Software    
Work in progress    
Total 28,306 28,287
Less accumulated amortization (9,100)  
Write off of computer software 9,300  
Work in progress    
Work in progress    
Total $ 18 $ 78
v3.25.2
Software—Net - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Work in progress      
Capitalized software costs in the period $ 9.2 $ 8.4 $ 7.8
Capitalized software amortization $ 8.0 $ 8.9 7.9
Healthcare Services      
Work in progress      
Impairment charges     $ 1.0
v3.25.2
Leases - Narrative (Details)
$ in Thousands
1 Months Ended 3 Months Ended 12 Months Ended
Jun. 30, 2024
USD ($)
Jun. 30, 2025
USD ($)
Jun. 30, 2025
USD ($)
lease
Jun. 30, 2024
USD ($)
Lessee, Lease, Description [Line Items]        
Expected rental payments   $ 46,835 $ 46,835  
Finance lease, number of lease | lease     6  
Operating lease, number of lease | lease     1  
Right-of-use assets obtained in exchange for new lease liabilities     $ 1,731 $ 120
Monaca, Pennsylvania | Affiliated Entity        
Lessee, Lease, Description [Line Items]        
Operating lease, term (in years)   10 years 10 years  
Expected rental payments   $ 3,600 $ 3,600  
Option to extend (in years)     5 years  
Overland Park, Kansas        
Lessee, Lease, Description [Line Items]        
Right-of-use assets obtained in exchange for new lease liabilities       $ 700
Additional right-of-use assets obtained in exchange for new lease liabilities $ 4,500      
Olathe, Kansas Pharmacy        
Lessee, Lease, Description [Line Items]        
Additional right-of-use assets obtained in exchange for new lease liabilities   $ 4,700    
Minimum        
Lessee, Lease, Description [Line Items]        
Operating lease, term (in years)   1 year 1 year  
Maximum        
Lessee, Lease, Description [Line Items]        
Operating lease, term (in years)   12 years 12 years  
v3.25.2
Leases - Schedule of Right of Use Assets and Liabilities (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Assets    
Operating leases $ 24,635 $ 23,437
Finance leases $ 1,552 $ 191
Finance Lease, Right-of-Use Asset, Statement of Financial Position [Extensible List] PROPERTY AND EQUIPMENT—Net PROPERTY AND EQUIPMENT—Net
Total lease right-of-use assets $ 26,187 $ 23,628
Current    
Operating leases 4,820 4,709
Finance leases $ 400 $ 130
Finance Lease, Liability, Current, Statement of Financial Position [Extensible List] Other current liabilities Other current liabilities
Non-current    
Operating leases $ 25,982 $ 25,685
Finance leases $ 1,200 $ 66
Finance Lease, Liability, Noncurrent, Statement of Financial Position [Extensible List] OTHER LIABILITIES OTHER LIABILITIES
Present value of lease liabilities $ 32,402 $ 30,590
v3.25.2
Leases - Schedule of Lease Costs (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Leases [Abstract]    
Finance lease costs $ 577 $ 168
Operating lease costs 7,383 5,649
Short-term lease costs 251 243
Variable lease costs 609 613
Sublease income (2,225) (2,294)
Total net lease costs $ 6,595 $ 4,379
v3.25.2
Leases - Schedule of Supplemental Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Operating leases    
Operating cash flows from leases $ 8,145 $ 8,197
Financing cash flows from leases 0 0
Right-of-use assets obtained in exchange for new lease liabilities 5,093 1,307
Finance leases    
Operating cash flows from leases 176 18
Financing cash flows from leases 327 149
Right-of-use assets obtained in exchange for new lease liabilities 1,731 120
Operating cash flows from leases 8,321 8,215
Financing cash flows from leases 327 149
Right-of-use assets obtained in exchange for new lease liabilities $ 6,824 $ 1,427
Weighted-average remaining lease term (in years)    
Operating leases 6 years 4 months 28 days 5 years 11 months 1 day
Finance leases 3 years 7 months 24 days 1 year 10 months 2 days
Weighted-average discount rate    
Operating leases 12.61% 11.80%
Finance leases 14.22% 9.96%
v3.25.2
Leases - Schedule of Maturity of Lease Liabilities (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Operating leases    
2026 $ 8,056  
2027 7,267  
2028 6,906  
2029 7,006  
2030 4,615  
Thereafter 12,985  
Total undiscounted lease payments 46,835  
Less: interest 16,033  
Present value of lease liabilities 30,802  
Finance leases    
2026 596  
2027 546  
2028 514  
2029 362  
2030 30  
Thereafter 0  
Total undiscounted lease payments 2,048  
Less: interest 448  
Present value of lease liabilities 1,600  
Total    
2026 8,652  
2027 7,813  
2028 7,420  
2029 7,368  
Lease Liability, To Be Paid, Year Five 4,645  
Lease Liability, To Be Paid, After Year Five 12,985  
Total undiscounted lease payments 48,883  
Less: interest 16,481  
Present value of lease liabilities $ 32,402 $ 30,590
v3.25.2
Leases - Schedule of Sublease Income, Fiscal Year Maturity (Details)
$ in Thousands
Jun. 30, 2025
USD ($)
Leases [Abstract]  
2026 $ 2,405
2027 2,102
2028 1,931
2029 1,931
2030 161
Thereafter 0
Total sublease income $ 8,530
v3.25.2
Intangible Assets and Goodwill - Schedule of Indefinite-Lived Intangible Assets (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Work in progress    
Gross Carrying Amount $ 24,614 $ 24,614
Impairment Charges (4,209)  
Accumulated Amortization (18,432) (14,420)
Net Carrying Amount 1,973 10,194
Customer relationships    
Work in progress    
Gross Carrying Amount 17,492 17,492
Impairment Charges (4,209)  
Accumulated Amortization (13,252) (10,936)
Net Carrying Amount 31 6,556
Trade name    
Work in progress    
Gross Carrying Amount 2,680 2,680
Impairment Charges 0  
Accumulated Amortization (2,680) (2,233)
Net Carrying Amount 0 447
Proprietary software    
Work in progress    
Gross Carrying Amount 4,342 4,342
Impairment Charges 0  
Accumulated Amortization (2,418) (1,189)
Net Carrying Amount 1,924 3,153
Non-compete agreements    
Work in progress    
Gross Carrying Amount 100 100
Impairment Charges 0  
Accumulated Amortization (82) (62)
Net Carrying Amount $ 18 $ 38
v3.25.2
Intangible Assets and Goodwill - Narrative (Details) - USD ($)
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Goodwill [Line Items]      
Goodwill impairment $ 0 $ 0 $ 0
Amortization of intangible assets $ (4,000,000) $ (3,300,000) $ (5,400,000)
Remaining useful life of intangible assets (in years) 1 year 9 months 18 days 2 years 8 months 12 days  
Goodwill $ 29,438,000 $ 29,438,000  
Goodwill, Impairment Loss, Statement of Income or Comprehensive Income [Extensible Enumeration] Selling, General and Administrative Expense    
Level 3 | Valuation Technique, Discounted Cash Flow      
Goodwill [Line Items]      
Indefinite-lived intangible asset, measurement input 75.00%   75.00%
Level 3 | Valuation Technique, Discounted Cash Flow | Maximum      
Goodwill [Line Items]      
Indefinite-lived intangible asset, measurement input 19.00% 20.00% 13.70%
Level 3 | Valuation, Market Approach      
Goodwill [Line Items]      
Indefinite-lived intangible asset, measurement input 25.00%   25.00%
Healthcare Services      
Goodwill [Line Items]      
Goodwill $ 29,400,000    
SelectPatient Management      
Goodwill [Line Items]      
Intangible assets acquired   $ 3,300,000  
Customer relationships | InsideResponse      
Goodwill [Line Items]      
Goodwill impairment $ 4,200,000    
v3.25.2
Intangible Assets and Goodwill - Schedule of Future Amortization Expense (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Work in progress    
2026 $ 1,135  
2027 838  
Net Carrying Amount 1,973 $ 10,194
Trade name    
Work in progress    
2026 0  
2027 0  
Net Carrying Amount 0 447
Proprietary software    
Work in progress    
2026 1,100  
2027 824  
Net Carrying Amount 1,924 3,153
Non-compete agreements    
Work in progress    
2026 18  
2027 0  
Net Carrying Amount 18 38
Customer relationships    
Work in progress    
2026 17  
2027 14  
Net Carrying Amount $ 31 $ 6,556
v3.25.2
Employee Benefit Plans (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Deferred Compensation Arrangement with Individual, Share-based Payments [Line Items]      
Employer matching contribution, percent 3.00%    
Defined contribution plan, cost $ 8.6 $ 5.5 $ 4.5
Self insurance reserve $ 2.9 $ 3.4  
ESPP | ESPP      
Deferred Compensation Arrangement with Individual, Share-based Payments [Line Items]      
Minimum purchase price of common stock as a percent of common stock exercise date fair value, percent 85.00%    
v3.25.2
Derivative Instruments and Hedging Activities - Narrative (Details)
$ in Millions
Jun. 30, 2025
USD ($)
Term Loans  
Derivative [Line Items]  
Derivative, fixed interest rate 6.00%
Interest Rate Swap  
Derivative [Line Items]  
Derivative, notional amount $ 325.0
Cash flow hedge to be reclassified during next 12 months $ (0.7)
Interest Rate Swap | Term Loans  
Derivative [Line Items]  
Derivative, basis spread on variable rate 0.931%
v3.25.2
Derivative Instruments and Hedging Activities - Schedule of Balance Sheet Location (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Other current assets | Interest Rate Swap | Cash flow hedge    
Derivative [Line Items]    
Derivative asset $ 0 $ 5,027
v3.25.2
Derivative Instruments and Hedging Activities - Schedule of Unrealized Gains (Losses) in Accumulated Other Comprehensive Income (Loss) (Details) - Interest Rate Swap - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Derivative [Line Items]    
Unrealized gain (loss), before taxes $ (585) $ 1,558
Income tax (expense) benefit 153 (344)
Unrealized gain (loss), net of taxes $ (432) $ 1,214
v3.25.2
Derivative Instruments and Hedging Activities - Schedule of Reclassification of Gains and Losses From Accumulated Other Comprehensive Income (Loss) (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Derivative Instruments, Gain (Loss) [Line Items]      
Net reclassification into earnings $ (3,680) $ (10,781) $ (7,011)
Interest expense, net      
Derivative Instruments, Gain (Loss) [Line Items]      
Net reclassification into earnings (4,981) (14,392)  
Income tax benefit      
Derivative Instruments, Gain (Loss) [Line Items]      
Net reclassification into earnings $ 1,301 $ 3,611  
v3.25.2
Derivative Instruments and Hedging Activities - Schedule of Change in Accumulated Other Comprehensive Income (Loss) (Details)
$ in Thousands
12 Months Ended
Jun. 30, 2025
USD ($)
Accumulated Other Comprehensive Income (Loss) [Line Items]  
Reclassification from AOCI, current period, tax $ 1,300
AOCI Attributable to Parent, Net of Tax [Roll Forward]  
Beginning balance 316,801
Unrealized loss, net of related tax expense (432)
Amount reclassified into earnings, net of related taxes (3,680)
Ending balance 351,144
Accumulated Gain (Loss), Net, Cash Flow Hedge, Parent  
Accumulated Other Comprehensive Income (Loss) [Line Items]  
Other comprehensive income (loss) before reclassifications, tax 200
AOCI Attributable to Parent, Net of Tax [Roll Forward]  
Beginning balance 4,112
Ending balance $ 0
v3.25.2
Debt - Schedule of Long-term Debt Instruments (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Debt Instrument [Line Items]    
Term Loans $ 397,423  
Unamortized debt issuance costs and debt discount (12,311) $ (4,869)
Total debt 385,112 683,334
Less current portion of long-term debt: (68,523) (45,854)
Long-term debt 316,589 637,480
Secured Debt | Term Loans    
Debt Instrument [Line Items]    
Term Loans 314,000 688,203
Senior Notes | Class A Notes    
Debt Instrument [Line Items]    
Term Loans 50,054 0
Senior Notes | Class B Notes    
Debt Instrument [Line Items]    
Term Loans $ 33,369 $ 0
v3.25.2
Debt - Schedule of Maturities of Long-Term Debt (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Line of Credit Facility [Line Items]    
2026 $ 73,537  
2027 30,819  
2028 261,244  
2029 31,823  
Total debt 397,423  
Secured Debt | Term Loans    
Line of Credit Facility [Line Items]    
2026 54,009  
2027 13,164  
2028 246,827  
2029 0  
Total debt 314,000 $ 688,203
Senior Notes | Class A Notes    
Line of Credit Facility [Line Items]    
2026 11,717  
2027 10,593  
2028 8,650  
2029 19,094  
Total debt 50,054 0
Senior Notes | Class B Notes    
Line of Credit Facility [Line Items]    
2026 7,811  
2027 7,062  
2028 5,767  
2029 12,729  
Total debt 33,369 $ 0
Revolving credit facility | Line of Credit    
Line of Credit Facility [Line Items]    
2026 0  
2027 0  
2028 0  
2029 0  
Total debt $ 0  
v3.25.2
Debt - Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Oct. 15, 2024
Sep. 12, 2024
Jul. 01, 2023
Jun. 30, 2025
Jun. 30, 2024
Line of Credit Facility [Line Items]          
Renewal commissions receivable, current       $ 49,000  
Restricted cash       4,600  
Restricted cash - current       3,333 $ 0
Other assets       1,333 0
Unamortized debt issuance costs       3,700  
Debt discount       $ 2,700  
Class A          
Line of Credit Facility [Line Items]          
Effective interest rate       9.11%  
Class B          
Line of Credit Facility [Line Items]          
Effective interest rate       11.02%  
Eleventh Amendment Warrants          
Line of Credit Facility [Line Items]          
Warrant issued (in shares) 1        
Eleventh Amendment Warrants | Warrant liability          
Line of Credit Facility [Line Items]          
Warrant issued (in shares) 5,568,360        
Debt instrument, face amount $ 300,000        
Term Loans | Secured Debt          
Line of Credit Facility [Line Items]          
Repayments of debt $ 14,200        
Class A Notes          
Line of Credit Facility [Line Items]          
Debt instrument, interest rate 7.80%     7.80%  
Debt instrument, face amount $ 60,000        
Class B Notes          
Line of Credit Facility [Line Items]          
Debt instrument, interest rate 9.65%     9.65%  
Debt instrument, face amount $ 40,000        
September 2028 | Senior Notes          
Line of Credit Facility [Line Items]          
Debt instrument, interest rate       2.00%  
October 2030 | Senior Notes          
Line of Credit Facility [Line Items]          
Debt instrument, interest rate       4.00%  
Line of Credit | Secured Overnight Financing Rate (SOFR)          
Line of Credit Facility [Line Items]          
Debt instrument, basis spread on variable rate   6.50%      
Line of Credit | Base Rate          
Line of Credit Facility [Line Items]          
Debt instrument, basis spread on variable rate   5.50%      
Line of Credit | Minimum | Secured Overnight Financing Rate (SOFR)          
Line of Credit Facility [Line Items]          
Debt instrument, interest rate   3.00%      
Line of Credit | Payment in Kind (PIK) Note | Minimum | Base Rate          
Line of Credit Facility [Line Items]          
Debt instrument, basis spread on variable rate   0.00%      
Line of Credit | Payment in Kind (PIK) Note | Maximum | Base Rate          
Line of Credit Facility [Line Items]          
Debt instrument, basis spread on variable rate   3.00%      
Line of Credit | Term Loans | Secured Debt          
Line of Credit Facility [Line Items]          
Proceeds from borrowings       $ 887,300  
Quarterly principal payments (in percent)     0.625%    
Revolving credit facility          
Line of Credit Facility [Line Items]          
Effective interest rate       11.50%  
Revolving credit facility | Secured Overnight Financing Rate (SOFR)          
Line of Credit Facility [Line Items]          
Debt instrument, basis spread on variable rate   5.00%      
Revolving credit facility | Base Rate          
Line of Credit Facility [Line Items]          
Debt instrument, basis spread on variable rate   4.00%      
Revolving credit facility | Minimum | Secured Overnight Financing Rate (SOFR)          
Line of Credit Facility [Line Items]          
Debt instrument, interest rate   1.00%      
Revolving credit facility | Secured Debt          
Line of Credit Facility [Line Items]          
Fees paid         $ 1,400
Revolving credit facility | Line of Credit          
Line of Credit Facility [Line Items]          
Maximum borrowing capacity       $ 71,700  
Senior Secured Credit Facility          
Line of Credit Facility [Line Items]          
Repayments of debt       16,600  
Unamortized debt issuance costs       35,200  
Debt discount       11,900  
Unamortized debt issuance costs, gross       $ 59,100  
Senior Secured Credit Facility | Secured Debt          
Line of Credit Facility [Line Items]          
Fees paid   $ 700      
Secured Debt | Line of Credit          
Line of Credit Facility [Line Items]          
Effective interest rate       10.90%  
v3.25.2
Debt - Narrative Variable Interest Entities (Details)
$ in Millions
Jun. 30, 2025
USD ($)
Variable Interest Entity, Primary Beneficiary  
Variable Interest Entity [Line Items]  
Borrowings $ 83.4
v3.25.2
Senior Non-Convertible Preferred Stock (Details) - USD ($)
12 Months Ended
Feb. 10, 2025
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Schedule Of Preferred Stock [Line Items]        
Preferred stock (in dollar per share)   $ 0.01 $ 0.01  
Preferred stock, liquidation preference   $ 367,100,000 $ 0.0  
Common stock, par value (in dollars per share)   $ 0.01 $ 0.01  
Payoff of credit agreement   $ 166,900,000 $ 0 $ 0
Senior Non-Convertible Preferred Stock issuance costs   $ 7,076,000 $ 0 $ 0
Dividend rate (in percent)   14.50%    
Dividend rate for cash, liquidity, debt ratio covenants percent   13.50%    
Debt instrument, covenant liquidity (less than)   $ 50,000,000    
Debt instrument, covenant debt (less than or equal to)   $ 200,000,000    
Preferred stock, right to redeem (in shares)   50,000    
Preferred stock, pro rata basis ratio   1.145    
Revolving credit facility        
Schedule Of Preferred Stock [Line Items]        
Effective interest rate   11.50%    
Senior Non-Convertible Preferred Stock        
Schedule Of Preferred Stock [Line Items]        
Sale of stock, value $ 350,000,000      
Temporary equity, shares authorized (in shares) 350,000      
Preferred stock (in dollar per share) $ 0.01      
Preferred stock, liquidation preference $ 1,000      
Warrant issued to purchase (in shares) 30,833,333      
Common stock, par value (in dollars per share) $ 0.01      
Aggregate purchase price (in percent) 3.00%      
Total transaction costs, issuance $ 13,000,000      
Payment on fund operation 20,000,000      
Issuance of preferred stock   $ 221,000,000    
Payment of closing fee   10,500,000    
Payments for fees on behalf of investors   1,700,000    
Net proceeds   337,900,000    
Senior Non-Convertible Preferred Stock issuance costs   $ 11,400,000    
Effective interest rate   19.00%    
Senior Non-Convertible Preferred Stock | Line of Credit | Term Loans        
Schedule Of Preferred Stock [Line Items]        
Repayments of debt 260,000,000      
Accrued interest 4,900,000      
Senior Non-Convertible Preferred Stock | Revolving credit facility | Revolving credit facility        
Schedule Of Preferred Stock [Line Items]        
Payoff of credit agreement $ 40,000,000      
Preferred Stock Warrants        
Schedule Of Preferred Stock [Line Items]        
Proceeds from issuance of warrants   $ 129,000,000    
v3.25.2
Warrants to Purchase Shares of Common Stock (Details)
$ / shares in Units, $ in Millions
12 Months Ended
Feb. 28, 2025
segment
$ / shares
shares
Oct. 15, 2024
USD ($)
segment
$ / shares
shares
Jun. 30, 2025
USD ($)
tranche
$ / shares
shares
Feb. 10, 2025
shares
Class of Warrant or Right [Line Items]        
Early redemption threshold denominator, amount | $     $ 50.0  
Contingent warrants, early redemption amount | $     $ 50.0  
Eleventh Amendment Warrants        
Class of Warrant or Right [Line Items]        
Warrant issued (in shares)   1    
Number of tranches | tranche     4  
Eleventh Amendment Warrants | Warrant liability        
Class of Warrant or Right [Line Items]        
Warrant issued (in shares)   5,568,360    
Sale of stock price per share | $ / shares   $ 3.00    
Number of ratable annual installments | segment   4    
Debt instrument, face amount | $   $ 300.0    
Warrants expiring period (in years)   4 years    
Number of warrants vested     0  
Eleventh Amendment Warrants | Warrant liability | Tranche 1        
Class of Warrant or Right [Line Items]        
Repayments of warrants | $   $ 350.0    
Preferred Stock Warrant        
Class of Warrant or Right [Line Items]        
Warrant issued to purchase (in shares) 30,833,333      
Number of tranches | segment 3      
Preferred Stock Warrant, Exercise Price 0.01        
Class of Warrant or Right [Line Items]        
Warrant issued to purchase (in shares) 13,481,481      
Initial exercise price (in dollars per share) | $ / shares $ 0.01      
Preferred Stock Warrant, Average Selling Price        
Class of Warrant or Right [Line Items]        
Warrant issued to purchase (in shares) 10,111,111      
Initial exercise price (in dollars per share) | $ / shares $ 3.92      
Preferred Stock Warrant, Exercise Price 5.50        
Class of Warrant or Right [Line Items]        
Warrant issued to purchase (in shares) 7,240,741      
Initial exercise price (in dollars per share) | $ / shares $ 5.50      
Senior Non-Convertible Preferred Stock        
Class of Warrant or Right [Line Items]        
Warrant issued to purchase (in shares)       30,833,333
Warrant expiration period (in years)     10 years  
Warrants exercised     0  
Senior Non-Convertible Preferred Stock | Tranche 1        
Class of Warrant or Right [Line Items]        
Initial exercise price (in dollars per share) | $ / shares     $ 0.01  
v3.25.2
Fair Value Measurements - Schedule of Assets And Liabilities, Measured at Fair Value on Recurring Basis (Details) - Fair Value, Recurring - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Money market funds    
Assets:    
Cash equivalents $ 322 $ 307
Warrant liability    
Liabilities:    
Other long-term liabilities 78,657  
Cash flow hedge    
Assets:    
Other current assets   5,027
Level 1 | Money market funds    
Assets:    
Cash equivalents 322 307
Level 1 | Warrant liability    
Liabilities:    
Other long-term liabilities 0  
Level 1 | Cash flow hedge    
Assets:    
Other current assets   0
Level 2 | Money market funds    
Assets:    
Cash equivalents 0 0
Level 2 | Warrant liability    
Liabilities:    
Other long-term liabilities 0  
Level 2 | Cash flow hedge    
Assets:    
Other current assets   5,027
Level 3 | Money market funds    
Assets:    
Cash equivalents 0 0
Level 3 | Warrant liability    
Liabilities:    
Other long-term liabilities $ 78,657  
Level 3 | Cash flow hedge    
Assets:    
Other current assets   $ 0
v3.25.2
Fair Value Measurements - Narrative (Details)
12 Months Ended
Jun. 30, 2025
tranche
Eleventh Amendment Warrants  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Number of tranches 4
Award performance period (in years) 4 years
Senior Non-Convertible Preferred Stock  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Expected life term (in years) 10 years
Interest rate term (in years) 10 years
v3.25.2
Fair Value Measurements - Schedule of Estimated Fair Value of the Eleventh Amendment Warrants (Details) - Eleventh Amendment Warrants
Jun. 30, 2025
Stock price | Tranche 1  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 2.38
Stock price | Tranche 2  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 2.38
Stock price | Tranche 3  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 2.38
Stock price | Tranche 4  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 2.38
Exercise price | Tranche 1  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 3.00
Exercise price | Tranche 2  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 3.00
Exercise price | Tranche 3  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 3.00
Exercise price | Tranche 4  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 3.00
Expected volatility | Tranche 1  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 1.0998
Expected volatility | Tranche 2  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 1.0331
Expected volatility | Tranche 3  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 1.0331
Expected volatility | Tranche 4  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 1.0331
Risk-free interest rate | Tranche 1  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0.0368
Risk-free interest rate | Tranche 2  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0.0375
Risk-free interest rate | Tranche 3  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0.0385
Risk-free interest rate | Tranche 4  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0.0395
Expected dividend-yield | Tranche 1  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0
Expected dividend-yield | Tranche 2  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0
Expected dividend-yield | Tranche 3  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0
Expected dividend-yield | Tranche 4  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0
Expected life | Tranche 1  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 4.29
Expected life | Tranche 2  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 5.29
Expected life | Tranche 3  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 6.29
Expected life | Tranche 4  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 7.29
Fair value per warrant | Tranche 1  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 1.75
Fair value per warrant | Tranche 2  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 1.81
Fair value per warrant | Tranche 3  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 1.92
Fair value per warrant | Tranche 4  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 2.00
v3.25.2
Fair Value Measurements - Schedule of Estimated Fair Value of the Preferred Stock Warrants (Details) - Preferred Stock Warrant
Jun. 30, 2025
Stock price | Tranche A  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 2.38
Stock price | Tranche B  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 2.38
Stock price | Tranche C  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 2.38
Exercise price | Tranche A  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0.01
Exercise price | Tranche B  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 3.92
Exercise price | Tranche C  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 5.50
Expected volatility | Tranche A  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 1.0331
Expected volatility | Tranche B  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 1.0331
Expected volatility | Tranche C  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 1.0331
Risk-free interest rate | Tranche A  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0.0418
Risk-free interest rate | Tranche B  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0.0418
Risk-free interest rate | Tranche C  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0.0418
Expected dividend-yield | Tranche A  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0
Expected dividend-yield | Tranche B  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0
Expected dividend-yield | Tranche C  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 0
Expected life | Tranche A  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 9.62
Expected life | Tranche B  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 9.62
Expected life | Tranche C  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 9.62
Fair value per warrant | Tranche A  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 2.38
Fair value per warrant | Tranche B  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 2.11
Fair value per warrant | Tranche C  
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation [Line Items]  
Warrants measurement input 2.06
v3.25.2
Fair Value Measurements - Schedule of Changes in Level 3 Fair Value Measurements (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]      
Issuance of Warrants $ 137,581 $ 0 $ 0
Warrant liability | Level 3 | Fair Value, Recurring      
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]      
Balance as of June 30, 2024 0    
Change in fair value (58,924)    
Balance as of June 30, 2025 78,657 $ 0  
Issuance of Eleventh Amendment Warrants | Level 3 | Fair Value, Recurring      
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]      
Issuance of Warrants 8,628    
Issuance of Senior Non-Convertible Preferred Stock Warrants | Level 3 | Fair Value, Recurring      
Fair Value, Liabilities Measured on Recurring Basis, Unobservable Input Reconciliation, Calculation [Roll Forward]      
Issuance of Warrants $ 128,953    
v3.25.2
Commitments and Contingencies (Details) - defendant
Oct. 07, 2021
Aug. 16, 2021
Hartel Action    
Loss Contingencies [Line Items]    
Number of defendants   2
West Palm Beach Police Pension Fund v. SelectQuote, Inc. | Executive Officer    
Loss Contingencies [Line Items]    
Number of defendants 2  
West Palm Beach Police Pension Fund v. SelectQuote, Inc. | Current And Former Director    
Loss Contingencies [Line Items]    
Number of defendants 6  
v3.25.2
Shareholders' Equity - Schedule of Common Stock Reserved For Future Issuance (Details) - shares
Jun. 30, 2025
Jun. 30, 2024
Class of Stock [Line Items]    
Options issued and outstanding under stock option plans (in shares) 3,338,025 3,677,964
Common Stock    
Class of Stock [Line Items]    
Number of shares available for grant (in shares) 22,841,470  
ESPP | Common Stock    
Class of Stock [Line Items]    
Number of shares available for grant (in shares) 159  
2020 Plan | Common Stock    
Class of Stock [Line Items]    
Number of shares available for grant (in shares) 3,632,285  
Options issued and outstanding under stock option plans (in shares) 18,780,459  
2003 Plan | Common Stock    
Class of Stock [Line Items]    
Options issued and outstanding under stock option plans (in shares) 428,567  
v3.25.2
Shareholders' Equity - Narrative (Details)
$ / shares in Units, $ in Thousands
3 Months Ended 12 Months Ended
Sep. 13, 2023
shares
Sep. 30, 2024
$ / shares
Sep. 30, 2023
$ / shares
Sep. 30, 2022
$ / shares
Jun. 30, 2025
USD ($)
installment
tranche
plan
$ / shares
shares
Jun. 30, 2024
USD ($)
tranche
shares
Jun. 30, 2023
USD ($)
Class of Stock [Line Items]              
Number of share-based compensation plans | plan         2    
Options granted (in shares)         0 0  
Cost not yet recognized | $         $ 300    
Cost not yet recognized, period for recognition         5 months 12 days    
Proceeds from common stock options exercised and employee stock purchase plan | $         $ 98 $ 81 $ 1,187
Restricted Stock Units (RSUs)              
Class of Stock [Line Items]              
Share-based cost not yet recognized (less than for PSU's granted) | $         $ 10,900    
Weighted-average remaining service period (in years)         1 year 8 months 26 days    
Restricted Stock Units (RSUs) | Minimum              
Class of Stock [Line Items]              
Award performance period (in years)         1 year    
Restricted Stock Units (RSUs) | Maximum              
Class of Stock [Line Items]              
Award performance period (in years)         4 years    
Performance Stock              
Class of Stock [Line Items]              
Award performance period (in years)         3 years    
Performance Stock | Tranche 1              
Class of Stock [Line Items]              
Number of potential shares earned (in percent) 13.00%            
Shares issued to employees (in shares) 14,477            
Equity classified PVU's              
Class of Stock [Line Items]              
Options granted (in shares)         2,316,074    
Award performance period (in years)         5 years    
Share-based cost not yet recognized (less than for PSU's granted) | $         $ 5,000    
Weighted-average remaining service period (in years)         1 year 4 months 20 days    
Number of tranches | tranche         3 4  
Threshold days for determining the weighted average price of share         60 days    
Number of tranches in straight line basis | tranche         9 12  
Stock price hurdle 1 | $ / shares     $ 2.50   $ 2.50    
stock price hurdle 2 | $ / shares   $ 3.13     3.13    
stock price hurdle 3 | $ / shares       $ 4.00 $ 4.00    
Equity classified PVU's | Tranche 1              
Class of Stock [Line Items]              
Options granted (in shares)         772,027 559,202  
Common Stock              
Class of Stock [Line Items]              
Number of shares available for grant (in shares)         22,841,470    
2020 Plan              
Class of Stock [Line Items]              
Percentage of outstanding stock annual increase, maximum         3.00%    
2020 Plan | Incentive Stock Options              
Class of Stock [Line Items]              
Common stock, shares reserved for future issuance (in shares)         4,000,000    
2020 Plan | Common Stock              
Class of Stock [Line Items]              
Number of shares available for grant (in shares)         3,632,285    
2003 Plan              
Class of Stock [Line Items]              
Award exercise period after termination (in days)         90 days    
Award exercise period after termination due to death or disability (in months)         12 months    
Award expiration period (in years)         10 years    
Number of installments | installment         4    
Purchase price of common stock, percent         100.00%    
Proceeds from common stock options exercised and employee stock purchase plan | $         $ 100 $ 100 $ 600
ESPP | ESPP              
Class of Stock [Line Items]              
Minimum purchase price of common stock as a percent of common stock exercise date fair value, percent         85.00%    
ESPP | Common Stock              
Class of Stock [Line Items]              
Number of shares available for grant (in shares)         159    
v3.25.2
Shareholders' Equity - Schedule of Share-based Compensation (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Class of Stock [Line Items]      
Total $ 18,357 $ 13,816 $ 11,183
Equity classified stock options      
Class of Stock [Line Items]      
Total 1,607 2,733 3,249
Equity classified RSU's      
Class of Stock [Line Items]      
Total 10,070 7,701 5,958
Equity classified PSU's      
Class of Stock [Line Items]      
Total 0 33 100
Equity classified PVU's      
Class of Stock [Line Items]      
Total $ 6,680 $ 3,349 $ 1,876
v3.25.2
Shareholders' Equity - Schedule of Option Activity (Details) - USD ($)
$ / shares in Units, $ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Number of Options    
Beginning balance (in shares) 3,677,964  
Options granted (in shares) 0 0
Options exercised (in shares) (153,480)  
Options forfeited/expired/cancelled (in shares) (186,459)  
Ending balance (in shares) 3,338,025 3,677,964
Vested and exercisable, number of options (in shares) 2,881,754  
Weighted- Average Exercise Price    
Beginning balance (in dollars per share) $ 11.81  
Options granted (in dollars per share) 0  
Options exercised (in dollars per share) 2.12  
Options forfeited/expired/cancelled (in dollars per share) 10.92  
Ending balance (in dollars per share) 12.30 $ 11.81
Vested and exercisable, weighted-average exercise price (in dollars per share) $ 12.62  
Weighted-average remaining contractual term, outstanding (in years) 5 years 5 months 12 days  
Weighted-average remaining contractual term, vested and exercisable (in years) 5 years 3 months 18 days  
Aggregate intrinsic value, outstanding $ 286,969  
Aggregate intrinsic value, vested and exercisable $ 286,969  
v3.25.2
Shareholders' Equity - Schedule of Restricted Stock Unit Activity (Details) - Restricted Stock Units (RSUs)
12 Months Ended
Jun. 30, 2025
$ / shares
shares
Number of Restricted Stock Units  
Beginning balance (in shares) | shares 8,441,168
Granted (in shares) | shares 4,074,197
Vested (in shares) | shares (3,742,212)
Forfeited (in shares) | shares (383,965)
Ending balance (in shares) | shares 8,389,188
Weighted-Average Grant Date Fair Value  
Beginning balance (in dollars per share) | $ / shares $ 1.91
Granted (in dollars per share) | $ / shares 3.01
Vested (in dollars per share) | $ / shares 2.15
Forfeited (in dollars per share) | $ / shares 2.68
Ending balance (in dollars per share) | $ / shares $ 2.30
v3.25.2
Shareholders' Equity - Schedule of Schedule of Price Vesting Units (Details) - $ / shares
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Class of Stock [Line Items]    
Number of shares per tranche (in shares) 0 0
Stock price hurdle (in dollars per Share) $ 0  
Equity classified PVU's    
Class of Stock [Line Items]    
Number of shares per tranche (in shares) 2,316,074  
Grant date fair value (in dollars per share) $ 3.74  
Equity classified PVU's | Tranche 1    
Class of Stock [Line Items]    
Number of shares per tranche (in shares) 772,027 559,202
Grant date fair value (in dollars per share) $ 3.98 $ 1.85
Stock price hurdle (in dollars per Share) $ 3.13 $ 2.50
Equity classified PVU's | Tranche 1 | Minimum    
Class of Stock [Line Items]    
Requisite service period (in years) 1 year 1 year
Equity classified PVU's | Tranche 1 | Maximum    
Class of Stock [Line Items]    
Requisite service period (in years) 3 years 3 years
Equity classified PVU's | Tranche 2    
Class of Stock [Line Items]    
Number of shares per tranche (in shares) 772,020 559,175
Grant date fair value (in dollars per share) $ 3.75 $ 1.69
Stock price hurdle (in dollars per Share) $ 6.00 $ 5.00
Equity classified PVU's | Tranche 2 | Minimum    
Class of Stock [Line Items]    
Requisite service period (in years) 1 year 1 year 4 months 28 days
Equity classified PVU's | Tranche 2 | Maximum    
Class of Stock [Line Items]    
Requisite service period (in years) 3 years 3 years
Equity classified PVU's | Tranche 3    
Class of Stock [Line Items]    
Number of shares per tranche (in shares) 772,027 559,213
Grant date fair value (in dollars per share) $ 3.49 $ 1.55
Stock price hurdle (in dollars per Share) $ 9.00 $ 7.50
Equity classified PVU's | Tranche 3 | Minimum    
Class of Stock [Line Items]    
Requisite service period (in years) 1 year 3 months 21 days 1 year 11 months 15 days
Equity classified PVU's | Tranche 3 | Maximum    
Class of Stock [Line Items]    
Requisite service period (in years) 3 years 3 years
Equity classified PVU's | Tranche 4    
Class of Stock [Line Items]    
Number of shares per tranche (in shares)   559,185
Grant date fair value (in dollars per share)   $ 1.45
Stock price hurdle (in dollars per Share)   $ 10.00
Equity classified PVU's | Tranche 4 | Minimum    
Class of Stock [Line Items]    
Requisite service period (in years)   2 years 3 months 7 days
Equity classified PVU's | Tranche 4 | Maximum    
Class of Stock [Line Items]    
Requisite service period (in years)   3 years
Equity classified PVU's | Tranche 5    
Class of Stock [Line Items]    
Number of shares per tranche (in shares)   8,439
Grant date fair value (in dollars per share)   $ 0.98
Stock price hurdle (in dollars per Share)   $ 2.50
Equity classified PVU's | Tranche 5 | Minimum    
Class of Stock [Line Items]    
Requisite service period (in years)   1 year 3 months 14 days
Equity classified PVU's | Tranche 5 | Maximum    
Class of Stock [Line Items]    
Requisite service period (in years)   3 years
Equity classified PVU's | Tranche 6    
Class of Stock [Line Items]    
Number of shares per tranche (in shares)   8,437
Grant date fair value (in dollars per share)   $ 0.84
Stock price hurdle (in dollars per Share)   $ 5.00
Equity classified PVU's | Tranche 6 | Minimum    
Class of Stock [Line Items]    
Requisite service period (in years)   2 years 2 months 12 days
Equity classified PVU's | Tranche 6 | Maximum    
Class of Stock [Line Items]    
Requisite service period (in years)   3 years
Equity classified PVU's | Tranche 7    
Class of Stock [Line Items]    
Number of shares per tranche (in shares)   8,441
Grant date fair value (in dollars per share)   $ 0.75
Stock price hurdle (in dollars per Share)   $ 7.50
Equity classified PVU's | Tranche 7 | Minimum    
Class of Stock [Line Items]    
Requisite service period (in years)   2 years 7 months 20 days
Equity classified PVU's | Tranche 7 | Maximum    
Class of Stock [Line Items]    
Requisite service period (in years)   3 years
Equity classified PVU's | Tranche 8    
Class of Stock [Line Items]    
Number of shares per tranche (in shares)   8,438
Grant date fair value (in dollars per share)   $ 0.67
Stock price hurdle (in dollars per Share)   $ 10.00
Equity classified PVU's | Tranche 8 | Minimum    
Class of Stock [Line Items]    
Requisite service period (in years)   2 years 10 months 24 days
Equity classified PVU's | Tranche 8 | Maximum    
Class of Stock [Line Items]    
Requisite service period (in years)   3 years
v3.25.2
Shareholders' Equity - Schedule of Fair Value Assumptions (Details) - Equity classified PVU's - $ / shares
Aug. 01, 2024
Feb. 01, 2024
Aug. 01, 2023
Class of Stock [Line Items]      
Share price as of grant date $ 4.01 $ 1.11 $ 1.38
Volatility 88.80% 90.80% 94.30%
Risk-free interest rate 3.80% 3.70% 4.10%
Cost of Equity 12.60% 11.60% 9.20%
Dividend yield 0.00% 0.00% 0.00%
v3.25.2
Shareholders' Equity - Schedule of Price-Vested Stock Unit Activity (Details) - $ / shares
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Number of Price-Vested Units    
Granted (in shares) 0 0
Equity classified PVU's    
Number of Price-Vested Units    
Beginning balance (in shares) 6,170,385  
Granted (in shares) 2,316,074  
Vested (in shares) (831,224)  
Forfeited (in shares) (173,422)  
Ending balance (in shares) 7,481,813 6,170,385
Weighted-Average Grant Date Fair Value    
Beginning balance (in dollars per share) $ 1.37  
Granted (in dollars per share) 3.74  
Vested (in dollars per share) 1.32  
Forfeited (in dollars per share) 2.01  
Ending balance (in dollars per share) $ 2.11 $ 1.37
v3.25.2
Revenue from Contracts with Customers - Schedule of Disaggregation of Revenue (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Disaggregation of Revenue [Line Items]      
Total revenue $ 1,526,594 $ 1,321,776 $ 1,002,848
Pharmacy      
Disaggregation of Revenue [Line Items]      
Total revenue 728,753 464,853 239,547
Commissions      
Disaggregation of Revenue [Line Items]      
Total revenue 797,841 856,923 763,301
Operating Segments      
Disaggregation of Revenue [Line Items]      
Total revenue 1,516,076 1,292,287 988,038
Operating Segments | Senior      
Disaggregation of Revenue [Line Items]      
Total revenue 600,393 655,849 590,131
Operating Segments | Healthcare Services      
Disaggregation of Revenue [Line Items]      
Total revenue 742,705 478,508 252,075
Operating Segments | Life      
Disaggregation of Revenue [Line Items]      
Total revenue 172,978 157,930 145,832
Operating Segments | All other:      
Disaggregation of Revenue [Line Items]      
Total revenue 18,026 36,228 21,862
Operating Segments | Medicare advantage commissions | Senior      
Disaggregation of Revenue [Line Items]      
Total revenue 518,031 569,648 500,501
Operating Segments | Other Senior commissions | Senior      
Disaggregation of Revenue [Line Items]      
Total revenue 11,397 11,237 8,733
Operating Segments | Other services | Senior      
Disaggregation of Revenue [Line Items]      
Total revenue 70,965 74,964 80,897
Operating Segments | Other services | Healthcare Services      
Disaggregation of Revenue [Line Items]      
Total revenue 13,952 13,655 12,528
Operating Segments | Other services | Life      
Disaggregation of Revenue [Line Items]      
Total revenue 20,118 19,812 19,250
Operating Segments | Other services | Auto & Home Segment      
Disaggregation of Revenue [Line Items]      
Total revenue 718 984 1,412
Operating Segments | Pharmacy | Healthcare Services      
Disaggregation of Revenue [Line Items]      
Total revenue 728,753 464,853 239,547
Operating Segments | Term commissions | Life      
Disaggregation of Revenue [Line Items]      
Total revenue 74,685 73,980 70,094
Operating Segments | Final expense commissions | Life      
Disaggregation of Revenue [Line Items]      
Total revenue 78,175 64,138 56,488
Operating Segments | Commissions | Auto & Home Segment      
Disaggregation of Revenue [Line Items]      
Total revenue 17,308 35,244 20,450
Intersegment revenue      
Disaggregation of Revenue [Line Items]      
Total revenue 7,508 6,739 7,052
Intersegment revenue | Senior      
Disaggregation of Revenue [Line Items]      
Total revenue 7,058 6,617 6,860
Intersegment revenue | Healthcare Services      
Disaggregation of Revenue [Line Items]      
Total revenue 367 17 0
Intersegment revenue | Life      
Disaggregation of Revenue [Line Items]      
Total revenue 83 104 192
Intersegment revenue | Other services      
Disaggregation of Revenue [Line Items]      
Total revenue 4,169 4,172 4,256
Intersegment revenue | Commissions      
Disaggregation of Revenue [Line Items]      
Total revenue $ 3,339 $ 2,567 $ 2,796
v3.25.2
Revenues from Contracts with Customers - Schedule of Commission Receivable Roll Forward (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Activity in Commissions Receivable [Roll Forward]    
Beginning balance $ 881,317 $ 840,498
Commission revenue from revenue recognized 317,787 279,575
Net commission revenue adjustment from change in estimate (4,468) 3,436
Amounts recognized as accounts receivable, net (243,808) (242,192)
Ending balance $ 950,828 $ 881,317
v3.25.2
Revenues from Contracts with Customers - Narrative (Details) - USD ($)
$ in Millions
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Disaggregation of Revenue [Line Items]    
Contract with customer, asset, change in estimate of transaction price $ 4.5 $ 3.4
Life    
Disaggregation of Revenue [Line Items]    
Positive adjustment 0.9 0.1
Senior    
Disaggregation of Revenue [Line Items]    
Positive adjustment   0.4
Negative adjustment 7.7  
Auto & Home Segment    
Disaggregation of Revenue [Line Items]    
Contract with customer, asset, change in estimate of transaction price $ 2.3  
Positive adjustment   $ 2.9
v3.25.2
Revenues from Contracts with Customers - Schedule of Contract Liabilities Roll Forward (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Activities in Contract Liabilities [Roll Forward]    
Beginning balance $ 8,066 $ 1,691
Commission and other services revenue recognized (34,808) (30,927)
Amounts recognized as contract liabilities 27,440 37,302
Ending balance $ 698 $ 8,066
v3.25.2
Income Taxes - Schedule of Components of Income Tax Expense (Benefit) (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Current income taxes:      
Federal $ (1,527) $ 2,523 $ 102
State 952 1,286 544
Total (575) 3,809 646
Deferred income taxes:      
Federal 1,192 (2,805) (12,365)
State 314 4,055 1,119
Total 1,506 1,250 (11,246)
Income tax expense (benefit) $ 931 $ 5,059 $ (10,600)
v3.25.2
Income Taxes - Narrative (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Dec. 31, 2024
Dec. 31, 2023
Tax Credit Carryforward [Line Items]          
State and local income tax rate, including valuation allowance, percent 4.27% 5.29% 4.66%    
Valuation allowance, deferred tax asset $ 13,600        
Unrecognized tax benefits 399 $ 0   $ 0 $ 0
Additions for UTP’s of prior years 350 $ 0      
Additions for UTP’s of current year (less than) 100        
Federal          
Tax Credit Carryforward [Line Items]          
NOL carryforwards 541,100        
Tax credit carryforward 1,000        
State Income Tax          
Tax Credit Carryforward [Line Items]          
NOL carryforwards 724,500        
Tax credit carryforward $ 5,600        
v3.25.2
Income Taxes - Schedule of Effective Income Tax Rate Reconciliation (Details)
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Income Tax Disclosure [Abstract]      
Federal statutory rate 21.00% 21.00% 21.00%
State income taxes 1.70% 5.90% 3.10%
Executive officer compensation 3.70% (0.40%) (1.10%)
Equity compensation (0.037) (0.007) (0.011)
Change in valuation allowance 27.40% (37.00%) (5.40%)
Change in state tax rate (16.80%) 12.10% 0.00%
Deferred adjustments 0.00% (0.80%) (1.10%)
Deferred revaluation 0 (0.176) 0
Transaction costs 0.018 0 0
Warrant mark-to-market (0.258) 0 0
General business credit (5.70%) 0.00% 0.00%
Return to provision adjustments (0.022) 0 0
Other 0.50% 0.10% (0.10%)
Effective income tax rate 1.90% (17.40%) 15.30%
v3.25.2
Income Taxes - Schedule of Deferred Tax Assets and Liabilities (Details) - USD ($)
$ in Thousands
Jun. 30, 2025
Jun. 30, 2024
Deferred tax assets:    
Accruals and other $ 11,165 $ 23,498
Lease liability 8,187 7,994
Interest expense limitation 75,708 56,309
Net operating losses 150,643 149,780
Credit carryforward 5,068 4,393
Basis difference in fixed and amortizable assets 13,289 11,310
Total deferred tax assets 264,060 253,284
Less: Valuation allowance (28,083) (14,476)
Deferred tax assets, net of valuation allowance 235,977 238,808
Deferred tax liabilities:    
Commissions receivable (266,600) (268,656)
Lease right-of-use asset (6,617) (6,175)
Other (632) 0
Interest rate swap 0 (1,455)
Total deferred tax liabilities (273,849) (276,286)
Net long-term deferred tax liabilities $ (37,872) $ (37,478)
v3.25.2
Income Taxes - Schedule of Unrecognized Tax Benefits (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Income Tax Disclosure [Abstract]    
Beginning balance $ 0  
Additions for UTP’s of prior years 350 $ 0
Decreases for UTP’s of prior years 0 0
Additions for UTP’s of current year 49 0
Decreases related to audit settlements 0 0
Ending balance $ 399 $ 0
v3.25.2
Net Income (Loss) Per Share - Narrative (Details)
Jun. 30, 2025
$ / shares
Senior Non-Convertible Preferred Stock | Tranche A  
Earnings Per Share, Basic, by Common Class, Including Two Class Method [Line Items]  
Exercise price (in dollars per share) $ 0.01
v3.25.2
Net Income (Loss) Per Share - Schedule of Earnings Per Share, Basic and Diluted (Details) - USD ($)
$ / shares in Units, shares in Thousands, $ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Numerator:      
Net income (loss) attributable to common shareholders, basic $ 25,032 $ (34,125) $ (58,544)
Servicing Liability, Fair Value, Change in Fair Value, Valuation Input, Statement of Income or Comprehensive Income [Extensible Enumeration] Fair Value Adjustment of Warrants Fair Value Adjustment of Warrants Fair Value Adjustment of Warrants
Change in fair value of warrants $ (22,607) $ 0 $ 0
Net income (loss) attributable to common shareholders, diluted $ 2,425 $ (34,125) $ (58,544)
Denominator:      
Weighted-average common stock outstanding , basic (in shares) 176,148 168,519 166,140
Stock options outstanding to purchase shares of common stock including unvested RSU's and from the ESPP (in shares) 4,458 0 0
Dilutive effect of warrants to purchase common stock (in shares) 1,289 0 0
Weighted-average common stock outstanding , diluted (in shares) 181,895 168,519 166,140
Net income (loss) per share—basic: (in dollars per share) $ 0.14 $ (0.20) $ (0.35)
Net income (loss) per share—diluted: (in dollars per share) $ 0.01 $ (0.20) $ (0.35)
v3.25.2
Net Income (Loss) Per Share - Schedule of Antidilutive Securities Excluded from Computation of Income (Loss) Per Share (Details) - shares
shares in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Stock Option      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities (in shares) 7,437 6,243 4,355
Stock Option | Restricted Stock Units (RSUs)      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities (in shares) 3,799 12,204 8,456
Stock Option | Price-Vested Units (PVUs)      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities (in shares) 7,437 6,243 4,346
Stock Option | Phantom Share Units (PSUs)      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities (in shares) 0 0 9
Warrant liability      
Antidilutive Securities Excluded from Computation of Earnings Per Share [Line Items]      
Antidilutive securities (in shares) 8,932 0 0
v3.25.2
Segment Information - Narrative (Details) - segment
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Segment Reporting Information [Line Items]      
Number of reportable segments 3    
UHC | Accounts And Commission Receivable | Customer Concentration Risk      
Segment Reporting Information [Line Items]      
Concentration risk, percentage 34.00% 32.00%  
UHC | Revenue from Contract with Customer Benchmark | Customer Concentration Risk      
Segment Reporting Information [Line Items]      
Concentration risk, percentage 37.00% 30.00% 33.00%
Humana | Accounts And Commission Receivable | Customer Concentration Risk      
Segment Reporting Information [Line Items]      
Concentration risk, percentage 21.00% 23.00%  
Humana | Revenue from Contract with Customer Benchmark | Customer Concentration Risk      
Segment Reporting Information [Line Items]      
Concentration risk, percentage 15.00% 17.00% 20.00%
Aetna | Revenue from Contract with Customer Benchmark | Customer Concentration Risk      
Segment Reporting Information [Line Items]      
Concentration risk, percentage 11.00% 16.00%  
v3.25.2
Segment Information - Schedule of Consolidated Revenue (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Segment Reporting Information [Line Items]      
Total revenue $ 1,526,594 $ 1,321,776 $ 1,002,848
Total consolidated revenue 1,526,594 1,321,776 1,002,848
External revenue      
Segment Reporting Information [Line Items]      
Total revenue 1,508,568 1,285,549 980,986
External revenue | Senior      
Segment Reporting Information [Line Items]      
Total revenue 593,335 649,232 583,271
External revenue | Healthcare Services      
Segment Reporting Information [Line Items]      
Total revenue 742,338 478,491 252,075
External revenue | Life      
Segment Reporting Information [Line Items]      
Total revenue 172,895 157,826 145,640
Intersegment revenue      
Segment Reporting Information [Line Items]      
Total revenue 7,508 6,739 7,052
Intersegment revenue | Senior      
Segment Reporting Information [Line Items]      
Total revenue 7,058 6,617 6,860
Intersegment revenue | Healthcare Services      
Segment Reporting Information [Line Items]      
Total revenue 367 17 0
Intersegment revenue | Life      
Segment Reporting Information [Line Items]      
Total revenue 83 104 192
Operating Segments      
Segment Reporting Information [Line Items]      
Total revenue 1,516,076 1,292,287 988,038
All other revenue 18,026 36,228 21,862
Operating Segments | Senior      
Segment Reporting Information [Line Items]      
Total revenue 600,393 655,849 590,131
Operating Segments | Healthcare Services      
Segment Reporting Information [Line Items]      
Total revenue 742,705 478,508 252,075
Operating Segments | Life      
Segment Reporting Information [Line Items]      
Total revenue 172,978 157,930 145,832
Eliminations of intersegment revenues      
Segment Reporting Information [Line Items]      
Total revenue $ (7,508) $ (6,739) $ (7,052)
v3.25.2
Segment Information - Schedule of Segment Reporting Information (Details) - USD ($)
$ in Thousands
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Segment Reporting Information [Line Items]      
Total revenue from reportable segments $ 1,526,594 $ 1,321,776 $ 1,002,848
Cost of commissions and other services revenue (305,127) (318,798) (301,524)
Cost of goods sold—pharmacy revenue (630,340) (405,004) (225,963)
Marketing expense (319,505) (358,858) (301,245)
Technical development (38,681) (33,524) (26,015)
Selling, general, and administrative (164,442) (141,042) (136,518)
Adjusted Segment EBITDA 213,727 194,729 155,381
All Other Adjusted EBITDA 10,597 14,127 81
Corporate (98,070) (91,863) (81,159)
Share-based compensation expense (18,357) (13,816) (11,310)
Transaction costs (14,617) (13,158) (5,569)
Depreciation and amortization (20,460) (24,998) (27,881)
Loss on disposal of property, equipment, and software, net (240) (536) (749)
Impairment of long-lived assets (4,209) 0 (17,332)
Change in fair value of warrants 59,525 0 0
Interest expense, net (79,385) (93,551) (80,606)
INCOME (LOSS) BEFORE INCOME TAX EXPENSE (BENEFIT) 48,511 (29,066) (69,144)
Employee-related liabilities 65,100 61,700 51,400
Professional services 17,200 17,800 19,400
Facilities 5,700 4,200 5,400
Severance expenses 800    
Financing transaction costs 13,800    
Operating Segments      
Segment Reporting Information [Line Items]      
Total revenue from reportable segments 1,516,076 1,292,287 988,038
Cost of commissions and other services revenue
Cost of goods sold—pharmacy revenue
Marketing expense
Technical development
Selling, general, and administrative
Operating Segments | Senior      
Segment Reporting Information [Line Items]      
Total revenue from reportable segments 600,393 655,849 590,131
Cost of commissions and other services revenue (201,933) (216,348) (210,229)
Cost of goods sold—pharmacy revenue 0 0 0
Marketing expense (234,335) (269,867) (221,579)
Technical development 0 0 0
Selling, general, and administrative (2,454) (2,890) (3,246)
Adjusted Segment EBITDA 161,671 166,744 155,077
Operating Segments | Healthcare Services      
Segment Reporting Information [Line Items]      
Total revenue from reportable segments 742,705 478,508 252,075
Cost of commissions and other services revenue (25,163) (17,438) (13,363)
Cost of goods sold—pharmacy revenue (625,389) (400,821) (222,347)
Marketing expense (8,038) (6,260) (5,035)
Technical development (2,187) (915) (274)
Selling, general, and administrative (56,541) (45,253) (33,825)
Adjusted Segment EBITDA 25,387 7,821 (22,769)
Operating Segments | Life      
Segment Reporting Information [Line Items]      
Total revenue from reportable segments 172,978 157,930 145,832
Cost of commissions and other services revenue (65,047) (60,017) (53,666)
Cost of goods sold—pharmacy revenue 0 0 0
Marketing expense (80,269) (76,513) (67,895)
Technical development 0 0 0
Selling, general, and administrative (993) (1,236) (1,198)
Adjusted Segment EBITDA 26,669 20,164 23,073
Intersegment revenue      
Segment Reporting Information [Line Items]      
Total revenue from reportable segments 7,508 6,739 7,052
Intersegment revenue | Senior      
Segment Reporting Information [Line Items]      
Total revenue from reportable segments 7,058 6,617 6,860
Intersegment revenue | Healthcare Services      
Segment Reporting Information [Line Items]      
Total revenue from reportable segments 367 17 0
Intersegment revenue | Life      
Segment Reporting Information [Line Items]      
Total revenue from reportable segments $ 83 104 $ 192
Intersegment revenue | Segment Total      
Segment Reporting Information [Line Items]      
Total revenue from reportable segments   $ 6,738  
v3.25.2
Related-Party Transactions (Details) - USD ($)
12 Months Ended
Jun. 30, 2025
Jun. 30, 2024
Jun. 30, 2023
Related Party Transaction [Line Items]      
Total consolidated revenue $ 1,526,594,000 $ 1,321,776,000 $ 1,002,848,000
Related Party      
Related Party Transaction [Line Items]      
Accounts receivable, related parties 0 0  
Accounts payable, related parties 0 0  
InsideResponse | Management      
Related Party Transaction [Line Items]      
Total consolidated revenue $ 100,000 $ 100,000 $ 100,000
v3.25.2
Subsequent Events (Details)
$ in Millions
Jul. 25, 2025
USD ($)
Line of Credit | Subsequent Event  
Subsequent Event [Line Items]  
Fees paid $ 0.1