Accolade, Inc.

navigation as a service infrastructure play, or is that just too out of the box?

First of all, Stephanie, great to talk to you again. Thanks for being here. I think when we talk about navigation and, you know, anytime we put an umbrella term on a set of capabilities, it's imperative that we kind of break that down and speak to what those capabilities are. A number of companies, yes, are out there speaking about the fact that they deliver navigation today. We would say the number of companies who have delivered, have accumulated the claims, RX, insurance information, and interaction data, as well as clinical data associated with electronic medical record data, as the underpinning to the platform to be able to navigate through benefits, navigate through claims, drive people to the best position, et cetera. I mean, all the things that we've been doing for the last 10 years is still a very, very, very small number of companies. A lot of people use the word navigation. Not a lot of people actually deliver navigation. That would be point number one. Point number two would be, I think you're absolutely onto an idea that speaks to the point, I think it was Ryan's question earlier. We've architected our solution around the idea of delivering capabilities. Now, we weave those capabilities into offerings. Those capabilities are available to our partners. Now, who would we partner with around those capabilities? You know, the way we've always thought about it, Stephanie, is... We'll partner with people who share our mission, who are aligned in our vision around improving health care for the people that they serve, and who are aligned in our belief in the idea of personalized health care. And so I don't know what that means in terms of potential partnerships with navigation vendors down the road, but I can tell you we believe that our capabilities architecture is unique in the industry and gives us an opportunity to be a really productive partner for many.

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