Lemonade, Inc. (LMND) Presents at Oppenheimer 29th Annual Technology, Internet & Communications Conference Transcript | Seeking Alpha
Lemonade, Inc. (LMND) Oppenheimer 29th Annual Technology, Internet & Communications Conference August 12, 2026 1:15 PM EDTCompany ParticipantsTimothy Bixby - CFO, Principal Accounting Officer &. . .
Lemonade, Inc. (LMND) Oppenheimer 29th Annual Technology, Internet & Communications Conference August 12, 2026 1:15 PM EDTCompany ParticipantsTimothy Bixby - CFO, Principal Accounting Officer & TreasurerConference Call ParticipantsJason Helfstein - Oppenheimer & Co. Inc. , Research DivisionPresentationJason HelfsteinOppenheimer & Co. Inc. , Research DivisionGood afternoon, everyone, and thanks for joining us for a fireside chat with Lemonade. Excited to have the company's CFO, Tim Bixby joining us. So this is our, I think, sixth year we've done this and kind of maybe our last year as you're formally transitioning away from CFO at some point over the next year. So yes, so anyway, so six times is a charm, as they say, right?Timothy BixbyCFO, Principal Accounting Officer & TreasurerThat's right. Jason HelfsteinOppenheimer & Co. Inc. , Research DivisionAnd I think we did start this live. At one point, it was like an in-person maybe the first 2 years. So anyway. Okay. So let's like jump right in. So I think everybody knows if you have a question, you can put it in the chat. I already see some questions already down below. Otherwise, e-mail me at jason. helfstein@opco. com. Question-and-Answer SessionJason HelfsteinOppenheimer & Co. Inc. , Research DivisionOkay. So let's start with IFP, very strong quarter, up 33%, 11th consecutive quarter of accelerating growth, third quarter and full year implied kind of sustained growth. I guess as you think about the business, what could cause IFP to slow? And I guess, like within your control and without your control? And how are we thinking about next year despite you not giving formal guidance yet?Timothy BixbyCFO, Principal Accounting Officer & TreasurerSure. So for Lemonade, growth is a gift, right? More growth is better. That's not always true in insurance. And historically, it's often been the opposite