Humana's Hard Reset: Building for Value as America Ages

Q3 2025 Earnings For Humana

Nov 13 • 

Jeff DelVerne

3

CVS: From Expansion to Optimization

Highlights from the CVS Q3 earnings

Nov 11 • 

Jeff DelVerne

1

Cigna’s Long Game: Margin Pressure Today, Structural Strength Tomorrow

The Cigna Group Q3 2025 Earnings

Nov 9 • 

Jeff DelVerne

1

Centene Q3 of 2025: Progress Amid Pressure

Medicaid Rate Misalignment, ACA uncertainty, One Big Beautiful Bill and the Government Shutdown

Nov 7 • 

Jeff DelVerne

1

1

UNH Q3 2025 Earnings

AI, Margin Restoration and Home Health/Amedisys

Nov 2 • 

Jeff DelVerne

2

1

October 2025

Elevance Q3 Earnings Recap

Quite a few government headwinds headed into 2026

Oct 30 • 

Jeff DelVerne

1

1

Q3 Earnings Preview: The Big Six Payors

The Next 6 Weeks of Ups & Downs

Oct 18 • 

Jeff DelVerne

4

AI in Healthcare: The Netscape Moment

35 Months After Chat GPT Launched.... Where are we?

Oct 3 • 

Jeff DelVerne

1

1

September 2025

August 2025

CVS Q2 2025 Earnings

Progress, Pressure, and a $20B Bet on the Future of Healthcare

Aug 15 • 

Jeff DelVerne

1

Cigna Q2 2025 Earnings

Revenue Growth, AI Challenges, and Evernorth Momentum in Curascript Specialty Pharmacy

Aug 9 • 

Jeff DelVerne

1

Humana Q2 Earnings

Back on Track: Humana Finds Its Footing with CenterWell and AI

Aug 4 • 

Jeff DelVerne

1

1