Analysis, playbooks, and research for government-sponsored health plans navigating a faster, more competitive market.
Seven of the largest MA payers reported Q1 2026. Read across the calls and the message is unambiguous. Here is what each one signaled, what they said collectively, and what it means for your AEP 2027 positioning
Network adequacy is no longer a competitive position in Medicare Advantage. Here is how leading health plans are moving from compliance to sculpting ahead of 2027 bids.
The most surprising finding in Elevance Health’s Q1 2026 report is not the 16% adjusted EPS beat—it is the hidden anatomy of that beat. Of the $12.58 adjusted EPS.
The most surprising finding in Elevance Health’s Q1 2026 report is not the 16% adjusted EPS beat—it is the hidden anatomy of that beat. Of the $12.58 adjusted EPS.
The most important signal from Humana’s Q1 2026 results is not the headline EPS but the explicit strategy being telegraphed for 2027 bids: benefit cuts are coming.
Centene’s Q1 2026 results landed roughly $0.50 ahead of its own internal expectations, with adjusted EPS of $3.37 and a 58% beat over Street consensus.
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