Analysis, playbooks, and research for government-sponsored health plans navigating a faster, more competitive market.
The 8 largest non-SNP payers, the D-SNP/C-SNP plans moving fastest, and the AEP cost & benefit trade-offs behind them — plus what it means for your bid, your Stars, and your network.
MA strategy has converged around margin over membership, UnitedHealth and CVS are both deliberately trading enrollment for margin, while Humana and Alignment are the visible outliers still guiding double-digit MA growth.
Alignment Healthcare’s Q2 2026 earnings beat guidance across the board, yet shares fell as second-half margin cadence weakens.
Alignment Healthcare’s Q2 2026 earnings beat guidance across the board, yet shares fell as second-half margin cadence weakens.
Humana beat Q2 2026 earnings estimates, but cut full-year GAAP EPS guidance again as Star Ratings costs and thinning reserves offset the win.
Centene Q2 2026 earnings beat Wall Street estimates outright, yet shares fell as $0.50 of EPS came from one-time items.
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