#insight

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SAP Q1 2026 results

SAP will release its Q1 2026 results on April 23, at around 10:05 PM CEST.
I think these results will tell a lot about current situation and 'mitigation' measures.
Somebody here wrote about expected not-so-good results... Any insight?


Where are the CVS WARN notices?

Hey everyone, I’ve been keeping a close eye on the layoff situation at CVS, but I’ve noticed something strange: there haven't been any major WARN notices filed lately. Given the restructuring talk we heard last year, I’m trying to make sense of this.

Does the lack of filings mean the company is actually doing well and the 'efficiency' goals were met without more cuts? Or is this a sign that the broader economy is stabilizing? I’d love to hear if anyone inside the company has insight into whether more rounds are coming or if we're finally in the clear.


Increase in vto? Should we be worried?

Has anyone else noticed the recent increase in VTO offerings across Medicare/Medicaid member services?

Trying to better understand if this is just volume-related or part of a larger shift. If anyone has any general insight or perspective, it would be helpful.

Always good to stay aware of what’s going on.


Employee counts

Whether it’s true or not that the company must slash 50% of the workforce to survive, the number of employees has always boggled my mind. Where are all these people working, what groups, regions? Now we are 2x after the Lex acquisition, and it is even more of a mystery. Who has insight?


Does Optum Insight have any customers

Other than United healthcare and Optum, does Optum Insight really have any customers? This is not a criticism of the worker bees in OptumInsight, but rather a true curiosity about whether that business is viable or if it's all smoke and mirrors. And if it's smoke and mirrors, when will they be "found out"? I worked fairly closely with that business and honestly, I never knew what they actually sold -- because they could never quite articulate it.


Thoughts on next LP?

Curious what everyone thinks about the upcoming LP. I feel like it is too good to be true about uncapping the profits (I think they said this?). Meaning we can go about the fixed return. I might be wrong but it all seems too good to be true. Anyone have any insight as to what is actually happening or what this offer might be?


CMS Rates and Increased Cost of Care

With stagnant Medicare rates and increased cost of care are certain business lines just at the point where they won’t make enough revenue to be worth it any more? From the sounds of it UHG is letting go of many folks who has been performing well overall and the only reason I can think of is what they were doing is no longer profitable enough. I’m not privy to these sort of numbers but I would interested to know if anyone has any insights. This is not meant to be an excuse for the lay offs and the distress to individuals and families they have inevitably caused.


Stock Together program may be discontinued entirely?

I just wrapped up a 1:1 with leadership this week and it sounds like the Stock Together program may be discontinued entirely. I’m holding out hope that it’s simply being restructured or delayed for those of us recently protected, but if it's gone, it’s effectively a $20K pay cut. Does anyone have more insight or 'under the hood' knowledge on what’s happening with the program?


I predict that….

In a few years, someone is absolutely going to write a long-form takedown on how Nike fumbled its Caitlin Clark moment. Generational talent. Cultural tidal wave. Wall-to-wall attention. And still fumbled

This has future MBA case study written all over it.