Thread regarding Optum layoffs

"UnitedHealth tumbles as Q4 results add to managed care misery"

https://seekingalpha.com/news/4542778-unitedhealth-stock-tumbles-q4-results

https://www.ft.com/content/02bc222e-4a66-4440-adb8-517c3ebdc0c0

https://www.wsj.com/business/earnings/unitedhealth-books-hefty-charges-issues-soft-full-year-revenue-outlook-ef81d948


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| 2001 views | | 7 replies (last January 27) | Reply
Post ID: @OP+1kfzscj3w

7 replies (most recent on top)

How do you go this low! Q4 Profit: $10 million (a sharp decline from $5.5 billion YoY) That is at is best company mismanagement! Okay, it’s been said over and over the company is Top Heavy! The Assistant Directors and above are bleeding the company dry! Besides not knowing their jobs! They are too young and inexperienced. They asked the senior aged employees all the time for advice and then cut them! Way to dig the company into the ground with the executives bleeding it dry.

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Post ID: @bf+1kfzscj3w

@OP Aww I guess the private jets will have sit in the hangers more in 2026. Would LOVE to see some of leadership’s expense reports! They’re not trimming back I’m sure!

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Post ID: @a8+1kfzscj3w

Right now having UHG on a resume is like having Sears on a resume 15-20 years ago.

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Post ID: @a6+1kfzscj3w

2026 will be harsh.

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Post ID: @a5+1kfzscj3w

@a1 Right Sizing Strategies…..a terrible way to do business.

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Post ID: @a4+1kfzscj3w

Thanks ChatGPT…

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Post ID: @a3+1kfzscj3w

United Healthcare Earnings Summary - January 27, 2026

UnitedHealth Group released its earnings report for 2025, showcasing notable financial metrics but also signaling potential challenges for the upcoming year.

Key Financial Highlights:

  • Total Revenues: $447.6 billion (up 12% YoY)
  • Net Income: $12.1 billion (down from $14.4 billion in 2024)
  • Earnings Per Share: $13.23 reported; $16.35 adjusted
  • Q4 Revenues: $113.2 billion (up from $100.8 billion YoY)
  • Q4 Profit: $10 million (a sharp decline from $5.5 billion YoY)

2026 Outlook:

  • Expected revenues slightly declining to over $439 billion
  • Projected EPS of at least $17.75
  • Anticipated medical loss ratio: 88.8%

Challenges:

  • Rising medical costs for Medicare Advantage plans
  • Membership decline
  • Revenue impact of new Medicare coding systems estimated at $6 billion

CFO Wayne DeVeydt emphasized a focus on "right-sizing" strategies and restoring profitability through disciplined pricing and operational adjustments.

Market reaction has been cautious, with stock declines following the announcement, largely due to investor concerns over lowered guidance and ongoing challenges in the healthcare sector.

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Post ID: @a1+1kfzscj3w

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