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CLAIM #58660 · UnitedHealth Group Incorporated (UNH) · 2023Q3 earnings call · Oct 13, 2023 · due Dec 31, 2025

I think it is worth understanding the longer term outlook for OptumInsight margin. We still believe that's in the region of 18% to 22%, that's really driven by the mix of the businesses.

Roger Connor · Executive

PENDING
graded after results covering Dec 31, 2025 are reported

In context

o-health and kind of trajectory of margin in OptumInsight? Thank you. Andrew Witty: Hey, David, thanks so much for the question. Let me ask Roger Connor, who's our new CEO of OptumInsight to respond, Roger? Roger Connor: Thank you, and David, thank you for the question. First of all, just to say I'm delighted to be taking over the leadership of Insight. This is a pretty unique and special business. And getting to know the people, the products, and the offerings, I think we're going to make a real difference to healthcare. So excited about that future. Just specifically, David, on your question, the change integration’s gone really well, to be honest. You'll see in the Q3 margin that we had the tail end of some of that spend to integrate, but the Q3 margin is in line with our expectations. I think it is worth understanding the longer term outlook for OptumInsight margin. We still believe that's in the region of 18% to 22%, that's really driven by the mix of the businesses. As you know, we're a business that has software, we have services, so there are different margins in there. But when you take what we've created with change and you look at the overall portfolio that we have, we have this incredible portfolio that is addressing everything from clinical decision support, we've got products for admin efficiency, we've got other products for payment optimization. You have that growth engine plus our innovation, plus that margin profile, we're very confident about the future performance of Insight. Andrew Witty: That's great. And I wonder whether Dan Schumacher, who's been very heavily involved in our various health systems partnerships, might just want to reflect a little bit on the question obviously was around pro-health, but rather than talking specifical

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SEC filings for UNH · Claim quote is verbatim from the 2023Q3 earnings call.