Jason Cassorla

Was that delta completely explained away by flu weather and the exchange seasonality?

I wanted to ask on specialty and care for 2026. I just wanted to confirm are you still anticipating AOI growth at the higher end of your 8% to 12% target

Could you clarify, are you seeing health care AOI growth at the high end of your long-term target next year off of the AOI baseline that does not include some of the nonrecurring benefits

I wanted to ask about Evernorth margins in the quarter. You talked about the investment income headwind

help frame how we should be thinking about the components of that 2027 growth

can you just help unpack or bifurcate CarillonRx and services revenue and margin impacts specifically coming from the health benefits enrollment losses versus perhaps the growth in margin maturatio...

Are you coming to a point where it could make sense to potentially exit states or reduce footprints within certain populations

can you give us any impact on the weather on the outpatient side

can you give us a sense, in terms of what 2026 guidance assumes for overall bad debt and uncompensated care? And how that compares to 2025 levels

how should we think about the ability to recover the remaining $150 million or so headwind versus the $250 million total headwind back in 2024?

You guided 2Q MLR slightly above [ 91 ]. It represents a deceleration in the year-over-year step-up in MLR compared to this first quarter

your investments spend that you spiked out appears to be or appears to have totaled well over $550 million

any early thoughts on how 2026 cost trend development coming in relative to 2025?

How much of that acceleration ex-weather was a function of higher headcount and increased labor supply versus changes in demand or throughput?

I think we are calculating around a $120 million to $130 million year-over-year benefit from total Medicaid supplemental payments in the quarter. Is that a fair characterization? And if so, can you...

can you just help a little bit more unpack in terms of AI, technology or other efficiencies that could bring that stat lower and drive better throughput?

if you look at that 2% to 3% volume and 2% to 3% rate growth as the go-forward status quo, would you still expect that to translate into organic margin expansion?

are you seeing any different behavior as it relates to managed care at this juncture for behavioral? And we're hearing multiple states enacting budgets that are reducing behavioral rates

You increased the midpoint by a little over $90 million. Can you just walk through the bridge to the updated guidance, how that's split between the 5 quarters of D.C. DPP, the malpractice reserve i...

Is this more de novo build out? You've got less than 2x leverage ratio currently

can you talk about volume growth trends across payer cohorts in the quarter?