$CVS Tape Reports
Per Ticker.id: $CVS Tape Reports — 16 podcast mentions across 5 podcasts (30 days), latest 2026-08-25 21:00 UTC.
Hello and welcome to the Becker's Healthcare Podcast. My name is Chanel Bunger, and today I have the pleasure of speaking with Tony Ambrosi, the Senior Vice President and Chief Digital and Technology Officer of Pharmacy at CVS Health Enterprise and Health100, who joins the podcast today to share insights into his background, healthcare trends he's keeping an eye on, and a bit more. Tony, thank you so much for joining me today. Thank you for inviting me. Of course. Of course. Well, it's great to have you. To get us started out, could you please introduce yourself and tell us a bit about your work in healthcare?
Chanel Bunger — Becker’s Healthcare Podcast · Tony Ambrozie on AI, Digital Health and the Future of Pharmacy · 2026-08-25So I'm currently the, as you described, I am responsible for the digital product engineering for all things pharmacy systems that deal with real, with physical medications across CVS Health, which obviously is a super important thing for our patients and consumers. I also have responsibilities for a new endeavor that I mean, we may be talking later called Health 100, which is a separate subsidiary of CVS Health that is focused on consumer engagement, digital engagement. I've been here for about 3 years almost. And then before that, for about 3 years, this is where Beckers and I and Scott and I have met. I was the similar role, Chief Digital Information Officer at a a well-known hospital system in South Florida. So if you count the years I've joined, I've moved into healthcare in the middle of the pandemic in the fall of 2020. And I think it was one of your previous podcasts that we did together where basically somebody said you moved from Disney, which is the— I spent the 7 years before. To healthcare in the middle of a pandemic in the sense of what were you thinking? But that was exactly the right thing to do with all the needs for digital and now more than that with AI that healthcare has. So before that, Disney for about 7 years and before that American Express for 12 years and all focused on consumers, customers, members, patients, whatever, whatever you want to call them. So just in case you're wondering about this, you know, finance, you know, uh, entertainment, then healthcare, I, uh, I usually go where I believe the biggest, uh, opportunity for change and transformation is. And clearly healthcare, not, uh, CVS in particular, but clearly healthcare as an industry, as an ecosystem, probably could benefit from folks like myself coming from other industries with an intense focus on, on consumer experience. Whether I find these opportunities or they find me, that's still an open question. I love it.
Tony Ambrozie — Becker’s Healthcare Podcast · Tony Ambrozie on AI, Digital Health and the Future of Pharmacy · 2026-08-25That's a— it's a huge deal. And the more of these measurements and visits and whatever it is there are, the more Signal, I believe, is there, but it gets simply not detected because participants in this journey and providers in this journey tend to have limited access to just a small part. Sometimes that small part is frankly not bigger than a keyhole. So that's a huge benefit. Then what we want to do with this is not— we call this the front door to healthcare. Trusted front door to healthcare, which means we want this to be this consumer engagement platform app web to be the place where people go when they have a need. They go in and then somehow either we help them in there. Obviously I'm talking about consumer engagement. This is not a doctor of any kind, certainly not an AI doctor, but at least we provide, if nothing else, we provide the guidance where to go next, what to do next. So they're not abandoned in the middle of a problem with what do I do next? Where do I go? Who do I see? So these are some of the big aspects of what we're trying to do. Of course, as I said, in that journey, clearly pharmacy is important. So How do I get the drugs, the medications? How do I manage that? How do I manage my prescriptions the best way possible? And then of course is the insurance. How does that fit in order to, for me as a patient, get the best benefit? One thing that I would say is this consumer engagement is not just for CVS customers. It's open to anyone. And of course, the more partners we bring into this ecosystem, whether it's payers, that is insurance companies, whether it's pharmacies, et cetera, et cetera, the more richer this ecosystem is for the benefit of the consumers.
Tony Ambrozie — Becker’s Healthcare Podcast · Tony Ambrozie on AI, Digital Health and the Future of Pharmacy · 2026-08-25I definitely bringing Health 100 from an idea in some of us heads and doesn't make sense. Would it be good to something that is happening today and This is something that when some of us started talking across CVS, including up to the executive leadership team, CEO, and even to the board, you know, I'm very pleased and frankly proud of CVS as a company and as a culture that the reaction was, wow, this is a great idea. It would be very good for people, whether they are customers or not. It would be making a big difference. Sometimes with the best of efforts by all the players, there are still broken or missing links between players, and something like this could also give consumers the ability to mend or create those links in a way that's good for us. And so very pleased with the reaction and the support inside CVS because we do want to do good things. We want to do change things as much as possible, as much as a particular initiative or a particular company could do in this huge industry, complex industry, very fragmented industry. And frankly, I'm not telling you probably anything that you haven't heard and you haven't known for a while. So how do we solve— how do we solve a little bit, maybe a little bit more? I don't know where this could go. But certainly, you know, huge support, which I'm very proud of, frankly, not for myself, but about CVS. And who knows where this could be? And, you know, small steps, but who knows where we'll all be. And if we and others like us, because we're not the only ones, will be doing this, let's say, and however, where we will be, all be as patients and players in the healthcare ecosystem, who knows where we will be in, let's say, 5 years. Hopefully in a much better ecosystem. Absolutely.
Tony Ambrozie — Becker’s Healthcare Podcast · Tony Ambrozie on AI, Digital Health and the Future of Pharmacy · 2026-08-25Well, like you said, we'll just have to see. Maybe when the commercial real estate market turns around, some of these maybe not so great investments or acquisitions can fall into place, I guess, if it will. And it seems like the theme is turnaround stories or maybe companies that aren't doing as hot because Rachel, the one you brought to the table here was CVS HealthCare.
Tyler Crowe — Motley Fool Hidden Gems Investing · Dick’s Sporting Goods has a Foot Locker Problem · 2026-08-25Yeah, I thought it'd be interesting to talk about a healthcare business and CVS. You know, I think a lot of people obviously think of the, the neighborhood store aisles, pharmacy counters, but CVS is actually one of the larger healthcare insurers in America through their Aetna division. So they beat expectations this quarter. It was a particularly good quarter for the business after a series of difficult quarters, which we'll talk about in a bit. Adjusted earnings per share came in at $2.58 against Wall Street estimates of $1.87. Total revenue rose over 7% to about $106 billion, and management actually raised their full-year profit guidance. One of the dynamics that CVS Health is benefiting from right now is just broader trends in the healthcare space. We've seen a lot of major hospital chains note that consumers are putting off doctor visits, they're scheduling fewer elective surgeries due to tight household budgets, which is a really, really unfortunate trend. The flip side of that trend, of course, is when people skip surgeries, it lowers expenses for an insurance company because they're paying out fewer medical claims. So for CVS and their Aetna network, fewer procedures means their medical costs decreased. And so essentially this trickled over to their healthcare benefits division. If you're looking at their their report, they saw their operating income rise by more than $1 billion above what analysts had originally predicted, all going back to these industry dynamics that I mentioned.
Rachel Warren — Motley Fool Hidden Gems Investing · Dick’s Sporting Goods has a Foot Locker Problem · 2026-08-25Yeah, a good quarter. And the thing is with CVS is like, we're going back to the integration of Walker Dunlop. Here we have a retail pharmacy combining with a major insurer. It's, it hasn't exactly been a perfect marriage here. Uh, and the stock has reflected that over the past couple of years. So between the lowering of the earnings forecasts, it's closed hundreds of stores. It's— the CEO has been a kind of a revolving door as of late. It's— it, it hasn't been easy for this company. But having said that, it— the stock trades for like 11 times forward earnings estimates. So it clearly— the market is pricing this then as not doing great. You as the investor, are, are you buying this as like a value stock now with like a turnaround in play here? Or are you still seeing this as, yeah, this is still a work in progress, I'm going to check back later kind of stock?
Tyler Crowe — Motley Fool Hidden Gems Investing · Dick’s Sporting Goods has a Foot Locker Problem · 2026-08-25Happy to. So Elizabeth, I am coming to you from you Becker's hometown of Chicago, Illinois, where I both live and practice still as a practicing primary care physician in the South and West sides of Chicago. I have the incredible good fortune to serve Aetna and CVS Health as the chief medical officer for our Medicare and dually eligible members around the country, really partnering closely with our business partners and with everybody else in the Medicare team to try to drive superior clinical outcomes and fantastic population health for folks who we're lucky enough to serve. I'm also really excited to talk to you today in the context of value-based care because I'm a bit of a one-trick pony having spent almost my entire career in value-based care delivery. Prior to Aetna, I served 6.5 years at Oak Street Health, the last 3 as chief medical officer, building that national network of value-based care clinics for seniors and other Medicare enrollees. Prior to that, a number of years at CareMore Health Plan, part of Anthem, also focused as a health plan and as a clinical organization on the needs of highly vulnerable, complex seniors who are Medicare Advantage members with our health plan. And then before that, part of the early team at Iora Health in what feels like the early days of value-based care in the 2010s, really trying to figure out how to build, again, clinics that are driving phenomenal clinical outcomes and highly differentiated patient experiences for folks who really need that and deserve that kind of care. So the opportunity to come to talk today about value-based care and what we see from the Aetna landscape, particularly from a research standpoint, is just super exciting.
Dr. Ali Khan — Becker’s Healthcare Podcast · How Value-Based Care Delivers Better Outcomes for Medicare Members with Dr. Ali Khan · 2026-08-24