I logically guesstimate that at least 30% of Humana’s profit margin today relies on cheaper non-citizen labor (e.g., H-1B Visas, Vendor Contracts that use H-1B Visas, Offshoring) and the hype to investors as to what AI (artificial intelligence) will bring about in the near future.
All it would take is for just two things to occur, perhaps coupled with one or two other coinciding events, to seriously ruin this corporation.
1) If H-1B Visas were to be sent packing and Vendors (heavily employed H-1B Visas) that Humana contracts with were to be highly scrutinized by federal government and brought to a halt.
2) AI (artificial intelligence) to be heavily regulated by the government and brought to a snail’s pace.
Executive leadership most likely will not admit it to you nor will SVPs, VPs, Directors, and Associate Directors as they have to “toe the line” and keep up the facade that “we are some big super power that nothing can stand in our way!” Pride goes before the Fall! Just a matter of time.