Healthcare earnings season is offering a mixed picture of the industry. 

In the latest episode of "Podnosis," Fierce Healthcare's Dave Muoio and Paige Minemyer break down the highlights from fourth-quarter earnings, where providers signaled growth while payers warned of financial headwinds amid a shifting policy landscape.

The episode also features an interview from the Lake Nona Impact Forum, where Fierce Healthcare’s Anastassia Gliadkovskaya spoke with Jeff DiLullo, head of Philips North America, about how health systems are thinking about AI, technology and the push to bring care closer to home.

To learn more about the topics in this episode: 

• UnitedHealth Group was the most profitable payer in a difficult 2025 for the industry
• After 2025's volumes shortfall, Universal Health Services says capacity, headcount investments will pay off in 2026
• Community Health Systems' hospital divestiture streak likely isn't over
• Tenet Health outperforms in Q4, projects solid 2026 despite ACA exchange headwinds
• HCA Healthcare unveils bullish 2026 guidance despite $600M-$900M ACA exchanges hit
• Lake Nona Impact Forum: There can't be longevity without tech
• Philips to invest $150M in US manufacturing base, including ultrasound site expansion
• Philips rolls out major AI upgrades for cardiac ultrasound platforms
• Philips launches new point-of-care ultrasound system for critical care