Optum executives laid out the company's growth strategy in an Oct. 14 call with investors transcribed by The Motley Fool.
Here are three notes:
1. OptumHealth's 31 percent revenue-per-customer growth is attributed to the increasing number of patients served under value-based care and an increasing focus on higher acuity ambulatory procedures.
2. Optum's new deal with Walmart will provide value-based care to patients at Walmart's clinics. Starting in 2023, Optum will jointly develop 15 Walmart health clinics in Florida and Georgia.
3. More than two-thirds of Optum's revenue is derived from value-based care contracts, and that number will continue to grow, OptumHealth CEO Wyatt Decker said in the call.