La amenaza de Amazon acerca más a Wal-Mart y a Humana

The video discusses the potential partnership between Walmart and Humana, highlighting that a full acquisition is unlikely but a strategic collaboration in healthcare aligns with both companies' goals. The impact of industry consolidation, with companies like CVS and Aetna merging, is explored, suggesting United Healthcare as a potential winner. Walmart's diversification strategy, especially in response to Amazon's entry into healthcare, is examined. The financial analysis of Humana reveals double-digit revenue growth, but the industry shows signs of desperation for further growth.

What are the implications of the recent mergers in the healthcare industry as discussed in the text?

What does the speaker suggest about the desperation for revenue growth in the healthcare industry?