iRhythm Technologies

IRTCleader

iRhythm's Zio Patch is the dominant long-term ambulatory cardiac monitor, using AI to analyze 100M+ hours of ECG data and detect atrial fibrillation that short-duration Holter monitors miss.

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產品與營收

產品營收佔比

營收結構 ($601M)

靜態數據（加載即時財務…）

US Revenue (88%)

International (12%)

業務部門構成與主要客戶

產品詳情

Zio Patch (Long-term ECG)92%

Wear-once 14-day continuous ECG patch worn on the chest, with AI-powered arrythmia detection — 100M+ days of data.

Zio Monitor (Short-term)8%

3-day wireless patch for acute symptom monitoring, compatible with existing prescribing workflows.

供應鏈關係

主要客戶

UnitedHealth Group

Insurance coverage for Zio Patch

影響: significant

HCA Healthcare

Hospital Zio adoption

影響: significant

宏觀與市場背景

헬스케어行業新聞

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

近期催化劑

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

AI 分析

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企業資訊

總部

San Francisco, California, USA

成立時間

2006

員工人數

1,900

官網

irhythmtech.com

行業概況 — 헬스케어

行業新聞