What did the IPO window actually require?
Listed leaders now grow fast and some turn a profit, while pandemic winners shrink. What public investors reward today.
Full answer in the deck
LAST UPDATED: October 8, 2026
Get the latest reality check on digital health
In digital health growth was never the problem; gross margin was. Everyone optimized the wrong number for a decade. Plenty of questions to answer before you invest or build something on this market. Good news, we have just refreshed this deck with all the answers.
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What's included in this report
Whether you want to invest in digital health or build in it, these twelve sections have you covered. You will get the full picture here.
- Market definitionWhat is this market about?Digital health covers a video consultation, a monitoring device, a care program and a company that steers patients. We start from a clear definition, so you know exactly what we are counting.
- Market opportunityWhere are the opportunities?Two companies made it onto the stock market, and everyone else is now judged against their numbers. We collected the latest signals and show you what is hot right now, and what is not anymore.
- Market sizeHow big is it really?Most figures here start from the entire healthcare budget and assume a slice of it goes digital. We run our own first-principles analysis and show you the calculation, so you can trust the result.
- Pain pointsWhat are the problems to fix?A patient wants it simple, a clinician wants it out of the way, and an employer wants a number at the end. We walk you through where the frustrations are, and who is ready to pay to fix them.
- Tech & infraWhat's the latest tech?Remote monitoring, automated care pathways, AI triage: the labels are everywhere and results vary a lot. You will see where things stand today, what is still being built, and what comes next.
- Value creationWhich business models work?Some companies charge per member, some take risk on outcomes, and some bill the patient directly. We show you the business models that work today, and where the money is really made.
- Market challengesWhat are the blockers?Reimbursement rules change, employers keep cutting the number of vendors, and evidence takes years. We tell you what is still unsolved, what is already settled, and how much each could slow this market down.
- Growth driversWhat are the growth drivers?Chronic disease getting more common is what everyone cites, and it says nothing about margins. We will show you what could make this market explode, and what is still missing to get there.
- Investor betsWhat do investors bet on?Public investors now look at gross margin first, which changed what a private round has to show. We will tell you what investors love right now, and what they will not look at anymore.
- Top playersWho are the startups?You know Teladoc. The companies that actually grew through the last few years are far less discussed. We will show you the hottest startups, including the ones under the radar, on clear market maps.
- Startup killersWhat kills startups?A cost to serve that never comes down, one employer channel, and evidence that never quite convinces. We walk you through the patterns behind the failures, so you know what to watch for if you build or invest here.
- Startup strategiesHow to win this market?A few companies got the cost of each patient down while others kept adding staff. We show you what the winners did differently, so you know what to reproduce.
Some of the questions we answer inside
Six examples, out of 196+ slides.
Why do employers keep buying?
Employers pay for tools that cut their health costs, not for apps. How one navigation startup tied its fees to real savings.
Full answer in the deck
Did AI notes beat telehealth?
In sixteen months Abridge went from a third of Teladoc's value to almost four times it, across three rounds.
Full answer in the deck
Who is consolidating whom here?
A therapy app bought a meditation leader, a care company bought a rival, a public leader bought a startup. Who is buying whom.
Full answer in the deck
What does payer coverage change?
Medicare now pays for digital chronic care and keeps extending telehealth. How payment rules turn apps into paid care.
Full answer in the deck
Does attention turn into digital health revenue?
Searches for longevity apps climbed as tracking moved from steps and sleep to measuring biological age.
Full answer in the deckWhy we built this deck
Digital health spent years proving it could grow, and is now asked whether it can earn. The companies that reached the public markets mostly did it by lowering the cost of serving each patient and by selling to employers and health plans, not by signing up more users.
Not long ago, almost any virtual care company could raise money, and valuations assumed new habits would stick. Many did not. Now buyers want proof of savings, a few companies have managed to go public, and a lot of the rest are merging, selling or quietly shrinking.
If you’re building or investing in digital health, you need to know which models show real margins, what employers and payers still pay for, how AI is changing clinical work, and where the exits will come from. We built this deck to give you that picture quickly, without making you read every prospectus yourself. And because this market can change a lot in a few months, we’ll send you the updated version every quarter.
Save hours of messy research
Weeks of reading, cross-checking and dead ends, already done. Here is what you can check for yourself on every page.
- One view instead of fifty tabsDozens of reports, filings and announcements compressed into a page you read in seconds
- The method is written downHow each number was built is explained on the slide, not hidden in a footnote
- Updated every single quarterNew rounds, new clearances, figures rechecked, and the date printed on the cover
- Our sources and databases are yoursLinks to every source we used, and to the databases behind them, so you can dig yourself
Questions?
What exactly do I get?
A 196+ slide PDF, downloadable right after checkout.
Who is this report for?
Founders, investors, operators and strategists who need a clear view of the market before they build, invest, partner or reposition.
What is your market definition?
Services and software that deliver or coordinate care outside a traditional visit: virtual care, remote monitoring, care navigation, chronic condition management and the platforms behind them. Medical devices, biotech and pure wellness apps are out.
Do you have funding data?
Yes, we have tracked every single deal, with all the available data: date, company, what it does, category, stage, deal size, HQ country and region, lead and strategic investors, founding year, etc. Email us and we'll send it to you.
Do you have startup data?
Yes, we rank every company we follow, with revenue, valuation and multiple numbers, plus category and segment, so you can sort and compare instead of reading a list. Email us and we'll send it to you.
Can I get future updates?
Yes. We update every deck each quarter. With the complete deck, just send us an email and we'll send you the next update, along with the latest version of both databases.
Can I get a company invoice?
Yes. Add your company name at checkout, or email us and we'll send one.
Any guarantee?
If the deck doesn't hold up to what this page shows, tell us and we'll refund you. No forms.
Is this a one-time payment?
Yes, both options are a single payment. Nothing renews, nothing is charged again, and there is nothing to cancel.
Can I get a discount?
Yes. Use NEWMARKET for 20% off two reports, or NEWMARKETMAX for 30% off five or more. The codes work on any mix of markets.
Still have a question?
Email team@newmarketpitch.com and we reply within 24 hours.
Get the digital health market report
So many people get this market wrong. Employers kept buying while consumers stopped paying. Here, you'll get the latest numbers on everything that matters.
A snapshot of today
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- Market definition
- Market opportunity
- Market size
- Pain points
- Tech & infra
- Value creation
- Market challenges
- Growth drivers
- Investor bets
- Top players
- Startup killers
- Startup strategies
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The complete deck
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- Market definition
- Market opportunity
- Market size
- Pain points
- Tech & infra
- Value creation
- Market challenges
- Growth drivers
- Investor bets
- Top players
- Startup killers
- Startup strategies
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