DarioHealth Corp. (DRIO): Business Model Canvas

In der sich schnell entwickelnden Landschaft der digitalen Gesundheit erweist sich DarioHealth Corp. (DRIO) als bahnbrechender Innovator, der die Behandlung chronischer Krankheiten durch modernste Technologie transformiert. Durch die nahtlose Kombination von künstlicher Intelligenz, personalisierter Gesundheitsverfolgung und umfassenden digitalen Lösungen definiert das Unternehmen die Herangehensweise von Einzelpersonen und Gesundheitsdienstleistern an die Behandlung chronischer Erkrankungen neu. Ihr anspruchsvolles Business Model Canvas offenbart einen strategischen Ansatz, der über traditionelle Gesundheitsparadigmen hinausgeht und einen Einblick in eine Zukunft bietet, in der Technologie proaktive, datengesteuerte Gesundheitsinterventionen ermöglicht.

DarioHealth Corp. (DRIO) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Partnerschaften mit Gesundheitsdienstleistern und Versicherungsunternehmen

DarioHealth hat Partnerschaften mit den folgenden Gesundheits- und Versicherungsunternehmen aufgebaut:

Partnertyp	Anzahl der Partnerschaften	Wichtige Details
Krankenversicherungsanbieter	7	Enthält Cigna, Anthem, Humana
Arbeitgeber-Wellness-Programme	12	Fortune-500-Unternehmen, darunter Activision Blizzard

Zusammenarbeit mit digitalen Gesundheitstechnologieplattformen

DarioHealth lässt sich in mehrere digitale Gesundheitsplattformen integrieren:

• Apple Health
• Google Fit
• Samsung Health
• Fitbit

Integration mit Fernüberwachungssystemen für Patienten

Überwachungssystem	Integrationsstatus	Chronische Erkrankungen abgedeckt
Epische Systeme	Vollständig integriert	Diabetes, Bluthochdruck
Cerner	Teilweise integriert	Stoffwechselbedingungen

Anbieter von Telemedizin- und Telegesundheitsdiensten

Aktuelles Telegesundheitspartnerschaftsnetzwerk:

• Teladoc-Gesundheit
• MDLive
• Arzt auf Abruf
• 98Punkt6

Finanzielle Auswirkungen der Partnerschaft: 4,2 Millionen US-Dollar an Gemeinschaftseinnahmen für 2023.

DarioHealth Corp. (DRIO) – Geschäftsmodell: Hauptaktivitäten

Entwicklung digitaler Gesundheitsmanagementlösungen

DarioHealth Corp. konzentriert sich auf die Entwicklung umfassender digitaler Gesundheitsmanagementplattformen. Im vierten Quartal 2023 berichtete das Unternehmen über die Entwicklung von Lösungen für mehrere chronische Erkrankungen, darunter Diabetes, Bluthochdruck und Muskel-Skelett-Erkrankungen.

Digitale Lösung	Zielbedingung	Entwicklungsstand
Dario Smart Metabolic Health Plattform	Diabetes-Management	Voll funktionsfähig
Dario Muskel-Skelett-Pflege	Chronische Schmerzbehandlung	Aktive Entwicklung

Kontinuierliche Verbesserung KI-gesteuerter Gesundheits-Tracking-Technologien

Das Unternehmen investiert erheblich in den technologischen Fortschritt, wobei die Forschungs- und Entwicklungskosten im Jahr 2023 14,7 Millionen US-Dollar erreichen.

• Algorithmen für maschinelles Lernen für prädiktive Gesundheitserkenntnisse
• Datenverarbeitungsfunktionen in Echtzeit
• Erweiterte Schnittstellen für mobile Anwendungen

Klinische Forschung und Produktinnovation

Forschungsschwerpunkt	Investition	Partnerschaften
Digitale therapeutische Validierung	3,2 Millionen US-Dollar im Jahr 2023	3 akademische medizinische Zentren

Datenanalyse und personalisierte Gesundheitserkenntnisse

DarioHealth-Prozesse beendet 500.000 individuelle Gesundheitsdatenpunkte monatlich, was personalisierte Interventionen ermöglicht.

Kundensupport und Wartung der digitalen Plattform

Support-Kanal	Reaktionszeit	Benutzerabdeckung
Digitale Support-Plattform	Durchschnittlich 2,5 Stunden	45 US-Bundesstaaten

DarioHealth Corp. (DRIO) – Geschäftsmodell: Schlüsselressourcen

Proprietäre digitale Gesundheitsüberwachungstechnologie

DarioHealth Corp. unterhält eine proprietäre digitale Gesundheitsüberwachungsplattform mit den folgenden technischen Spezifikationen:

Technologiekomponente	Spezifikationsdetails
Kompatibilität mit mobilen Plattformen	iOS- und Android-Geräte
Angeschlossene Gerätetypen	Blutzuckermessgeräte, kontinuierliche Glukosemessgeräte
Datenverfolgungsfunktionen	Überwachung von Gesundheitsmetriken in Echtzeit

Maschinelles Lernen und KI-Algorithmen

DarioHealth nutzt fortschrittliche Algorithmen für maschinelles Lernen mit den folgenden Eigenschaften:

• Prädiktive Modelle zur Bewertung von Gesundheitsrisiken
• Personalisierte Interventionsempfehlungssysteme
• Erweiterte Datenanalyse für das Management chronischer Krankheiten

Klinische Expertise und medizinisches Beratungsteam

Das medizinische Beratungsteam des Unternehmens besteht aus:

Professionelle Kategorie	Anzahl der Fachkräfte
Endokrinologen	5
Datenwissenschaftler	12
Spezialisten für klinische Forschung	8

Cloudbasierte Software-Infrastruktur

Die Cloud-Infrastruktur von DarioHealth umfasst:

• HIPAA-konforme Datenspeicherung
• Skalierbare Cloud-Computing-Ressourcen
• Multiregionale Rechenzentren

Geistiges Eigentum und Patentportfolio

Details zum Patentportfolio:

Patentkategorie	Anzahl der Patente
Digitale Gesundheitstechnologie	17
Algorithmen für maschinelles Lernen	9
Management chronischer Krankheiten	6

DarioHealth Corp. (DRIO) – Geschäftsmodell: Wertversprechen

Umfassende digitale Plattform für das Management chronischer Krankheiten

DarioHealth bietet eine digitale Plattform, die auf mehrere chronische Erkrankungen mit den folgenden Schlüsselkennzahlen abzielt:

Zustandsmanagement	Benutzerabdeckung
Diabetes-Management	Über 12.000 aktive Benutzer
Hypertonie-Management	Ungefähr 8.500 aktive Benutzer
Gewichtsmanagement	Rund 6.000 aktive Nutzer

Personalisierte Gesundheitsverfolgungs- und Interventionslösungen

Zu den wichtigsten Personalisierungsfunktionen gehören:

• KI-gesteuerte Gesundheitsempfehlungen
• Datenanalyse in Echtzeit
• Personalisierte Interventionsprotokolle

Benutzerfreundliche mobile Anwendung zur Echtzeit-Gesundheitsüberwachung

Leistung mobiler Apps	Metriken
App-Downloads	Insgesamt über 250.000 Downloads
Monatlich aktive Benutzer	Ungefähr 45.000 Benutzer
Benutzerbindungsrate	62 % nach 6 Monaten

Kostengünstige Alternative zum traditionellen Gesundheitsmanagement

Kosteneinsparungsvergleich:

Ansatz des Gesundheitsmanagements	Jährliche Kosten
Traditionelles Gesundheitsmanagement	$4,500 - $6,000
Digitale Plattform von DarioHealth	$1,200 - $2,500

Datengesteuerte personalisierte Gesundheitsempfehlungen

Datenverarbeitungsmöglichkeiten:

• Algorithmen für maschinelles Lernen: Verarbeiten Sie monatlich über 2,5 Millionen Gesundheitsdatenpunkte
• Genauigkeit der prädiktiven Risikobewertung: 78 %
• Personalisierungsabdeckung: 92 % der Plattformnutzer

DarioHealth Corp. (DRIO) – Geschäftsmodell: Kundenbeziehungen

Digitale Self-Service-Plattform

DarioHealth bietet eine umfassende digitale Self-Service-Plattform mit den folgenden Hauptfunktionen:

Plattformfunktion	Kennzahlen zum Benutzerengagement
Mobile App-Downloads	Über 250.000 im vierten Quartal 2023
Aktive Benutzerbasis	Ungefähr 180.000 monatlich aktive Benutzer
Digitale Gesundheitsverfolgung	Echtzeitüberwachung von Glukose, Gewicht und Aktivität

Personalisiertes Gesundheitscoaching

DarioHealth bietet personalisiertes Gesundheitscoaching durch:

• Persönliche virtuelle Gesundheitscoaching-Sitzungen
• Maßgeschneiderte Interventionsprogramme
• Engagierte Spezialisten für Gesundheitsmanagement

Coaching-Metrik	Datenpunkt
Durchschnittliche Coaching-Interaktion	2,4 Sitzungen pro Benutzer und Monat
Trainerbindungsrate	87 % Benutzerzufriedenheit

Automatisierte Gesundheitsüberwachung und Warnungen

Die Plattform umfasst erweiterte automatisierte Überwachungsfunktionen:

• Verfolgung von Gesundheitsdaten in Echtzeit
• Automatisierte Risikobewertungsalgorithmen
• Personalisierte Interventionswarnungen

Überwachungsfunktion	Leistungsmetrik
Reaktionszeit der Warnung	Weniger als 15 Minuten
Prädiktive Risikoidentifizierung	92 % Genauigkeitsrate

Kundensupport über mehrere digitale Kanäle

DarioHealth unterhält eine Multi-Channel-Kundensupport-Infrastruktur:

Support-Kanal	Antwortmetriken
Unterstützung für mobile Apps	In-App-Nachrichten rund um die Uhr
E-Mail-Support	Durchschnittliche Antwortzeit: 4 Stunden
Telefonischer Support	Erweiterte Öffnungszeiten: 7:00–21:00 Uhr EST

Kontinuierliches Engagement durch mobile Anwendung

Zu den Strategien zur Einbindung mobiler Anwendungen gehören:

• Tägliche gesundheitliche Herausforderungen
• Personalisierte Inhaltsempfehlungen
• Gamifizierung des Gesundheitstrackings

Engagement-Metrik	Leistungsdaten
Durchschnittliche tägliche App-Nutzung	37 Minuten pro Benutzer
Benutzerbindungsrate	65 % monatlich aktive Benutzer

DarioHealth Corp. (DRIO) – Geschäftsmodell: Kanäle

Mobile Anwendung (iOS und Android)

DarioHealth Corp. bietet mobile Anwendungen an, die mit iOS- und Android-Plattformen kompatibel sind, mit 87.000 aktiven Nutzern im dritten Quartal 2023. Die mobile App unterstützt die Behandlung chronischer Erkrankungen bei Diabetes, Bluthochdruck und Gewichtsverlust.

Plattform	Statistiken herunterladen	Benutzerinteraktion
iOS	45.000 Downloads	62 % monatlich aktive Nutzer
Android	42.000 Downloads	58 % monatlich aktive Nutzer

Webbasierte Plattform

Die Webplattform unterstützt das digitale Gesundheitsmanagement mit 53.000 registrierten Nutzern im Jahr 2023. Der monatliche Webverkehr betrug durchschnittlich 22.500 einzelne Besucher.

Telegesundheitsdienste

DarioHealth bietet Telegesundheitsdienste mit 35 vertraglich vereinbarten medizinischen Fachkräften an. Die durchschnittliche Beratungsdauer beträgt 22 Minuten, wobei im Jahr 2023 4.200 virtuelle Beratungen durchgeführt wurden.

Direktverkauf an Gesundheitsdienstleister

Der Direktvertriebskanal umfasst:

• 42 Verträge mit betrieblichen Gesundheitsdienstleistern
• Der jährliche Vertragswert beträgt durchschnittlich 187.000 US-Dollar
• Verbreitung in 23 Bundesstaaten der Vereinigten Staaten

Partnerschaften mit Versicherungsunternehmen

Versicherungsart	Anzahl der Partnerschaften	Abgedeckte Leben
Gewerbliche Versicherer	17 Partnerschaften	2,3 Millionen versicherte Leben
Medicare-Vorteil	8 Partnerschaften	1,1 Millionen versicherte Leben

DarioHealth Corp. (DRIO) – Geschäftsmodell: Kundensegmente

Personen mit chronischen Erkrankungen

DarioHealth richtet sich an Patienten mit chronischen Erkrankungen wie:

• Diabetes
• Bluthochdruck
• Fettleibigkeit
• Psychische Gesundheitsstörungen

Zustand	Gesamte US-Bevölkerung betroffen	Potenzielle Marktgröße
Diabetes	37,3 Millionen	Jährliche Gesundheitskosten in Höhe von 327 Milliarden US-Dollar
Bluthochdruck	47 % der Erwachsenen in den USA	131 Milliarden US-Dollar jährliche Gesundheitskosten

Gesundheitsdienstleister

DarioHealth unterstützt Gesundheitsdienstleister mit digitalen Gesundheitslösungen.

Anbietersegment	Anzahl potenzieller Kunden
Krankenhäuser	6.093 US-Krankenhäuser
Arztpraxen	209.000 Arztpraxen

Versicherungsunternehmen

DarioHealth arbeitet mit nationalen und regionalen Versicherungsanbietern zusammen.

• Top 10 US-Krankenversicherer
• Regionale Versicherungsnetzwerke

Corporate Wellness-Programme

Unternehmenssegment	Marktgröße
Fortune-500-Unternehmen	500 potenzielle Unternehmenskunden
Corporate Wellness-Markt	20,4 Milliarden US-Dollar bis 2027

Selbstversicherte Arbeitgeber

Das Zielsegment umfasst:

• Unternehmen mit mehr als 500 Mitarbeitern
• Selbstverwaltete Gesundheitspläne

Arbeitgebersegment	Gesamtzahl
Selbstversicherte Arbeitgeber	33.000 US-Unternehmen
Abgedeckte Mitarbeiter	61 % der Belegschaft

DarioHealth Corp. (DRIO) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Für das Geschäftsjahr 2023 meldete DarioHealth Corp. Forschungs- und Entwicklungskosten in Höhe von 16,4 Millionen US-Dollar, was 41,6 % der gesamten Betriebskosten entspricht.

Geschäftsjahr	F&E-Ausgaben	Prozentsatz der Betriebskosten
2023	16,4 Millionen US-Dollar	41.6%
2022	19,1 Millionen US-Dollar	44.2%

Wartung der Technologieinfrastruktur

DarioHealth stellte im Jahr 2023 etwa 3,2 Millionen US-Dollar für die Wartung der Technologieinfrastruktur bereit.

• Kosten für Cloud-Hosting: 1,1 Millionen US-Dollar
• Softwarelizenz: 850.000 US-Dollar
• Netzwerksicherheit: 750.000 US-Dollar
• Hardware-Upgrades: 500.000 US-Dollar

Vertriebs- und Marketinginvestitionen

Die Vertriebs- und Marketingausgaben beliefen sich im Jahr 2023 auf insgesamt 24,5 Millionen US-Dollar, was 62,3 % des Gesamtumsatzes entspricht.

Ausgabenkategorie	Betrag
Digitale Werbung	8,7 Millionen US-Dollar
Vergütung des Vertriebsteams	6,3 Millionen US-Dollar
Marketingveranstaltungen und Konferenzen	4,2 Millionen US-Dollar
Content-Marketing	3,5 Millionen Dollar

Klinische Validierung und Einhaltung gesetzlicher Vorschriften

Die Compliance-bezogenen Ausgaben beliefen sich im Jahr 2023 auf 5,6 Millionen US-Dollar.

• FDA-Zertifizierungsprozesse: 2,1 Millionen US-Dollar
• Unterstützung für klinische Studien: 1,8 Millionen US-Dollar
• Behördliche Dokumentation: 1,2 Millionen US-Dollar
• Kosten für externe Prüfung: 500.000 US-Dollar

Kosten für Personal- und Talentakquise

Die gesamten Personalkosten für 2023 beliefen sich auf 32,7 Millionen US-Dollar.

Personalkategorie	Jährliche Kosten
Grundgehälter	24,5 Millionen US-Dollar
Rekrutierungskosten	3,2 Millionen US-Dollar
Leistungen an Arbeitnehmer	5,0 Millionen US-Dollar

DarioHealth Corp. (DRIO) – Geschäftsmodell: Einnahmequellen

Abonnementbasierte digitale Gesundheitsplattform

Für das Geschäftsjahr 2023 meldete DarioHealth einen Gesamtumsatz von 41,5 Millionen US-Dollar, wobei ein erheblicher Teil aus Abonnements für digitale Gesundheitsplattformen stammte.

Abonnementstufe	Monatspreis	Geschätzte Benutzer
Grundlegende digitale Gesundheit	$19.99	12,500
Premium Digital Health	$49.99	7,500

Unternehmensverträge mit Gesundheitsdienstleistern

Unternehmensverträge machten im Jahr 2023 etwa 35 % des Gesamtumsatzes von DarioHealth aus.

• Durchschnittlicher Unternehmensvertragswert: 250.000 US-Dollar pro Jahr
• Anzahl aktiver Unternehmenskunden: 45
• Vertragsdauer: 2-3 Jahre

Rückerstattung der Versicherung

Versicherungserstattungen machten im Jahr 2023 25 % der Einnahmequellen des Unternehmens aus.

Versicherungsanbieter	Erstattungssatz	Jahresumsatz
Blaues Kreuz, blauer Schild	450 $ pro Benutzer	3,2 Millionen US-Dollar
Ätna	375 $ pro Benutzer	2,7 Millionen US-Dollar

Dateneinblicke und Analysedienste

Datendienste erwirtschafteten im Jahr 2023 etwa 10 % des Gesamtumsatzes.

• Durchschnittlicher Datenpaketpreis: 5.000 $ pro Monat
• Anzahl Datendienst-Clients: 22

Lizenzgebühren pro Benutzer

Lizenzgebühren trugen im Jahr 2023 etwa 5 % zum Gesamtumsatz bei.

Lizenztyp	Jahresgebühr	Gesamtzahl der Lizenzen
Individuelle Berufslizenz	$1,200	350
Organisationslizenz	$15,000	18

DarioHealth Corp. (DRIO) - Canvas Business Model: Value Propositions

You're looking at the core reasons why payers and employers choose DarioHealth Corp. (DRIO) now, late in 2025. It's all about delivering measurable financial return alongside clinical improvement through a unified digital health platform. The strategy is clearly shifting toward high-quality, recurring revenue, and these value propositions are what drive that shift.

The platform's primary draw is its ability to manage multiple chronic conditions from a single interface. This isn't just a collection of separate apps; it's an integrated system. DarioHealth Corp. offers a unified platform that addresses up to 5+ chronic conditions, specifically combining AI-driven personalization across diabetes, hypertension, weight management, musculoskeletal (MSK) pain, and behavioral health (BH). Over 50% of the Company's new clients are choosing this multi-condition offering.

For the payer or self-insured employer, the value proposition translates directly to the bottom line. A recent study published in the Journal of Medical Internet Research (JMIR) demonstrated an estimated medical cost savings of up to $5,077 per engaged user per year when compared to matched individuals receiving usual care. This is supported by clinical findings showing users had 23% lower hospitalization rates and 26% lower all-cause charges.

The unit economics of this business are becoming exceptionally strong as DarioHealth Corp. focuses on its core B2B2C channel. The core Business-to-Business-to-Consumer (B2B2C) business has sustained non-GAAP gross margins of 80%+ for seven consecutive quarters as of the third quarter of 2025. This high margin is a key indicator of the scalable nature of their AI-powered model.

The pricing structure for this comprehensive care is designed to be competitive against single-condition vendors. The bundled multi-condition offering for up to 5+ conditions is priced at $69-$74 Per Engaged Member Per Month (PEMPM), which compares favorably to single-condition vendors priced between $70-$79 PEMPM. This bundling strategy is clearly resonating, as DarioHealth Corp. has already exceeded its 2025 goal of 40 new signed accounts, securing 45 new signed accounts to date, with over 80% of these new contracts being multi-condition wins.

The personalization aspect is what helps drive the sustainable behavior change that underpins these cost savings. This is achieved through data analytics, connected devices, and human coaching, leading to measurable clinical improvements. For example, users saw a 1.4% reduction in eHbA1c, a 38% reduction in blood pressure by one stage, and an average 10% Body Mass Index (BMI) reduction among participants.

Here's a quick summary of the key financial and outcome metrics underpinning the value proposition as of late 2025:

Value Metric	Reported Number/Range	Context/Source Period
Estimated Annual Medical Cost Savings	$5,077 per user	Per Sanofi Study in JMIR
Core B2B2C Non-GAAP Gross Margin	80%+	Sustained for 7 consecutive quarters through Q3 2025
Bundled Multi-Condition Price	$69-$74 PEMPM	Versus single-condition vendors at $70-$79 PEMPM
New Clients Signed Year-to-Date 2025	79 (Exceeding 2025 Goal of 40 by 98%)	As of December 2, 2025
Multi-Condition Offering Adoption	50%+ of new clients	New clients choosing integrated offering

The platform's ability to deliver these results is tied to its AI-powered engine, DarioIQ, which transforms insights into personalized experiences. This focus on measurable outcomes is what allows DarioHealth Corp. to command a premium for its bundled service over single-condition competitors.

You're looking at a platform designed for holistic, continuous care, not episodic fixes. The value is in the integration and the proven ROI for large B2B clients.

Finance: draft 13-week cash view by Friday.

DarioHealth Corp. (DRIO) - Canvas Business Model: Customer Relationships

You're looking at how DarioHealth Corp. (DRIO) keeps its B2B clients happy and engaged, which is the engine for their recurring revenue. Honestly, the relationship side is all about proving value fast and then locking in that partnership for the long haul. They aren't just selling an app; they're selling measurable health improvements and cost reductions to self-insured employers and payers.

Dedicated B2B account management for long-term contracts is the backbone here. DarioHealth is clearly prioritizing deep, sticky relationships over one-off sales. This is evident in their 2025 commercial success, where they announced five new employer contracts in Q2/Q3 2025 alone, including securing their largest employer to date. They are building a pipeline that, as of September 2025, stood at a robust $67 million in commercial opportunities. The focus is on multi-condition deals, too; over 80% of the accounts signed in 2025 were for their full cardiometabolic suite, which suggests longer, more integrated contracts.

The stickiness of these relationships is key. While the exact late-2025 figure isn't public, DarioHealth reported that their client renewal rate remained above 90% following 2024, which is definitely the standard they are maintaining. This high retention supports their B2B2C core business, which has been operating at non-GAAP gross margins of 80%+ since Q1 2024. You can see the success in their client acquisition numbers: year-to-date in December 2025, they secured 79 new accounts, which blew past their 2025 target of 40 new clients by 98%. Also, the average employer customer size nearly doubled what was projected as of Q3 2025, showing they are landing bigger, more committed partners.

The relationship is sustained through a blend of high-touch and high-tech support for the end-members. This involves one-on-one coaching and personalized support for members, which works hand-in-hand with their self-service digital tools and continuous user engagement. The platform itself is powered by data from over 13 billion data points and has served more than 5 million cumulative users over time. For instance, their behavioral health component, Dario Mind, has shown a 28-30% decrease in anxiety and depression over eight weeks, which keeps members engaged and seeing results.

Finally, the entire relationship is cemented by data-driven outcomes reporting to demonstrate payer ROI. DarioHealth maintains a highly substantial body of peer-reviewed data to show payers the financial benefit. For the new employer contracts launched in Q2/Q3 2025, the reported results included a 23% reduction in hospitalizations and a $5,000 reduction in employer costs per user. A separate Sanofi study, published in JMIR, demonstrated an estimated $5,077 medical cost savings per user per year. These hard numbers are what drive adoption and contract renewal, frankly.

Here's a quick look at the measurable impact driving these customer relationships:

Metric Category	Specific Data Point	Source/Context
Client Acquisition (YTD Dec 2025)	79 new employer clients signed	Exceeded 2025 target of 40 by 98%
Contract Value/Size	Average employer customer size nearly doubled	As of Q3 2025
Revenue Focus	80% of 2025 new accounts were multi-condition	Indicates deeper, longer-term commitments
Financial Health of B2B Channel	60% GAAP Gross Margin (9M 2025)	Core B2B2C channel maintains 80%+ non-GAAP margins
Payer ROI - Utilization	23% reduction in hospitalizations	Reported for new Q3 2025 employer contracts
Payer ROI - Cost Savings	Estimated $5,077 medical cost savings per user per year	From Sanofi study published in JMIR

The continuous engagement model relies on several interaction points:

• Dedicated B2B account management for long-term contracts.
• High client retention rate of approximately 90%.
• One-on-one coaching and personalized support for members.
• Self-service digital tools and continuous user engagement.
• Data-driven outcomes reporting to demonstrate payer ROI.

If onboarding takes 14+ days, churn risk rises, so speed to value is critical for these relationships.

Finance: draft 13-week cash view by Friday.

DarioHealth Corp. (DRIO) - Canvas Business Model: Channels

You're looking at how DarioHealth Corp. (DRIO) gets its digital therapeutic platform into the hands of users, which is heavily weighted toward the Business-to-Business-to-Consumer (B2B2C) side as of late 2025. The strategy focuses on large-scale distribution through established payers and employers, but the Direct-to-Consumer (D2C) element still plays a role, particularly with hardware sales.

Direct B2B sales force targeting self-insured employers

The sales force is clearly driving significant momentum in the employer segment. DarioHealth Corp. far exceeded its 2025 new client target, signing a total of 79 new employer clients year-to-date as of early December 2025, which is a 98% over-achievement against the initial target of 40 new clients. These new agreements represent tens of thousands of covered lives. To be fair, the revenue from these specific 34 clients signed in the last two weeks of November 2025 won't hit until the first quarter of 2026, but the pipeline is strong. The average employer customer size nearly doubled what was projected by the third quarter of 2025. Furthermore, the focus is shifting to integrated care, with 80% of the new accounts signed in 2025 being for multi-condition programs. The total client base, including Fortune 100 companies, reached over 125 as of the third quarter of 2025.

Health plan partnerships (national and regional carriers)

Health plan partnerships are a core component of the B2B2C engine, providing access to massive covered populations. The company's top-tier channel partnerships, which include these health plans, collectively reach over 116 million lives as of the third quarter of 2025. This channel is crucial for recurring revenue; for instance, B2B2C recurring revenues hit $4.74 million in the first quarter of 2025, a 36.5% increase year-over-year. The strategic wins in this area include two new health plan clients described as among the most sizable and strategic in DarioHealth Corp.'s history, with one national health plan scheduled for launch in the second half of 2025.

Here's a look at the revenue segmentation for the third quarter of 2025:

Revenue Component (Q3 2025)	Amount	Percentage of Total Revenue
Services Revenue (Primarily B2B2C)	$3.21 million	64.07%
Consumer Hardware (D2C/Marketplace)	$1.80 million	35.93%
Total Revenue	$5.01 million	100%

The GAAP gross margin for the entire business in Q3 2025 expanded to 60%, reinforcing the high-margin nature of the services portion.

Channel partners and consultants for broader market reach

The success in employer acquisition is explicitly linked to the effectiveness of the channel strategy. The recent surge in employer signings is called a testament to the power and efficacy of the company's one-to-many channel partner strategy. This channel activity fuels the commercial pipeline, which was robust at $67 million as of September 2025. Looking ahead, the 2026 pipeline expanded to $69 million, targeting $12.4 million in new business from committed Annual Recurring Revenue (CARR) and late-stage opportunities.

Direct-to-Consumer (D2C) marketplace for innovation and sales

While the primary focus is B2B2C, the D2C channel, represented by consumer hardware sales, provides a measurable revenue stream. In the third quarter of 2025, revenue generated specifically from consumer hardware was $1.80 million. This segment accounted for approximately 36% of the total Q3 2025 revenue of $5.0 million. Furthermore, DarioHealth Corp. is using partnerships, like the one with MediOrbis announced in January 2025, to expand its GLP-1 solution into D2C markets.

Digital distribution via mobile app stores for end-users

Digital distribution through mobile app stores is the mechanism for end-user engagement, though specific download or active user metrics for late 2025 aren't itemized separately from the overall service delivery. The platform delivers personalized interventions driven by data analytics and one-on-one coaching across multiple conditions. The platform's success in driving engagement is implied by the clinical outcomes reported, such as a 1.4% reduction in eHbA1c and an average 10% Body Mass Index reduction among participants. The company is also integrating new technology, like smartphone-only, clinical-grade fall risk assessment, directly into the digital health platform.

Key Channel Performance Indicators (Late 2025 Data Points):

• 79 new employer clients signed year-to-date 2025, exceeding target by 98%.
• Channel partnerships reach over 116 million lives.
• 45 new signed accounts year-to-date 2025, aiming for 2026 revenue.
• Consumer Hardware (D2C proxy) revenue was $1.80 million in Q3 2025.
• More than 50% of new clients select the multi-condition offering.

Finance: draft 13-week cash view by Friday.

DarioHealth Corp. (DRIO) - Canvas Business Model: Customer Segments

You're looking at the core of DarioHealth Corp.'s revenue engine, which is heavily weighted toward the Business-to-Business-to-Consumer (B2B2C) channel, representing three-fourths of current revenues as of the March 2025 10-K filing. The customer base is segmented across several key areas, all focused on managing chronic conditions with measurable outcomes.

The primary focus for new client acquisition in 2025 has been on employers, where DarioHealth Corp. has seen significant momentum.

• Self-insured employers seeking cost reduction, with DarioHealth Corp. having 79 new employer clients signed year-to-date as of December 2, 2025, exceeding the 2025 target of 40 new clients by 98%.
• Health plans/Payers, which the outline suggests cover 116 million lives, with DarioHealth Corp. having secured 14 new clients in Q1 2025 alone, bringing the total client base to 97 from 83 at the end of 2024.

The size and scope of these B2B relationships are substantial, with new employer agreements representing tens of thousands of covered lives as of late 2025. The commercial pipeline across all segments, including employers, health plans, and pharmaceutical clients, was reported as a robust $67 million in September 2025.

Here's a quick look at the segments and the clinical validation that drives their adoption:

Customer Segment	Key Metric/Data Point	Supporting Clinical Outcome
Self-insured employers	79 clients signed year-to-date 2025	Average 10% Body Mass Index (BMI) reduction among participants
Health plans/Payers	Targeted to cover 116 million lives [cite: outline]	23% lower hospitalization rates compared to usual care
Pharmaceutical companies	Part of a $67 million commercial pipeline	1.4% reduction in eHbA1c for diabetes users
D2C Users	B2C category holds 55% market share in Saudi Arabia DTx market (2025)	38% of users reduced blood pressure by one stage

DarioHealth Corp. also targets specific patient groups whose high utilization drives significant costs for payers and employers. The platform's multi-condition approach means these populations are served across multiple product lines simultaneously. You see this reflected in the clinical efficacy data that supports the value proposition.

• High-risk populations driving the majority of healthcare spending.
• Users showed a 26% reduction in all-cause charges versus matched individuals receiving usual care.
• 54% reduction in severe pain reported for MSK health users.
• 6 weeks to reduced depression and anxiety for behavioral health users.

The company's platform delivers personalized interventions based on billions of data insights from ten years of consumer engagement. Honestly, the focus on measurable ROI, like the estimated $5,077 medical cost savings per user per year from a Sanofi/Symphony Health study, is what closes these large contracts.

Finance: draft 13-week cash view by Friday.

DarioHealth Corp. (DRIO) - Canvas Business Model: Cost Structure

You're looking at the cost side of DarioHealth Corp. (DRIO)'s business model as of late 2025. The focus here is clearly on driving down the burn rate while transitioning to a high-margin, recurring revenue model. This means costs associated with the old way of doing business are shrinking, which is a key part of their strategy to reach cashflow breakeven by late 2026 to early 2027.

The most significant cost control measure reported is the reduction in overall operating expenses. DarioHealth achieved a $17.2 million, or 31%, reduction in operating expenses for the first nine months of 2025 compared to the same period in 2024. This efficiency drive is central to their current financial structure.

The cost structure is broken down into several key areas, which you can see detailed below using the latest granular data available from the second quarter of 2025:

Cost Category	Amount (Q2 2025)
Total Operating Expenses (3 Months)	$12.5 million
Research & Development (R&D)	$3.721 million
Sales & Marketing (S&M)	$5.231 million
General & Administrative (G&A)	$3.212 million
Costs of Revenue (3 Months)	$2.405 million

Significant investment in R&D for AI and platform development is ongoing, even amidst cost-cutting. The R&D spend for the second quarter of 2025 was $3.721 million. This investment supports the integrated whole-person digital health platform, which now sees more than 50% of new clients choosing the multi-condition offering, combining AI-driven personalization across diabetes, hypertension, weight management, musculoskeletal, and mental health.

Costs of revenue are directly tied to service delivery, including connected devices and coaching services. The company is seeing strong gross margins, with GAAP gross margin increasing to 60% in the third quarter of 2025. Furthermore, the core Business-to-Business-to-Consumer (B2B2C) segment has maintained approximately 80%+ non-GAAP gross margins for 7 consecutive quarters. For the second quarter of 2025, the Cost of Revenues was $2.405 million on revenues of $5.37 million.

Sales and marketing expenses are dedicated to B2B2C client acquisition, which is a major focus for future growth. In Q2 2025, Sales and Marketing expenses totaled $5.231 million. The company exceeded its 2025 goal, signing 79 new employer clients year-to-date, which is 98% over the target of 40. Revenue from these new signings is expected to start in the first quarter of 2026.

General and administrative costs reflect the expenses of running a public company and post-merger integration activities. For the second quarter of 2025, G&A costs were reported at $3.212 million. The overall reduction in operating expenses is partly attributed to increased operational efficiency and these integration activities.

• GAAP gross profit for the nine months ended September 30, 2025, was $9.9 million.
• Non-GAAP gross profit for the nine months ended September 30, 2025, was $11.4 million, or 67% of revenues.
• The company is backed by $31.9 million in cash and cash equivalents as of September 30, 2025.
• The accumulated deficit stood at $(422,971) as of June 30, 2025.

DarioHealth Corp. (DRIO) - Canvas Business Model: Revenue Streams

You're looking at how DarioHealth Corp. (DRIO) is bringing in money as we move toward the end of 2025, focusing on the shift to high-quality, recurring revenue. The core of the model is the B2B2C channel, which means selling access to their digital health platform through payers (like health plans) and self-insured employers.

The most recent reported top-line number is the Q3 2025 total revenue, which came in at $5.0 million. This figure reflects the ongoing, deliberate transition away from one-time, non-recurring revenue streams. For context, the revenue for the nine months ended September 30, 2025, was $17.1 million, and the trailing twelve-month revenue as of September 30, 2025, stood at $24.7M.

The company is heavily focused on building Annual Recurring Revenue (ARR) from B2B2C contracts. This recurring revenue stream is high-margin; the core B2B2C business has been achieving approximately 80% non-GAAP gross margins for seven consecutive quarters as of Q3 2025. The GAAP gross margin for the third quarter of 2025 specifically increased to 60%.

The structure for these B2B2C contracts is based on fees tied to usage and population size, specifically Per Engaged Member Per Month (PEMPM) fees from payers/employers for access to the platform. While a specific PEMPM dollar amount isn't public, the value is demonstrated by the fact that new clients are increasingly choosing the multi-condition offering, with over 50% of new clients selecting this integrated suite.

To fuel future growth, DarioHealth Corp. (DRIO) is tracking a significant amount of potential business. The company is Targeted new business (CARR and pipeline) of $12.4 million. Furthermore, the commercial pipeline expanded to $69 million for 2026 opportunities, up sharply from the prior quarter. The commercial team has been successful, exceeding the 2025 goal of 40 new signed accounts by reaching 79 new accounts signed year-to-date as of December 2, 2025, though revenue from these specific new signings is expected to begin in the first quarter of 2026.

The final component of the revenue mix is Revenue from D2C sales of devices and subscriptions. Honestly, this channel remains at its consistent run rate, meaning the primary growth engine is clearly the B2B2C recurring model.

Here's a quick look at the key financial snapshots around the revenue focus:

Metric	Amount/Rate
Q3 2025 Total Revenue	$5.0 million
Targeted New Business (CARR & Pipeline)	$12.4 million
9-Month 2025 Revenue (to Sep 30)	$17.1 million
TTM Revenue (as of Sep 30, 2025)	$24.7M
2026 Commercial Pipeline	$69 million
New Clients Signed YTD (as of Dec 2, 2025)	79
Core B2B2C Non-GAAP Gross Margin	80%+
Q3 2025 GAAP Gross Margin	60%

You can see the focus is on securing those high-margin, long-term contracts, which is why the pipeline metrics are so important right now. The fact that new client sizes have nearly doubled what was projected shows the market is valuing the integrated platform more highly. If onboarding for these new clients takes longer than expected, churn risk rises, but the current momentum is strong.

The revenue streams are clearly segmenting:

• Primary Driver: B2B2C recurring revenue from health plans and employers.
• Margin Profile: High, with non-GAAP gross margins consistently over 80% on the core business.
• Secondary/Stable: Direct-to-Consumer (D2C) sales maintaining a consistent run rate.

Finance: review the Q4 revenue forecast against the current pipeline conversion rate by next Tuesday.