DarioHealth Corp. (DRIO): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama de salud digital en rápida evolución, DarioHealth Corp. (DRIO) surge como un innovador innovador, transformando el manejo de enfermedades crónicas a través de la tecnología de punta. Al combinar a la perfección la inteligencia artificial, el seguimiento de la salud personalizado y las soluciones digitales integrales, la compañía está redefiniendo cómo las personas y los proveedores de atención médica abordan la gestión de condiciones crónicas. Su sofisticado lienzo de modelo de negocio revela un enfoque estratégico que va más allá de los paradigmas tradicionales de la salud, ofreciendo una visión de un futuro en el que la tecnología empodera las intervenciones de salud proactivas y basadas en datos.

DarioHealth Corp. (Drio) - Modelo de negocios: asociaciones clave

Asociaciones estratégicas con proveedores de atención médica y compañías de seguros

DarioHealth ha establecido asociaciones con las siguientes entidades de salud y seguros:

Tipo de socio	Número de asociaciones	Detalles clave
Proveedores de seguro de salud	7	Incluye Cigna, Anthem, Humana
Programas de bienestar del empleador	12	Fortune 500 compañías, incluida Activision Blizzard

Colaboración con plataformas de tecnología de salud digital

DarioHealth se integra con múltiples plataformas de salud digital:

• Salud de manzana
• Google Fit
• Samsung Health
• Fitbit

Integración con sistemas remotos de monitoreo de pacientes

Sistema de monitoreo	Estado de integración	Condiciones crónicas cubiertas
Sistemas épicos	Totalmente integrado	Diabetes, hipertensión
Gerner	Parcialmente integrado	Condiciones metabólicas

Proveedores de servicios de telemedicina y telesalud

Red de asociación de telesalud actual:

• Salud de teladoc
• Mdlive
• Doctor a pedido
• 98Point6

Impacto financiero de la sociedad: $ 4.2 millones en ingresos colaborativos para 2023.

DarioHealth Corp. (Drio) - Modelo de negocio: actividades clave

Desarrollo de soluciones de gestión de salud digital

DarioHealth Corp. se centra en crear plataformas integrales de gestión de salud digital. A partir del cuarto trimestre de 2023, la compañía informó haber desarrollado soluciones para múltiples afecciones crónicas que incluyen diabetes, hipertensión y trastornos musculoesqueléticos.

Solución digital	Condición objetivo	Estado de desarrollo
Dario Smart Metabolic Health Platform	Manejo de la diabetes	Totalmente operativo
DARIO MUSCULOSKELETAL CARE	Manejo del dolor crónico	Desarrollo activo

Mejora continua de las tecnologías de seguimiento de salud impulsadas por la IA

La compañía invierte significativamente en avance tecnológico, con gastos de I + D que alcanzan los $ 14.7 millones en 2023.

• Algoritmos de aprendizaje automático para ideas predictivas de salud
• Capacidades de procesamiento de datos en tiempo real
• Interfaces de aplicaciones móviles avanzadas

Investigación clínica e innovación de productos

Enfoque de investigación	Inversión	Asociación
Validación terapéutica digital	$ 3.2 millones en 2023	3 centros médicos académicos

Análisis de datos y generación personalizada de Insights de salud

DarioHealth procesa sobre 500,000 puntos de datos de salud individuales mensualmente, habilitando intervenciones personalizadas.

Atención al cliente y mantenimiento de la plataforma digital

Canal de soporte	Tiempo de respuesta	Cobertura de usuario
Plataforma de soporte digital	Promedio de 2.5 horas	45 estados de EE. UU.

DarioHealth Corp. (Drio) - Modelo de negocio: recursos clave

Tecnología de monitoreo de salud digital patentada

DarioHealth Corp. mantiene una plataforma patentada de monitoreo de salud digital con las siguientes especificaciones técnicas:

Componente tecnológico	Detalles de especificaciones
Compatibilidad de la plataforma móvil	dispositivos iOS y Android
Tipos de dispositivos conectados	Medidores de glucosa en sangre, monitores continuos de glucosa
Capacidades de seguimiento de datos	Monitoreo de métricas de salud en tiempo real

Aprendizaje automático y algoritmos de IA

DarioHealth utiliza algoritmos avanzados de aprendizaje automático con las siguientes características:

• Modelos de evaluación de riesgos para la salud predictivos
• Sistemas de recomendación de intervención personalizada
• Análisis de datos avanzados para el manejo de enfermedades crónicas

Equipo de experiencia clínica y asesor médico

El equipo de asesoramiento médico de la compañía comprende:

Categoría profesional	Número de profesionales
Endocrinólogos	5
Científicos de datos	12
Especialistas en investigación clínica	8

Infraestructura de software basada en la nube

La infraestructura en la nube de DarioHealth incluye:

• Almacenamiento de datos compatible con HIPAA
• Recursos de computación en la nube escalable
• Centros de datos de múltiples regiones

Propiedad intelectual y cartera de patentes

Detalles de la cartera de patentes:

Categoría de patente	Número de patentes
Tecnología de salud digital	17
Algoritmos de aprendizaje automático	9
Manejo de enfermedades crónicas	6

DarioHealth Corp. (Drio) - Modelo de negocio: propuestas de valor

Plataforma integral de gestión de enfermedades crónicas digitales

DarioHealth ofrece una plataforma digital dirigida a múltiples condiciones crónicas con las siguientes métricas clave:

Gestión de condiciones	Cobertura de usuario
Manejo de la diabetes	Más de 12,000 usuarios activos
Gestión de hipertensión	Aproximadamente 8.500 usuarios activos
Control de peso	Alrededor de 6,000 usuarios activos

Soluciones personalizadas de seguimiento de salud e intervención

Las características de personalización clave incluyen:

• Recomendaciones de salud impulsadas por IA
• Análisis de datos en tiempo real
• Protocolos de intervención personalizados

Aplicación móvil fácil de usar para monitoreo de salud en tiempo real

Rendimiento de la aplicación móvil	Métrica
Descargas de aplicaciones	Más de 250,000 descargas totales
Usuarios activos mensuales	Aproximadamente 45,000 usuarios
Tasa de retención de usuarios	62% después de 6 meses

Alternativa rentable a la gestión tradicional de la salud

Comparación de ahorro de costos:

Enfoque de gestión de la salud	Costo anual
Gestión de atención médica tradicional	$4,500 - $6,000
Plataforma digital de dariohealth	$1,200 - $2,500

Recomendaciones de salud personalizadas basadas en datos

Capacidades de procesamiento de datos:

• Algoritmos de aprendizaje automático: Procesar más de 2.5 millones de puntos de datos de salud mensualmente
• Precisión de evaluación de riesgos predictivos: 78%
• Cobertura de personalización: 92% de los usuarios de la plataforma

DarioHealth Corp. (Drio) - Modelo de negocios: relaciones con los clientes

Plataforma de autoservicio digital

DarioHealth ofrece una plataforma integral de autoservicio digital con las siguientes características clave:

Característica de la plataforma	Métricas de participación del usuario
Descargas de aplicaciones móviles	Más de 250,000 a partir del cuarto trimestre 2023
Base de usuarios activo	Aproximadamente 180,000 usuarios activos mensuales
Seguimiento de salud digital	Monitoreo de glucosa, peso y actividad en tiempo real

Coaching de salud personalizado

DarioHealth ofrece entrenamiento de salud personalizado a través de:

• Sesiones de coaching de salud virtual uno a uno
• Programas de intervención personalizados
• Especialistas dedicados de gestión de la salud

Métrico de coaching	Punto de datos
Interacción promedio de coaching	2.4 sesiones por usuario por mes
Tasa de retención de entrenadores	87% de satisfacción del usuario

Monitoreo y alertas de salud automatizadas

La plataforma incluye capacidades avanzadas de monitoreo automatizado:

• Seguimiento de datos de salud en tiempo real
• Algoritmos de evaluación de riesgos automatizados
• Alertas de intervención personalizadas

Función de monitoreo	Métrico de rendimiento
Tiempo de respuesta alerta	Menos de 15 minutos
Identificación de riesgo predictivo	Tasa de precisión del 92%

Atención al cliente a través de múltiples canales digitales

DarioHealth mantiene la infraestructura de atención al cliente multicanal:

Canal de soporte	Métricas de respuesta
Soporte de aplicaciones móviles	Mensajes en la aplicación 24/7
Soporte por correo electrónico	Tiempo de respuesta promedio: 4 horas
Soporte telefónico	Horario extendido: 7 am-9pm EST

Compromiso continuo a través de aplicaciones móviles

Las estrategias de participación de aplicaciones móviles incluyen:

• Desafíos de salud diarios
• Recomendaciones de contenido personalizadas
• Gamificación del seguimiento de la salud

Métrico de compromiso	Datos de rendimiento
Uso promedio de la aplicación diaria	37 minutos por usuario
Tasa de retención de usuarios	65% de usuarios activos mensuales

DarioHealth Corp. (Drio) - Modelo de negocios: canales

Aplicación móvil (iOS y Android)

DarioHealth Corp. ofrece aplicaciones móviles compatibles con las plataformas iOS y Android, con 87,000 usuarios activos a partir del tercer trimestre de 2023. La aplicación móvil admite la gestión de la condición crónica para la diabetes, la hipertensión y la pérdida de peso.

Plataforma	Descargar estadísticas	Compromiso de usuario
iOS	45,000 descargas	62% usuarios activos mensuales
Androide	42,000 descargas	58% de usuarios activos mensuales

Plataforma basada en la web

La plataforma web admite la gestión de salud digital con 53,000 usuarios registrados en 2023. El tráfico web mensual promedió 22,500 visitantes únicos.

Servicios de telesalud

DarioHealth brinda a los servicios de telesalud 35 profesionales de la salud contratados. La duración de la consulta promedio es de 22 minutos, con 4.200 consultas virtuales realizadas en 2023.

Ventas directas a proveedores de atención médica

El canal de ventas directo incluye:

• 42 Contratos de proveedores de atención médica empresarial
• Valor anual del contrato con un promedio de $ 187,000
• Penetración en 23 estados en los Estados Unidos

Asociaciones de la compañía de seguros

Tipo de seguro	Número de asociaciones	Vidas cubiertas
Aseguradoras comerciales	17 asociaciones	2,3 millones de vidas cubiertas
Ventaja de Medicare	8 asociaciones	1.1 millones de vidas cubiertas

DarioHealth Corp. (Drio) - Modelo de negocios: segmentos de clientes

Individuos con afecciones crónicas

DarioHealth se dirige a pacientes que manejan afecciones crónicas como:

• Diabetes
• Hipertensión
• Obesidad
• Trastornos de la salud mental

Condición	Total de la población estadounidense afectada	Tamaño potencial del mercado
Diabetes	37.3 millones	Costos de atención médica anuales de $ 327 mil millones
Hipertensión	47% de los adultos estadounidenses	Costos de atención médica anuales de $ 131 mil millones

Proveedores de atención médica

DarioHealth atiende a proveedores de atención médica a través de soluciones de salud digital.

Segmento de proveedor	Número de clientes potenciales
Hospitales	6.093 hospitales estadounidenses
Prácticas médicas	209,000 prácticas médicas

Compañías de seguros

DarioHealth se asocia con proveedores de seguros nacionales y regionales.

• Top 10 aseguradoras de salud estadounidenses
• Redes de seguros regionales

Programas de bienestar corporativo

Segmento corporativo	Tamaño del mercado
Fortune 500 Companies	500 clientes empresariales potenciales
Mercado de bienestar corporativo	$ 20.4 mil millones para 2027

Empleadores autoasegurados

El segmento objetivo incluye:

• Empresas con más de 500 empleados
• Planes de salud autoadministrados

Segmento del empleador	Número total
Empleadores autoasegurados	33,000 empresas estadounidenses
Empleados cubiertos	61% de la fuerza laboral

DarioHealth Corp. (Drio) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Para el año fiscal 2023, DarioHealth Corp. reportó gastos de I + D de $ 16.4 millones, lo que representa el 41.6% de los gastos operativos totales.

Año fiscal	Gastos de I + D	Porcentaje de gastos operativos
2023	$ 16.4 millones	41.6%
2022	$ 19.1 millones	44.2%

Mantenimiento de la infraestructura tecnológica

DarioHealth asignó aproximadamente $ 3.2 millones para el mantenimiento de la infraestructura tecnológica en 2023.

• Costos de alojamiento en la nube: $ 1.1 millones
• Licencias de software: $ 850,000
• Seguridad de la red: $ 750,000
• Actualizaciones de hardware: $ 500,000

Inversiones de ventas y marketing

Los gastos de ventas y marketing para 2023 totalizaron $ 24.5 millones, lo que representaba el 62.3% de los ingresos totales.

Categoría de gastos	Cantidad
Publicidad digital	$ 8.7 millones
Compensación del equipo de ventas	$ 6.3 millones
Eventos y conferencias de marketing	$ 4.2 millones
Marketing de contenidos	$ 3.5 millones

Validación clínica y cumplimiento regulatorio

Los gastos relacionados con el cumplimiento para 2023 fueron de $ 5.6 millones.

• Procesos de certificación de la FDA: $ 2.1 millones
• Soporte de ensayos clínicos: $ 1.8 millones
• Documentación regulatoria: $ 1.2 millones
• Costos de auditoría externa: $ 500,000

Costos de adquisición de personal y talento

Los gastos totales de personal para 2023 ascendieron a $ 32.7 millones.

Categoría de personal	Costo anual
Salarios base	$ 24.5 millones
Gastos de reclutamiento	$ 3.2 millones
Beneficios para empleados	$ 5.0 millones

DarioHealth Corp. (Drio) - Modelo de negocios: flujos de ingresos

Plataforma de salud digital basada en suscripción

Para el año fiscal 2023, DarioHealth reportó ingresos totales de $ 41.5 millones, con una porción significativa derivada de suscripciones de plataforma de salud digital.

Nivel de suscripción	Precio mensual	Usuarios estimados
Salud digital básica	$19.99	12,500
Salud digital premium	$49.99	7,500

Contratos empresariales con proveedores de atención médica

Los contratos empresariales representaron aproximadamente el 35% de los ingresos totales de DarioHealth en 2023.

• Valor promedio del contrato empresarial: $ 250,000 anualmente
• Número de clientes empresariales activos: 45
• Duración del contrato: 2-3 años

Reembolso del seguro

Los reembolsos de seguros representaron el 25% de las fuentes de ingresos de la compañía en 2023.

Proveedor de seguros	Tasa de reembolso	Ingresos anuales
Blue Cross Blue Shield	$ 450 por usuario	$ 3.2 millones
Aetna	$ 375 por usuario	$ 2.7 millones

Servicios de información y análisis de datos

Los servicios de datos generaron aproximadamente el 10% de los ingresos totales en 2023.

• Precio promedio del paquete de datos: $ 5,000 por mes
• Número de clientes de servicios de datos: 22

Tarifas de licencia por usuario

Las tarifas de licencia contribuyeron aproximadamente al 5% a los ingresos totales en 2023.

Tipo de licencia	Tarifa anual	Licencias totales
Licencia profesional individual	$1,200	350
Licencia organizacional	$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.