DarioHealth Corp. (Drio): Business Model Canvas [Jan-2025 Mise à jour]

Dans le paysage en évolution rapide de la santé numérique, Dariohealth Corp. (Drio) émerge comme un innovateur révolutionnaire, transformant la gestion des maladies chroniques grâce à la technologie de pointe. En mélangeant de manière transparente l'intelligence artificielle, un suivi de la santé personnalisé et des solutions numériques complètes, la société redéfinit la façon dont les individus et les prestataires de soins de santé abordent la gestion des conditions chroniques. Leur toile de modèle commercial sophistiqué révèle une approche stratégique qui va au-delà des paradigmes traditionnels de soins de santé, offrant un aperçu d'un avenir où la technologie permet aux interventions de santé proactives et axées sur les données.

Dariohealth Corp. (Drio) - Modèle d'entreprise: partenariats clés

Partenariats stratégiques avec les prestataires de soins de santé et les compagnies d'assurance

DarioHealth a établi des partenariats avec les entités de santé et d'assurance suivantes:

Type de partenaire	Nombre de partenariats	Détails clés
Fournisseurs d'assurance maladie	7	Comprend Cigna, Anthem, Humana
Programmes de bien-être des employeurs	12	Fortune 500 Companies dont Activision Blizzard

Collaboration avec les plateformes de technologie de santé numérique

DarioHealth s'intègre à plusieurs plates-formes de santé numériques:

• Santé aux pommes
• Google Fit
• Samsung Health
• Fitbit

Intégration avec les systèmes de surveillance des patients à distance

Système de surveillance	Statut d'intégration	Conditions chroniques couvertes
Systèmes épiques	Entièrement intégré	Diabète, hypertension
Cerner	Partiellement intégré	Conditions métaboliques

Fournisseurs de services de télémédecine et de télésanté

Réseau de partenariat de télésanté actuel:

• Santé Teladoc
• Mdlive
• Docteur sur demande
• 98point6

Partenariat Impact financier: 4,2 millions de dollars de revenus collaboratifs pour 2023.

Dariohealth Corp. (drio) - Modèle d'entreprise: activités clés

Développement de solutions de gestion de la santé numérique

Dariohealth Corp. se concentre sur la création de plateformes complètes de gestion de la santé numérique. Depuis le quatrième trimestre 2023, la société a déclaré avoir développé des solutions pour plusieurs conditions chroniques, notamment le diabète, l'hypertension et les troubles musculo-squelettiques.

Solution numérique	Condition cible	Statut de développement
Dario Smart Metabolic Health Platform	Gestion du diabète	Pleinement opérationnel
Soins musculo-squelettiques de Dario	Gestion de la douleur chronique	Développement actif

Amélioration continue des technologies de suivi de la santé axées sur l'IA

La société investit considérablement dans les progrès technologiques, les dépenses de R&D atteignant 14,7 millions de dollars en 2023.

• Algorithmes d'apprentissage automatique pour les informations sur la santé prédictive
• Capacités de traitement des données en temps réel
• Interfaces d'application mobile avancées

Recherche clinique et innovation de produits

Focus de recherche	Investissement	Partenariats
Validation thérapeutique numérique	3,2 millions de dollars en 2023	3 centres médicaux académiques

Analyse des données et génération personnalisée des informations sur la santé

DarioHealth traite 500 000 points de données de santé individuels mensuellement, permettant des interventions personnalisées.

Support client et maintenance de la plate-forme numérique

Canal de support	Temps de réponse	Couverture utilisateur
Plateforme de support numérique	En moyenne 2,5 heures	45 États américains

Dariohealth Corp. (drio) - Modèle d'entreprise: Ressources clés

Technologie de surveillance de la santé numérique propriétaire

Dariohealth Corp. maintient une plate-forme de surveillance de la santé numérique propriétaire avec les spécifications techniques suivantes:

Composant technologique	Détails de spécification
Compatibilité de la plate-forme mobile	Appareils iOS et Android
Types d'appareils connectés	Glucose de sang, moniteurs de glucose continue
Capacités de suivi des données	Surveillance des mesures de santé en temps réel

Apprentissage automatique et algorithmes d'IA

DarioHealth utilise des algorithmes avancés d'apprentissage automatique avec les caractéristiques suivantes:

• Modèles prédictifs d'évaluation des risques pour la santé
• Systèmes de recommandation d'intervention personnalisés
• Analyse avancée des données pour la gestion des maladies chroniques

Expertise clinique et équipe de conseil médical

L'équipe consultative médicale de l'entreprise comprend:

Catégorie professionnelle	Nombre de professionnels
Endocrinologues	5
Data scientifiques	12
Spécialistes de la recherche clinique	8

Infrastructure logicielle basée sur le cloud

L'infrastructure cloud de DarioHealth comprend:

• Stockage de données conforme à la HIPAA
• Ressources de cloud computing évolutives
• Centres de données multi-régions

Propriété intellectuelle et portefeuille de brevets

Détails du portefeuille de brevets:

Catégorie de brevet	Nombre de brevets
Technologie de santé numérique	17
Algorithmes d'apprentissage automatique	9
Gestion des maladies chroniques	6

Dariohealth Corp. (drio) - Modèle d'entreprise: propositions de valeur

Plateforme complète de gestion des maladies chroniques numériques

DarioHealth propose une plate-forme numérique ciblant plusieurs conditions chroniques avec les mesures clés suivantes:

Gestion des conditions	Couverture utilisateur
Gestion du diabète	Plus de 12 000 utilisateurs actifs
Gestion de l'hypertension	Environ 8 500 utilisateurs actifs
Gestion du poids	Environ 6 000 utilisateurs actifs

Solutions personnalisées de suivi de la santé et d'intervention

Les principales fonctionnalités de personnalisation comprennent:

• Recommandations de santé axées sur l'IA
• Analyse des données en temps réel
• Protocoles d'intervention personnalisés

Application mobile conviviale pour une surveillance de la santé en temps réel

Performance de l'application mobile	Métrique
Téléchargements d'applications	Plus de 250 000 téléchargements totaux
Utilisateurs actifs mensuels	Environ 45 000 utilisateurs
Taux de rétention des utilisateurs	62% après 6 mois

Alternative rentable à la gestion des soins de santé traditionnels

Comparaison des économies de coûts:

Approche de gestion des soins de santé	Coût annuel
Gestion des soins de santé traditionnels	$4,500 - $6,000
Plateforme numérique DarioHealth	$1,200 - $2,500

Recommandations de santé personnalisées axées sur les données

Capacités de traitement des données:

• Algorithmes d'apprentissage automatique: Processus de plus de 2,5 millions de points de données de santé mensuellement
• Précision prédictive de l'évaluation des risques: 78%
• Couverture de personnalisation: 92% des utilisateurs de la plate-forme

Dariohealth Corp. (drio) - Modèle d'entreprise: relations avec les clients

Plate-forme numérique en libre-service

DarioHealth propose une plate-forme en libre-service numérique complète avec les caractéristiques clés suivantes:

Fonctionnalité de plate-forme	Métriques d'engagement des utilisateurs
Téléchargements d'applications mobiles	Plus de 250 000 au T2 2023
Base d'utilisateurs actifs	Environ 180 000 utilisateurs actifs mensuels
Suivi de la santé numérique	Surveillance du glucose, du poids et de l'activité en temps réel

Coaching de santé personnalisé

DarioHealth fournit un coaching de santé personnalisé:

• Séances de coaching en santé virtuelle en tête-à-tête
• Programmes d'intervention personnalisés
• Spécialistes de la gestion de la santé dédiés

Métrique de coaching	Point de données
Interaction moyenne de coaching	2,4 séances par utilisateur par mois
Taux de rétention des entraîneurs	87% de satisfaction des utilisateurs

Surveillance et alertes automatisées de la santé

La plate-forme comprend des capacités de surveillance automatisées avancées:

• Suivi des données de santé en temps réel
• Algorithmes d'évaluation des risques automatisés
• Alertes d'intervention personnalisées

Fonction de surveillance	Métrique de performance
Temps de réponse alerte	Moins de 15 minutes
Identification prédictive des risques	Taux de précision de 92%

Support client via plusieurs canaux numériques

DarioHealth maintient l'infrastructure de support client multicanal:

Canal de support	Métriques de réponse
Prise en charge de l'application mobile	Messagerie 24/7
Assistance par e-mail	Temps de réponse moyen: 4 heures
Assistance téléphonique	Heures prolongées: 7h-21h HNE

Engagement continu via l'application mobile

Les stratégies d'engagement des applications mobiles comprennent:

• Défis de santé quotidiens
• Recommandations de contenu personnalisés
• Gamification du suivi de la santé

Métrique de l'engagement	Données de performance
Utilisation moyenne des applications quotidiennes	37 minutes par utilisateur
Taux de rétention des utilisateurs	65% utilisateurs actifs mensuels

Dariohealth Corp. (drio) - Modèle d'entreprise: canaux

Application mobile (iOS et Android)

Dariohealth Corp. propose des applications mobiles compatibles avec les plates-formes iOS et Android, avec 87 000 utilisateurs actifs au troisième trimestre 2023. L'application mobile prend en charge la gestion des conditions chroniques pour le diabète, l'hypertension et la perte de poids.

Plate-forme	Télécharger des statistiques	Engagement des utilisateurs
ios	45 000 téléchargements	62% utilisateurs actifs mensuels
Androïde	42 000 téléchargements	58% utilisateurs actifs mensuels

Plate-forme Web

La plate-forme Web prend en charge la gestion de la santé numérique avec 53 000 utilisateurs enregistrés en 2023. Le trafic Web mensuel était en moyenne de 22 500 visiteurs uniques.

Services de télésanté

DarioHealth fournit des services de télésanté avec 35 professionnels de la santé contractés. La durée moyenne des consultations est de 22 minutes, avec 4 200 consultations virtuelles menées en 2023.

Ventes directes aux prestataires de soins de santé

Le canal de vente direct comprend:

• 42 Contrats du fournisseur de soins de santé d'entreprise
• Valeur du contrat annuel d'une moyenne de 187 000 $
• Pénétration dans 23 États aux États-Unis

Partenariats des compagnies d'assurance

Type d'assurance	Nombre de partenariats	Vies couvertes
Assureurs commerciaux	17 partenariats	2,3 millions de vies couvertes
Avantage Medicare	8 partenariats	1,1 million de vies couvertes

Dariohealth Corp. (drio) - Modèle d'entreprise: segments de clientèle

Individus souffrant de conditions chroniques

DarioHealth cible les patients qui gèrent des conditions chroniques telles que:

• Diabète
• Hypertension
• Obésité
• Troubles de la santé mentale

Condition	Total de population américaine affectée	Taille du marché potentiel
Diabète	37,3 millions	327 milliards de dollars de frais de santé annuels
Hypertension	47% des adultes américains	Coûts de santé annuels de 131 milliards de dollars

Fournisseurs de soins de santé

DarioHealth sert des prestataires de soins de santé grâce à des solutions de santé numériques.

Segment du fournisseur	Nombre de clients potentiels
Hôpitaux	6 093 hôpitaux américains
Pratiques de médecin	209 000 pratiques médicales

Compagnies d'assurance

DarioHealth s'associe aux fournisseurs d'assurance nationaux et régionaux.

• Top 10 des assureurs de santé américains
• Réseaux d'assurance régionaux

Programmes de bien-être d'entreprise

Segment de l'entreprise	Taille du marché
Fortune 500 Companies	500 clients d'entreprise potentiels
Marché du bien-être des entreprises	20,4 milliards de dollars d'ici 2027

Employeurs auto-assurés

Le segment cible comprend:

• Entreprises avec plus de 500 employés
• Plans de santé auto-administrés

Segment de l'employeur	Nombre total
Employeurs auto-assurés	33 000 entreprises américaines
Les employés couverts	61% de la main-d'œuvre

Dariohealth Corp. (drio) - Modèle d'entreprise: Structure des coûts

Frais de recherche et de développement

Pour l'exercice 2023, Dariohealth Corp. a déclaré des dépenses de R&D de 16,4 millions de dollars, ce qui représente 41,6% du total des dépenses d'exploitation.

Exercice fiscal	Dépenses de R&D	Pourcentage des dépenses d'exploitation
2023	16,4 millions de dollars	41.6%
2022	19,1 millions de dollars	44.2%

Maintenance des infrastructures technologiques

DarioHealth a alloué environ 3,2 millions de dollars pour la maintenance des infrastructures technologiques en 2023.

• Coûts d'hébergement cloud: 1,1 million de dollars
• Licence de logiciel: 850 000 $
• Sécurité du réseau: 750 000 $
• Mises à niveau matériel: 500 000 $

Investissements de vente et de marketing

Les frais de vente et de marketing pour 2023 ont totalisé 24,5 millions de dollars, ce qui représente 62,3% des revenus totaux.

Catégorie de dépenses	Montant
Publicité numérique	8,7 millions de dollars
Compensation de l'équipe de vente	6,3 millions de dollars
Événements et conférences marketing	4,2 millions de dollars
Marketing de contenu	3,5 millions de dollars

Validation clinique et conformité réglementaire

Les dépenses liées à la conformité pour 2023 étaient de 5,6 millions de dollars.

• Processus de certification de la FDA: 2,1 millions de dollars
• Support d'essai clinique: 1,8 million de dollars
• Documentation réglementaire: 1,2 million de dollars
• Coûts d'audit externe: 500 000 $

Frais d'acquisition du personnel et des talents

Le total des dépenses de personnel pour 2023 s'élevait à 32,7 millions de dollars.

Catégorie de personnel	Coût annuel
Salaires de base	24,5 millions de dollars
Frais de recrutement	3,2 millions de dollars
Avantages sociaux	5,0 millions de dollars

Dariohealth Corp. (Drio) - Modèle d'entreprise: Strots de revenus

Plateforme de santé numérique basée sur l'abonnement

Pour l'exercice 2023, DarioHealth a déclaré un chiffre d'affaires total de 41,5 millions de dollars, avec une partie importante dérivée des abonnements à la plate-forme de santé numérique.

Niveau d'abonnement	Prix ​​mensuel	Utilisateurs estimés
Santé numérique de base	$19.99	12,500
Santé numérique premium	$49.99	7,500

Les contrats d'entreprise avec des prestataires de soins de santé

Les contrats d'entreprise représentaient environ 35% des revenus totaux de Dariohealth en 2023.

• Valeur du contrat moyen de l'entreprise: 250 000 $ par an
• Nombre de clients d'entreprise actifs: 45
• Durée du contrat: 2-3 ans

Remboursement d'assurance

Les remboursements d'assurance représentaient 25% des sources de revenus de la société en 2023.

Assureur	Taux de remboursement	Revenus annuels
Blue Cross Blue Shield	450 $ par utilisateur	3,2 millions de dollars
Aetna	375 $ par utilisateur	2,7 millions de dollars

Insistance des données et services d'analyse

Les services de données ont généré environ 10% des revenus totaux en 2023.

• Prix ​​moyen du package de données: 5 000 $ par mois
• Nombre de clients de services de données: 22

Frais de licence par utilisateur

Les frais de licence ont contribué environ 5% au total des revenus en 2023.

Type de licence	Frais annuels	Licences totales
Licence professionnelle individuelle	$1,200	350
Licence organisationnelle	$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.