DarioHealth Corp. (DRIO): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No cenário em rápida evolução da saúde digital, a DarioHealth Corp. (DRIO) surge como um inovador inovador, transformando o gerenciamento de doenças crônicas por meio de tecnologia de ponta. Ao misturar perfeitamente inteligência artificial, rastreamento personalizado de saúde e soluções digitais abrangentes, a empresa está redefinindo como indivíduos e profissionais de saúde abordam o gerenciamento de condições crônicas. Seu sofisticado modelo de negócios Canvas revela uma abordagem estratégica que vai além dos paradigmas tradicionais de saúde, oferecendo um vislumbre de um futuro em que a tecnologia capacita intervenções de saúde proativas e orientadas a dados.

DarioHealth Corp. (Drio) - Modelo de Negócios: Principais Parcerias

Parcerias estratégicas com profissionais de saúde e companhias de seguros

A DarioHealth estabeleceu parcerias com as seguintes entidades de saúde e seguros:

Tipo de parceiro	Número de parcerias	Detalhes -chave
Provedores de seguro de saúde	7	Inclui Cigna, Anthem, Humana
Programas de bem -estar do empregador	12	Empresas da Fortune 500, incluindo a Activision Blizzard

Colaboração com plataformas de tecnologia de saúde digital

DarioHealth se integra a várias plataformas de saúde digital:

• Saúde da Apple
• Google Fit
• Samsung Health
• Fitbit

Integração com sistemas remotos de monitoramento de pacientes

Sistema de monitoramento	Status de integração	Condições crônicas cobertas
Sistemas épicos	Totalmente integrado	Diabetes, hipertensão
Cerner	Parcialmente integrado	Condições metabólicas

Provedores de serviços de telemedicina e telessaúde

Rede atual de parceria de telessaúde:

• Teladoc Health
• Mdlive
• Médico sob demanda
• 98Point6

Impacto financeiro da parceria: US $ 4,2 milhões em receita colaborativa para 2023.

DarioHealth Corp. (Drio) - Modelo de Negócios: Atividades -chave

Desenvolvimento de soluções de gerenciamento de saúde digital

A DarioHealth Corp. se concentra na criação de plataformas abrangentes de gerenciamento de saúde digital. A partir do quarto trimestre 2023, a empresa relatou desenvolver soluções para múltiplas condições crônicas, incluindo diabetes, hipertensão e distúrbios musculoesqueléticos.

Solução digital	Condição alvo	Status de desenvolvimento
Dario Smart Metabolic Health Platform	Gerenciamento de diabetes	Totalmente operacional
Cuidado musculoesquelético de Dario	Gerenciamento da dor crônica	Desenvolvimento ativo

Melhoria contínua das tecnologias de rastreamento de saúde orientadas pela IA

A empresa investe significativamente em avanço tecnológico, com as despesas de P&D atingindo US $ 14,7 milhões em 2023.

• Algoritmos de aprendizado de máquina para insights de saúde preditivos
• Recursos de processamento de dados em tempo real
• Interfaces de aplicativos móveis avançados

Pesquisa clínica e inovação de produtos

Foco na pesquisa	Investimento	Parcerias
Validação terapêutica digital	US $ 3,2 milhões em 2023	3 centros médicos acadêmicos

Análise de dados e geração personalizada de insights de saúde

DarioHealth Processa 500.000 Dados de Saúde Individual Pontos Mensalmente, permitindo intervenções personalizadas.

Suporte ao cliente e manutenção da plataforma digital

Canal de suporte	Tempo de resposta	Cobertura do usuário
Plataforma de suporte digital	Média 2,5 horas	45 Estados dos EUA

DarioHealth Corp. (Drio) - Modelo de Negócios: Recursos -Principais

Tecnologia proprietária de monitoramento de saúde digital

A DarioHealth Corp. mantém uma plataforma proprietária de monitoramento de saúde digital com as seguintes especificações técnicas:

Componente de tecnologia	Detalhes da especificação
Compatibilidade da plataforma móvel	iOS e dispositivos Android
Tipos de dispositivo conectados	Medidores de glicose no sangue, monitores contínuos de glicose
Recursos de rastreamento de dados	Monitoramento de métricas de saúde em tempo real

Aprendizado de máquina e algoritmos de IA

A DarioHealth utiliza algoritmos avançados de aprendizado de máquina com as seguintes características:

• Modelos preditivos de avaliação de risco à saúde
• Sistemas de recomendação de intervenção personalizados
• Análise de dados avançada para gerenciamento de doenças crônicas

Experiência clínica e equipe de consultoria médica

A equipe de consultoria médica da empresa compreende:

Categoria profissional	Número de profissionais
Endocrinologistas	5
Cientistas de dados	12
Especialistas em pesquisa clínica	8

Infraestrutura de software baseada em nuvem

A infraestrutura em nuvem da DarioHealth inclui:

• Armazenamento de dados compatível com HIPAA
• Recursos de computação em nuvem escaláveis
• Centers de dados de várias regiões

Propriedade intelectual e portfólio de patentes

Detalhes do portfólio de patentes:

Categoria de patentes	Número de patentes
Tecnologia da saúde digital	17
Algoritmos de aprendizado de máquina	9
Gerenciamento de doenças crônicas	6

DarioHealth Corp. (Drio) - Modelo de Negócios: Proposições de Valor

Plataforma abrangente de gerenciamento de doenças crônicas digitais

DarioHealth oferece uma plataforma digital direcionada a várias condições crônicas com as seguintes métricas principais:

Gerenciamento de Condições	Cobertura do usuário
Gerenciamento de diabetes	Mais de 12.000 usuários ativos
Gerenciamento de hipertensão	Aproximadamente 8.500 usuários ativos
Gerenciamento de peso	Cerca de 6.000 usuários ativos

Soluções personalizadas de rastreamento de saúde e intervenção

Os principais recursos de personalização incluem:

• Recomendações de saúde orientadas pela IA
• Análise de dados em tempo real
• Protocolos de intervenção personalizados

Aplicativo móvel amigável para monitoramento em saúde em tempo real

Desempenho do aplicativo móvel	Métricas
Downloads de aplicativos	Mais de 250.000 downloads totais
Usuários ativos mensais	Aproximadamente 45.000 usuários
Taxa de retenção de usuários	62% após 6 meses

Alternativa econômica ao gerenciamento tradicional de saúde

Comparação de economia de custos:

Abordagem de gerenciamento de assistência médica	Custo anual
Gerenciamento de saúde tradicional	$4,500 - $6,000
DarioHealth Digital Platform	$1,200 - $2,500

Recomendações de saúde personalizadas orientadas a dados

Recursos de processamento de dados:

• Algoritmos de aprendizado de máquina: Processe mais de 2,5 milhões de pontos de dados de saúde mensalmente
• Precisão de avaliação de risco preditiva: 78%
• Cobertura de personalização: 92% dos usuários da plataforma

DarioHealth Corp. (Drio) - Modelo de Negócios: Relacionamentos do Cliente

Plataforma de autoatendimento digital

A DarioHealth oferece uma plataforma de autoatendimento digital abrangente com os seguintes recursos principais:

Recurso da plataforma	Métricas de engajamento do usuário
Downloads de aplicativos móveis	Mais de 250.000 a partir do quarto trimestre 2023
Base de usuário ativa	Aproximadamente 180.000 usuários ativos mensais
Rastreamento de saúde digital	Monitoramento de glicose, peso e atividade em tempo real

Coaching de saúde personalizado

DarioHealth fornece treinamento de saúde personalizado por meio de:

• Sessões individuais de treinamento em saúde virtual
• Programas de intervenção personalizados
• Especialistas em gestão de saúde dedicados

Métrica de treinamento	Data Point
Interação média de treinamento	2.4 sessões por usuário por mês
Taxa de retenção de treinadores	87% de satisfação do usuário

Monitoramento e alertas de saúde automatizados

A plataforma inclui recursos avançados de monitoramento automatizado:

• Rastreamento de dados de saúde em tempo real
• Algoritmos de avaliação de risco automatizados
• Alertas de intervenção personalizados

Recurso de monitoramento	Métrica de desempenho
Tempo de resposta de alerta	Menos de 15 minutos
Identificação de risco preditiva	Taxa de precisão de 92%

Suporte ao cliente através de vários canais digitais

A DarioHealth mantém a infraestrutura de suporte ao cliente multicanal:

Canal de suporte	Métricas de resposta
Suporte ao aplicativo móvel	24 horas por dia, 7 dias por semana, as mensagens no aplicativo
Suporte por e -mail	Tempo médio de resposta: 4 horas
Suporte por telefone	Horário prolongado: 7:00 às 21:00 EST

Engajamento contínuo através de aplicativos móveis

As estratégias de engajamento de aplicativos móveis incluem:

• Desafios diários de saúde
• Recomendações de conteúdo personalizado
• Gamificação do rastreamento de saúde

Métrica de engajamento	Dados de desempenho
Uso médio diário de aplicativos	37 minutos por usuário
Taxa de retenção de usuários	65% de usuários ativos mensais

DarioHealth Corp. (Drio) - Modelo de Negócios: Canais

Aplicativo móvel (iOS e Android)

A DarioHealth Corp. oferece aplicativos móveis compatíveis com plataformas iOS e Android, com 87.000 usuários ativos a partir do terceiro trimestre 2023. O aplicativo móvel suporta gerenciamento de condições crônicas para diabetes, hipertensão e perda de peso.

Plataforma	Baixar estatísticas	Engajamento do usuário
iOS	45.000 downloads	62% de usuários ativos mensais
Android	42.000 downloads	58% de usuários ativos mensais

Plataforma baseada na Web

A plataforma da Web suporta gerenciamento de saúde digital com 53.000 usuários registrados em 2023. O tráfego mensal da Web teve uma média de 22.500 visitantes únicos.

Serviços de telessaúde

A DarioHealth fornece serviços de telessaúde com 35 profissionais de saúde contratados. A duração média da consulta é de 22 minutos, com 4.200 consultas virtuais realizadas em 2023.

Vendas diretas para profissionais de saúde

O canal de vendas direto inclui:

• 42 Contratos do Provedor de Saúde da Enterprise
• Valor anual do contrato com média $ 187.000
• Penetração em 23 estados nos Estados Unidos

Parcerias da companhia de seguros

Tipo de seguro	Número de parcerias	Vidas cobertas
Seguradoras comerciais	17 parcerias	2,3 milhões de vidas cobertas
Vantagem do Medicare	8 parcerias	1,1 milhão de vidas cobertas

DarioHealth Corp. (Drio) - Modelo de Negócios: Segmentos de Clientes

Indivíduos com condições crônicas

DarioHealth tem como alvo pacientes que gerenciam condições crônicas, como:

• Diabetes
• Hipertensão
• Obesidade
• Distúrbios da saúde mental

Doença	População total dos EUA afetada	Tamanho potencial de mercado
Diabetes	37,3 milhões	Custos de saúde anuais de US $ 327 bilhões
Hipertensão	47% dos adultos dos EUA	Custos de saúde anuais de US $ 131 bilhões

Provedores de saúde

A DarioHealth atende a prestadores de serviços de saúde por meio de soluções de saúde digital.

Segmento de provedores	Número de clientes em potencial
Hospitais	6.093 hospitais dos EUA
Práticas médicas	209.000 práticas médicas

Companhias de seguros

A DarioHealth faz parceria com provedores de seguros nacionais e regionais.

• 10 principais seguradoras de saúde dos EUA
• Redes de seguros regionais

Programas de bem -estar corporativo

Segmento corporativo	Tamanho de mercado
Fortune 500 empresas	500 clientes em potencial corporativos
Mercado de bem -estar corporativo	US $ 20,4 bilhões até 2027

Empregadores auto-segurados

O segmento de destino inclui:

• Empresas com mais de 500 funcionários
• Planos de saúde auto-administrados

Segmento do empregador	Número total
Empregadores auto-segurados	33.000 empresas americanas
Funcionários cobertos	61% da força de trabalho

DarioHealth Corp. (Drio) - Modelo de Negócios: Estrutura de Custo

Despesas de pesquisa e desenvolvimento

Para o ano fiscal de 2023, a DarioHealth Corp. registrou despesas de P&D de US $ 16,4 milhões, representando 41,6% do total de despesas operacionais.

Ano fiscal	Despesas de P&D	Porcentagem de despesas operacionais
2023	US $ 16,4 milhões	41.6%
2022	US $ 19,1 milhões	44.2%

Manutenção de infraestrutura de tecnologia

A DarioHealth alocou aproximadamente US $ 3,2 milhões para manutenção de infraestrutura de tecnologia em 2023.

• Custos de hospedagem em nuvem: US $ 1,1 milhão
• Licenciamento de software: US $ 850.000
• Segurança de rede: US $ 750.000
• Atualizações de hardware: US $ 500.000

Investimentos de vendas e marketing

As despesas de vendas e marketing de 2023 totalizaram US $ 24,5 milhões, o que representou 62,3% da receita total.

Categoria de despesa	Quantia
Publicidade digital	US $ 8,7 milhões
Compensação da equipe de vendas	US $ 6,3 milhões
Eventos e conferências de marketing	US $ 4,2 milhões
Marketing de conteúdo	US $ 3,5 milhões

Validação clínica e conformidade regulatória

As despesas relacionadas à conformidade em 2023 foram de US $ 5,6 milhões.

• Processos de certificação FDA: US $ 2,1 milhões
• Suporte de ensaios clínicos: US $ 1,8 milhão
• Documentação regulatória: US $ 1,2 milhão
• Custos de auditoria externa: US $ 500.000

Custos de aquisição de pessoal e talento

As despesas totais de pessoal para 2023 totalizaram US $ 32,7 milhões.

Categoria de pessoal	Custo anual
Salários da base	US $ 24,5 milhões
Despesas de recrutamento	US $ 3,2 milhões
Benefícios dos funcionários	US $ 5,0 milhões

DarioHealth Corp. (DRIO) - Modelo de Negócios: Fluxos de Receita

Plataforma de saúde digital baseada em assinatura

Para o ano fiscal de 2023, a DarioHealth registrou receita total de US $ 41,5 milhões, com uma parcela significativa derivada de assinaturas de plataforma de saúde digital.

Camada de assinatura	Preço mensal	Usuários estimados
Saúde Digital Básica	$19.99	12,500
Saúde digital premium	$49.99	7,500

Contratos corporativos com prestadores de serviços de saúde

Os contratos corporativos representaram aproximadamente 35% da receita total da DarioHealth em 2023.

• Valor médio do contrato corporativo: US $ 250.000 anualmente
• Número de clientes corporativos ativos: 45
• Duração do contrato: 2-3 anos

Reembolso de seguros

Os reembolsos de seguros foram responsáveis ​​por 25% dos fluxos de receita da empresa em 2023.

Provedor de seguros	Taxa de reembolso	Receita anual
Escudo azul azul azul	US $ 450 por usuário	US $ 3,2 milhões
Aetna	US $ 375 por usuário	US $ 2,7 milhões

Data Insights and Analytics Services

Os serviços de dados geraram aproximadamente 10% da receita total em 2023.

• Preço médio do pacote de dados: US $ 5.000 por mês
• Número de clientes de serviço de dados: 22

Taxas de licenciamento por usuário

As taxas de licenciamento contribuíram com aproximadamente 5% para a receita total em 2023.

Tipo de licença	Taxa anual	Licenças totais
Licença profissional individual	$1,200	350
Licença 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.