DarioHealth (DRIO) investor relations material

Strategic platform and market positioning

• Delivers an AI-powered, multi-condition chronic care platform covering cardiometabolic, behavioral, and musculoskeletal health, with expansion into provider-backed clinical care announced in June 2026.

• Leverages over 13 billion proprietary data points to personalize care, automate workflows, and drive measurable clinical outcomes.

• Addresses a $250B+ serviceable market and $1T+ total addressable market, with 70% of new contracts and pipeline focused on multi-condition solutions.

• Integrates FDA-cleared devices, proprietary data, and a unique AI engine (DarioIQ™) for real-time, member-level engagement and intervention.

• Blue-chip client base includes Fortune 100 employers, national health plans, and major channel partners.

Clinical outcomes and user engagement

• Demonstrates significant clinical improvements: 13 mmHg systolic blood pressure reduction, 1.4–2.3 pt A1C reduction, 58% fewer hyperglycemic events, and 50% pain reduction.

• Achieves 26% reduction in depression and anxiety symptoms, with 76% of members reporting improved pain levels.

• Delivers $5,077 in medical cost savings per user and 9–13% population health improvement.

• Maintains high user satisfaction (4.8/5 app rating, ~25,000 reviews) and 91% logo retention year-over-year.

• Average member retention rate is 75% after 12 months, with each member using 2.4 solutions on average.

Financial performance and growth

• Q1 2026 GAAP gross margin at 57%, non-GAAP B2B2C gross margin at 80% for the ninth consecutive quarter.

• 2025 full-year revenues reached $22.4M, with $5.6M in Q1 2026 and 7% organic QoQ growth.

• Operating expenses reduced by 21% YoY, operating loss improved by 22% YoY, and net cash used in operations declined by 10%.

• Signed 95 new contracts (85 in 2025, 10 in Q1 2026), with average contract size 2–10x historical levels.

• $127M pipeline of commercial opportunities and $12.9M in new contracted and late-stage ARR.