Hinge Health (HNGE) investor relations material

Strategy and vision

• Focus on building a unified, end-to-end care platform blending digital, specialist, and in-person care for musculoskeletal (MSK) and adjacent conditions, aiming to automate and scale care delivery using technology and AI.

• Expansion beyond MSK into adjacent markets like migraine and other specialty areas, leveraging existing infrastructure and data.

• Competitive advantages include proprietary software, breakthrough hardware (e.g., Enso device), and a robust in-person care network (HingeSelect).

• Proprietary AI-driven data platform enables personalized engagement, continuous improvement, and validated outcomes.

• Distribution strategy leverages preferred partnerships, enabling rapid client acquisition and high retention (97%), with over 2,800 clients and 53% of the Fortune 100.

Commercial momentum and growth drivers

• Over 2,800 clients across 25+ industries, including more than half of the Fortune 100 and nearly half of the Fortune 500.

• Go-to-market model combines direct sales and partnerships, enabling fast contracting and implementation, especially in the SMB segment.

• 110M+ accessible lives within current partnerships, with significant whitespace for expansion, especially in self-insured and public sector markets.

• High client retention (97%) and strong Net Promoter Score (NPS 88), supporting a flywheel of growth.

• Product-led growth and targeted awareness campaigns have doubled yield from 2% to over 4% in five years, with member referrals and renewals as key drivers.

Product innovation and AI integration

• Redesigned app delivers a consumer-grade experience, driving higher engagement and outcomes, with computer vision-based exercise therapy and movement analysis.

• Proprietary data from 2 million+ members and 100 million+ sessions powers AI-driven personalization and clinical decision support.

• Robin, the AI care team member, handles triage, coaching, and support, reducing clinician hours by 97% and clinical cost per member by 50% year-over-year.

• HingeSelect network offers high-quality in-person care, with 91% of members living within network footprint and 4,100+ provider locations.

• Migraine program leverages FDA-cleared Enso device for rapid, drug-free pain relief and personalized trigger tracking.