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iRhythm Technologies
iRhythm Technologies (IRTC) investor relations material
iRhythm Technologies 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Market Trends and Opportunities
Aging population and increased arrhythmia prevalence are driving demand for cardiac monitoring solutions, with significant gaps in access to cardiologists, especially in rural areas.
Significant unmet need exists, with 27 million undiagnosed arrhythmia cases in the U.S. alone.
Trends such as increased arrhythmia awareness, new therapies, and value-based care are expanding the total addressable market.
Expansion into primary care and international markets is a key growth strategy, with less than 1% share internationally and ongoing efforts in the UK, EU, and Japan.
AI-driven predictive monitoring and integration with comorbid disease management are opening new market segments.
Product and Technology Innovation
Second-generation FDA-approved AI algorithm is in use, with a third-generation algorithm and next-generation MCT device under FDA review, offering improved form factor and detection.
New MCT product with 21-day monitoring is expected to launch in early 2027, addressing physician demand for longer duration.
Platform features patented wearable biosensors, advanced AI-driven ECG detection, and seamless EHR integration.
Integration of additional sensing capabilities (PPG, SpO2, hypertension, respiratory rate) is underway.
ZioSuite digital ecosystem streamlines prescribing, monitoring, and diagnosis for providers.
Financial Performance and Guidance
2025 revenue expected to exceed $740 million, with first-time profitability and free cash flow positivity.
2026 revenue guidance is $870–$880 million, representing 17–18% growth and margin expansion to 11.5–12.5%.
Adjusted EBITDA margin targeted at 11.5–12.5% for 2026, with a path to 15% as revenue approaches $1 billion.
Gross margin expansion and G&A leverage are key drivers of profitability improvement.
Investment in growth opportunities is balanced with disciplined cost management and operational automation.
Detail the two-pronged PCP strategy execution
Zio MCT's impact on MCT market share?
Outline OSA commercialization strategy
Quantify predictive AI's patient ID impact?
MCT product delay: impact on market share goals?
Drivers for 2026 EBITDA expansion and 15% target?
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Next iRhythm Technologies earnings date
Q4 202520 Feb, 2026
iRhythm Technologies
Next iRhythm Technologies earnings date
Q4 202520 Feb, 2026
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Frequently asked questions
iRhythm Technologies, Inc., a digital healthcare company, provides ambulatory electrocardiogram (ECG) monitoring products for patients at risk for arrhythmias in the United States. Its primary product includes Zio XT service, which offers a wire-free patch that is worn for up to 14 continuous days; and Zio AT service that provides ambulatory monitoring over one to thirty days through a wire-connected patch worn by the patient. The company was incorporated in 2006 and is headquartered in San Francisco, California.
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