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Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
ResMed
ResMed (RMD) investor relations material
ResMed 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
Business performance and market overview
Achieved $5.3 billion in trailing 12-month revenue, with net operating profit margins above 30% and strong global distribution across 140 countries.
Software business, including Brightree and MEDIFOX DAN, represents 12% of revenue, expanding beyond hardware into healthcare solutions.
Strong cash flow of $1.8 billion in the last 12 months, supporting R&D, share buybacks, dividends, and M&A.
Maintained resilience through global crises, including COVID-19 and supply chain disruptions.
Large, underpenetrated markets in sleep and breathing health, with less than 20% of OSA patients diagnosed or treated in the US and under 10% globally.
Industry trends and innovation
Big Tech (Apple, Samsung, Oura, etc.) is integrating sleep apnea detection into wearables, expected to expand further by 2026.
Key megatrends such as digital health, wearables, and GLP-1 medications are increasing awareness and detection of sleep apnea.
AI-enabled devices and digital health tools, such as the AirTouch mask line and Dawn digital concierge, are enhancing patient adherence and experience.
Real-world evidence shows untreated sleep apnea increases mortality by 37%, with AI and digital tools supporting better outcomes.
Gamification and data access through apps like myAir drive patient engagement and adherence.
Strategic initiatives and ecosystem expansion
Acquisitions of Virtuox, Ectosense, and Somnoware strengthen home sleep apnea testing and software capabilities.
11 million patients use the myAir app, with 24 billion nights of medical data and 405 API calls per second in the ecosystem.
Education initiatives for primary care physicians have reached 60,000 CME downloads, with 77% planning to change protocols for sleep apnea management.
Targeting high-volume GLP-1 providers and expanding home testing access to streamline patient funnel.
Manufacturing expansion in the U.S. (Atlanta, Indianapolis) aligns with Made in America initiatives and doubles capacity.
GLP-1 impact on PAP therapy initiation rates
Smart Comfort's role in CPAP therapy adherence
FY26 share repurchase and dividend plans
Fabric mask impact on competitive landscape?
Patient funnel investments: expected growth impact?
US manufacturing expansion: margin impact?
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Next ResMed earnings date
Q2 202629 Jan, 2026
ResMed
Next ResMed earnings date
Q2 202629 Jan, 2026
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Frequently asked questions
ResMed Inc. develops, manufactures, and markets medical devices, including equipment for the diagnosis and treatment of obstructive sleep apnea (OSA), related breathing disorders and other medical conditions connected to respiration. ResMed Inc. was founded in 1989 and is headquartered in San Diego, California.
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