Digital Health Trends (October 2025)

Click the cover to download the report highlights

Enterprise EHR Foundation

One of the hidden keys to Epic’s dominance in the US EHR market is the network effects it engenders, as highlighted by industry platform strategist, Seth Joseph. Industry investors highlight the AI battles, with PitchBook wondering if startups can outrun Epic with ambient scribes, and Silicon Valley Bank showing the battlefield when provider and payer AI agents engage around prior authorizations.

Healthcare Analytics and Intelligence

Alphabet lays out its vision for three interconnected ways AI can transform healthcare: (1) advancing science, (2) early detection and risk management, (3) operational effectiveness. We see evidence of all three this month with science factories leading investments, continuing diversity in clinical AI apps, and administrative workflows getting transformed by AI assistants.

Consumer Health and Technology

Finnish smart ring maker Oura is up this month after a massive $900 million funding round that values the company at $11 billion, an especially impressive valuation for a wearables firm. Amazon is also up this month on the announcement that it will debut prescription vending machines at its One Medical clinics, eliminating key bottlenecks and cutting out costly middlemen by embedding pharmacies directly into primary care locations it already owns.

Stakeholders

Cigna is up this month on the news that it will end drug rebates for many of its commercial plans, passing rebate value directly to patients with deductibles and coinsurance. Elsewhere, several surveys this month focus on health system investment priorities and find that nearly eight in ten have increased investments in digital health solutions over the past two years, and with AI adoption expected to reshape primary care operations.