Telehealth & Remote Patient Monitoring
The buyer population — Other ambulatory health care services
Base industry report for 6219 →- Establishments · CanadaA
- 987
- Under 10 employeesA
- 52%
- Establishments · USA
- 16,715
- Employment · USA
- 371,119
- Payroll · USA
- $20.6B
Of 987 Canadian establishments with employees, 52% have fewer than ten — mostly small operators. Each of those is one potential account, before any filter for size or fit.
Entry signal — what decides who wins here
One thing must be trueEntry turns on a single condition that can be named and tested before much is spent. Clear it and this becomes an execution question; fail it and no amount of operating skill helps.
Take share rather than ride the market. Demand is flat, seasonal or policy-driven, so growth has to come out of a competitor. That is possible and it is slower, and it rewards an operator who can wait.
Measured, not forecast: the share of US establishments opening in one year that were still active later. It counts good operators and bad ones together, which is exactly why it is the honest answer to “what are the odds”. It is for the whole sector rather than this market, and the ten-year figure comes from an older cohort because no younger one has reached ten years.
This is not a probability of success, and it is not a verdict on you. No survival probability is published per market, and inventing one would be worse than saying so. What the bar reads is how much of the outcome sits inside an operator's control: green means the hurdles are ones a better operator clears, red means the binding constraint is capital, an asset or a permission rather than execution. Someone arriving with an advantage this screen did not assume can win a market shown in red.
Companies named in this market · 7
The binding constraint — growth quality
Demand normalised hard after the pandemic and the category's public comparables repriced with it. Revenue depends on reimbursement policy that varies by payer, state and province and changes without notice — a driver that can reverse by legislation rather than by competition. The RPM sub-segment is more durable than consultation, but is device-attached, which brings razor-and-blade economics. Sourced update: Teladoc closed 2025 at $2.530B and shrinking, with its direct-to-consumer half down 9% — the scale player in this category is not growing into the opportunity, which is the clearest available evidence that reimbursed virtual care has settled rather than compounded.
The incumbent
Who owns this market and who is coming for it. Fields a screen never reached say so rather than guessing.
Financials & market size — sourced
Figures that came from a filing, a results release or reputable reporting, each carrying its evidence tier.
Market size, derived
Built from the competitor set upward rather than quoted from a forecast. Published TAMs in these categories are frequently reverse-engineered from each other, so any published figure is checked against the vendor arithmetic rather than trusted on its own.
Disclosed revenue from 1 of 3 named vendors. The market is at least this large.
No vendor has both a disclosed revenue and a published share.
Only a revenue floor is known — the true market is larger by whatever the undisclosed vendors earn.
Competitor set · 3 named · 1 disclose revenue
| Name | Revenue | Share | Note |
|---|---|---|---|
| Teladoc HealthNYSE: TDOCA | $2.5B | — | FY2025 revenue; the enterprise half (Integrated Care) is $1.58B of it |
| Amwell / Included Health / DoximityC | not disclosed | — | Not researched for this record |
| Maple / Dialogue (Canadian)C | not disclosed | — | Dialogue was taken private by Sun Life in 2023; not disclosed |
Startups & challengers
Newer and smaller vendors going at the incumbent — funded challengers first. Named, not researched to the depth of the field above; a company with a page here links to it.
| Company | Stage | What it does | Raised |
|---|---|---|---|
| CurveHealth | Startup | Telemedicine and behavioral health services for skilled nursing facilities. | — |
Evidence
Evidence. Incumbent financials on this record ARE sourced (tier A/B, see the financials block). The cut factor and reasoning remain analyst judgment and were not tested against customers.
Where the industry talks
The associations, forums and events where people in this trade actually talk shop — where to listen before entering, and where the first customers are found. Each link was opened on the date shown.
National membership body for digital health professionals (formerly COACH); co-hosts the e-Health conference. No member count on the pages opened
Canada's main digital health conference and tradeshow, held annually since the COACH era; e-Health27 is 16-18 May 2027 in Vancouver
Main US telehealth body and policy lobby (ATA Action); runs the ATA Nexus conference and a December policy summit. No member count on the pages opened
Large annual US health-innovation conference where telehealth and RPM vendors meet payers and providers; also runs ViVE and a paid membership
Daily business news for provider, payer and health-tech executives, with regular telehealth and RPM reimbursement coverage; posting daily as of 2026-09-22
Blocked automated access (Cloudflare). Health-IT membership body whose annual HIMSS Global Conference is the largest health-tech show in North America
The National Consortium of Telehealth Resource Centers (telehealthresourcecenter.org) is live and useful for US reimbursement rules but is a federally funded resource, not a membership community. r/telehealth could not be reached from this network.
The businesses it sells to
Operating-business records filed along the same branch of NAICS — the customers of this software, screened as businesses in their own right.
No operating-business record has been written along this branch yet. The base industry report says what the subsector typically runs on.