Tag: HealthcareIT

Explosive Mobile Data Traffic Growth & New Use Cases

Explosive Mobile Data Traffic Growth & New Use Cases

Ericsson forecasts a five-fold increase in mobile data traffic from year-end 2019 (approximately 33 Exabytes consumed per month) through 2025 (approximately 164 Exabytes consumed per month). This does not include wireless data traffic. New protocols (5G), new services (AR/VR, streaming, work-from-home, remote medicine), and consumer connected device growth will help drive this trend. Phones today … Continue reading Explosive Mobile Data Traffic Growth & New Use Cases

Google Is Publishing Location Data Trends to Assist with COVID Responses

Google Is Publishing Location Data Trends to Assist with COVID Responses

See anonymized personal mobility trends for the New York area as generated by Google HERE. To view other Google mobility reports by geography click HERE. If it all feels a bit "1984" we've provided a link to the Kindle edition below. https://www.amazon.com/1984-George-Orwell-ebook/dp/B003JTHWKU

Go Vertical or Go Home<span class="badge-status" style="background:red">Premium</span> 

Go Vertical or Go HomePremium 

Unless your name is Amazon, Apple, Facebook, Google or Microsoft, it is best to pursue vertical go-to-market and product strategies. Only the previously mentioned Technology giants have the requisite scale to take a horizontal approach. We provide examples of "Vertical Leaders" and "At-Risk Horizontal Players". Tickers mentioned: ACN, AMZN, AAPL, AVGO, BOX, CCC, CRM, CSCO, … Continue reading Go Vertical or Go HomePremium 

Google and Ascension Act Brazenly with Patient Medical Records

Google and Ascension Act Brazenly with Patient Medical Records

Unbelievable. I was always of the belief that patients/consumers would soon port their medical records to the cloud. It is outrageous that Google and Ascension acted on patient medical records without patient permission. Google CEO Sundar Pichai and Ascension CEO Joseph Impicciche ought to step down. Commandeering medical records makes a mockery of privacy law. … Continue reading Google and Ascension Act Brazenly with Patient Medical Records

Apple TV+

Apple TV+

We believe there is significant opportunity cost to Apple TV+. Admittedly it is difficult to quantify. Apple is transitioning from a transaction revenue model (iPhone and related device sales) to a hybrid revenue model as services such as Apple TV+ introduce a recurring revenue element. We like recurring revenue. By definition recurring revenue is predictable … Continue reading Apple TV+

Securities Trading & Revenue Cycle Management Are Related

Securities Trading & Revenue Cycle Management Are Related

Securities Trading and Revenue Cycle Management (“RCM”) may reside in different industries, yet they share enough common elements to be considered cousins. We believe that FinTech companies that play in the Securities Trading area will look to the HealthIT industry - RCM in particular - to capture growth. See our Interactive HealthIT / RCM company … Continue reading Securities Trading & Revenue Cycle Management Are Related

Apple Should Double Down on Apple Health Now<span class="badge-status" style="background:red">Premium</span> 

Apple Should Double Down on Apple Health NowPremium 

The iPhone Is A High-Priced Commodity The iPhone is little more than a high-priced commodity at this juncture. There is little differentiation between it and lower cost alternatives (OnePlus for example) both from a design and feature functionality standpoint. However, with 2 billion-plus devices in circulation, Apple's future does not rest exclusively with new device … Continue reading Apple Should Double Down on Apple Health NowPremium 

AmazonGo for Healthcare?

AmazonGo for Healthcare?

A New Heavyweight Healthcare Entrant The recently announced non-profit joint venture between Amazon, J.P Morgan and Berkshire Hathaway was notably scarce on detail. We previously wrote about how Apple is well-positioned to “consumerize” healthcare. The good news is that there is room for others to add value to the healthcare ecosystem. Trust, Payments & Price … Continue reading AmazonGo for Healthcare?

Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution

Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution

Welcome to Apple Health Apple recently announced that this spring it will release an update to its iOS for iPhones and iPads that will include a new “Health Records” feature that will provide access to personal medical records covering allergies, conditions, immunizations, lab results, medications, procedures and vitals. Given the ubiquity of the iPhone we … Continue reading Apple Is Well-Positioned to Lead A Consumer-Driven Healthcare Revolution

PII-Centric Organizations That Don’t Take CyberSecurity Seriously Ought Not Be in Business<span class="badge-status" style="background:red">Premium</span> 

PII-Centric Organizations That Don’t Take CyberSecurity Seriously Ought Not Be in BusinessPremium 

I never thought I would advocate litigation, but perhaps that's what needs to happen. PII ("Personally Identifiable Information")-centric organizations (think healthcare providers and online retailers for example, any organization that stores credit-card numbers, social security numbers, etc.), that choose to neglect CyberSecurity and subsequently suffer data breaches where sensitive customer data is exposed ought to … Continue reading PII-Centric Organizations That Don’t Take CyberSecurity Seriously Ought Not Be in BusinessPremium