ResMed

Founded in 1989, ResMed has evolved from a medical device manufacturer into a comprehensive digital health platform company, improving lives by reducing the impact of chronic respiratory diseases. The company is a world leader in sleep apnea therapy and cloud-connected respiratory care, leveraging data from over 20 million devices to drive personalized treatment. Its strategy centers on integrating its hardware, software, and SaaS platforms to create a sticky ecosystem for patients and providers, thereby securing a durable competitive advantage in a large and growing market.

An integrated digital health ecosystem combining cloud-connected respiratory devices (CPAP, ventilators), patient management software (AirView), and a suite of SaaS platforms for post-acute and senior care (Brightree, MatrixCare, Propeller).

ResMed operates in a duopolistic sleep therapy market with Philips Respironics as its primary competitor, though it has gained significant share following Philips' recall. In digital health SaaS, it faces fragmented competition from specialized software providers. Its integrated device-and-data ecosystem is its core differentiator.