More than two decades after publishing our inaugural report, our thesis remains largely intact. Our healthcare technology and services analysts believe that a consumer-centric ecosystem is now an integral part of the U.S. healthcare market, and the recent investments and strategic actions by industry leaders support that view.
In Consumer-Centric Healthcare: 2026 Update—How AI is Redefining the Healthcare Consumer Experience, Ryan Daniels, CFA, partner, and group head, highlights key investment merits and risks. With healthcare spending expected to reach $1 trillion annually over the next decade, the industry is shifting toward “super consumers” and a more digital-first, proactive, and personalized model of care.
For more information on William Blair’s healthcare equity research, contact us or your William Blair representative.