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As Apple And Other Big Techs Move Toward Disrupting Healthcare, Munster Weighs In On The Opportunity
As Apple And Other Big Techs Move Toward Disrupting Healthcare, Munster Weighs In On The Opportunity
Big techs continue to make moves toward the goal of "healthcare disruption," Loup Funds co-founded Gene Munster said in a recent note.
Big Tech's Healthcare Investment Spike: Between 1999 and 2022, Amazon, Inc. , Apple, Inc. (NASDAQ:AAPL), Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) and Microsoft Corporation (NASDAQ:MSFT) collectively acquired 22 health-related companies, Munster said.
This includes Apple's $200 million acquisition of Gliimpse in 2016, Google's $2.1 billion Fitbit buy in 2021, and Microsoft's $16 billion purchase of Nuance earlier this year, the tech expert said.
"We expect that over the next two decades, Amazon, Apple, Google, and Microsoft will play increasing roles in healthcare and will siphon sales from the industry's massive addressable market," the analyst said.
What Would Big Techs Focus On: Munster outlined the following as focus areas for each of the companies:
- Amazon: logistics, testing and primary care, with a separate ambition of providing insurance
- Apple: device layer along with data storage, leveraging on its hardware, software and services core competency
- Google: advancements in research with AI and thin device wearable offerings
- Microsoft: cloud solutions to healthcare providers
Related Link: 3 Key Building Blocks Of Apple's Health Care Quest
Healthcare Opportunity: Munster sees U.S. healthcare alone presenting a large addressable market, with annual spending of around $4 trillion. Assuming Apple and Amazon capture 2% of the annual spend, it would bring in $80 billion in revenue now, the tech venture capitalist estimates. This could grow to $125 billion in a decade, he added.
"Wellness is a big enough market to move the needle for both tech giants," he said.
Will Government Be Supportive? The government will most likely not allow Big techs to take over, Munster said. But it could allow these companies to participate, given it's a highly fragmented one, he added.
Outside of the FTC regulating competition, the industry has a maze of operational regulations., Munster said. All of those requirements make it difficult to enter and disrupt the broader healthcare market, he added.
Big techs continue to make moves toward the goal of "healthcare disruption," Loup Funds co-founded Gene Munster said in a recent note.
LOPP Funds的联合创始人之一表示,大型科技公司仍在朝着“医疗服务颠覆”的目标迈进吉恩·明斯特在最近的一份报告中说。
Big Tech's Healthcare Investment Spike: Between 1999 and 2022, Amazon, Inc. , Apple, Inc. (NASDAQ:AAPL), Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) and Microsoft Corporation (NASDAQ:MSFT) collectively acquired 22 health-related companies, Munster said.
Big Tech的医疗保健投资激增:从1999年到2022年,亚马逊,Inc., 苹果公司(纳斯达克:苹果),Alphabet公司纳斯达克:谷歌(纳斯达克:谷歌)和微软公司明斯特称,纳斯达克(Sequoia Capital:MSFT)总共收购了22家健康相关公司。
This includes Apple's $200 million acquisition of Gliimpse in 2016, Google's $2.1 billion Fitbit buy in 2021, and Microsoft's $16 billion purchase of Nuance earlier this year, the tech expert said.
这位技术专家表示,这包括苹果在2016年以2亿美元收购Gliimpse,谷歌在2021年以21亿美元收购Fitbit,以及微软今年早些时候以160亿美元收购Nuance。
"We expect that over the next two decades, Amazon, Apple, Google, and Microsoft will play increasing roles in healthcare and will siphon sales from the industry's massive addressable market," the analyst said.
“我们预计,在接下来的20年里,亚马逊、苹果、谷歌和微软将在医疗保健领域发挥越来越大的作用,并将从该行业庞大的潜在市场中抽走销售额,”这位分析师表示。
What Would Big Techs Focus On: Munster outlined the following as focus areas for each of the companies:
大型科技公司将专注于什么:明斯特概述了以下两家公司的重点领域:
- Amazon: logistics, testing and primary care, with a separate ambition of providing insurance
- Apple: device layer along with data storage, leveraging on its hardware, software and services core competency
- Google: advancements in research with AI and thin device wearable offerings
- Microsoft: cloud solutions to healthcare providers
- 亚马逊:物流、测试和初级保健,另一个雄心是提供保险
- 苹果:设备层和数据存储,利用其硬件、软件和服务的核心能力
- 谷歌:人工智能和瘦设备可穿戴设备产品的研究进展
- 微软:面向医疗保健提供商的云解决方案
Related Link: 3 Key Building Blocks Of Apple's Health Care Quest
相关链接:苹果医疗保健探索的三个关键组成部分
Healthcare Opportunity: Munster sees U.S. healthcare alone presenting a large addressable market, with annual spending of around $4 trillion. Assuming Apple and Amazon capture 2% of the annual spend, it would bring in $80 billion in revenue now, the tech venture capitalist estimates. This could grow to $125 billion in a decade, he added.
医疗保健机会:明斯特认为,仅美国医疗保健就提供了一个巨大的潜在市场,每年的支出约为4万亿美元。这位科技风险投资家估计,假设苹果和亚马逊获得2%的年度支出,现在将带来800亿美元的收入。他补充说,这一数字可能在十年内增长到1250亿美元。
"Wellness is a big enough market to move the needle for both tech giants," he said.
“Wellness是一个足够大的市场,足以推动两家科技巨头的发展,”他说。
Will Government Be Supportive? The government will most likely not allow Big techs to take over, Munster said. But it could allow these companies to participate, given it's a highly fragmented one, he added.
政府会否予以支持?蒙斯特说,政府很可能不会允许大型科技公司接管。但他补充说,考虑到这是一个高度分散的行业,它可能会允许这些公司参与。
Outside of the FTC regulating competition, the industry has a maze of operational regulations., Munster said. All of those requirements make it difficult to enter and disrupt the broader healthcare market, he added.
蒙斯特说,除了联邦贸易委员会对竞争的监管外,该行业还有一系列操作法规。他补充说,所有这些要求都使得进入和颠覆更广泛的医疗市场变得困难。
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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