General Telemedicine
Pandemic boom normalized, but major players consolidated. Teladoc and Amwell dominate in US.
📊 Evidence
- • Teladoc $2B in revenue
- • Remote consultations 40% of total in 2024
- • Amwell lost 70% of value
- • Health plans including telemedicine
⚠️ Risks
- • Major plans internalizing
- • Uncertain reimbursement in some countries
- • Hard to retain patients
- • Competition with in-person clinics
💡 Opportunities
- • Specific specialties (psychiatry, dermatology)
- • B2B occupational health
- • Medical second opinion
- • Emerging markets
Verdict
Saturated for generalist. Vertical specialization is differentiator.
65
of 100
Saturation Score
High saturation. Proceed with caution.
Trend
→ Stable
Category
HealthTech & Wellness