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ResMed(RMD)

Leader

ResMed (RMD) reported ~$4.7B revenue in FY2024. Global leader in cloud-connected devices for sleep apnea, COPD, and out-of-hospital care, with 10M+ connected devices. HQ: San Diego.

Best for: Sleep & Respiratory DevicesMarket leader
91
AI Score
Grade A↑ Trending
AI Visibility Score (Beta)
HealthcareSleep & Respiratory DevicesRMDWebsiteUpdated March 2026

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Products
Acquired byMatrixCare
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Capabilities
Sleep & Respiratory Devices

Company Overview

About ResMed

ResMed Inc. is the global leader in cloud-connected medical devices and software for diagnosing and treating sleep apnea, chronic obstructive pulmonary disease (COPD), and other respiratory conditions in out-of-hospital settings. Founded in Sydney, Australia in 1989, the company designs and manufactures CPAP (continuous positive airway pressure) machines, masks, ventilators, and related accessories used by patients with obstructive sleep apnea — a condition affecting approximately 1 billion people globally that is chronically under-diagnosed and under-treated.

Business Model & Competitive Advantage

ResMed reported approximately $4.7 billion in revenue in FY2024, with its Devices segment (CPAP machines, ventilators) and Masks & Accessories segment contributing roughly equally. ResMed has over 10 million cloud-connected devices globally, streaming anonymized health data through the AirView platform that allows physicians and home medical equipment providers to monitor patient compliance and adjust therapy remotely. This data advantage — the largest real-world sleep apnea dataset — enables continuous product improvement and supports outcomes-based contracting with payers.

Competitive Landscape 2025–2026

The GLP-1 drug phenomenon (Ozempic, Wegovy) briefly pressured ResMed's stock as investors worried weight loss drugs would reduce CPAP demand by addressing obesity-driven sleep apnea. ResMed's analysis of its own data showed existing CPAP users are not abandoning therapy, and GLP-1 uptake may actually increase sleep apnea diagnosis rates by drawing patients to physicians who discover the condition. The software segment (Brightree for HME billing, MatrixCare for long-term care) adds SaaS diversification and is growing at higher rates than devices.

Revenue
$4.7B
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Key Differentiators

Market Leader

ResMed is recognized as a market leader in the Healthcare Tech sector, demonstrating strong industry presence and customer trust.

Enterprise Scale

With $4.7B in revenue, ResMed operates at enterprise scale with proven market validation.

Frequently Asked Questions

Estimated Visibility Trend (Beta)

Simulated 8-week rolling score

91
↑ Trending

Based on estimated brand signals. Historical tracking coming soon.

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