In the Media | MedCity News 
Healthcare is a frontier not even Walmart could conquer – and it's not looking great for others either
These events, along with the Walmart news, reflect the realities of the total addressable market for telehealth, which is “effectively zero,” said Sanjula Jain, Trilliant Health’s chief research officer.
May 1, 2024

In the Media | The Financial Times
Even Walmart cannot crack America's dysfunctional healthcare market
Labour cost inflation, low reimbursement rates and the complicated process of billing and negotiating with insurers means primary care centres – unlike surgery centers – are not very profitable. Their thin margins are similar to that of grocery stores...
May 1, 2024

In the Media | Chief Healthcare Executive
Walmart’s ‘stunning’ decision to close health centers a blow to rural America
“It's not that Walmart couldn't do it. It's that they've chosen not to. And, again, I think that is an ominous sign for the U.S. healthcare system that the number one company on the Fortune 500 has just decided they're not going to do it.”
April 30, 2024

In the Media | Fierce Healthcare
How the virtual care market is shaking out in 2024 as Walmart, Optum exit the telehealth market
"Telehealth effectively became a zero-cost service and that ultimately changes the business model," said Trilliant Health's Chief Research Officer, Sanjula Jain, Ph.D.
May 1, 2024

Studies | 10 MIN READ
Telehealth's TAM is smaller than advertised and continues to decline
March 6, 2022

In the Media | mHealthIntelligence
Walmart shutters health centers, telehealth service, citing cost burdens
"When total supply exceeds demand, by the laws of economics, you have to compete on price," said Trilliant Health's Chief Research Officer.
April 30, 2024

Service Line Intelligence: Digital Health

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Walmart and Optum are the latest companies to exit the telehealth business, but the data have shown a shrinking total addressable market (TAM) since 2021.

Studies | 5 MIN READ
The traditional care pathway is becoming disintermediated

Studies | 7 MIN READ
Commoditizing in healthcare has increased competition for low-acuity services

Playbooks | 4 MIN READ
The one thing that HCA and Walmart NEVER Do

Studies | 9 MIN READ
The total addressable market for telehealth continues to shrink
From 2022 to 2023, Walmart reduced their price per virtual visit from $67 to $49 – equivalent to a $7B decrease in the total addressable market for telehealth.