Outset Medical (NASDAQ: OM) is a medical device company that designs, manufactures, and sells Tablo, an FDA-cleared hemodialysis system for use across hospital, post-acute, and home care settings. Revenue comes from two streams: capital sales of the Tablo console and recurring consumable sales of the single-use Tablo cartridge, used once per treatment. The company targets acute care hospitals, post-acute facilities, and home dialysis patients, competing against Fresenius Medical Care, Mozarc Medical (a DaVita and Medtronic joint venture), B. Braun Medical, Vantive, and Quanta Dialysis Technologies. Tablo differentiates from traditional machines by integrating water purification and dialysate production into a single console, eliminating the need for a dedicated water infrastructure. A connected data platform, TabloHub, enables remote monitoring and EMR integration. As of December 31, 2025, Outset held 33 issued U.S. patents and 76 issued patents across ten additional countries.
Tablo console (integrated hemodialysis machine with on-board water purification and dialysate production), Tablo cartridge (disposable single-use treatment cartridge), TabloHub (remote fleet management and monitoring platform), MyTablo (patient-facing home dialysis app), TabloDash (internal data analytics platform), and EMR integration via Tablo API.
Hardware sales of the Tablo console (capital equipment) plus recurring consumable revenue from the single-use Tablo cartridge, with one cartridge used per dialysis treatment.
Acute care hospitals treating acute kidney injury (AKI), post-acute and chronic dialysis facilities treating end-stage renal disease (ESRD), and home dialysis patients. End demand is driven by kidney failure requiring hemodialysis across inpatient, outpatient, and home settings.
Primary operations and sales in the United States. Patent portfolio spans Australia, Canada, China, France, Germany, Hong Kong, Japan, Spain, Sweden, and the United Kingdom as of December 31, 2025.
Loading...