Market Opportunity and Expansion - The Total Addressable Market (TAM) for iRhythm's Zio service is over $2 billion[9] - The symptomatic initial diagnosis market is estimated at 4.5 million patients per year[9, 10] - Zio AT adoption is experiencing early benefits, potentially capturing 14% of the high-acuity segment, while Zio XT captures 10%[19] - A study showed a 3x increase in stroke risk in paroxysmal AF patients with a True AF burden greater than 11% when measured by Zio[21] - mSToPS study showed a 9x increase in detection of AF with Zio at 4 months and a 3x increase at 1 year[23] Technology and Clinical Advantages - iRhythm's Zio service is clinically proven and highly differentiated, utilizing a patented wearable biosensor and proprietary data analytics[8] - iRhythm's deep neural network (DNN) exceeded cardiologist ECG interpretation for all 12 rhythm classes[27] - The DNN optimization is built on a proprietary database of over 10 years and >400 million hours of curated data[27] - Incidence of First Critical Arrhythmias Detected Beyond 7-Days: Paroxysmal AF 13%, AV block 16%, Pause 18%, Ventricular tachycardia 22%[16] Business Performance - The company's revenue is estimated to be between $212 million and $216 million in 2019[36] - The company's gross margin has increased from 51% in 2014 to an estimated 75.5-76.5% in 2019[34, 35]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-37918 iRhythm Technologies, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 20-8149544 (State or Other Jurisdiction of Incorporation or Organ ...

iRhythm Technologies, Inc. (NASDAQ:IRTC) Q2 2019 Earnings Conference Call July 31, 2019 4:30 PM ET Company Participants Lynn Lewis – Investor Relations-Gilmartin Group Kevin King – Chief Executive Officer Matthew Garrett – Chief Financial Officer Conference Call Participants David Lewis – Morgan Stanley Operator Good afternoon, my name is Sylvia and I will be your conference operator today. At this time I’d like to welcome everyone to the iRhythm Technologies Second Quarter 2019 Conference Call. [Operator ...

iRhythm 1 ©2019 iRhythm Technologies, Inc. Content is Confidential and Proprietary. Investor Presentation June 2019 Safe Harbor Certain data in this presentation was obtained from various external sources, and neither "iRhythm" or the "Company" nor its affiliates or representatives has verified such data with independent sources. Accordingly, neither the Company nor any of its affiliates, advisers or representatives makes any representations as to the accuracy of that data or undertakes to update such data ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2019 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-37918 iRhythm Technologies, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 20-8149544 (State or Other Jurisdiction of Incorporation or Orga ...

Financial Data and Key Metrics Changes - The company achieved a year-over-year revenue growth of 54%, reaching $47.2 million in Q1 2019 [9][37] - Gross margins increased by 3.4 percentage points to 75.2% compared to the prior year [9][42] - The net loss for Q1 2019 was $8 million, or a loss of $0.33 per share, compared to a net loss of $11.1 million, or a loss of $0.47 per share for the same period last year [44] Business Line Data and Key Metrics Changes - The company continues to see strong adoption of its Zio platform, with significant growth in both existing and new accounts [10][13] - Salesforce productivity levels have risen, with new reps achieving higher productivity earlier than expected [41] - Zio AT, a newer component of the platform, is expanding the addressable market and has shown positive early impacts [13][17] Market Data and Key Metrics Changes - Medicare accounted for approximately 27% of total sales in Q1 2019 [23] - The payer landscape remains challenging, with many health plans having restrictive coverage policies [14][22] - The company is targeting a previously unaddressed segment of the market with Zio AT, which is expected to enhance market penetration [10][18] Company Strategy and Development Direction - The company is focused on expanding its sales team and improving productivity, aiming to increase the total sales rep headcount to 130-140 [12] - The strategy includes increasing market penetration with the single Zio platform and expanding into new indications [10][11] - The company is working closely with the American College of Cardiology to convert its CPT code from temporary to permanent status, which is crucial for reimbursement [25][28] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's competitive positioning and the clinical superiority of the Zio service [36] - The company raised its revenue guidance for 2019 to $206 million to $211 million, reflecting continued confidence in growth [50] - Management noted that the market for undiagnosed atrial fibrillation patients is significant, with over 10 million potential patients [18][75] Other Important Information - The company reported a mix shift away from non-contracted and legacy client billing claims, now both in the single digits [37] - The operating expenses for Q1 2019 were $43.5 million, an increase of 33% year-over-year, but the lowest growth rate experienced in nearly three years [42][43] - The company is confident that there will not be substantial changes to its Medicare reimbursement rate during the code conversion process [32] Q&A Session Summary Question: Why not expand the commercial organization more in the back half of the year? - Management indicated that the market is expanding and productivity expectations are increasing, suggesting that further expansion of the salesforce is a possibility [56][58] Question: Expectations for AT in the back half of the year? - Management confirmed that expectations for AT revenue are already factored into the guidance provided [66] Question: Current competitive landscape and share loss? - Management stated that they do not see significant success from competitors and believe Zio continues to take share from the status quo [70][72] Question: Insights from the Apple Heart Study? - Management believes that longer-term continuous monitoring, like Zio, is more effective than shorter-term monitoring methods [78] Question: Trends in same-store versus new-store revenue mix? - Management expressed hope to maintain a 60-40 split, indicating strong penetration in existing accounts [84] Question: Impact of AT on gross margins? - Management expects some initial absorption costs with the launch of AT, but guidance for gross margins remains at 75% to 76% for the year [95]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission File Number 001-37918 iRhythm Technologies, Inc. (Exact name of Registrant as specified in its Charter) Delaware 20-8149544 (State or other jurisdict ...