®OneStep's Clinically Validated Mobility Intelligence Technology to Integrate into Zimmer Biomet's mymobility Care Management Platform to Further Enhance Recovery Monitoring WARSAW, Ind., Dec. 16, 2025 /PRNewswire/ -- Zimmer Biomet Holdings, Inc. (NYSE and SIX: ZBH), a global medical technology leader, and OneStep, the FDA-listed digital fall prevention and mobility intelligence platform, today announced an exclusive collaboration agreement aimed at delivering the orthopedic industry's most comprehensive se ...

Core Insights - Aceso Interactive has formed a strategic partnership with Samsung Electronics America to enhance patient engagement and digital signage solutions in healthcare settings across North America [1][3]. Company Overview - Aceso Interactive specializes in patient engagement and healthcare communication technology, providing scalable solutions for hospitals [4]. - Samsung Electronics America is recognized for its innovative digital display technology, aimed at improving communication and operational efficiency in healthcare [5]. Partnership Details - The collaboration integrates Aceso's enterprise-grade software with Samsung's display technology, specifically utilizing Samsung's TIZEN and TEP operating systems [2][3]. - Aceso's software has been deployed in a seven-hospital health system in the Northeast US, utilizing over 1,000 Samsung displays, demonstrating the scalability and flexibility of the combined solutions [2][3]. Benefits of the Collaboration - The partnership aims to transform the healthcare experience by enhancing communication, patient engagement, and operational efficiency within a unified ecosystem [3]. - The integrated solution supports various functions, including patient education, virtual care, entertainment, staff messaging, and facility-wide communications, thereby improving the overall patient experience [3][4].

Financial Data and Key Metrics Changes - For Q4 2025, the company reported approximately $8.3 billion in revenue, exceeding guidance by roughly $800 million, with core operating income at $519 million and a core operating margin of 6.3%, a 50 basis point improvement year-over-year [8][9] - GAAP operating income totaled $337 million, with diluted earnings per share at $1.99 and core diluted earnings per share at $3.29 [8][9] - Full-year adjusted free cash flow was over $1.3 billion, with a healthy balance sheet showing a debt-to-core EBITDA ratio of 1.3 times and cash balances of approximately $1.9 billion [11][12] Segment Performance Changes - Regulated Industries revenue was $3.1 billion, with a year-over-year increase of approximately 3% and a core operating margin of 6.5% [9] - Intelligent Infrastructure revenue reached $3.7 billion, driven by strong demand in cloud and data center, with a core operating margin of 5.9% [9][10] - Connected Living and Digital Commerce revenue totaled $1.4 billion, reflecting a year-over-year decline of approximately 14%, but with a core operating margin of 6.6%, up 210 basis points year-over-year [10] Market Data and Key Metrics Changes - The company anticipates Regulated Industries revenue for Q1 FY26 to be $3.05 billion, up 3% year-on-year, while Intelligent Infrastructure is expected to grow approximately 47% year-on-year to $3.67 billion [13][14] - Connected Living and Digital Commerce revenue is expected to decline by 16% year-on-year to $1.29 billion, reflecting a strategic shift towards higher-margin opportunities [13][14] Company Strategy and Industry Competition - The company is focusing on system-level integration in Intelligent Infrastructure, leveraging AI-related growth across capital equipment, cloud, and data center markets [21][49] - In Regulated Industries, the strategy includes supporting automotive and healthcare sectors while navigating regulatory changes and market dynamics [16][48] - The Connected Living segment is transitioning away from lower-margin consumer products towards advanced technologies in automation and robotics [30][54] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about long-term growth in healthcare and AI-related sectors, despite short-term challenges in automotive and renewables [46][48] - The company expects overall revenue growth of approximately 5% for FY26, with core operating margins expanding to around 5.6% [55][56] - The focus remains on maintaining a strong balance sheet while returning about 80% of free cash flow to shareholders [56][58] Other Important Information - The company completed a $1 billion share repurchase authorization and has a new $1 billion program authorized for FY26 [12] - The anticipated new facility in North Carolina is set to come online in summer 2026, aimed at enhancing AI rack manufacturing capabilities [52] Q&A Session Summary Question: Growth areas in AI - The company expects 25% year-on-year growth in AI revenue, with significant growth in cloud and data center infrastructure, particularly in electrical switch gear [62][64] Question: Healthcare growth outlook - The company anticipates low to mid-single-digit growth in healthcare, driven by drug delivery systems and new business opportunities, despite delays in the Croatia facility impacting margins [63]

Group 1 - BD has appointed Bilal Muhsin as executive vice president and president of the future Connected Care segment, effective July 2, 2025, as part of its New BD strategy [1][2] - Under Muhsin's leadership, BD Connected Care will focus on leveraging advanced analytics and AI solutions to enhance patient care efficiency and effectiveness, while exploring growth opportunities in areas like connected medication management and smart monitoring solutions [2][3] - Muhsin brings 25 years of experience from Masimo, where he held various leadership roles, including chief operating officer, and has a strong background in medical engineering and software development, holding over 50 patents [3][4] Group 2 - BD is recognized as one of the largest global medical technology companies, dedicated to improving medical discovery, diagnostics, and care delivery through innovative technology and solutions [5] - The company employs over 70,000 individuals and collaborates with global organizations to tackle significant health challenges, aiming to enhance outcomes, reduce costs, and improve healthcare access [5]