Core Insights - GE HealthCare has announced collaborations with The Queen's Health Systems and Duke Health to develop AI-driven hospital operations software [1] Group 1: Collaborations - The Queen's Health Systems in Honolulu, HI and Duke Health in Durham, NC are the two leading U.S. health systems collaborating with GE HealthCare [1] - These health systems will contribute their frontline expertise to inform the development of GE HealthCare's new software solution [1] Group 2: Product Development - The forthcoming solution will be a cloud-first Software as a Service (SaaS) offering [1] - This new software will be part of GE HealthCare's CareIntellect family [1]

Core Insights - Doximity (DOCS) reported first-quarter revenues of $145.9 million, reflecting a 15% year-over-year increase, with an adjusted EBITDA margin of 55% [1][4] - The company is focusing on artificial intelligence as a key component of its strategy, highlighted by the launch of Doximity AI Scribe and the acquisition of Pathway [1][5] Financial Performance - Free cash flow increased by 52% year over year, and net revenue retention remained strong at 118% [4] - Management anticipates an 11% revenue growth for fiscal 2026, despite some caution regarding policy-driven uncertainties [4] AI Initiatives - Doximity AI Scribe has over 10,000 beta testers, with 75% using the tool weekly, which aims to reduce after-hours documentation burdens for physicians [2][9] - The $26 million acquisition of Pathway enhances Doximity's clinical AI capabilities, introducing a proprietary medical corpus that scored 96% on the U.S. medical licensing exam [3][9] Competitive Landscape - Other companies, such as Certara and GE HealthCare, are also developing AI tools to enhance their offerings, with Certara's software revenues rising 22% year over year to $46 million [7] - GE HealthCare has invested significantly in R&D for AI integration across its products, showcasing new AI-enabled diagnostics and planning to launch nearly 200 AI/ML-enabled devices in the next three years [8]

GE HealthCare Technologies Inc. (GEHC) is scheduled to report first-quarter 2025 results on April 30, before market open.In the last reported quarter, the company’s adjusted earnings per share of $1.45 beat the Zacks Consensus Estimate by 15.1%.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Let us look at how things have shaped up for GEHC prior to the announcement.Factors That Might Have Driven GEHC’s Q1 PerformanceGE HealthCare is poised to benefit from ongoing robust procedure v ...