Highlights

  • Vitasora estimated September 2026 quarter Revenue of US$1.03 million, excluding a US$105,000 one-off item.
  • Fee-for-service revenue for the quarter was estimated at US$743,000, while FY26 Operating Revenue was reported at A$4.29 million.
  • The company reported 1,596 patient enrolments during the September quarter, including 796 in September.
  • Care activity increased through 2026 as the company expanded use of its vCare platform and care-coordinator workforce.
  • Management plans to add further care-coordinator capacity while continuing patient enrolment and client implementation work.

Vitasora Health Limited (ASX:VHL) is a connected-care company serving the US healthcare market through technology-enabled remote patient monitoring and chronic care management services. Its October 2026 update focused on September-quarter revenue estimates, patient enrolment, care-coordinator productivity and the operating capacity supporting its US care programs.

September-Quarter Revenue Update

Vitasora estimated revenue of US$1,028,000 for the September 2026 quarter. The company said this figure excludes a US$105,000 one-off item and remains unaudited. Fee-for-service revenue was estimated at US$743,000 for the quarter. For FY26, the company reported audited operating revenue of A$4.29 million.

The company also disclosed average daily activity of US$17.4 thousand over 25 to 30 September 2026. It presented an extrapolated quarterly rate of US$1,327,000, including revenue from its patient engagement call-centre activities. Vitasora described these exit-rate figures as illustrative rather than forecasts or reported results.

Care Activity and Workforce Capacity

The update linked higher care activity to the vCare platform, which was launched on 1 April 2026. Care minutes per Business day increased from 2,900 in April to an average of 8,300 in September, while a four-day exit average reached 10,500 minutes.

Vitasora reported 39 care coordinators, of whom 32 were productive, with utilisation above 90 per cent at the September exit. The company also reported 1,596 patient enrolments during the September quarter, including 796 in September. These enrolments came from the patient populations of existing clients.

Clinical Data and Operating Priorities

The company presented observational data from one partner primary care practice covering 1 July to 16 September 2026. Among 1,143 enrolled patients, 851 were actively monitoring. Vitasora reported an average systolic blood pressure reduction of 8.5 points, with 35 per cent of patients returning to a controlled range below 140/90. The company noted that the data came from one practice, had no comparison group and did not capture medication changes.

Vitasora plans to increase its employed care-coordinator workforce to 48 by late in the December quarter of 2026. Its stated priorities include increasing coordinator utilisation, enrolling more patients from existing client populations, implementing new client contracts and increasing billing activity. Operational break-even had not been reached as at September 2026.

Key Insights

Vitasora’s October update shows a business concentrating on converting contracted care opportunities into patient activity, billable care minutes and recurring service revenue. The September-quarter figures are estimates and some operating metrics remain subject to reconciliation, so future company reports will be important for assessing how patient enrolment, coordinator capacity and revenue develop over subsequent periods.