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TechCrunch · AI· Aisha Malik·· 3 小时前AI 评分57

Oura 宣布以 6.25 亿美元收购 AI 原生基础医疗初创公司 Counsel Health

Oura to acquire AI-native primary care startup Counsel Health for $625M

文章要点
  • 1Oura 宣布以 6.25 亿美元收购 AI 原生基础医疗公司 Counsel Health,交易预计 2027 年底前完成交割
  • 2Counsel Health 将聊天式医疗 AI 与持证医生问诊结合,服务已于 6 月接入 Oura 应用
  • 3Oura 季度营收 5.33 亿美元同比增长 153%,2026 财年营收约 17.5 亿美元增长 92%
  • 4交易宣布数周前,Oura 以 IPO 市场不确定性为由无限期推迟了最高 22 亿美元的 IPO
决策要点

智能戒指厂商 Oura 借收购把业务从健康数据监测延伸到 AI 医疗照护,为硬件之外寻找新的增长引擎。

  • 影响:健康数据叠加 AI 医疗服务为硬件公司打开了服务性收入路径;诊疗类业务涉及持证医生与临床责任,合规门槛高于普通消费应用;交割预计 2027 年底前完成,整合协同尚需时间。
  • 参考:健康硬件或健康管理企业可评估自有数据能否支撑付费医疗服务这类第二曲线;涉足诊疗类 AI 值得先算清医师参与和合规成本;Counsel 交割后仍继续服务企业客户,合作渠道可考虑接洽。
  • 依据:交易金额、交割时间与营收增速均为 Oura 官方口径;人事与员工信息来自 Bloomberg 报道;Counsel 融资总额为 PitchBook 估算。
正文

Oura announced on Tuesday that it’s acquiring AI-native primary care company Counsel Health for $625 million. The deal comes a few weeks after Oura postponed its up to $2.2 billion IPO indefinitely, citing “uncertainty in the IPO market.”

Counsel Health is an AI-powered healthcare platform that combines a chat-based medical experience with access to licensed physicians. Its service was integrated into the Oura app in June.

Users can connect with Counsel’s medical AI to get personalized medical advice, and chat with a physician when needed, all within the Oura app. Now, the companies plan to expand on their existing partnership to build across preventative care, acute care, and specialty and chronic care.

While Oura has largely dominated the smart ring market for years, rivals like RingConn and Ultrahuman are emerging to dethrone it, putting pressure on the company to keep innovating. By acquiring Counsel Health, Oura is looking to expand its business and help users access medical care.

“Oura helps members understand their physiology and, with Counsel, they can take action on their health across a range of needs, from quick questions and prescriptions to lab results, chronic care, and referrals,” said Oura CEO Tom Hale in a press release.

Counsel Health raised a $25 million Series A a year ago, led by Andreessen Horowitz (a16z) and GV. PitchBook estimates it had raised a total of $36 million.

Following the acquisition, Oura says Counsel will continue serving existing and new enterprise partners, with the goal of expanding its AI-native care model to more people beyond Oura’s membership.

Counsel CEO Muthu Alagappan will join Oura as chief clinical AI officer, alongside the company’s 70 employees, Bloomberg reports.

“At Counsel, we’ve built medical AI around trust, safety and responsibility, keeping physicians in the loop for clinical decisions,” Alagappan said in the press release. “Oura’s data gives clinicians objective context, trended biometrics, and member engagement to deliver more informed care. From the start, our teams bonded over a joint vision, shared culture, and mission, further solidifying as we negotiated our deal over the past few months.”

The deal is expected to close before the end of 2027.

Oura also announced that its revenue grew 153% year-over-year to $533 million for the quarter ended on September 30. For its fiscal year 2026, Oura generated revenue of approximately $1.75 billion, marking 92% year-over-year growth.

The company reached an $11 billion valuation following a $900 million late-stage funding round in October 2025.

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Aisha is a consumer news reporter at TechCrunch. Prior to joining the publication in 2021, she was a telecom reporter at MobileSyrup. Aisha holds an honours bachelor’s degree from University of Toronto and a master’s degree in journalism from Western University.

You can contact or verify outreach from Aisha by emailing [email protected] or via encrypted message at aisha_malik.01 on Signal.

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来源:TechCrunch · AI · techcrunch.com