Zimmer Biomet Holdings announced an exclusive collaboration with OneStep, a digital fall‑prevention and mobility intelligence platform, to embed OneStep’s clinically validated gait and mobility analytics into its mymobility® Care Management Platform. The integration will capture data through iPhone and Android smartphones, enabling surgeons to remotely assess patients’ functional mobility and gait patterns in real‑world settings.
The partnership builds on Zimmer Biomet’s connected‑care strategy, which seeks to link technology, data, and digital tools across the patient journey. By adding OneStep’s analytics, the company expands its digital ecosystem and strengthens its position in the growing market for data‑enabled orthopedic care. The move also supports the company’s “Magnificent Seven” product line, which has driven U.S. business growth in the third quarter of 2025.
In its most recent earnings release, Zimmer Biomet reported Q3 2025 revenue of $2.00 billion, slightly below the consensus estimate of $2.01 billion, and earnings per share of $1.90, beating the expected $1.87. The miss in revenue was largely attributed to $24 million in missed distributor orders in non‑core geographies, while the EPS beat reflected disciplined cost management and a favorable mix of high‑margin products. The company’s net sales in Q4 2024 were $2.023 billion, with an adjusted diluted EPS of $2.31, underscoring the importance of the partnership in sustaining growth momentum.
Management highlighted the partnership’s potential to transform gait and mobility into a vital sign. Vice President and General Manager of Connected Health, Robert Kraal, said, “By incorporating OneStep’s advanced analytics into mymobility, we can further personalize and strengthen our ability to measure what matters most—how patients move in their daily lives—while keeping data capture effortless for patients and low‑burden for clinicians.” OneStep CEO Tomer Shussman added, “Together, we’re transforming gait and mobility into a vital sign, empowering patients and providers with clinically meaningful data intended to improve outcomes.”
The announcement coincided with a downgrade of Zimmer Biomet by Baird from “Outperform” to “Neutral” and a reduction of its price target to $100, citing concerns over market share in the hip and knee replacement markets. Bernstein also lowered its target, reflecting the company’s recent organic growth miss. The market reaction was muted, suggesting that investors weighed the partnership against ongoing headwinds in the core business.
The exclusive collaboration agreement is set to last for an unspecified term, with no public details on financial terms or exclusivity scope. However, the partnership is expected to enhance patient engagement, support evidence‑based clinical decision‑making, and differentiate Zimmer Biomet’s care management offering in a competitive landscape.
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