Butterfly Network is trying to turn the ultrasound probe into an AI-enabled tool that fits in a pocket, plugs into existing hospital systems, and can guide less experienced clinicians through complex scans in real time. <\/p>\n
Butterfly Network generates about US$112 million from its AI enhanced personal ultrasound solution, including handheld iQ devices and related software, supported by Compass AI and ScanLab, and carries a market value of roughly US$2.2b. <\/p>\n
“On November 17, 2025, Butterfly Network’s subsidiary signed a five-year co-development and licensing agreement with Midjourney for exclusive access to its semiconductor-based ultrasound technology, securing a US$15 million upfront payment, US$10 million annual license fees, and further milestone and revenue-sharing potential.” <\/p>\n
What happens if that new revenue stream shifts how investors think about the balance between hardware sales and long-term AI software monetisation? <\/p>\n
That shift in focus is exactly what the full narrative for Butterfly Network<\/a> unpacks, including how hardware, recurring AI software and licensing could be decoupling in investor expectations. <\/p>\n Pfizer is a global biopharma heavyweight that sells everything from vaccines and oncology therapies to rare disease treatments, and its work with biomolecular AI foundation models is aimed at speeding up how those therapies are discovered and developed. <\/p>\n Almost all of Pfizer’s US$63.7b in recent revenue came from its Global Biopharmaceuticals Business segment, with a market value of about US$158.1b anchoring its scale in AI enabled drug research. <\/p>\n Pfizer is included in this AI healthcare screen because it combines large-scale therapeutic operations with a focused push to bring machine learning into molecule design, trial productivity and manufacturing efficiency. This gives its AI projects a very different runway than smaller pure plays. <\/p>\n “Broader roll out of AI across R&D, manufacturing and commercial operations, already used for yield improvement and field force productivity, is intended to lift efficiency toward the stated goal of faster development at lower cost and can support both margin stability and EPS over time.” <\/p>\n The key variable is what happens if that AI assisted pipeline execution does not occur on the timetable assumed in the current cost plan. <\/p>\n If that AI acceleration slips or surprises, the full narrative for Pfizer<\/a> shows how Pfizer’s pipeline bets, cost base and investor expectations could still re rate. <\/p>\n Medtronic brings AI into the operating room through its surgical video and analytics tools, even though most sales still come from established cardiovascular and neuroscience devices. This gives this US$117.4b medical-technology group real scale behind its AI experiments. <\/p>\n Medtronic generates about US$14.6b from Cardiovascular, US$10.5b from Neuroscience, and US$9b from the Medical Surgical Portfolio that houses its AI-powered surgical video platform, with other activities contributing roughly US$3.4b. <\/p>\n For AI-led healthcare, Medtronic provides exposure to robotic surgery, smart sensors, and data-heavy decision support inside a very broad device portfolio instead of a single product bet. <\/p>\n “Medtronic’s investments and breakthroughs in digital health technologies, robotics (Hugo), next-generation sensors, and AI-enabled ecosystems (e.g., spine AiBLE, advanced neuromodulation) align with industry-wide digital transformation and minimally invasive trends. These platforms are set to expand procedure volumes and capture market share, supporting future top-line growth and higher-margin revenue streams.” <\/p>\n One key uncertainty is how early decisions on hospital adoption and pricing of these AI-enabled platforms could influence long-term margins. <\/p>\n Those early choices are exactly where upside or friction can emerge, and the full narrative for Medtronic<\/a> explains how Medtronic’s AI push could either accelerate the margin story or cause it to stall. <\/p>\n New ideas move first. By the time every investor spots a breakout, momentum may already be flying. Scan these fresh shortlists while it matters and get in early. <\/p>\n This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. <\/p>\n Have feedback on this article? Concerned about the content? Get in touch<\/a> with us directly. Alternatively, email editorial-team@simplywallst.com<\/a> <\/p>\n","protected":false},"excerpt":{"rendered":"Rising global concern around AI safety at the Trump Xi summit puts a spotlight on where artificial intelligence…\n","protected":false},"author":2,"featured_media":611234,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34],"tags":[363,20519,134,527,111,139,69,46745,1405],"class_list":["post-611233","post","type-post","status-publish","format-standard","has-post-thumbnail","category-healthcare","tag-artificial-intelligence","tag-butterfly-network","tag-health","tag-healthcare","tag-new-zealand","tag-newzealand","tag-nz","tag-pfizer","tag-revenue-growth"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/611233","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=611233"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/611233\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/611234"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=611233"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=611233"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=611233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}<\/a> NYSE:BFLY Earnings & Revenue Growth as at Sep 2026 <\/p>\n
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