Tech Check: A 50-Chart Look At HCIT Datapoints: Online Behavioral, DTC GLP Rise

Research evidence excerpt

Tech Check: A 50-Chart Look At HCIT Datapoints: Online Behavioral, DTC GLP Rise

USA | Healthcare Dist. & Tech. EquityJulyResearch14, 2026

Exhibit 1 - DTC Telehealth GLP Market WebTech Check: A 50-Chart Look At HCIT

Traffic

30,000,000Datapoints: Online Behavioral, DTC GLP Rise

25,000,000

20,000,000

VisitsWe combine several alt data sources and looked at June trends to gain

Web

insights into the HCIT complex. Online behavioral health interest is steady Monthly 15,000,00010,000,000

5,000,000& growing while BetterHelp continues to lose share; GLP Telehealth interest

growth decelerated to +MSD, but HIMS held share. ODD web traffic growth was 0

+ive but decelerated, while social media engagement losses worsened. GDRX .Source:HIMS TotalJefferies,lifemd.com SimilarWebnoom.com openloophealth.com ro.co sesamecare.com weightwatchers.com

data flipped -ive, while HQY data saw +HDD growth. DOCS & HNGE saw strong

Exhibit 2 - Online Behavioral Health Market

growth in interest. Web Traffic

35,000,000

Online Behavioral Health Interest Continues To Grow; Web Visits +38.3% Y/Y, While App 30,000,00025,000,000

Visits 20,000,000

Downloads -26.6% & Users -22.1%. Web 15,000,000

Monthly 10,000,000

TDOC saw web visits decline -13% Y/Y, driven a -22.9% Y/Y decline in BetterHelp, despite 5,000,000•

teladoc.com growing visits +22.4% Y/Y. 0

betterhelp.com lifestance.com brightside.com growtherapy.com headspace.com TDOC app data showed downloads declining -16.6% Y/Y driven by bigger declines in•

BetterHelp (-17.1% Y/Y) than in Teladoc Health (-16.3% Y/Y); app users declined -15.2% Y/Y, .Source: Jefferies,headway.co SimilarWebhealth.calm.com helloalma.com rula.com talkspace.com

driven by declines in Teladoc Health (-36.7% Y/Y), offset by growth in BetterHelp (+12.2% Y/Y).