Report cover image

Global Healthcare IT Investment Growth Opportunities, 2026

Publisher Frost & Sullivan
Published Jan 20, 2026
Length 39 Pages
SKU # MC20790092

Description

The global healthcare IT and digital health investment landscape is entering a new maturity curve, shaped by AI-driven operational transformation, consolidation, and platform-centric models. Funding is rebounding selectively, with capital concentrating in enterprise infrastructure, provider operations, and hybrid virtual care ecosystems. Administrative AI and provider operations have emerged as the central axis of digital health investment. Healthcare has long suffered from administrative burden, inefficiency, and burnout, and clinicians often report spending as much or more time on paperwork compared to patient care. Administrative AI has the potential to shift much of that burden away, restoring clinicians' focus to patient care and reducing overhead for providers. This can improve provider satisfaction, reduce turnover, and enhance care quality. Telehealth and alternative care have moved from explosive, hype-driven growth to a normalized, structurally embedded component of care delivery. Telehealth is evolving from a commodity video-visit into vertical, integrated service lines with strong payer/employer ties and data-rich care pathways. Funding has become more selective, rewarding those who can prove repeatable revenue and clinical differentiation.

Table of Contents

39 Pages
Research Scope
Scope & Methodology
Strategic Imperatives
Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Healthcare IT Industry
Growth Opportunity Analysis
Executive Summary: Healthcare IT Investment
Global Healthcare IT Investment Overview
Headwinds and Tailwinds
Segment Mix—Where the Dollars Go?
Segment Mix—Major Deals
Geography Mix: North America Dominates, Europe Competitive
Rebound in M&A Activity to Drive Industry Consolidation
Deal Stage Analysis
Growth Trends Analysis
Key Themes
Administrative AI & Provider Operations
Revenue Cycle Management: Next Wave in Provider Ops
Telehealth & Alternative Care: Normalization, Not Collapse
Evolving Telehealth Model and Vendor Focus
Key Takeaways & Future Direction
Growth Opportunity Universe
Growth Opportunity 1: Data Infrastructure & Interoperability Platforms
Growth Opportunity 2: Home-Based, Tech-Enabled Chronic & Elderly Care
Growth Opportunity 3: AI-First Provider Operations
Next Steps
Benefits and Impacts of Growth Opportunities
Next Steps
List of Exhibits
Legal Disclaimer
Request Sample
How Do Licenses Work?
Request A Sample
Head shot

Questions or Comments?

Our team has the ability to search within reports to verify it suits your needs. We can also help maximize your budget by finding sections of reports you can purchase.