Irhythm Holdings, Inc. · NASDAQ:IRTC
Irhythm — iRhythm Technologies — Non-Deal Roadshow (November 2025)
17 slides from Irhythm's roadshow presentation, Nov 12, 2025
Slide 1: Proxy Off-Season Shareholder Outreach Fall 2025
iRhythm Technologies Proxy Off-Season Shareholder Outreach Fall 2025
Slide 2: Cautionary statement re forward-looking statements, non-GAAP measures and other matters
© 2025 iRhythm Technologies, Inc. 2 Cautionary statement re forward-looking statements, non-GAAP measures and other matters Certain data in this presentation was obtained from various external sources, and neither “iRhythm Technologies, Inc. (“iRhythm” or the “Company”) nor its affiliates, advisers
Slide 3: Key company statistics and market opportunity
© 2025 iRhythm Technologies, Inc. 3 $538.2 million Year-to-date 2025 revenue, a 26% increase compared to year- to-date 2024 5+ million tests Target market opportunity across prioritized EU and APAC countries* Data on file. iRhythm Technologies, October 2025. *See sources in appendix for ‘Multiple le
Slide 4: Compelling investment thesis for long-term shareholder value creation
© 2025 iRhythm Technologies, Inc. 4 MARKET EXPANSION OPPORTUNITIES INNOVATION OPERATIONAL EFFICIENCY FOCUS IMPROVING FINANCIAL PROFILE Core US market penetration Greenfield specialist growth Primary care physician growth Channel expansion International expansion Adjacent market development Relentles
Slide 5: iRhythm on a journey to evolve and mature our corporate profile
© 2025 iRhythm Technologies, Inc. 5 iRhythm on a journey to evolve and mature our corporate profile Fiscal Discipline & Responsibility Best-in-class Quality Management System Leadership Team Board Evolution Operational Transformation PROGRESS TO DATE ✓ Reimbursement pathway settled ✓ Transition to p
Slide 6: 2025 accomplishments reflect ongoing commitment to execution and excellence
© 2025 iRhythm Technologies, Inc. 6 76 of top 100 customers now EHR- integrated Recognized by numerous third-party awards, including in Time’s Top Health Tech Companies and Newsweek’s Greatest Companies in America 2025 accomplishments reflect ongoing commitment to execution and excellence Submitted
Slide 7: Near-term opportunities can drive significant growth
© 2025 iRhythm Technologies, Inc. 7 $322.8 $410.9 $492.7 $591.8 $735 – $740 2021 2022 2023 2024 2025G Near-term opportunities can drive significant growth GLOBAL NET REVENUE (USD, MILLIONS) U.S. CORE COMMERCIAL BUSINESS • Further expansion into PCP channel • New technologies (e.g., PFA) expand monit
Slide 8: iRhythm evolving amidst business transformation efforts and ongoing market challenges
© 2025 iRhythm Technologies, Inc. 8 iRhythm evolving amidst business transformation efforts and ongoing market challenges 2022 2023 2024 2025 Launched transformation focused on fundamentals while navigating CMS reimbursement challenges Expanded transformation to include operational excellence while
Slide 9: Board of Directors comprised of industry experts with broad disciplinary expertise
© 2025 iRhythm Technologies, Inc. 9 Board of Directors comprised of industry experts with broad disciplinary expertise and diverse backgrounds B O A R D C O M P O S I T I O N BRUCE G. BODAKEN Director, Nominating and Corporate Governance Chair CATHLEEN NOEL BAIREY MERZ, M.D. Director QUENTIN BLACKFO
Slide 10: Comprehensive and continuous stockholder engagement program
© 2025 iRhythm Technologies, Inc. 10 Comprehensive and continuous stockholder engagement program 2024 stockholder engagement Leading up to our annual meeting, we engage with stockholders to seek feedback on our initiatives, disclosures, and annual meeting proposals SPRING Following our annual meetin
Slide 11: Strong leadership appointments are leading transformational improvements at iRhythm
© 2025 iRhythm Technologies, Inc. 11 QUENTIN BLACKFORD President, CEO, & Director MERVIN SMITH EVP, Business Operations JULIE RODDA SVP, Head of People & Culture Strong leadership appointments are leading transformational improvements at iRhythm PATRICK MURPHY Chief Business Officer & Chief Legal Of
Slide 12: Executive compensation program design aims to attract and retain top talent
© 2025 iRhythm Technologies, Inc. 12 Executive compensation program design aims to attract and retain top talent, pay for performance, and align interests with stakeholders COMPENSATION PHILOSOPHY ROOTED IN FOUNDATIONAL PRINCIPLES TO DRIVE CHANGE • Attract and retain high-caliber executive talent •
Slide 13: Majority of executive annual compensation is variable and tied to performance
© 2025 iRhythm Technologies, Inc. 13 Majority of executive annual compensation is variable and tied to iRhythm’s operational, financial, and share price performance Source: iRhythm Technologies 2025 Definitive Proxy Statement filed April 16, 2025
Slide 14: Corporate Sustainability Report reflective of our commitment to responsible growth
Corporate Sustainability Report reflective of our commitment to responsible growth to deliver long-term value
Slide 15: Recent progress towards becoming a more responsible, sustainable, and inclusive company
© 2025 iRhythm Technologies, Inc. 15 Recent progress towards becoming a more responsible, sustainable, and inclusive company QUALITY AND SUSTAINABLE TECHNOLOGY INNOVATION Enhancing quality systems, improving customers’ experience through Electronic Health Record integration and innovative product la
Slide 16: Awards reflective of innovation leadership, product excellence, and sustainability
© 2025 iRhythm Technologies, Inc. 16 Awards reflective of innovation leadership, product excellence, and sustainability Top 3 Finalist 2025 CSO of the Year
Slide 17: Anticipated revenue growth from large underpenetrated markets on a global scale
© 2025 iRhythm Technologies, Inc. 17 Anticipated revenue growth from large underpenetrated markets on a global scale Expect to deliver meaningful improvements in financial profile Addressing the future focus of healthcare Expanding existing markets while extending into adjacent markets
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