Oura Matches Ultrahuman's Ring-CGM Stack
Ultrahuman
This erases Ultrahuman’s cleanest product story. Ultrahuman built its pitch around combining a ring, continuous glucose tracking, and lab work in one app, but Oura now has the same three building blocks, with much larger scale, a subscription base that funds software and distribution, and a Dexcom link that brings proven glucose hardware into Oura’s ecosystem instead of forcing users to assemble it themselves.
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Ultrahuman already sells the full stack. Its app lets users buy M2 CGM, book Blood Vision tests, and connect biomarker results to ring, sleep, movement, recovery, and glucose data. In the US, the testing workflow runs through third party lab partners like Quest, Labcorp, and Vital, which shows Ultrahuman’s edge is orchestration, not owned diagnostics infrastructure.
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Oura has now reproduced the same workflow from the other side. It bought Veri in September 2024 after previously integrating Oura data into Veri’s CGM experience, then added a November 2024 Dexcom partnership and investment, and by August 2026 was offering in app booking for 50 biomarker blood tests through Quest and SteadyMD.
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The scale gap matters because these products get better when more members use them repeatedly. Oura had an estimated $1B of 2025 revenue and more than five million members, versus Ultrahuman’s estimated $140M run rate in August 2026, giving Oura more budget to subsidize new features, market metabolic health, and spread diagnostics into employers, insurers, and care channels.
The next phase is less about who has the broader menu of tests, and more about who becomes the default health dashboard that ties passive ring data to occasional glucose and lab checks. Oura is moving toward that control point fastest, which pushes Ultrahuman to win on tighter coaching, faster product shipping, and a more modular bundle around non Oura hardware partners.