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Solventum10-K: Competitor named

Health Information Systems segment faces competition from Optum, Microsoft, Epic, and Oracle

What happened

Solventum's HIS business, which focuses on revenue cycle and clinician productivity software, operates in a highly competitive market against major HCIT players. This intense pressure makes them receptive to solutions that can provide a competitive edge in product development, sales, or operational efficiency.

Source

SEC EDGARFeb 27, 2026

Annual report (Form 10-K)

Solventum 10-K for FY2025

Filing excerpt

The health care software technology market in which we conduct our business, and the healthcare information technology ("HCIT") industry in general, is highly competitive and dynamic... Principal competitors include Optum, Microsoft (Nuance), Epic, Oracle (Cerner), Waystar, Athena, and a host of start-up technologies actively working to disrupt the areas of revenue cycle management and clinician productivity.

sec.gov/Archives/edgar/data/1964738/000196473826000007/solv-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Competitor named

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 27, 2026

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The full record

From the Signal API record

Numbers

Percent
16.3% (Health Information Systems percentage of 2025 total sales)

Details

CIK
1964738
Accession number
0001964738-26-000007
Timeframe
Current year
Filing year
2026
Why it matters
Competitive intelligence
Signal category
Market

Topics and mentions

Technologies

  • revenue cycle management

Vendors

  • Microsoft
  • Oracle

Competitors

  • Optum
  • Microsoft (Nuance)
  • Epic
  • Oracle (Cerner)
  • Waystar
  • Athena

Regions named

  • United States

Extraction

Confidence
High
Relevance
100%
Sentiment
Negative
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
competitorNamed

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/2d7c56b9-4966-41cc-a1b0-2ea9eae9c057 returns this record as JSON. POST /v1/companies/enrich returns every signal for solventum.com.

{
  "signal_id": "2d7c56b9-4966-41cc-a1b0-2ea9eae9c057",
  "signal_type": "sec-10k",
  "signal_subtype": "competitorNamed",
  "detected_at": "2026-03-03T06:03:17.077+00:00",
  "company": {
    "name": "Solventum",
    "domain": "solventum.com"
  },
  "data": {
    "detail": "Solventum's HIS business, which focuses on revenue cycle and clinician productivity software, operates in a highly competitive market against major HCIT players. This intense pressure makes them receptive to solutions that can provide a competitive edge in product development, sales, or operational efficiency.",
    "metrics": {
      "pct": 0.163,
      "timeframe": "current_year",
      "pct_context": "Health Information Systems percentage of 2025 total sales"
    },
    "summary": "Health Information Systems segment faces competition from Optum, Microsoft, Epic, and Oracle",
    "excerpts": "The health care software technology market in which we conduct our business, and the healthcare information technology (\"HCIT\") industry in general, is highly competitive and dynamic... Principal competitors include Optum, Microsoft (Nuance), Epic, Oracle (Cerner), Waystar, Athena, and a host of start-up technologies actively working to disrupt the areas of revenue cycle management and clinician productivity.",
    "relevance": 1,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1964738/000196473826000007/solv-20251231.htm",
    "filing_date": "2026-02-27",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Competitive intelligence",
    "signal_category": "market",
    "regions_mentioned": [
      "United States"
    ],
    "vendors_mentioned": [
      "Microsoft",
      "Oracle"
    ],
    "competitors_mentioned": [
      "Optum",
      "Microsoft (Nuance)",
      "Epic",
      "Oracle (Cerner)",
      "Waystar",
      "Athena"
    ],
    "technologies_mentioned": [
      "revenue cycle management"
    ]
  }
}

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