dorsaVi’s ViMove+ Drives $3,000 ARR Per Clinic with 90% Conversion in Arizona

Early Signs of Scale in a Large Untapped Market

dorsaVi Ltd (ASX – DVL) has unveiled a remarkable acceleration in the adoption of its ViMove+ motion analysis product within the US Physical Therapy (PT) market. The company reported a 15-fold increase in monthly clinic subscriptions compared to historical averages, with September alone seeing 80 new sign-ups versus the usual 4–5. This surge signals strong market demand in a sector comprising over 66,000 clinics growing annually between 4.6% and 8.2%.

Each clinic adopting ViMove+ is generating approximately AUD 3,000 in annual recurring revenue, underscoring the product’s commercial viability. The US rollout strategy, focused on targeting franchise groups and delivering hands-on, face-to-face training sessions, has proven highly effective. A recent Arizona training day converted 27 out of 30 clinics (90%); a conversion rate well above industry norms and dorsaVi’s previous experience.

Surgeon Endorsement Fuels Referral-Driven Growth

Central to dorsaVi’s momentum is the endorsement of its Athletic Movement Index (AMI) test by over 60 US surgeons and physicians. These medical professionals are increasingly relying on objective data to guide Return to Play (RTP) decisions, moving beyond subjective opinion. The AMI test, which provides a comprehensive, radiology-style report covering multiple biomechanical metrics, is becoming the preferred assessment tool post knee reconstruction.

This surgeon-led referral pathway creates a high-value patient pipeline for PT clinics equipped with ViMove+, enhancing clinic economics through longer treatment plans and accelerating adoption. The integration of surgeon referrals with clinic training and product deployment forms a self-reinforcing growth engine that dorsaVi is leveraging to scale efficiently across multiple US states.

Technological Edge and Future Innovation

dorsaVi’s competitive advantage lies in its clinically validated, FDA-cleared sensor technology combined with proprietary Video AI for movement capture. Unlike many competitors offering basic monitoring, dorsaVi delivers outcome-driven, objective measures that satisfy regulatory and payer requirements.

Looking ahead, the company is advancing its hardware roadmap by incorporating Resistive RAM (RRAM) technology. This innovation promises on-sensor intelligence with ultra-low power consumption and enhanced data capture fidelity, potentially enabling richer biomechanical insights and faster reporting. While still under development and pending regulatory clearance, this technology could further solidify dorsaVi’s leadership in motion analysis.

Strategic Expansion and Market Outlook

Building on the success in Arizona, dorsaVi plans to extend its face-to-face training and clinic rollouts to key regions including Texas, the Mid-West, and Florida. The company also aims to deepen clinical partnerships and explore collaborations with PT networks, sports organizations, and insurers to accelerate adoption.

CEO Andrew Ronchi highlighted the company’s inflection point, emphasizing the strength of its product portfolio, commercial strategy, and clinical support. With surgeon endorsement driving referral workflows and a scalable expansion model in place, dorsaVi is well-positioned to capture significant growth in the lucrative US PT market.