Abbott already has the sensor. Google has something just as valuable: the place where consumers interact with their health data every day.
The Google-Abbott partnership brings those two pieces together. Under the multiyear agreement, glucose data from Abbott’s Lingo biowearable will flow into the Google Health app, where Google’s AI-powered Health Coach can use it alongside information about food, sleep, activity, and recovery. The companies also plan to conduct one of the largest real-world metabolic health studies to date, combining continuous glucose monitoring (CGM), wearable, laboratory, and survey data.
At first glance, this is a consumer wellness story. Follow the economics, though, and it becomes a fight over who owns the relationship with the consumer. The numbers show why both companies want in.
The CGM market is approximately $15.5 billion in 2026, up from roughly $13.4 billion in 2025, and is expected to reach the low-$20 billions by the early 2030s.
Abbott leads the category. Based on 2025 revenue, the company accounts for approximately 53% of the CGM market, compared with about 34% for Dexcom and 10% for Medtronic.
Its FreeStyle Libre franchise generated approximately $5.3 billion in 2024 and has been growing organically at close to 20%. In Q3 2025, quarterly CGM sales had surpassed $2 billion, putting the business at roughly an $8 billion annualized run rate.
The potential market extends well beyond people already diagnosed with diabetes. Approximately 40.1 million Americans have diabetes, representing about 12% of the population. Another 115.2 million adults have prediabetes, and roughly eight in 10 do not know they have it.
Abbott launched Lingo over the counter in September 2024 to reach consumers beyond the traditional diabetes market. Built on the Libre platform, Lingo gives people who are not necessarily sick a way to monitor their metabolic response. The rise of GLP-1 drugs adds another source of potential demand as millions of weight-management patients look for a way to see what the drug is doing.
The strategic logic is straightforward: Abbott has the metabolic signal, while Google has the consumer interface and the tools to interpret it.
CGM data alone offers limited value without context. Abbott has built the world’s leading CGM business, but Google already reaches more than 100 million Americans who use its ecosystem to track signals including steps, sleep, and heart rate. Google, meanwhile, has activity and behavioral data but lacks the one metabolic signal that ties diet and behavior together in real time.
Together, the companies can create a continuous loop from sensor to app to AI-generated guidance to behavior and, ultimately, back to the resulting health data.
That also makes the planned real-world study strategically important. A large dataset combining glucose measurements with wearable, lab, and survey information could provide the foundation for increasingly sophisticated AI-powered metabolic guidance. The long-term competitive advantage may therefore shift from simply producing the sensor to interpreting the enormous amount of data generated by it.
The rest of the market is already moving in the same direction. In May 2026, GV and Dexcom co-invested in a $20 million financing for Signos, a consumer CGM and metabolic health platform. Abbott invested $25 million in implantable CGM maker Senseonics in 2025, which raised another $80 million in April 2026. Twin Health, another metabolic digital-health company, raised $53 million in August 2025.
We combine LSI proprietary intelligence with live Compass AI deal data to make falsifiable, time-bound calls. Here’s what Compass AI predicts:
The direction is becoming difficult to miss. CGM is moving beyond a standalone medical device and toward a broader consumer data ecosystem.
The Google-Abbott partnership puts big medtech and big tech on the same pathway. Abbott brings the sensor and its enormous user base. Google brings the screen, AI, and consumer engagement layer. The next competitive battle in metabolic health may be less about who measures glucose and more about who turns those measurements into a daily habit.
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