RadNet (RDNT) AI Breast Screening Add-On EBCD Revenue Rose 16%

RadNet (RDNT) disclosed on its August 10, 2026 earnings call that revenue from EBCD, the self-pay breast screening add-on in which AI reads the mammogram first and a radiologist then reviews it, grew 16% year over year. The same call did not update the adoption rate, the number of additional cancers found, or the margin on the service itself[1].

RadNet operates outpatient imaging centers across several US states. Its revenue comes from performing MRI, CT, mammography and other exams for patients and billing commercial insurers, government payers and capitated medical groups. A separate digital health business puts the company's own DeepHealth imaging software and AI tools to work inside its own centers and also sells them to outside customers. EBCD, short for enhanced breast cancer detection, is the breast screening add-on inside that business: a woman coming in for a routine screening mammogram can choose to have AI read the images first and a radiologist review the study afterward, so that suspicious lesions are found earlier and unnecessary callbacks are reduced. The company can offer this service on more than 1.5 million screening mammograms a year, most markets sell it to patients on a self-pay basis, and the list price is $40[2].

How the EBCD disclosure has changed since 2024

The March 1, 2024 call was the first to spell out how the service is charged and where it started: East Coast adoption approached 35%, the West Coast was above 30%, and full-year 2023 revenue was close to $13 million[2]. By August 8, 2024, the service had reached almost every screening market except Houston, this revenue line grew 136.6% year over year, and East Coast adoption was about 42%, the highest reading of the rollout phase[3]. The November 10, 2025 change came on the payer side: national adoption passed 45%, and several large capitated medical groups agreed to cover EBCD as a benefit for more than 700,000 members[4]. On March 2, 2026, management gave a quantified reason patients are willing to pay for it for the first time, saying that artificial intelligence in breast screening has increased early detection of cancers by 20 to 22%[5]. As of August 10, 2026, the company still reports this revenue line separately, at 16% growth[1].

Where this quarter's 16% sits in the growth series

Lining the three growth rates up is what shows where this quarter's 16% sits: 136.6% in mid-2024, 28.7% in the third quarter of 2025, and 16% this quarter[1][3][4]. Over the same span the adoption rate rose from about 35% on the East Coast to more than 45% nationally, and the markets the service covers have long been close to saturation. Growth therefore has to come less from taking the service into new regions and more from lifting the take rate and the payer mix within the same pool of screening volumes[2][4]. The three growth figures are not measured on identical bases either: in different quarters the company has called the line program revenue and program AI revenue, so the trend is usable but a precise comparison deserves a discount.

What is disclosed, and what is not

The financial line this service maps to is revenue, specifically the breast screening add-on revenue the company discloses separately inside its digital health business and that revenue's contribution to overall growth. It is recognized per exam, and the amount is roughly the number of screening mammograms eligible for the service multiplied by the take rate and the price. Payers listing it as a benefit is the most direct amplifier of this revenue line today, because the take rate can keep rising without touching the $40 list price[2][4]. The limits sit in the same place. The company rarely gives the absolute dollar amount, and the most complete figure is close to $13 million for full-year 2023. It has not disclosed the share of total revenue, and it has never disclosed the margin after radiologist review and promotion costs. So it can be judged that this revenue line is growing and that the growth is slowing, but not how much it changes profit[2]. The 20 to 22% improvement in early detection also lacks sample size, controls and statistical method, and cannot yet be treated as a clinical result confirmed across the network[5].

What to watch next

The operating change that can be confirmed today is that RadNet has turned an AI add-on patients buy themselves into a revenue line it can report separately each quarter, that the take rate is still rising, and that payers have started to carry the cost for patients. What has not been separately quantified is its cost, its contribution profit and its place in total revenue. If the next disclosure gives the adoption rate and the absolute revenue amount together, and especially how many paid exams the members now covered as a benefit actually converted into, that would say more about whether 16% is a temporary slowdown or the new normal than one more growth percentage would[1].

Application assessment

• EBCD Breast Cancer Detection | Business position: core business | Deployment stage: limited production | Scope: multiple business lines or regions | Value type: revenue gain

Sources

[1] Drillr - RadNet, Inc. (RDNT) - 2026-08-10 - earnings call

"Revenue from the EBCD program increased 16% prostate and neuro products grew over 13%, TechLive revenue increased over 38%, and enterprise imaging workflow revenue increased 17.3%."

[2] Drillr - RadNet, Inc. (RDNT) - 2024-03-01 - earnings call

"In other words, our revenue was close to $13 million in the EBCD program recognized by the AI division in 2023, and that should go somewhere into the low 20s in 2024. So we're talking about 65%-ish growth just in that program within our digital health segment in 2024."

[3] Drillr - RadNet, Inc. (RDNT) - 2024-08-08 - earnings call

"Driving the revenue growth within Digital Health was the artificial intelligence, AI, businesses, including our EBCD breast cancer screening AI-powered initiative, which grew 136.6% quarter over last year's same quarter."

[4] Drillr - RadNet, Inc. (RDNT) - 2025-11-10 - earnings call

"Currently, we are experiencing a blended adoption rate nationally above 45%, with more cancers being found across RadNet, Inc. centers which otherwise might have only been detected at a later date."

[5] Drillr - RadNet, Inc. (RDNT) - 2026-03-02 - earnings call

"artificial intelligence in the breast screening area has increased early detection of cancers by 20 to 22%."