CGM Data Expands Through Google AI Coaching

Abbott Laboratories' (ABT) Lingo, a commercially available Continuous Glucose Monitor (CGM), is now connected to Alphabet's (GOOGL) Fitbit app and AI-powered personal health coach. Users in the U.S. Public Preview program, starting April 2026, can link their CGM data via Android Health Connect and ask the coach about how exercise or food impacts their blood glucose levels. This initiative focuses on expanding the interoperability of consumer medical device data, rather than involving joint development of new drugs. There are no disclosed upfront payments, milestones, royalties, or equity investments. For Abbott, this means expanding its sensor sales reach, while for Google, it means adding metabolic health data.

Lingo is Already a Wellness Device Available in the U.S.

The Lingo Glucose System is an over-the-counter (OTC) product that uses a sensor attached to the back of the arm to measure glucose in interstitial fluid and transmit it to a smartphone. It is not a drug, generic, or a therapy targeting specific molecules. The FDA granted approval on May 29, 2024, via the 510(k) pathway (K233655), and Abbott began U.S. sales on September 5 of the same year. It is intended for adults aged 18 and over who do not use insulin and is not for diagnostic purposes. The sensor can be worn for up to 14 days. Therefore, the development stage is not clinical phases 1, 2, or 3, but rather the marketed stage after FDA approval. Due to the nature of the 510(k) review, it was not subject to a vote by the Advisory Committee (AdComm).

The Competitive Landscape Includes Dexcom Stelo and Data Ecosystems

The direct competitor is DexCom's (DXCM) Stelo Glucose Biosensor System, which the FDA approved as the first OTC CGM on March 5, 2024. Stelo provides trend data at 15-minute intervals for up to 15 days per sensor. Stelo targets adults with diabetes who do not use insulin and non-diabetic adults who want to understand their responses to meals and exercise, overlapping with Lingo's customer base. Lingo expands its existing app and Apple Health integration by adding Google Health Connect and AI coaching, shifting the competitive focus from sensor accuracy and price to data interpretation and behavior change experiences. However, Google's health coach is for general wellness and informational purposes, so it cannot claim diagnostic, therapeutic, or preventive functions.

It's a Growing Market, but Demonstrating Clinical Utility is Key

Grand View Research projects the global CGM device market to grow from USD 13.4 billion in 2025 to USD 41.4 billion in 2033, with a compound annual growth rate of 15.1%. Abbott's CGM revenue was USD 7.6 billion in 2025, and in the fourth quarter, it grew 15.0% year-over-year on a reported basis, demonstrating that platform expansion supports its large core business. Google is conducting research on predicting insulin resistance using wearable data and high blood pressure research, but this Lingo integration is not being announced as a digital therapeutic (DTx) clinical trial or insurance coverage study. Short-term success will depend on connection usage and sensor repurchase rates, while long-term value will be determined by data demonstrating that AI advice leads to sustained changes in diet and exercise.