Steve Valiquette's questions to Talkspace Inc (TALK) leadership • Q2 2025
Question
Steve Valiquette of Mizuho Financial Group, Inc. asked about the impact of managed care companies trying to more aggressively manage rising behavioral health utilization trends in their commercial books of business.
Answer
CEO Jon Cohen positioned Talkspace as part of the solution for payers, not a target for cost containment. He emphasized that Talkspace is a lower-cost option compared to many traditional providers and noted that while the company has value-based contracts and is open to risk-based arrangements, payers are not yet broadly pursuing them for mental health.