Earnings summaries and quarterly performance for Talkspace.
Executive leadership at Talkspace.
Board of directors at Talkspace.
Research analysts who have asked questions during Talkspace earnings calls.
Ryan MacDonald
Needham & Company
5 questions for TALK
Also covers: ACCD, AMWL, BNED +17 more
CR
Charles Rhyee
TD Cowen
3 questions for TALK
Also covers: AMWL, BTSG, CAH +18 more
BB
Bobby Brooks
Northland Capital Markets
2 questions for TALK
Also covers: ATMU, CECO, CXT +11 more
JS
Jack Senft
William Blair
2 questions for TALK
Also covers: AMWL, HCSG, LFST +3 more
Matthew Mardula
William Blair
2 questions for TALK
Also covers: ASTH, HCSG, LFST +1 more
Richard Close
Canaccord Genuity Group
2 questions for TALK
Also covers: ACCD, AHCO, CLOV +15 more
RB
Robert Brooks
Northland Capital Markets
2 questions for TALK
Also covers: ATMU, BELFA, CECO +10 more
SD
Steve Dechert
KeyBanc Capital Markets
2 questions for TALK
Also covers: ABCL, ABSI, CERT +2 more
Steven Valiquette
Mizuho
2 questions for TALK
Also covers: ALGN, CAH, COR +12 more
SV
Steve Valiquette
Mizuho Financial Group, Inc.
2 questions for TALK
AE
Adam Efrem
TD Cowen
1 question for TALK
RD
Ryan Daniels
William Blair & Company, L.L.C.
1 question for TALK
Also covers: ACCD, AGL, ALHC +12 more
SD
Stephanie Davis
Barclays
1 question for TALK
Also covers: ACCD, CAH, COR +20 more
Recent press releases and 8-K filings for TALK.
Talkspace Presents 2025 Financial Guidance and AI Agent at J.P. Morgan Healthcare Conference
TALK
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Talkspace, Inc. presented an investor presentation at the 44th Annual J.P. Morgan Healthcare Conference on January 15, 2026.
- The company issued 2025 financial guidance, projecting revenue between $226-230 million and Adjusted EBITDA between $14-16 million.
- Talkspace highlighted a 2022-2025E Revenue CAGR of +24% and 115% YoY Adjusted EBITDA Growth.
- A key focus of the presentation was the Talkspace AI Agent, described as the "first 'safe' AI agent specifically designed for mental health support," which is HIPAA-protected and trained on extensive clinical data with human oversight.
Jan 15, 2026, 9:13 PM
Talkspace Highlights Strong 2025 Performance and AI Strategy
TALK
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Talkspace anticipates being EBITDA positive for the second consecutive year in 2025, with guidance at a midpoint of $15 million, doubling from $7 million last year, and has seen an annualized revenue growth rate of approximately 23% over the past several years.
- The company's strategy focuses on activating its over 200 million covered commercial lives and 10 million TRICARE lives, rather than primarily adding new plans.
- Talkspace is developing a safe AI agent for mental health support, currently in beta testing and projected to go live in the first half of 2026, aiming to extend clinician reach and identify users for human intervention.
- Growth is further supported by an almost 50% growth in the psychiatry business over recent quarters and the acquisition of Wisdo, a peer-to-peer and coaching platform.
- Completed sessions accelerated in the second half of 2025.
Jan 15, 2026, 3:30 PM
Talkspace Highlights Strong Financial Growth and AI Innovation
TALK
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Talkspace projects significant revenue growth with a 24% CAGR from 2022-2025E, reaching an estimated $228 million in 2025, and expects to achieve positive Adjusted EBITDA of $7 million in 2024 and $15 million in 2025.
- The company operates in a large, underpenetrated mental health market, with 75 million people facing mental health conditions in the U.S. and a projected market CAGR of 7.9% from 2025E-2030E. Talkspace currently covers over 200 million U.S. lives.
- Talkspace is expanding its offerings to include psychiatry, social health, military & Medicare, and youth services , and is developing a purpose-built AI agent for mental health, leveraging a clinical databank of 8 billion words and 140 million messages to provide safe, HIPAA-protected, and clinically grounded support with human oversight.
Jan 15, 2026, 3:30 PM
Talkspace Reports Strong 2025 Financial Performance and Prepares for 2026 AI Agent Launch
TALK
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Talkspace achieved its second year of EBITDA positive performance in 2025, with guidance at the midpoint of approximately $15 million, doubling from $7 million in the prior year. The company also reported an annualized revenue growth rate of 23% over the last several years, driven by a nearly 30% annual increase in payer session growth. Strong growth and profitability continued in Q4 2025 with momentum into 2026.
- Talkspace is developing the first safe AI agent specifically for mental health support, which is currently in beta testing and is expected to go live in the first half of 2026. This AI agent is trained on Talkspace's extensive mental health dataset and is designed to keep clinicians involved.
- The company covers over 200 million commercial lives and 10 million TRICARE lives, with a strategic focus on activating these covered individuals. Recent initiatives include the acquisition of Wisdo for peer-to-peer and coaching, and a 50% growth in its psychiatry business in recent quarters.
- Talkspace differentiates itself through a curated provider network, deep payer relationships, and its status as the only publicly traded mental health service in-network with 200 million lives.
Jan 15, 2026, 3:30 PM
Talkspace Reports Strong 2025 Performance and Announces AI Agent Launch
TALK
Guidance Update
Product Launch
Revenue Acceleration/Inflection
- Talkspace expects to achieve its second year of EBITDA positive performance in 2025, with guidance at the midpoint of approximately $15 million, doubling from the previous year.
- The company reported an annualized revenue growth rate of 23% and payer session growth of almost 30% per year over the last several years, driven by its pivot to commercial insurance.
- Talkspace has launched an AI agent, currently in beta testing, which is designed for mental health support, trained on a massive dataset, HIPAA protected, and is expected to go live in the first half of 2026.
- Talkspace covers 200 million commercial lives and 10 million TRICARE lives, and is focused on activating these existing covered lives through increased consumer awareness and strategic partnerships.
- The psychiatry business has seen almost 50% growth in recent quarters, and the company acquired Wisdo, a peer-to-peer and coaching platform, to expand its offerings.
Jan 15, 2026, 3:30 PM
Talkspace Reports Strong Q3 2025 Results and Updates Full-Year Guidance
TALK
Earnings
Guidance Update
M&A
- Talkspace reported a 25% year-over-year increase in total revenue for Q3 2025, reaching $73.3 million, primarily driven by a 42% year-over-year growth in Payor Revenue to $59.4 million.
- The company achieved significant profitability growth, with Adjusted EBITDA increasing by 111% year-over-year to $5.0 million in Q3 2025, and reported a net income of $3.251 million.
- Talkspace updated its full-year 2025 financial guidance, narrowing the range for revenue to $226 million to $230 million and for Adjusted EBITDA to $14 million to $16 million.
- The company maintained a strong balance sheet with $0 debt and approximately $96 million in cash, and repurchased approximately $9 million of shares during Q3.
- Strategic initiatives included the acquisition of Wisdo Health, a clinically-proven, AI-powered social health platform, and continued integration of AI into its business operations.
Oct 30, 2025, 12:30 PM
Talkspace Announces Q3 2025 Results, Updates Full-Year Guidance, and Details Strategic Initiatives
TALK
Earnings
Guidance Update
M&A
- Talkspace reported record Q3 2025 revenue of $59.4 million and adjusted EBITDA of $5.0 million.
- Payer revenue increased 42% year-over-year to $45.5 million, driven by a 29% increase in active payer members to over 120,000 and a 37% increase in payer sessions.
- The company narrowed its full-year 2025 guidance, expecting revenue between $226 million and $230 million and adjusted EBITDA between $14 million and $16 million.
- Talkspace acquired WISDO Health, an AI-powered social health platform, and is developing a proprietary behavioral health specific large language model (LLM) expected to launch in H1 2026.
- The company repurchased nearly $9 million of stock in Q3 2025, bringing year-to-date repurchases to $17.2 million.
Oct 30, 2025, 12:30 PM
Talkspace Announces Third Quarter 2025 Results
TALK
Earnings
Guidance Update
Share Buyback
- Talkspace reported Q3 2025 total revenue of $59.4 million, a 25% year-over-year increase, primarily driven by 42% year-over-year growth in Payor revenue.
- The company achieved net income of $3.3 million and adjusted EBITDA of $5.0 million in Q3 2025, representing year-over-year increases of 73% and 111%, respectively.
- Key performance indicators showed strong growth, with Payor sessions up 37% to 432.2 thousand and unique active Payor members up 29% to 120.6 thousand year-over-year in Q3 2025.
- Talkspace updated its 2025 financial guidance, narrowing the revenue range to $226 million to $230 million and the Adjusted EBITDA range to $14 million to $16 million.
- The company repurchased $8.8 million in shares during Q3 2025 and maintains a strong balance sheet with $0 debt and approximately $96 million in cash, cash equivalents, and restricted cash (including marketable securities).
Oct 30, 2025, 12:04 PM
Talkspace Acquires Wisdo Health
TALK
M&A
New Projects/Investments
- On October 6, 2025, Talkspace, Inc. announced the acquisition of Wisdo Health, a clinically-proven and AI-powered social health and peer support platform.
- The acquisition aims to expand Talkspace's mental health care offerings by integrating Wisdo's platform, which has demonstrated up to 28% reductions in loneliness and depression.
- This strategic move is intended to provide comprehensive, personalized mental health care by combining traditional therapy with innovative peer-support solutions to address social health needs and improve outcomes.
Oct 6, 2025, 1:04 PM
Talkspace Acquires Wisdo Health
TALK
M&A
New Projects/Investments
Product Launch
- Talkspace (NASDAQ: TALK) has acquired Wisdo Health, a clinically-proven and AI-powered social health and peer support platform.
- The acquisition aims to expand Talkspace's comprehensive mental health care by addressing loneliness and isolation, which affect nearly half of U.S. adults and were declared a public health crisis.
- Wisdo Health's platform provides 24/7 access to trained peers, moderated communities, and group coaching, and has demonstrated significant improvements in health outcomes, including reductions in loneliness and depression of up to 28%.
- This integration will allow Talkspace to offer personalized, stepped care solutions that combine social and mental health support, enhancing engagement and enabling cross-referrals within its ecosystem.
Oct 6, 2025, 12:30 PM
Quarterly earnings call transcripts for Talkspace.
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