Earnings summaries and quarterly performance for Teladoc Health.
Executive leadership at Teladoc Health.
Board of directors at Teladoc Health.
Research analysts who have asked questions during Teladoc Health earnings calls.
CR
Charles Rhyee
TD Cowen
5 questions for TDOC
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Jailendra Singh
Truist Securities
5 questions for TDOC
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Jessica Tassan
Piper Sandler
5 questions for TDOC
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Lisa Gill
JPMorgan Chase & Co.
4 questions for TDOC
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Richard Close
Canaccord Genuity Group
4 questions for TDOC
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Daniel Grosslight
Citigroup
3 questions for TDOC
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David Roman
Goldman Sachs Group Inc.
3 questions for TDOC
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Elizabeth Anderson
Evercore ISI
3 questions for TDOC
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Michael Cherny
Leerink Partners
3 questions for TDOC
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Sarah James
Cantor Fitzgerald
3 questions for TDOC
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Sean Dodge
RBC Capital Markets
3 questions for TDOC
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Allen Lutz
Bank of America
2 questions for TDOC
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Glen Santangelo
Jefferies
2 questions for TDOC
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Stephanie Davis
Barclays
2 questions for TDOC
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George Hill
Deutsche Bank
1 question for TDOC
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Sameer Patel
Evercore Inc.
1 question for TDOC
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Recent press releases and 8-K filings for TDOC.
Teladoc Health Outlines 2026 Strategic Priorities and Product Innovations
TDOC
Product Launch
New Projects/Investments
Demand Weakening
- Teladoc Health is actively transitioning its BetterHelp segment into the insurance-covered benefit space, expanding from 12 states plus DC with plans for a broader national rollout throughout 2026, to address cost as a primary barrier for user conversion and retention.
- The company is launching new products and enhancements for 2026 across its Integrated Care business, including a new 24/7 offering to expand service scope and integrate specialties, new AI-enabled chronic care features, and expanded hybrid care models internationally.
- Teladoc has seen a significant migration from subscription-based to visit-based revenue models, with over 50% of its virtual care revenues in 2025 now coming from visit-based arrangements, which has created some gross margin pressure being offset by cost reductions.
- Teladoc added 8.5 million members in 2025, bringing its total platform membership to 103 million, representing a 10% growth over 2024.
- The company extensively utilizes Artificial Intelligence (AI) across its operations, from BetterHelp's intake process and clinician support to device data analysis in acute care settings, with further proliferation expected in 2026.
Jan 12, 2026, 11:45 PM
Teladoc Health Discusses Q3 2025 Performance and 2026 Strategic Priorities
TDOC
Product Launch
New Projects/Investments
- Teladoc Health reported $2.5 billion in revenues and over $270 million in Adjusted EBITDA on a trailing 12-month basis as of the third quarter of 2025. The company maintained a strong financial position with over $700 million in cash at the end of Q3 2025, after paying off $500 million of converts.
- The company is focused on product innovation for 2026, including the launch of a new 24/7 virtual care offering and new AI-enabled models for chronic care. They are also expanding their BetterHelp insurance model, which covered 12 states plus D.C. by year-end 2025 and is expected to provide access to over 120 million people once scaled, with continued rollout throughout 2026.
- Teladoc noted a shift in its virtual care business, with over 50% of 2025 revenues coming from visit-based arrangements, a change from subscription models that can pressure gross margins but is being mitigated by cost reductions. The company anticipates 2026 to be an "execution year" with both headwinds and tailwinds.
Jan 12, 2026, 11:45 PM
Teladoc Health Presents Strong Financials and Strategic Priorities at J.P. Morgan Healthcare Conference
TDOC
Earnings
New Projects/Investments
M&A
- Teladoc Health reported $2.5 billion in revenue and $272 million in Adjusted EBITDA for the trailing 12 months as of September 30, 2025.
- The company's Integrated Care segment generated $1.6 billion in revenue and $227 million in Adjusted EBITDA, while the BetterHelp segment contributed $1.0 billion in revenue and $45 million in Adjusted EBITDA for the same period.
- In 2025, Teladoc Health advanced key initiatives including the acquisition of Catapult Health and UpLift, delivering double-digit organic revenue growth in Integrated Care International, and rolling out localized models in non-U.S. markets for mental health.
- For 2026, the company plans to deepen market penetration and extend to new geographies for Integrated Care, and scale provider capacity and expand in-network insurance coverage for BetterHelp.
- Teladoc Health maintains a strong financial position with $726 million in cash and cash equivalents, a net-debt to TTM Adjusted EBITDA of ~1.0X, and $170 million in Free Cash Flow as of September 30, 2025.
Jan 12, 2026, 11:45 PM
Teladoc Health provides business update at J.P. Morgan Healthcare Conference
TDOC
Product Launch
New Projects/Investments
M&A
- Teladoc Health reported $2.5 billion in revenues and over $270 million in Adjusted EBITDA on a trailing 12-month basis as of the third quarter of 2025.
- The company is strategically moving its BetterHelp segment into the insurance-covered benefit space to improve user conversion and retention, with coverage currently in 12 states plus DC.
- Teladoc added 8.5 million members in 2025, bringing its total platform membership to 103 million people, a 10% increase over 2024.
- More than 50% of virtual care revenues in 2025 now come from visit-based arrangements, a shift from subscription models, which can impact gross margins but is being offset by cost-cutting.
- Recent acquisitions include Catapult Health for preventative care and Telecare to expand its position in the Australia market, aligning with strategic priorities.
Jan 12, 2026, 11:45 PM
TadHealth Awarded San Diego County Education Contract
TDOC
New Projects/Investments
Revenue Acceleration/Inflection
- TadHealth has been selected by the San Diego County Office of Education (SDCOE) to provide a county-wide Student Electronic Health Record (EHR) system.
- This partnership supports California’s Children and Youth Behavioral Health Initiative (CYBHI), enabling participating school districts in San Diego County to begin billing for eligible services starting January 2026.
- The contract positions TadHealth as the student EHR solution for San Diego County, serving over 500,000 students across 42 school districts.
- TadHealth's platform facilitates CYBHI reimbursements, streamlining mental health services and unlocking funds for schools, as demonstrated by Anaheim Elementary School District receiving over $800K.
Dec 17, 2025, 1:00 PM
Teladoc Discusses Integrated Care Growth, BetterHelp Transition, and 2027 Debt Maturity
TDOC
Guidance Update
New Projects/Investments
Debt Issuance
- Teladoc's Integrated Care segment, which accounts for approximately 60% of revenue and nearly 90% of earnings, anticipates low single-digit growth for 2026, driven by virtual visit revenues and new products, despite healthcare industry headwinds.
- Over 50% of Teladoc's U.S. Virtual Care revenues within the Integrated Care segment have transitioned to visit-based arrangements from subscription models, reflecting the maturity of the virtual care market.
- The BetterHelp segment, the world's largest direct-to-consumer virtual therapy business, is undergoing a significant transition to integrate insurance benefits to stabilize the business and return it to growth.
- Teladoc holds over $700 million in cash and is addressing $1 billion of convertible debt maturing in 2027, with more specificity on plans expected in mid to second half of 2026.
Dec 2, 2025, 5:30 PM
Teladoc Health Provides 2026 Integrated Care Growth Outlook and BetterHelp Strategy Update
TDOC
Guidance Update
Debt Issuance
New Projects/Investments
- Teladoc's Integrated Care segment, which represents 60% of the company's revenue and almost 90% of earnings, is projected to achieve low single-digit growth in 2026, with 15% margins in 2025.
- The company is transitioning its core virtual telehealth business from subscription to visit-based models, with over 50% of U.S. Virtual Care revenues now coming from visit-based arrangements.
- BetterHelp, the direct-to-consumer virtual therapy business, is expanding its access to insurance coverage, currently available in nine states and Washington D.C., with the goal to stabilize the business and return it to growth.
- Teladoc holds $726 million in cash and has $1 billion in convertible debt maturing in 2027, with plans to provide more specificity on addressing this debt in mid-to-late 2026.
Dec 2, 2025, 5:30 PM
Teladoc Discusses 2026 Outlook and Strategic Initiatives
TDOC
Guidance Update
New Projects/Investments
Debt Issuance
- Teladoc's CEO anticipates low single-digit growth for its Integrated Care segment in 2026, which currently generates approximately 60% of the company's revenue and 90% of earnings, with projected 15% margins in 2025.
- The company is transitioning its U.S. Virtual Care revenues within Integrated Care, with over 50% now derived from visit-based arrangements rather than subscription models, a shift expected to continue into 2026.
- Teladoc is strategically moving its BetterHelp segment to an insurance-paid model to stabilize and return the business to growth, currently operating in 9 states plus Washington D.C..
- The employer market channel shows strong activity, while the health plan channel faces pressure due to significant industry changes.
- Teladoc maintains over $700 million in cash and plans to provide more specific details on addressing its $1 billion in convertible debt maturing in 2027 during the middle to second half of 2026.
Dec 2, 2025, 5:30 PM
Teladoc Health Announces Q3 2025 Results and Full-Year Outlook
TDOC
Earnings
Guidance Update
Demand Weakening
- Teladoc Health reported Q3 2025 revenue of $626 million, a 2% year-over-year decrease, with a net loss per share of $(0.28) and Adjusted EBITDA of $69.9 million.
- For the full year 2025, Teladoc Health anticipates revenue in the range of $2,510 million to $2,539 million and an Adjusted EBITDA range of $270 million to $287 million.
- As of September 30, 2025, the company held $726 million in cash and cash equivalents.
- In Q3 2025, Teladoc Health generated $99 million in operating cash flow and $68 million in free cash flow.
Oct 29, 2025, 9:00 PM
Teladoc Health Reports Q3 2025 Results and Updates Full-Year Guidance
TDOC
Earnings
Guidance Update
New Projects/Investments
- Teladoc Health reported Q3 2025 consolidated revenue of $626 million and adjusted EBITDA of $70 million, both exceeding the midpoint of their respective guidance ranges. Net loss per share was $0.28, which included a $0.07 goodwill impairment charge.
- The company maintained its full-year 2025 consolidated revenue guidance of $2.510 billion to $2.539 billion and adjusted EBITDA of $270 million to $287 million. Free cash flow is now expected to be in the range of $170 million to $185 million.
- Integrated Care revenue grew 1.5% to $390 million in Q3 2025, with U.S. membership reaching 102.5 million. BetterHelp revenue was $236.9 million, but average paying users declined 4% year-over-year due to headwinds in the U.S. cash-pay business.
- BetterHelp's insurance rollout is progressing, now live in seven states and D.C., and is expected to generate $12 million to $14 million in total insurance revenue in 2025.
Oct 29, 2025, 9:00 PM
Quarterly earnings call transcripts for Teladoc Health.
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