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.
Charles Rhyee
TD Cowen
5 questions for TDOC
Also covers: AMWL, BTSG, CAH +18 more
Jailendra Singh
Truist Securities
5 questions for TDOC
Also covers: ACCD, AGL, AMWL +16 more
Jessica Tassan
Piper Sandler
5 questions for TDOC
Also covers: ACCD, ALHC, AMWL +11 more
Lisa Gill
JPMorgan Chase & Co.
4 questions for TDOC
Also covers: AGL, CAH, CI +13 more
Richard Close
Canaccord Genuity Group
4 questions for TDOC
Also covers: ACCD, AHCO, CLOV +15 more
Daniel Grosslight
Citigroup
3 questions for TDOC
Also covers: AGL, CAH, COR +12 more
David Roman
Goldman Sachs Group Inc.
3 questions for TDOC
Also covers: ABT, BAX, BDX +18 more
Elizabeth Anderson
Evercore ISI
3 questions for TDOC
Also covers: AGL, ALGN, CAH +23 more
Michael Cherny
Leerink Partners
3 questions for TDOC
Also covers: ACCD, ALGN, CAH +18 more
Sarah James
Cantor Fitzgerald
3 questions for TDOC
Also covers: ACHC, AMED, CI +15 more
Sean Dodge
RBC Capital Markets
3 questions for TDOC
Also covers: CDMO, CTLT, EVH +10 more
Allen Lutz
Bank of America
2 questions for TDOC
Also covers: ACCD, CAH, COR +14 more
Glen Santangelo
Jefferies
2 questions for TDOC
Also covers: ALGN, ANIP, BHC +9 more
Stephanie Davis
Barclays
2 questions for TDOC
Also covers: ACCD, CAH, COR +20 more
George Hill
Deutsche Bank
1 question for TDOC
Also covers: AGL, CAH, CI +16 more
Sameer Patel
Evercore Inc.
1 question for TDOC
Also covers: HCAT, PDCO, PRVA
Recent press releases and 8-K filings for TDOC.
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
Teladoc Health Reports Q3 2025 Results
TDOC
Earnings
Guidance Update
Demand Weakening
- Teladoc Health reported Q3 2025 revenue of $626.4 million, a 2% decrease year-over-year, and a net loss of $49.5 million, or $0.28 per share.
- Adjusted EBITDA for Q3 2025 was $69.9 million, representing a 16% decrease compared to Q3 2024.
- The Integrated Care segment revenue increased 2% to $389.5 million, while the BetterHelp segment revenue decreased 8% to $236.9 million in Q3 2025.
- For the full year 2025, Teladoc Health expects revenue between $2,510 million and $2,539 million and adjusted EBITDA between $270 million and $287 million.
Oct 29, 2025, 8:04 PM
Teladoc Health Reports Q4 and Full-Year 2024 Results, Provides 2025 Guidance
TDOC
Earnings
Guidance Update
M&A
- Teladoc Health reported Q4 2024 consolidated revenue of $640 million and full-year 2024 consolidated revenue of $2.6 billion, a 1% decrease from 2023, with a net loss per share of $5.87 for the full year.
- For 2025, the company projects consolidated revenue between $2.47 billion and $2.58 billion and Adjusted EBITDA between $278 million and $319 million, with Free Cash Flow expected to be $190 million to $220 million.
- The Integrated Care segment's Q4 2024 revenue increased 2% year-over-year to $391 million, ending the year with 93.8 million members. The Catapult acquisition, expected to close by the end of February, is anticipated to contribute to 2025 revenue growth but be dilutive to Adjusted EBITDA margin.
- BetterHelp's Q4 2024 revenue was $250 million, a 9.5% decline year-over-year, though it saw a sequential increase in average monthly paying users to 400,000. International expansion and a new weekly pricing model are key initiatives, with international business accounting for 20% of segment revenues in 2024.
- The company anticipates near-term headwinds in 2025, including an extended TRICARE ramp and the impact of a client loss in Integrated Care, but targets modest sequential revenue improvement for BetterHelp starting in Q2 2025.
Feb 26, 2025, 9:30 PM
Quarterly earnings call transcripts for Teladoc Health.
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