The latest trading session saw Teladoc (TDOC) ending at $7.40, denoting a +1.79% adjustment from its last day's close. The stock's change was more than the S&P 500's daily gain of 0.09%.The telehealth services provider's stock has climbed by 2.25% in the past month, exceeding the Medical sector's gain of 2.17% and lagging the S&P 500's gain of 7.21%.The upcoming earnings release of Teladoc will be of great interest to investors. The company is predicted to post an EPS of -$0.23, indicating a 17.86% growth c ...

A month has gone by since the last earnings report for Teladoc (TDOC) . Shares have lost about 0.1% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Teladoc due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, fresh ...

Financial Data and Key Metrics Changes - The meeting confirmed that a majority of the voting power of Teladoc Health's outstanding capital stock was present, indicating strong shareholder engagement [4][11] - Proposals regarding the election of directors and executive compensation were approved, reflecting shareholder confidence in management [11] Business Line Data and Key Metrics Changes - Specific financial data and performance metrics for individual business lines were not disclosed during the meeting [10] Market Data and Key Metrics Changes - No specific market data or key metrics were discussed in the meeting [10] Company Strategy and Development Direction and Industry Competition - The meeting focused on the election of directors and approval of executive compensation, suggesting a stable governance structure [11] - The approval of the incentive award plan indicates a commitment to aligning executive performance with shareholder interests [8] Management's Comments on Operating Environment and Future Outlook - Management did not provide specific comments on the operating environment or future outlook during the meeting [10] Other Important Information - The meeting was conducted virtually, allowing stockholders to participate and vote online [5][9] - The results of the votes will be reported in a Form 8-K within four business days, ensuring transparency [11] Q&A Session Summary - No questions were raised during the Q&A session, indicating either satisfaction with the proposals or a lack of immediate concerns from shareholders [10]

JPMorgan analyst Lisa C. Gill maintained a Neutral rating on Teladoc Health, Inc TDOC on Thursday with a price target of $9, down from the prior $11.On April 30, Teladoc reported first-quarter revenue of $629.4 million, down 3%, beating the consensus estimate of $619.29 million. The company reported a first-quarter loss of 53 cents per share, missing analyst estimates for a loss of 34 cents per share.Also Read: Teladoc Health Partners With Eli Liily’s LillyDirect to Expand Access to Zepbound For Weight Loss ...

Shares of Teladoc Health Inc. (TDOC) have fallen 4.6% since it reported first-quarter 2025 results on April 30, as investors are not impressed with its 2025 outlook. Although it reported better-than-expected results due to growing international revenues and an expanding membership base in the Integrated Care segment, the upsides were partially offset by lower access fees and fewer visits.Teladoc Health incurred a first-quarter 2025 adjusted loss of 19 cents per share, narrower than the Zacks Consensus Estim ...

Group 1 - The article suggests that investors should consider positioning themselves in undervalued stocks that are mispriced by the market as May approaches [1] - There is an emphasis on the importance of conducting personal research or consulting a financial advisor before making investment decisions [3] - The article does not provide specific stock recommendations or advice on suitability for particular investors [4] Group 2 - The content is intended for informational purposes only and does not constitute a solicitation to buy or sell securities [3] - The article clarifies that past performance is not indicative of future results, highlighting the inherent risks in investing [4] - The authors of the article are identified as third-party contributors, which may include both professional and individual investors [4]

Membership and Enrollment - U.S. Integrated Care members increased by 10.7 million, or 12%, to 102.5 million at March 31, 2025, compared to the same period in 2024[108]. - Chronic care program enrollment increased by 3% to 1.151 million at March 31, 2025, compared to 1.121 million at March 31, 2024[109]. Revenue and Financial Performance - Total revenue for the three months ended March 31, 2025, was $629.4 million, a decrease of $16.8 million, or 3%, compared to $646.1 million in the same period of 2024[125]. - Integrated Care segment revenue increased by $12.4 million, or 3%, to $389.5 million for the three months ended March 31, 2025, driven by higher chronic care program enrollment and telemedicine product revenue[143]. - BetterHelp total revenues decreased by $29.1 million, or 11%, to $239.9 million for the three months ended March 31, 2025, driven by a 4% decrease in average monthly paying users[148]. Profitability and Loss - Net loss for the three months ended March 31, 2025, was $93.0 million, an increase of $11.1 million, or 14%, compared to a net loss of $81.9 million in the same period of 2024[124]. - Adjusted EBITDA for the three months ended March 31, 2025, was $58.1 million, a decrease of $5.0 million, or 8%, compared to $63.1 million in the same period of 2024[125]. - Adjusted EBITDA decreased by $7.8 million, or 50%, to $7.7 million, with an adjusted EBITDA margin of 3.2%[148]. Expenses - Advertising and marketing expenses decreased by $15.1 million, or 8%, to $168.2 million for the three months ended March 31, 2025, primarily due to lower digital and media advertising costs[128]. - Technology and development expenses decreased by $11.4 million, or 14%, to $70.0 million for the three months ended March 31, 2025, reflecting lower employee compensation costs[129]. - Cost of revenue increased by $2.3 million, or 1%, to $196.8 million for the three months ended March 31, 2025, primarily driven by higher labor and technology costs[126]. - Cost of revenue, exclusive of depreciation, amortization, and stock-based compensation, decreased by $7.6 million, or 10%, to $65.2 million, primarily due to lower therapist costs[148]. Cash Flow and Capital Expenditures - Net cash provided by operating activities was $15.9 million for the three months ended March 31, 2025, compared to $8.9 million for the same period in 2024[157]. - Cash used in investing activities was $123.3 million, including $64.6 million for the acquisition of Catapult Health and $27.0 million for acquiring securities of a private company[159]. - Free cash flow was an outflow of $15.7 million for the three months ended March 31, 2025, compared to an outflow of $26.6 million for the same period in 2024[161]. - As of March 31, 2025, cash and cash equivalents totaled $1,193.3 million, with expectations of continuing positive operating cash flows for 2025[151]. Impairments and Restructuring - Goodwill impairment of $59.1 million was recognized in the three months ended March 31, 2025, related to the acquisition of Catapult Health[132]. - Restructuring costs decreased to $4.3 million for the three months ended March 31, 2025, from $9.7 million in the same period of 2024, reflecting a reduction in employee transition and severance costs[134][135]. Market and Competitive Environment - The company faces risks related to competition, particularly from health plans that may develop solutions replicating its services[108]. - The company expects tariffs on imported goods to impact consolidated results of operations due to retaliatory tariffs from affected countries[107]. - The company’s business is subject to seasonality, with the highest level of visit and fee revenue typically occurring in the first and fourth quarters[112]. Financial Metrics and Estimates - Adjusted EBITDA is used as a key measure of performance, consisting of net loss before provision for income taxes and other specified expenses[117]. - Free cash flow is defined as net cash provided by operating activities less capital expenditures and capitalized software development costs[118]. - The company evaluates its estimates and judgments related to revenue recognition and other financial metrics on an ongoing basis[115]. - Revenue from the five largest customers accounted for 31% of total Integrated Care segment revenue for the three months ended March 31, 2025[166]. - A 1% change in interest rates would result in a change of interest income generated from cash and cash equivalents by approximately $7.2 million over the next 12 months[163].

Core Insights - Teladoc reported revenue of $629.37 million for Q1 2025, a decrease of 2.6% year-over-year, with an EPS of -$0.19, an improvement from -$0.49 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $617.67 million by 1.89%, while the EPS surpassed the consensus estimate of -$0.33 by 42.42% [1] Financial Performance Metrics - Average Revenue Per U.S. Integrated Care Member was $1.27, matching the five-analyst average estimate [4] - U.S. Integrated Care Members reached 102.5 million, exceeding the five-analyst average estimate of 101.3 million [4] - BetterHelp Paying Users totaled 0.4 million, slightly above the estimated 0.39 million [4] - Chronic Care Program Enrollment was 1.15 million, below the average estimate of 1.19 million [4] Revenue by Segment - Teladoc Health Integrated Care generated $389.47 million, surpassing the $380.91 million average estimate, reflecting a year-over-year increase of 3.3% [4] - BetterHelp reported revenues of $239.90 million, slightly above the $237.29 million estimate, but down 10.8% year-over-year [4] - BetterHelp-Other Wellness Services generated $5.46 million, below the three-analyst average estimate of $5.87 million, with a year-over-year increase of 2.9% [4] - BetterHelp-Therapy Services reported $234.44 million, exceeding the $231.85 million estimate, but down 11.1% from the previous year [4] Revenue by Type - Revenue from Other sources was $103.63 million, significantly above the two-analyst average estimate of $84.31 million, marking a year-over-year increase of 16.5% [4] - Access fees generated $525.74 million, below the $533.56 million average estimate, representing a year-over-year decline of 5.6% [4] Adjusted EBITDA - Adjusted EBITDA for BetterHelp was $7.71 million, slightly below the $7.93 million average estimate [4] - Adjusted EBITDA for Teladoc Health Integrated Care was $50.38 million, exceeding the five-analyst average estimate of $46.02 million [4]

Teladoc Health (TDOC) Q1 2025 Earnings Call April 30, 2025 04:30 PM ET Company Participants Michael Minchak - Vice President, Investor RelationCharles Divita - CEOMala Murthy - CFODavid Roman - Managing DirectorAlan Chen - VP - Equity ResearchCharles Rhyee - Managing Director Conference Call Participants Jessica Tassan - Senior Equity Research AnalystDaniel Grosslight - Senior Research AnalystEduardo Ron - Analyst Operator Good afternoon. Thank you for attending today's Teladoc Health First Quarter twenty t ...

1Q-25 Quarterly Results Cautionary Note 2 • This presentation contains, and the officers of Teladoc Health, Inc. (the "Company" or "Teladoc Health") may make, "forward-looking" statements that are based on management's beliefs and assumptions and on information currently available to management. These forward-looking statements include, without limitation, information concerning possible or assumed future results of operations, including descriptions of the Company's business plan and strategies. These stat ...