Teladoc stock price crashed to a record low as demand for its services waned after the pandemic. It plunged to a low of $5.74, down sharply from the all-time high of $308, with its market capitalizati... ...

This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter. 2026 is an “execution year” for Teladoc Health, CEO Chuck Divita told Healthcare Dive. The telehealth company has spent the past year focusing on a strategy shift, prioritizing international expansion, improving operating efficiency, better leveraging its mental health assets and enhancing its integrated care business. The goal is to deliver sustainable lon ...

Medicare is making a big change that will kick in at the end of the month. Through Jan. 30, Medicare will cover telehealth services, delivered to you wherever you are, including in your home. But as of the next day, coverage will end -- unless you live in a rural area and go to a medical facility for the appointment. There are a few other exceptions, but overall, Medicare is no longer broadly covering telehealth services as it did in the past. Considering this shift, will Teladoc Health (NYSE: TDOC) stoc ...

Key Points Medicare will no longer cover telemedicine services for many patients. This change will affect Teladoc Health, which was already struggling. Doximity might be less affected, but its prospects look dim as well. 10 stocks we like better than Teladoc Health › Telehealth services are convenient. There is nothing quite like being able to get some medical care, albeit virtual, from the comfort of one's home. Telehealth likely saves physicians and patients time and money. However, none of t ...

Group 1: Sarepta Therapeutics - Sarepta Therapeutics' shares declined by over 80% last year due to safety concerns surrounding its key product, Elevidys, which targets Duchenne muscular dystrophy (DMD) [3][4] - The company had to include a boxed warning for potential liver injury and restrict access to Elevidys after two patients died from liver failure [4][6] - For 2025, Sarepta expects revenue of $1.86 billion, a decline from $1.9 billion in the previous year, indicating a drop in demand for its medicine [6] - Despite efforts to develop new medicines and potential clinical progress, these products are not expected to impact financial performance in the near term [6][7] - Concerns remain regarding the safety of Sarepta's pipeline products, which could further affect investor confidence [7] Group 2: Teladoc Health - Teladoc Health has faced slow to non-existent revenue growth and accumulated net losses in recent years [8] - Increased competition in the telemedicine space has undermined Teladoc's market share, particularly affecting its virtual therapy platform, BetterHelp, which has seen a decline in paying members [9][10] - The company is attempting to improve its situation by seeking broader insurance coverage for BetterHelp and expanding internationally, but challenges similar to those faced domestically are anticipated abroad [12][13] - Teladoc's market cap stands at $1.1 billion, with a current price of $6.16, reflecting ongoing struggles in the market [11][12]

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Company Overview - Teladoc Health has established itself as a pioneer in the adoption and scaling of virtual care over the past 20 years, achieving a leading global position in the industry [2]. Service Segments - The company delivers and orchestrates care across three main segments: virtual care, chronic condition management, and mental health [2]. Future Priorities - Teladoc Health has set priorities for 2025 and is making progress towards these goals, with a focus on key challenges in healthcare [1]. - The company is also outlining areas of focus for 2026, indicating a forward-looking strategy [1].

Teladoc Health (NYSE:TDOC) FY Conference Summary Company Overview - **Company**: Teladoc Health - **Industry**: Virtual healthcare services - **Revenue**: Generated $2.5 billion in revenues on a trailing 12-month basis as of Q3 2025, with over $270 million in Adjusted EBITDA [3][2] Core Business Segments - **Integrated Care**: Largest segment, providing virtual care, chronic condition management, and mental health services. Over 100 million people in the U.S. have access to their products and services, with over 12,000 clients [3][2] - **BetterHelp**: The largest virtual therapy business globally, serving over 5 million people in 100 countries. The segment has faced challenges since 2023, particularly in the U.S. market [9][10] Key Strategic Priorities 1. **Enhancing U.S. Integrated Care**: Focus on clinical impact and innovation [14] 2. **Leveraging Mental Health Position**: Strengthening the role in virtual mental health services [14] 3. **Growing International Value**: Expanding international operations and tailoring services to local markets [15] 4. **Operational Excellence**: Improving business performance and efficiency [15] Financial Performance and Trends - **Revenue Model Shift**: Over 50% of revenues from virtual care are now visit-based arrangements, indicating a shift from subscription models [50] - **User Engagement**: BetterHelp has a conversion rate of less than 20% from potential users due to cost barriers; moving to insurance coverage is expected to improve this [11][12] Innovations and Technology - **Prism Care Delivery Platform**: Enhancements made to improve integrated care delivery and patient engagement [5][54] - **Pulse Data Platform**: Utilizes AI to analyze data for better patient outcomes and operational efficiency [6][55] - **New Offerings for 2026**: Introduction of new products in virtual care, chronic condition management, and mental health [16] International Expansion - **Localized Models**: Operating in seven countries with local language support and therapists [16] - **Hybrid Care Models**: Combining virtual services with physical care settings, particularly in rural areas [25] Challenges and Market Dynamics - **Healthcare Affordability**: Ongoing challenges include medical cost inflation and unmet mental health needs [13] - **Consumer Market Pressures**: BetterHelp's direct-to-consumer model has faced challenges, prompting a shift to insurance-based coverage [10][12] Future Outlook - **2026 Focus**: Emphasis on execution and bringing new products to market, with a strong financial position to support growth initiatives [29][28] - **AI Integration**: Continued focus on leveraging AI across various aspects of healthcare delivery [42][44] Conclusion - **Strategic Positioning**: Teladoc Health aims to address significant healthcare challenges through innovative solutions and operational improvements, with a focus on enhancing user experience and expanding its market presence [29][30]