Core Points - Teladoc Health Inc. will release its second quarter 2025 results on July 29, 2025, after market close [1] - A conference call to discuss the results will take place at 4:30 p.m. ET on the same day [1] - The company is recognized as a global leader in virtual care, aiming to transform healthcare experiences [4] Conference Call Details - U.S. participants can access the conference call by dialing 1-833-470-1428 with access code 606269 [2] - International participants can find global dial-in numbers through a provided link [2] - A live audio webcast will be available online for those who prefer to listen via the internet [2] Replay Information - A replay of the conference call will be available shortly after its completion for on-demand listening [3] - The replay will remain accessible for approximately 90 days [3] Company Overview - Teladoc Health empowers individuals to live healthier lives by enhancing the healthcare experience [4] - The company utilizes proprietary health signals and personalized interactions to improve health outcomes [4] - With over two decades of expertise, Teladoc Health addresses the increasing virtual care needs of consumers and healthcare professionals [4]

NEW YORK, July 15, 2025 (GLOBE NEWSWIRE) -- Teladoc Health (NYSE: TDOC), the global leader in virtual care, today announced the launch of Wellbound, a bold new employee assistance program (EAP) designed to empower a more engaged, healthier workforce. The new program, purpose-built for the company’s employer and health plan clients in the U.S., leverages Teladoc Health’s unmatched scale, clinical product portfolio and consumer engagement expertise to help organizations create a powerful “on-ramp” for long-te ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Company Performance - Teladoc's stock closed at $8.58, down 1.49%, underperforming the S&P 500 which lost 0.11% [1] - Over the past month, Teladoc shares gained 26.78%, significantly outperforming the Medical sector's gain of 1.66% and the S&P 500's gain of 5.17% [1] Earnings Expectations - The upcoming earnings report is expected to show an EPS of -$0.27, a 3.57% increase from the same quarter last year [2] - Revenue is projected at $621.69 million, down 3.23% from the previous year [2] Full Year Projections - For the full year, analysts expect earnings of -$1.2 per share and revenue of $2.52 billion, reflecting changes of +79.56% and -2.12% respectively from last year [3] - Recent revisions in analyst estimates are crucial as they indicate confidence in the company's performance and profit potential [3] Zacks Rank and Industry Position - The Zacks Rank system currently rates Teladoc as 3 (Hold), with a recent 6.59% decrease in the EPS estimate over the last 30 days [5] - The Medical Services industry, which includes Teladoc, has a Zacks Industry Rank of 68, placing it in the top 28% of over 250 industries [6]

Core Insights - The United Kingdom telehealth market was valued at USD 21.56 Billion in 2024 and is projected to grow at a CAGR of 12.10%, reaching USD 67.56 Billion by 2034, driven by increased internet access and smartphone penetration [2][10] - Strong policy support from the NHS and the UK government is facilitating the adoption of telehealth services, ensuring funding and integration within public healthcare frameworks [2] Market Growth Drivers - The UK government announced an investment of up to EUR 600 million (USD 764 million) for a centralized Health Data Research Service, aimed at enhancing data access for researchers and accelerating clinical trials, which is expected to significantly boost telehealth market growth [4] - Rising demand for remote inpatient care and AI-driven solutions, such as Teladoc's AI-powered Virtual Sitter, are enhancing patient safety and care efficiency, contributing to market value growth [5] - User-centric telehealth platforms, like Doctorsa's global telehealth platform, are addressing increasing wait times for GP appointments and improving patient satisfaction, thereby driving market development [5] Market Trends - AI-powered tools for women's health, such as Moody's mental health tool, are expanding the telehealth market by providing personalized care solutions [8] - Investment in virtual wards, exemplified by West Suffolk NHS Foundation Trust's tender for remote patient monitoring services, is expected to enhance clinical outcomes and operational efficiency [8] - Digital therapeutics are gaining traction, offering validated software-based interventions for chronic conditions, supported by NHS initiatives [8] Market Segmentation - The services segment is anticipated to lead the market due to its role in enabling seamless virtual care delivery, particularly in managing chronic diseases and elderly care [8] - England is expected to dominate the market, supported by a robust NHS digital infrastructure and a high urban population, while Scotland, Wales, and Northern Ireland are progressing at varying rates [8] Key Players - Major companies in the UK telehealth market include Doctor Care Anywhere, Teladoc Health, Livi, Babylon Health, Medicspot, Push Doctor, eConsult Health, Cisco Systems Inc., and Codal [7][19]

Core Insights - Teladoc (TDOC) shares increased by 14.4% to close at $7.89, driven by higher trading volume compared to typical sessions, contrasting with a 1.3% gain over the past four weeks [1] - Citron Research highlighted Teladoc's growth potential following a Goldman Sachs presentation, emphasizing the integration of BetterHelp in employer health plans and the recent acquisition of UpLift, which facilitates insurance billing [2] - Teladoc's competitive advantages include its comprehensive virtual care services, global reach, and data-driven innovations, offering a wide range of clinical services through a scalable and secure platform [3] Financial Performance - The company is expected to report a quarterly loss of $0.26 per share, reflecting a year-over-year increase of 7.1%, with anticipated revenues of $621.69 million, down 3.2% from the previous year [4] - The consensus EPS estimate for the quarter has been revised 3.4% higher in the last 30 days, indicating a positive trend that may lead to price appreciation [5] Industry Context - Teladoc holds a Zacks Rank of 3 (Hold) within the Medical Services industry, alongside LifeMD, Inc. (LFMD), which experienced a 3.1% decline in the last trading session [6] - LifeMD's consensus EPS estimate remains unchanged at -$0.02, representing an 89.5% year-over-year change [7]

Company Performance - Teladoc's stock increased by 2.33% to $7.02, outperforming the S&P 500's daily gain of 0.94% [1] - Over the past month, Teladoc's stock has decreased by 8.78%, underperforming the Medical sector's gain of 4.95% and the S&P 500's gain of 1.67% [1] Upcoming Earnings - The upcoming earnings release is expected to show an EPS of -$0.24, which is a 14.29% increase compared to the same quarter last year [2] - Revenue is projected to be $621.69 million, reflecting a 3.23% decline from the equivalent quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at -$1.17 per share, representing an 80.07% increase from the prior year [3] - Revenue for the fiscal year is estimated at $2.52 billion, indicating a 2.12% decrease from the previous year [3] Analyst Estimates - Recent modifications to analyst estimates for Teladoc reflect short-term business trends, with positive revisions indicating analyst optimism [4] - The Zacks Rank system, which incorporates estimate changes, currently ranks Teladoc at 3 (Hold) [6] Industry Context - The Medical Services industry, part of the Medical sector, holds a Zacks Industry Rank of 67, placing it in the top 28% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - Teladoc Health, Inc. is actively participating in the Goldman Sachs 46th Annual Global Healthcare Conference, indicating its commitment to engaging with investors and stakeholders in the healthcare sector [1]. Group 1: Company Overview - The CEO, Charles Divita, recently celebrated his one-year anniversary in the role, expressing excitement about the potential of virtual care to address healthcare challenges [4]. - Divita highlighted the positive aspects of the company, including its assets, talent level, and market position, which exceeded his expectations upon joining [4]. - The CEO also acknowledged the need for changes and the identification of opportunities and challenges that the company must address moving forward [4].

Financial Data and Key Metrics Changes - The company has seen a significant increase in membership, with over 100 million members now having access to its services, reflecting a 12% year-over-year growth in members in Q1 [20][23] - The transition from subscription-based models to utilization-based models has created a headwind for top-line growth, although underlying utilization and visits are growing [48][50] Business Line Data and Key Metrics Changes - The integrated care business has over 1 million people enrolled in chronic condition management programs, with a focus on enhancing offerings to drive more value for clients [10][14] - BetterHelp, the direct-to-consumer virtual therapy business, has a significant drop-off rate, with over 80% of users not converting to active users due to high out-of-pocket costs [35][37] Market Data and Key Metrics Changes - The international market represents about 15% of the revenues of integrated care, with expectations to grow upwards of 50% over the next few years [16] - Utilization levels in the U.S. are still in the mid to high single digits, indicating substantial room for growth in engagement and usage [29] Company Strategy and Development Direction - The company is focused on four strategic areas: integrated care, international expansion, operational excellence, and enhancing mental health services [9][19] - There is a strong emphasis on leveraging technology and data to improve engagement and drive better health outcomes, particularly in chronic care and mental health [12][60] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the challenges posed by the shift from subscription to utilization models but remains optimistic about the growth potential in both domestic and international markets [48][50] - The company is committed to creating efficiencies while also investing in technology and capabilities to enhance service delivery [74][75] Other Important Information - The company has made strategic acquisitions, such as Catapult and Uplift, to enhance its capabilities in insurance coverage and chronic care management [61][62] - Adjusted EBITDA margins have remained flat year-over-year, with ongoing efforts to streamline costs and improve productivity [70][71] Q&A Session Summary Question: How does the company plan to grow revenue per integrated care member? - Management indicated that they are focused on a "land and expand" strategy, starting with core telehealth services and expanding into additional products and services [23][24] Question: What is the current mix between subscription and visit-based models? - The majority of the business has shifted to visit-based models post-pandemic, although the exact mix has not been publicly shared [50][51] Question: How does the company plan to maintain its leadership position in chronic disease management? - Management emphasized the importance of innovation and leveraging their extensive data and clinical capabilities to provide greater value than competitors [58][59]

Company Overview - Teladoc's stock closed at $7.40, reflecting a +1.79% change from the previous day, outperforming the S&P 500's daily gain of 0.09% [1] - Over the past month, Teladoc's stock has increased by 2.25%, slightly above the Medical sector's gain of 2.17%, but below the S&P 500's gain of 7.21% [1] Earnings Forecast - The upcoming earnings release is anticipated, with an expected EPS of -$0.23, indicating a 17.86% growth compared to the same quarter last year [2] - Revenue is forecasted to be $621.92 million, representing a 3.19% decline from the corresponding quarter of the previous year [2] Full Year Projections - For the full year, earnings are projected at -$1.17 per share and revenue at $2.51 billion, showing changes of +80.07% and -2.15% respectively from the previous year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for Teladoc are important, as they reflect changes in short-term business dynamics [4] - Positive revisions indicate analysts' confidence in the company's performance and profit potential [4] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a history of outperforming, with 1 stocks averaging a +25% annual gain since 1988 [6] - Over the last 30 days, the Zacks Consensus EPS estimate for Teladoc has increased by 8.56%, and the company currently holds a Zacks Rank of 3 (Hold) [6] Industry Context - The Medical Services industry, part of the Medical sector, has a Zacks Industry Rank of 68, placing it in the top 28% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]