Wingspan is on a mission to make contract work effortless for everyone. In less than three years, the company expanded its customer base by 200%, increased average ACV by 5x, supported 12x more contractors, and processed $3B+ in payments. Wingspan's rapid adoption across various industries signals that businesses are urgently seeking infrastructure to manage this workforce transformation. "From day one, we knew the real problem existed at the intersection of company and contractor. We strategically started ...

Core Insights - Virtual healthcare is rapidly evolving, with Hims & Hers Health, Inc. (HIMS) and Teladoc Health, Inc. (TDOC) leading the market [1][2] - HIMS focuses on affordability and personalization, while TDOC emphasizes broad clinical reach and enterprise partnerships [2] - HIMS has significantly outperformed TDOC in stock performance over the past year [3][6] Company Overview - HIMS offers a subscription-based platform for personalized treatments in sexual health, mental wellness, dermatology, and weight loss [1] - Teladoc Health provides integrated services for primary care, chronic condition management, and mental health, with over 17 million visits projected in 2024 [1] Stock Performance & Valuation - HIMS stock has increased by 165.6% over the past year, while TDOC has declined by 14.3% [3][6] - HIMS has a forward price-to-sales (P/S) ratio of 4.89, significantly above its three-year median of 2.34X, while TDOC's ratio is 0.57X, below its median of 1.02X [5] - HIMS and TDOC have Value Scores of D and B, respectively [5] Growth Drivers for Hims & Hers - HIMS has over 2.4 million subscribers, a 38.4% increase year-over-year [7] - The acquisition of ZAVA enhances HIMS' presence in Europe, providing access to over 1.3 million customers [8] - HIMS is investing in AI to improve diagnostic accuracy and reduce healthcare friction, supported by $870 million in financing [9] Growth Drivers for Teladoc Health - Teladoc's BetterHelp platform is a leader in virtual mental health care, with over 35,000 licensed clinicians [10] - The Integrated Care segment addresses complex clinical needs, increasing user engagement and revenue per member [11] - Teladoc serves over 90 million members internationally, diversifying revenue streams [12] Earnings Projections - HIMS is projected to have a consensus EPS of $0.75 for the current year, reflecting a year-over-year growth of 177.78% [15] - TDOC's consensus estimate for loss per share in 2025 implies a 79.4% improvement from 2024 [16] Price Targets - The average price target for HIMS is $47.67, indicating a potential decline of 17.3% from the last close [18] - The average price target for TDOC is $9.26, suggesting a potential increase of 12.9% from the last close [19] Investment Recommendation - HIMS is identified as a more stable and financially sound investment opportunity, with strong profitability and user engagement [20][23] - TDOC, while growing, is viewed as having higher execution risk and less financial predictability compared to HIMS [23]

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]

Core Viewpoint - Teladoc Health has launched Wellbound, a new employee assistance program (EAP) aimed at enhancing employee engagement and wellness [1][2]. Group 1: Program Features - Wellbound is designed specifically for employer and health plan clients in the U.S., utilizing Teladoc Health's extensive scale and clinical expertise to foster long-term employee wellness [2]. - The program addresses the common issues faced by employees in accessing EAP benefits, providing a connected experience that offers continuous support for mental health, physical well-being, and work-life resources [3][4]. - Wellbound includes online therapy services through BetterHelp, along with additional psychiatry, medication management, and self-guided resources from Teladoc Health [5]. Group 2: Additional Benefits - The EAP offers a variety of work-life benefits, including legal consultations, financial planning, coaching, and referrals for elder care and childcare [6]. - The program aims to deliver consistent and impactful support, enhancing resilience and promoting long-term wellness for employees [6]. Group 3: Strategic Alignment - The launch of Wellbound aligns with Teladoc Health's enterprise strategy to enhance service offerings, improve health outcomes, and solidify its leadership in virtual mental health [6]. - Wellbound is available to plan sponsors immediately, with user access starting in January 2026 [7].

Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to increase significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] - Michael has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] Group 2 - The Investing Group Deep Value Returns, led by Michael, offers insights through its concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [3] - The group provides "hand-holding" support for both new and experienced investors, fostering an active and vibrant community accessible via chat [3] - Seeking FCF is associated with Michael Wiggins De Oliveira, indicating a collaborative approach in investment strategies [3]

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].