Teladoc (TDOC) Reports Q2 Loss, Beats Revenue Estimates

Company Performance - Teladoc reported a quarterly loss of $0.19 per share, better than the Zacks Consensus Estimate of a loss of $0.27, and an improvement from a loss of $0.28 per share a year ago, representing an earnings surprise of +29.63% [1] - The company posted revenues of $631.9 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.77%, although this is a decrease from year-ago revenues of $642.44 million [2] - Over the last four quarters, Teladoc has surpassed consensus EPS estimates three times and topped consensus revenue estimates four times [2] Stock Outlook - Teladoc shares have underperformed the market, losing about 9.8% since the beginning of the year, while the S&P 500 has gained 8.6% [3] - The current consensus EPS estimate for the coming quarter is -$0.21 on revenues of $627.2 million, and for the current fiscal year, it is -$1.21 on revenues of $2.51 billion [7] Industry Context - The Medical Services industry, to which Teladoc belongs, is currently in the top 37% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% of industries [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that industry outlook can materially impact stock performance [5][8]