Core Insights - Teladoc reported revenue of $626.44 million for the quarter ended September 2025, a decrease of 2.2% year-over-year, with an EPS of -$0.21 compared to -$0.19 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $625.02 million by 0.23%, while the EPS surprised positively by 19.23% against the consensus estimate of -$0.26 [1] Financial Performance Metrics - Average Monthly Revenue Per U.S. Integrated Care Member was $1.27, matching analyst estimates [4] - BetterHelp Paying Users totaled 0.38 million, slightly below the estimated 0.39 million [4] - U.S. Integrated Care Members reached 102.5 million, exceeding the average estimate of 102.26 million [4] - Chronic Care Program Enrollment was 1.17 million, slightly above the estimate of 1.16 million [4] Revenue by Segment - Integrated Care revenue was $389.54 million, surpassing the estimate of $388.13 million, reflecting a year-over-year increase of 1.5% [4] - BetterHelp revenue was $236.9 million, below the estimate of $237.7 million, indicating a year-over-year decline of 7.8% [4] - BetterHelp-Other Wellness Services generated $5.1 million, compared to the estimate of $5.28 million, representing an 18.5% year-over-year decrease [4] - BetterHelp-Therapy Services revenue was $231.8 million, slightly below the estimate of $231.99 million, showing a 7.5% decline year-over-year [4] Revenue by Type - Other revenue amounted to $105.53 million, exceeding the estimate of $90.63 million, with a year-over-year increase of 23.8% [4] - Access fees revenue was $520.91 million, below the estimate of $533.92 million, reflecting a 6.2% year-over-year decline [4] Adjusted EBITDA - Adjusted EBITDA for BetterHelp was $3.84 million, significantly lower than the average estimate of $8.46 million [4] - Adjusted EBITDA for Integrated Care was $66.07 million, exceeding the estimate of $59.01 million [4] Stock Performance - Teladoc shares returned +8.2% over the past month, outperforming the Zacks S&P 500 composite's +3.8% change [3] - The stock currently holds a Zacks Rank 2 (Buy), indicating potential for outperformance in the near term [3]