This telehealth leader has a lot of work to do.Teladoc Health (TDOC -1.12%) has struggled to navigate a shifting landscape in the virtual care industry. At the time of writing, the stock is down a disastrous 57% this year amid large recurring financial losses and weak growth.That being said, a backdrop of extreme volatility with a deep reset of expectations can sometimes offer investors the opportunity to pick up shares in a beaten-down industry leader at an attractive price. Teladoc has the potential to tu ...

PURCHASE, NY, Nov. 07, 2024 (GLOBE NEWSWIRE) -- Teladoc Health, Inc. (NYSE:TDOC), the global leader in whole-person virtual care, today announced that it issued inducement awards to two new employees. Effective November 1, 2024, in connection with commencing employment, two new non-executive employees of Teladoc Health were granted awards of restricted stock units covering an aggregate of 70,575 shares of Teladoc Health’s common stock, par value $0.001 per share. The restricted stock units vest, based on co ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.001 per share TDOC New York Stock Exchange ______________________________________ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________________________________________________________________ Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period en ...

财务数据和关键指标变化 - 第三季度合并收入为6.41亿美元，同比下降3% [24] - 第三季度调整后EBITDA为8330万美元，同比下降6%，EBITDA利润率为13% [24] - 第三季度每股净亏损为0.19美元，较2023年第三季度的0.35美元有所改善 [25] - 第三季度自由现金流为7900万美元，同比增长约16% [26] - 现金及现金等价物超过12亿美元 [26] 各条业务线数据和关键指标变化 - 综合护理部门收入为3.84亿美元，同比增长2.5%，超出指导范围 [27] - 美国综合护理部门会员数为9390万，同比增长4% [28] - 慢性护理项目的总注册人数为118万，同比增长约5% [29] - BetterHelp部门第三季度收入为2.57亿美元，同比下降10% [33] - BetterHelp的平均付费用户数同比下降13% [34] 公司战略和发展方向和行业竞争 - 公司将继续专注于客户中心，利用技术推动规模和差异化 [19][20] - 公司计划在美国市场增强价值主张，以应对高医疗成本趋势 [14] - 国际综合护理业务通过地理扩展和市场渗透获得强劲势头 [15] - BetterHelp将平衡收入增长与盈利能力，评估生成更大价值的举措 [16] 管理层对经营环境和未来前景的评论 - 管理层对当前和未来的经营环境表示谨慎，指出医疗成本上升对客户的影响 [13] - 预计2025年整体收入增长将与2024年第四季度的增长范围一致 [47] - 2025年将是公司重要的重新定位年，计划进行战略投资以增强业务 [48] 其他重要信息 - 公司在第四季度预计综合护理部门收入持平至增长2.5% [38] - BetterHelp在第四季度未恢复正式的收入或EBITDA指导 [40] - 公司在2025年将继续关注财务表现，同时进行必要的投资以解锁未来增长潜力 [50] 问答环节所有提问和回答 问题: 关于BetterHelp的服务转型 - 管理层强调BetterHelp将继续以消费者为导向，关注业务的稳定性和盈利能力 [58] - 目前与健康计划的初步讨论正在进行中，管理层采取谨慎的推进策略 [60] 问题: 关于2025年的销售季节 - 管理层指出，健康计划领域面临一定的压力，预计这种情况将持续到2025年 [68] - 会员增长和访问量的增加将推动收入增长 [72] 问题: 关于BetterHelp的用户稳定性 - 新用户增长是推动用户数量稳定的主要因素，管理层对未来的稳定性持乐观态度 [87] 问题: 关于2025年的投资和支出 - 管理层表示将继续评估投资的有效性，并关注财务和运营指标 [82] 问题: 关于产品改进和客户留存 - 管理层提到将整合市场需求、产品开发和交付的责任，以提高效率和创新 [108]

For the quarter ended September 2024, Teladoc (TDOC) reported revenue of $640.51 million, down 3% over the same period last year. EPS came in at -$0.19, compared to -$0.35 in the year-ago quarter. The reported revenue represents a surprise of +1.59% over the Zacks Consensus Estimate of $630.5 million. With the consensus EPS estimate being -$0.29, the EPS surprise was +34.48%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stre ...

Teladoc (TDOC) came out with a quarterly loss of $0.19 per share versus the Zacks Consensus Estimate of a loss of $0.29. This compares to loss of $0.35 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 34.48%. A quarter ago, it was expected that this telehealth services provider would post a loss of $0.36 per share when it actually produced a loss of $0.28, delivering a surprise of 22.22%.Over the last four quarters, the company ...

业绩总结 - 2024年第三季度收入为6.41亿美元，同比下降3%[5] - 2024年第三季度每股净亏损为0.19美元，其中包括每股0.30美元的收购无形资产摊销和0.20美元的股票补偿费用[5] - 2024年第三季度调整后EBITDA为8330万美元，同比下降6%[5] - 预计2024年第四季度收入增长率（同比）在0%至2.5%之间[6] - 预计2024年全年收入增长率（同比）为低个位数至中个位数[6] 用户数据 - 2024年第三季度美国综合护理会员人数为9180万[24] 现金流与利润 - 2024年第三季度运营现金流为1.1亿美元[28] - 2024年第三季度自由现金流为7900万美元[28] - 2024年第四季度调整后EBITDA利润率预计在12.25%至13.75%之间[29] - 2024年全年调整后EBITDA利润率预计在14.9%至15.3%之间[29] 未来展望 - 2024年第一季度的收入预计为646,131千美元，毛利润为425,281千美元，毛利率为65.8%[32] - 2024年第二季度的收入预计为642,444千美元，毛利润为428,239千美元，毛利率为66.7%[32] - 2024年第三季度的收入预计为640,508千美元，毛利润为430,526千美元，毛利率为67.2%[32] 资本支出 - 资本支出为31,148千美元，其中包括29,551千美元的资本化软件开发成本[33]

Exhibit 99.1 Teladoc Health Reports Third Quarter 2024 Results PURCHASE, NY, October 30, 2024—Teladoc Health, Inc. (NYSE: TDOC), the global leader in whole-person virtual care, today reported financial results for the three months ended September 30, 2024 ("Third Quarter 2024"). Unless otherwise noted, percentage and other changes are relative to the three months ended September 30, 2023 ("Third Quarter 2023"). Third Quarter 2024 Highlights • Third Quarter 2024 revenue of $640.5 million, down 3% year-over-y ...

Wall Street analysts expect Teladoc (TDOC) to post quarterly loss of $0.29 per share in its upcoming report, which indicates a year-over-year increase of 17.1%. Revenues are expected to be $630.5 million, down 4.5% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Prior to a company's earnings announcement, it is crucial to co ...

In the latest trading session, Teladoc (TDOC) closed at $8.60, marking a -0.92% move from the previous day. The stock's performance was behind the S&P 500's daily gain of 0.22%. At the same time, the Dow lost 0.33%, and the tech-heavy Nasdaq gained 0.76%.Heading into today, shares of the telehealth services provider had gained 2.48% over the past month, outpacing the Medical sector's loss of 3.79% and the S&P 500's gain of 1.47% in that time.Market participants will be closely following the financial result ...