Teladoc Health, Inc. (TDOC) Presents at Piper Sandler 37th Annual Healthcare Conference Transcript
Teladoc (TDOC) reported earnings 30 days ago. What's next for the stock?
TDOC and LFMD face contrasting paths as telehealth demand climbs, with fundamentals and growth plans shaping which stock stands out.
Telehealth is not the new healthcare in 2025, but it has become an integrated and essential part of the healthcare landscape, transforming delivery, access, and convenience. First off, some legislation.
Teladoc Health deepens its virtual care reach by adding TytoCare's at-home exam tech to Primary360 and 24/7 Care starting in 2026.
Teladoc Health continues to see declining revenues and limited growth catalysts, with Q3 results showing a 2.2% YoY revenue decline. TDOC's recent acquisitions, including UpLift and Catapult Health, have not meaningfully offset declining user numbers or driven innovation. Despite trading at a low valuation near $7 and just 5x adjusted EBITDA, persistent growth struggles make TDOC a potential value trap.
Teladoc Health is expanding its AI-powered virtual care capabilities as the telemedicine market surges toward massive U.S. growth.
Teladoc Health's Q3 results beat estimates, but revenues dipped and losses widened, attributed to soft performance at BetterHelp.
Teladoc Health, Inc. ( TDOC ) Q3 2025 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Michael Minchak - Vice President of Investor Relations Charles Divita - CEO & Director Mala Murthy - Chief Financial Officer Conference Call Participants Lisa Gill - JPMorgan Chase & Co, Research Division Jessica Tassan - Piper Sandler & Co., Research Division Daniel Grosslight - Citigroup Inc. Exchange Research Eduardo Ron - Truist Securities, Inc., Research Division Stanislav Berenshteyn - Wells Fargo Securities, LLC, Research Division Scott Schoenhaus - KeyBanc Capital Markets Inc., Research Division Brian Tanquilut - Jefferies LLC, Research Division Jack Senft Jeffrey Garro - Stephens Inc., Research Division David Larsen - BTIG, LLC, Research Division Presentation Operator Good afternoon, everyone, and thank you for joining today's Teladoc Health Q3 '25 Earnings Conference Call. My name is Regan, and I will be your moderator today.
Although the revenue and EPS for Teladoc (TDOC) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Teladoc (TDOC) came out with a quarterly loss of $0.21 per share versus the Zacks Consensus Estimate of a loss of $0.26. This compares to a loss of $0.19 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Teladoc (TDOC), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.