Equity Profile

TDOC

Teladoc Health, Inc.

Health CareHealth Care Technology$1.3B

Apr29Wed

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

Teladoc Health Misses on EPS, Stock Down 0.83%

Metric	Actual	Expected	Surprise
EPS	$-0.36	$-0.39	+13.92%
Revenue	—	$611M	—

management commentary, guidance changes, and full analysis available with Pro.

Teladoc Health Misses on EPS, Stock Down 0.83%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$-0.36	$-0.39	+13.92%
Revenue	—	$611M	—

Management Commentary

Tone: Unknown

No transcript is on record for the earnings call, so the analysis is based solely on numerical results.

What It Means

Teladoc Health's earnings report shows a smaller loss than expected on EPS, but the lack of revenue data leaves uncertainty. The stock reacted negatively, declining by 0.83%. Investors may be concerned about the absence of revenue figures and future guidance.

Company Snapshot

Teladoc Health Inc (TDOC) is a leader in the health care technology sector, providing virtual healthcare services. As telehealth continues to grow in popularity, especially post-pandemic, Teladoc's role in delivering accessible medical care is increasingly significant.

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of profitability, and investors will be watching to see if Teladoc can narrow its losses this quarter.

$-0.39

Revenue

Revenue growth is crucial for assessing the company's ability to attract and retain customers in a competitive market.

$611M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-163.97%

Avg Stock Reaction

-1.94%

Last Quarter Recap

In Q4 2025, Teladoc reported an EPS of $-0.14, beating estimates by 27.46%. However, revenue details were not disclosed, leading to a modest stock increase of 2.42% the following day.

Management Promises & Guidance

Focus on improving customer engagement and retention.
Enhance technology platforms to streamline virtual care.
Expand service offerings to meet diverse healthcare needs.

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Teladoc's upcoming earnings, with expectations for a narrower loss and stable revenue growth. However, the company's recent performance has been inconsistent, leading to mixed sentiments.

Bull Case

If Teladoc can demonstrate significant revenue growth and a smaller loss than expected, it could signal a turnaround in its business model, attracting more investors.

Bear Case

Conversely, if the company fails to meet revenue expectations or reports a wider loss, it could further erode investor confidence and lead to a decline in stock price.

Key Metrics to Watch

EPS

$-0.39

Earnings per share (EPS) is a key indicator of profitability, and investors will be watching to see if Teladoc can narrow its losses this quarter.

Revenue

$611M

Revenue growth is crucial for assessing the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Teladoc's revenue exceed the consensus estimate of $611M?

Revenue growth is critical for demonstrating the company's ability to attract and retain customers in a competitive market.

Can Teladoc narrow its EPS loss to better than the consensus of $-0.39?

A smaller loss could indicate improved operational efficiency and a potential turnaround in profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Teladoc's potential for revenue growth due to its expanding service offerings and increased demand for telehealth.

Supporting Evidence

Recent trends show a growing acceptance of telehealth services, which could drive higher revenue than anticipated.

The options market is pricing in a significant move, suggesting that investors expect a more substantial reaction than what consensus reflects.

Key Risk

If Teladoc's revenue exceeds $626M, it would challenge the current bearish sentiment and indicate stronger market demand.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial for assessing Teladoc's recovery trajectory and its ability to compete in the growing telehealth market.

Bull Confirmed If

Revenue growth exceeding $611M with EPS loss of less than $-0.39 would confirm the bull case.

Bear Confirmed If

Revenue falling below $604M or an EPS loss greater than $-0.39 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±17.31%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.

Options are pricing ±17.3% while TDOC has averaged ±2.5% over the last 8 prints — setup is pricing rich.

Detail

30d HV

61.5%

Calls (392K)P/C Ratio: 0.43Puts (168K)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Mixed flows

Institutional

75.86%

of float

Insider

0.65%

of float

Holders

465

institutions

Top Holders· as of Dec 2025

Vanguard Group Inc
21,483,707 sh · $123.5M
11.91%
-1.9%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Teladoc beats expectations, history suggests a potential stock increase of around 2.12%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss on earnings could lead to a decline of approximately 2.23%, reflecting ongoing concerns about the company's profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer engagement metrics and retention rates.
2Details on new service offerings and their expected impact on revenue.
3Management's outlook on the telehealth market and competitive landscape.
4Any changes to operational efficiency initiatives and their results.
5Insights into partnerships or collaborations that may enhance service delivery.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Apr27

OMABReported

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.

RecapView

Apr27

PIIReported

Company Snapshot

Key Metrics to Watch

EPS

Earnings per share (EPS) is a key indicator of profitability, and investors will be watching to see if Teladoc can narrow its losses this quarter.

$-0.39

Revenue

Revenue growth is crucial for assessing the company's ability to attract and retain customers in a competitive market.

$611M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-163.97%

Avg Stock Reaction

-1.94%

Last Quarter Recap

In Q4 2025, Teladoc reported an EPS of $-0.14, beating estimates by 27.46%. However, revenue details were not disclosed, leading to a modest stock increase of 2.42% the following day.

Management Promises & Guidance

Focus on improving customer engagement and retention.
Enhance technology platforms to streamline virtual care.
Expand service offerings to meet diverse healthcare needs.

Expectations

Wall Street Expectations

Bull Case

If Teladoc can demonstrate significant revenue growth and a smaller loss than expected, it could signal a turnaround in its business model, attracting more investors.

Bear Case

Conversely, if the company fails to meet revenue expectations or reports a wider loss, it could further erode investor confidence and lead to a decline in stock price.

Key Metrics to Watch

EPS

$-0.39

Earnings per share (EPS) is a key indicator of profitability, and investors will be watching to see if Teladoc can narrow its losses this quarter.

Revenue

$611M

Revenue growth is crucial for assessing the company's ability to attract and retain customers in a competitive market.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Teladoc's revenue exceed the consensus estimate of $611M?

Revenue growth is critical for demonstrating the company's ability to attract and retain customers in a competitive market.

Can Teladoc narrow its EPS loss to better than the consensus of $-0.39?

A smaller loss could indicate improved operational efficiency and a potential turnaround in profitability.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Teladoc's potential for revenue growth due to its expanding service offerings and increased demand for telehealth.

Supporting Evidence

Recent trends show a growing acceptance of telehealth services, which could drive higher revenue than anticipated.

The options market is pricing in a significant move, suggesting that investors expect a more substantial reaction than what consensus reflects.

Key Risk

If Teladoc's revenue exceeds $626M, it would challenge the current bearish sentiment and indicate stronger market demand.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial for assessing Teladoc's recovery trajectory and its ability to compete in the growing telehealth market.

Bull Confirmed If

Revenue growth exceeding $611M with EPS loss of less than $-0.39 would confirm the bull case.

Bear Confirmed If

Revenue falling below $604M or an EPS loss greater than $-0.39 would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±17.31%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant move, suggesting that investors anticipate volatility around the earnings report.

Options are pricing ±17.3% while TDOC has averaged ±2.5% over the last 8 prints — setup is pricing rich.

Detail

30d HV

61.5%

Calls (392K)P/C Ratio: 0.43Puts (168K)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Mixed flows

Institutional

75.86%

of float

Insider

0.65%

of float

Holders

465

institutions

Top Holders· as of Dec 2025

Vanguard Group Inc
21,483,707 sh · $123.5M
11.91%
-1.9%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Teladoc beats expectations, history suggests a potential stock increase of around 2.12%, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see muted movement as investors await further guidance.

Miss

A miss on earnings could lead to a decline of approximately 2.23%, reflecting ongoing concerns about the company's profitability.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on customer engagement metrics and retention rates.
2Details on new service offerings and their expected impact on revenue.
3Management's outlook on the telehealth market and competitive landscape.
4Any changes to operational efficiency initiatives and their results.
5Insights into partnerships or collaborations that may enhance service delivery.