Health Care·Health Care Technology·$1.1B
Teladoc Health Inc. is a leader in the healthcare technology sector, providing telehealth services that allow patients to connect with healthcare professionals remotely....
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.
Revenue
Revenue figures will provide insight into the company's growth and demand for its services in the current market.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
1Q
EPS Beat Rate
38%
Avg EPS Surprise
-162.65%
Avg Stock Reaction
-2.20%
In Q4 2025, Teladoc reported an EPS of $-0.14, which was better than the expected $-0.19, resulting in a positive stock reaction. However, revenue details were not disclosed.
Management Promises & Guidance
Analysts are cautiously optimistic about Teladoc's upcoming earnings, expecting a narrower loss and steady revenue growth. The market is closely watching how the company navigates the competitive telehealth landscape.
Bull Case
If Teladoc can exceed revenue expectations and show a significant reduction in losses, it could signal a turnaround in its financial health and boost investor confidence.
Bear Case
Conversely, if the company fails to meet revenue targets or shows continued losses, it could raise concerns about its long-term viability in a competitive market.
EPS
$-0.39Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.
Revenue
$611MRevenue figures will provide insight into the company's growth and demand for its services in the current market.
The print will turn on these two things.
Q1
Will Teladoc achieve revenue of at least $611M this quarter?
Meeting or exceeding this revenue target will be crucial for demonstrating growth and demand for its services.
Q2
How does the company plan to address its EPS loss of $-0.39?
Investors will be keen to understand the strategies in place to reduce losses and improve profitability moving forward.
Why consensus could be wrong
The consensus may underestimate Teladoc's ability to leverage its existing user base for growth, as the shift towards telehealth is accelerating faster than anticipated.
Supporting Evidence
The options market is pricing a 17.31% move, indicating significant uncertainty that may not reflect the company's underlying strength.
Teladoc's recent operational improvements could lead to better-than-expected results despite historical losses.
Key Risk
If Teladoc's revenue exceeds $611M, it could challenge the current bearish sentiment and shift the narrative towards recovery.
Pre-commit to what would confirm each case.
The market is weighing Teladoc's ability to recover from previous losses and capitalize on growth opportunities in the telehealth sector.
Bull Confirmed If
Revenue exceeding $611M and a reduction in EPS loss to less than $-0.39 would confirm the bull case.
Bear Confirmed If
An EPS loss greater than $-0.39 and revenue falling short of $611M would confirm the bear case.
Implied Move
±17.31%
Historical Avg
±2.8%
The options market is pricing in a significant potential move for Teladoc's stock, indicating heightened uncertainty ahead of the earnings report.
Options are pricing ±17.3% while TDOC has averaged ±2.8% over the last 8 prints — setup is pricing rich.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Teladoc beats expectations, history suggests a potential stock increase of around 2.8%, confirming a positive outlook.
In-Line / Cautious
A cautious in-line report may lead to muted reactions, as the market digests management's commentary on future growth.
Miss
If the company misses on both EPS and revenue, history suggests a decline of approximately 2.2%, raising concerns about its competitive position.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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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
VERIZON COMMUNICATIO
Apr 27, 2026