Post-earnings recap
Reported
Tue, Jul 29, 2025
EPS actual
$-0.19
EPS est.
$-0.25
EPS surprise
+24.00%
1-day move
-8.17%
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Est. EPS
—
Est. Rev
—
Impl. Move
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Teladoc's earnings report indicates mixed performance, with a notable decline in BetterHelp users impacting overall revenue. The stock dropped 8.17% in response to these results, reflecting investor concerns about ongoing challenges in the cash pay segment. However, growth in integrated care services offers a glimmer of hope for future performance.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $-0.19 | N/A | +24.00% |
| Consolidated Revenue | $631.9 million | N/A | N/A |
| Adjusted EBITDA | $69.3 million | N/A | N/A |
| BetterHelp Average Paying Users | 388,000 | N/A | N/A |
| Integrated Care Revenue | $391.5 million | N/A | N/A |
Management highlighted the growth in integrated care services while acknowledging the decline in BetterHelp users. They remain cautious about the future, particularly regarding revenue expectations.
We are seeing growth in integrated care, which is offsetting some declines in BetterHelp.
The challenges in our cash pay business are impacting our overall revenue outlook for BetterHelp.