Post-earnings recap
Reported
Wed, Oct 29, 2025
EPS actual
$-0.28
EPS est.
$-0.26
EPS surprise
-8.11%
1-day move
-1.56%
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Est. EPS
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Est. Rev
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Impl. Move
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Teladoc Health's Q3 earnings report shows a decline in overall revenue and a loss per share, which contributed to a 1.56% drop in stock price. The decrease in average paying users for BetterHelp is concerning, but growth in Integrated Care offers some positive outlook. The company is focusing on improving user engagement and maintaining strong cash flow, which may help stabilize performance moving forward.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $-0.28 | N/A | -8.11% |
| Consolidated Revenue | $626 million | N/A | N/A |
| Adjusted EBITDA | $70 million | N/A | N/A |
| Average Paying Users (BetterHelp) | 382,000 | N/A | N/A |
| Integrated Care Revenue | $390 million | N/A | N/A |
Management acknowledged the decline in BetterHelp's user base but emphasized growth in Integrated Care. They remain focused on improving services and maintaining strong cash flow.
We are focused on improving our user engagement and overall service delivery.
Despite the challenges, we see growth opportunities in Integrated Care.
Our free cash flow remains strong, allowing us to invest in key areas.