기업 정보 불러오는 중
Just reported
Q3 2026 results
From Teladoc Health's results release of 2026년 10월 28일; its quarterly report has since been filed.
Revenue
Actual
US$605.1M
-3.4% y/y
-0.3% q/qGuided
US$589M
midpoint
Within guide+2.7%EPS, GAAP
Actual
-US$0.15
Guided
—
No guide given
Operating income, GAAP
Actual
-US$28.1M
Guided
—
No guide given
Company outlook
Full year 2026
- RevenueUS$2.395B – US$2.441B-4.4% y/y Raised +0.6%
- EPSUS$0.95Lowered -5.0%
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.
The full earnings report →Keep exploring
The themes Teladoc Health is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
Highest-graded in Health Information Services
Graded A or B and worth $2B or more: A first, then the largest.
VEEVVeeva Systems Inc.US$49BA+
BTSGBrightSpring Health Services, Inc.US$14.2BA
HNGEHinge Health, Inc.US$9.8BA+
HQYHealthequity, Inc.US$8.5BA+
DOCSDoximity, Inc.US$5.9BB+
Grade rose recently in Healthcare
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
DHRDanaher Corporation2026년 10월 21일CBGraded C, now B
MCKMckesson Corporation2026년 11월 4일BAGraded B, now A
CVSCVS Health Corp2026년 11월 4일BAGraded B, now A
EWEdwards Lifesciences Corporation2026년 11월 4일BAGraded B, now A
BIIBBiogen Inc.2026년 10월 28일BAGraded B, now A
어떻게 돈을 버는가
- Virtual medical care and hospital telehealth services65%
- Online therapy and psychiatry for individuals35%
매출 비중은 three months ended June 30, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
Teladoc virtual care
Remote primary, urgent, mental health and specialty care, including expert second opinions.
Chronic care programs
Programs that help people manage ongoing conditions such as diabetes, using coaching, connected devices and clinical support.
BetterHelp
Online counseling and therapy through a network of licensed clinicians, using web, mobile app, phone and text.
3개 더 보기
BetterSleep
An app with tools intended to help users improve sleep and well-being.
Prism
Software used by Teladoc clinicians and coaches to provide and coordinate virtual care.
Solo and Inpatient Connected Care
Hospital telehealth systems that support remote patient visits and monitoring, using software and, where needed, equipment such as cameras, tablets and patient-room devices.
누가 사는가5
- Employers that arrange access to virtual care for employees and dependents, commonly through monthly fees.
- Health plans and insurers that arrange access for members and may sell or distribute the services through their own channels.
- Hospitals and health systems that buy or lease telehealth software and equipment, along with implementation and related services.
2개 더 보기
- Individuals who pay directly for medical visits or BetterHelp therapy.
- People whose BetterHelp therapy is paid for through insurance.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 1A large share of revenue comes from client access arrangements, so revenue depends on client renewals, covered membership and the services clients choose to include.
- 2U.S. medical services rely on physician-owned affiliated professional groups that Teladoc does not own, as well as licensed clinicians available in the states where patients live.
- 3BetterHelp relies on attracting individual users through advertising and on having therapists available who are licensed and enrolled with the user’s insurer.
- 4Some medical devices depend on a limited number of outside suppliers for components.
잘못될 수 있는 일
- 1BetterHelp’s cash-paying revenue has declined, while demand for insurance-covered care has been difficult to convert into visits and revenue because of limits in therapist availability, licensing, insurer enrollment and scheduling processes.
- 2A significant portion of revenue comes from a limited number of clients; losing clients, losing covered members or renewing contracts at lower fees could reduce revenue.
- 3State rules for telehealth, clinician licensing and the separation of business management from medical practice can restrict services or require changes to Teladoc’s arrangements with affiliated physician groups.
Teladoc Health, Inc. 소개
Teladoc connects people with clinicians by video, phone, app and messaging, and supplies hospitals with software and devices for virtual visits and patient monitoring. Employers and health insurers commonly pay monthly for access for covered workers or members; people can also pay per visit. BetterHelp connects individuals with licensed therapists online, with payment made out of pocket or through insurance. Teladoc completed 17.1 million virtual visits (2025, high) and had 100.3 million U.S. Integrated Care members (June 30, 2026, high).
- 본사
- New York, New York
- 설립
- 2002
- 임직원 수
- Approximately 5,600 (December 31, 2025, high)
- 상장 시장
- NYSE
- 회계연도 종료
- December 31
Teladoc Health, Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.
