Q3 2025 Teladoc Health Inc Earnings Call Transcript
Key Points
- Teladoc Health Inc (TDOC) reported third-quarter consolidated revenue and adjusted EBITDA above the midpoint of their guidance ranges, reflecting strong execution.
- The company continues to expand its service offerings and enhance its Prism care delivery platform, improving care coordination and outcomes.
- Teladoc Health Inc (TDOC) achieved double-digit growth in B2B mental health visits and is on track to generate over $150 million in total revenue from this segment.
- The acquisition of Catapult has enhanced Teladoc's ability to engage members earlier in their health journey, creating opportunities for cross-engagement and service expansion.
- International Integrated Care business revenues grew 14% year over year on a constant currency basis, indicating strong global growth potential.
- Revenue declined 2.2% year over year due to a decline at BetterHelp, despite growth in the Integrated Care segment.
- Net loss per share was $0.28, including a noncash goodwill impairment charge, which was not anticipated in the guidance.
- The BetterHelp segment faced challenges with a 4% year-over-year decline in average paying users, impacted by weaker consumer sentiment and macroeconomic uncertainty.
- The US cash pay business for BetterHelp continues to face pressure from growing consumer preference for insurance-covered mental health therapy.
- The company anticipates a $3 million headwind to adjusted EBITDA due to tariff-related issues, with ongoing efforts to mitigate these impacts.
Good afternoon, everyone, and thank you for joining today's Teladoc Health Q3 '25 earnings conference call. My name is Regan, and I will be your moderator today. (Operator Instructions)
I would now like to pass the conference over to our host, Mike Minchak, Head of Investor Relations for Teladoc. Please proceed.
Thank you, and good afternoon. Today, after the market closed, we issued a press release announcing our third-quarter 2025 financial results. This press release and the accompanying slide presentation are available in the Investor Relations section of the teladochealth.com website. On this call to discuss the results are Chuck Divita, Chief Executive Officer; and Mala Murthy, Chief Financial Officer.
During this call, we will also discuss our outlook, and our prepared remarks will be followed by a question-and-answer session. Please note that we will be discussing certain non-GAAP financial measures that we believe are important in evaluating our performance. Details on
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