The earnings call presented a mixed view with significant growth in membership and international expansion, counterbalanced by revenue declines and challenges in BetterHelp and health plan channels. The company acknowledged headwinds but also highlighted strategic priorities and growth areas.
Company Guidance
During the Teladoc Health Q4 2024 earnings call, the company provided guidance for 2025, highlighting several key metrics and strategic priorities. For the full year 2025, Teladoc expects consolidated revenue to be between $2.47 billion and $2.58 billion, with consolidated adjusted EBITDA projected in the range of $278 million to $319 million. The company anticipates free cash flow of $190 million to $220 million, representing a year-over-year increase of 12% to 30%. In terms of segment performance, the Integrated Care segment is expected to achieve flat to 3% revenue growth year-over-year, with an adjusted EBITDA margin of 14.8% plus or minus 50 basis points. Meanwhile, the BetterHelp segment is projected to see a revenue decline of 3.75% to 9.75% compared to 2024, with an adjusted EBITDA margin between 6.25% and 7.75%. Teladoc is focused on driving growth through increased member engagement, enhanced value per visit, productivity improvements, and international expansion. The company also plans to invest in its offerings and explore synergies across its mental health services, including BetterHelp's initiatives to expand payer coverage.
Membership and Visit Volume Growth
In 2024, Teladoc Health added over 4 million members in the U.S. and grew underlying visit volumes by 6%. Chronic Care management enrollment increased by 4%, and the company saw the strongest year of bookings since 2020 in their employer channel.
International Expansion Success
Teladoc's international business delivered mid-teens revenue growth in 2024. Notable expansions included partnerships in France for virtual psychiatry services and combining virtual services with proprietary devices in Canada.
BetterHelp Milestone
The BetterHelp segment reached a milestone of serving over 5 million people and maintained a high Net Promoter Score above 70. International revenue accounted for approximately 20% of BetterHelp's segment revenues.
---
Teladoc (GB:0LDR) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
GB:0LDR Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 26, 2025
$10.89
$9.79
-10.05%
Oct 30, 2024
$9.10
$9.10
0.00%
Jul 31, 2024
$9.53
$8.74
-8.31%
Apr 25, 2024
$13.34
$13.08
-1.95%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Teladoc Inc. (GB:0LDR) report earnings?
Teladoc Inc. (GB:0LDR) is schdueled to report earning on Apr 23, 2025, TBA Not Confirmed.
What is Teladoc Inc. (GB:0LDR) earnings time?
Teladoc Inc. (GB:0LDR) earnings time is at Apr 23, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.