Advertising And Marketing ExpensesTDOC's Advertising & Marketing expense has been increasing, both as a % of revenue and on an absolute dollar basis, faster than sales growth.
Competitive EnvironmentTeladoc operates in a competitive environment, competing against well-capitalized health plans, which will be the most important challenge for the new CEO to address.
Growth And Financial PerformanceLivongo MAUs declined 14% y/y, a notably large decline, and the worst contraction observed to date.