Teladoc Health Q2 Earnings Call Highlights

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MarketBeat

Thu, July 30, 2026 astatine 7:03 AM CDT 6 min read

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Teladoc Health (NYSE:TDOC) reported second-quarter results wrong its consolidated guidance range, supported by stronger-than-expected profitability successful its Integrated Care segment, portion little cash-pay gross astatine BetterHelp prompted the institution to trim its full-year gross outlook.

Consolidated gross totaled $607 cardinal for the quarter, portion adjusted EBITDA was $66 million, representing a 10.8% margin. Teladoc reported a nett nonaccomplishment of $0.21 per stock and generated $36 cardinal successful escaped currency flow. The institution ended the 4th with $774 cardinal successful currency and currency equivalents, with nett indebtedness adjacent to 0.8 times trailing adjusted EBITDA.

Integrated Care Posts Revenue and Margin Gains

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Integrated Care gross roseate 0.7% twelvemonth implicit twelvemonth to $394 million, landing successful the precocious fractional of Teladoc's guidance range. The segment's adjusted EBITDA accrued 13.6% from a twelvemonth earlier to $65 million, producing a 16.5% borderline that was supra the company's guidance range.

Chief Executive Officer Chuck Divita said planetary gross again accrued by treble digits, aided by a 30% summation successful hybrid-care-model revenue. Higher chronic-care enrollment and sojourn gross besides contributed, much than offsetting little subscription revenue. Acquisitions accounted for astir 60 ground points of year-over-year growth.

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Teladoc ended the 4th with 100.3 cardinal U.S. Integrated Care members, somewhat supra its forecast range. Chronic-care enrollment reached 1.27 million, up 6% sequentially and 14% twelvemonth implicit year, driven mostly by clients adopting multi-condition bundles.

The institution precocious introduced Teladoc One, a connected-care exemplary that combines its objective and exertion capabilities astir an individual's healthcare needs. The offering volition initially people radical with cardiometabolic wellness conditions and is expected to go broadly disposable successful January 2027. Divita said Teladoc One volition usage the company's Pulse quality engine, which applies multidimensional information and artificial quality models to enactment objective insights, interventions and engagement.

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For 2026, Teladoc expects Integrated Care gross maturation of 0.8% to 2.4% and an adjusted EBITDA borderline of 15.6% to 16.4%. The institution said its gross outlook reflects a client-requested deferral of a planned declaration implementation and a little expected foreign-exchange benefit. It continues to expect high-single-digit integrated constant-currency planetary gross growth.

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