For the quarter ended September 2025, Teladoc (TDOC) reported revenue of $626.44 million, down 2.2% over the same period last year. EPS came in at -$0.21, compared to -$0.19 in the year-ago quarter.
The reported revenue represents a surprise of +0.23% over the Zacks Consensus Estimate of $625.02 million. With the consensus EPS estimate being -$0.26, the EPS surprise was +19.23%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Teladoc performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Average Monthly Revenue Per U.S. Integrated Care Member: $1.27 versus $1.27 estimated by five analysts on average.
- BetterHelp Paying Users: 0.38 million versus 0.39 million estimated by five analysts on average.
- U.S. Integrated Care Members: 102.5 million versus the five-analyst average estimate of 102.26 million.
- Chronic Care Program Enrollment: 1.17 million versus 1.16 million estimated by four analysts on average.
- Revenues by Segment- Integrated Care: $389.54 million versus $388.13 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +1.5% change.
- Revenues by Segment- BetterHelp: $236.9 million compared to the $237.7 million average estimate based on seven analysts. The reported number represents a change of -7.8% year over year.
- Revenues by Segment- BetterHelp- Other Wellness Services: $5.1 million compared to the $5.28 million average estimate based on three analysts. The reported number represents a change of -18.5% year over year.
- Revenues by Segment- BetterHelp- Therapy Services: $231.8 million versus $231.99 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -7.5% change.
- Revenue by Type- Other: $105.53 million versus the two-analyst average estimate of $90.63 million. The reported number represents a year-over-year change of +23.8%.
- Revenue by Type- Access fees: $520.91 million versus $533.92 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -6.2% change.
- Adjusted EBITDA- BetterHelp: $3.84 million compared to the $8.46 million average estimate based on five analysts.
- Adjusted EBITDA- Integrated Care: $66.07 million versus the five-analyst average estimate of $59.01 million.
View all Key Company Metrics for Teladoc here>>>
Shares of Teladoc have returned +8.2% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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Teladoc Health, Inc. (TDOC): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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