Teladoc (TDOC) reported $642.27 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 0.3%. EPS of -$0.14 for the same period compares to -$0.28 a year ago.
The reported revenue represents a surprise of +1.32% over the Zacks Consensus Estimate of $633.91 million. With the consensus EPS estimate being -$0.19, the EPS surprise was +27.57%.
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:
- U.S. Integrated Care Members: 101.8 million compared to the 102.3 million average estimate based on five analysts.
- Average Monthly Revenue Per U.S. Integrated Care Member: $1.34 versus the five-analyst average estimate of $1.31.
- BetterHelp Paying Users: 0.38 million versus 0.38 million estimated by five analysts on average.
- Chronic Care Program Enrollment: 1.19 million versus the four-analyst average estimate of 1.18 million.
- Revenues by Segment- Integrated Care: $409.09 million versus $400.1 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +4.7% change.
- Revenues by Segment- BetterHelp: $233.18 million versus the seven-analyst average estimate of $234.26 million. The reported number represents a year-over-year change of -6.7%.
- Revenues by Segment- BetterHelp- Other Wellness Services: $4.12 million compared to the $4.89 million average estimate based on three analysts. The reported number represents a change of -24.7% year over year.
- Revenues by Segment- BetterHelp- Therapy Services: $229.06 million versus the three-analyst average estimate of $230.64 million. The reported number represents a year-over-year change of -6.3%.
- Revenue by Type- Other: $120.67 million versus the two-analyst average estimate of $94.31 million. The reported number represents a year-over-year change of +23.9%.
- Revenue by Type- Access fees: $521.6 million versus the two-analyst average estimate of $536.19 million. The reported number represents a year-over-year change of -4%.
- Adjusted EBITDA- BetterHelp: $18.46 million versus the five-analyst average estimate of $15.4 million.
- Adjusted EBITDA- Integrated Care: $65.33 million versus $64.25 million estimated by five analysts on average.
View all Key Company Metrics for Teladoc here>>>
Shares of Teladoc have returned -19% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with 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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