For the quarter ended March 2025, Teladoc (TDOC) reported revenue of $629.37 million, down 2.6% over the same period last year. EPS came in at -$0.19, compared to -$0.49 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $617.67 million, representing a surprise of +1.89%. The company delivered an EPS surprise of +42.42%, with the consensus EPS estimate being -$0.33.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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 Revenue Per U.S. Integrated Care Member: $1.27 versus the five-analyst average estimate of $1.27.
- U.S. Integrated Care Members: 102.5 million versus the five-analyst average estimate of 101.3 million.
- BetterHelp Paying Users: 0.4 million versus 0.39 million estimated by five analysts on average.
- Chronic Care Program Enrollment: 1.15 million compared to the 1.19 million average estimate based on four analysts.
- Revenues by Segment- Teladoc Health Integrated Care: $389.47 million compared to the $380.91 million average estimate based on seven analysts. The reported number represents a change of +3.3% year over year.
- Revenues by Segment- BetterHelp: $239.90 million compared to the $237.29 million average estimate based on seven analysts. The reported number represents a change of -10.8% year over year.
- Revenues by Segment- BetterHelp- Other Wellness Services: $5.46 million versus the three-analyst average estimate of $5.87 million. The reported number represents a year-over-year change of +2.9%.
- Revenues by Segment- BetterHelp- Therapy Services: $234.44 million versus $231.85 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -11.1% change.
- Revenue by Type- Other: $103.63 million versus the two-analyst average estimate of $84.31 million. The reported number represents a year-over-year change of +16.5%.
- Revenue by Type- Access fees: $525.74 million compared to the $533.56 million average estimate based on two analysts. The reported number represents a change of -5.6% year over year.
- Adjusted EBITDA- BetterHelp: $7.71 million compared to the $7.93 million average estimate based on five analysts.
- Adjusted EBITDA- Teladoc Health Integrated Care: $50.38 million versus the five-analyst average estimate of $46.02 million.
View all Key Company Metrics for Teladoc here>>>
Shares of Teladoc have returned -5.5% over the past month versus the Zacks S&P 500 composite's -0.2% 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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