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Here's What Key Metrics Tell Us About Teladoc (TDOC) Q1 Earnings

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For the quarter ended March 2026, Teladoc (TDOC - Free Report) reported revenue of $613.85 million, down 2.5% over the same period last year. EPS came in at -$0.36, compared to -$0.19 in the year-ago quarter.

The reported revenue represents a surprise of +0.25% over the Zacks Consensus Estimate of $612.3 million. With the consensus EPS estimate being -$0.32, the EPS surprise was -13.82%.

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: 101.2 million versus 99.14 million estimated by four analysts on average.
  • Average Monthly Revenue Per U.S. Integrated Care Member: $1.30 versus the four-analyst average estimate of $1.31.
  • BetterHelp Paying Users: 0.36 million compared to the 0.37 million average estimate based on four analysts.
  • Chronic Care Program Enrollment: 1.2 million compared to the 1.26 million average estimate based on two analysts.
  • Revenues by Segment- Integrated Care: $395.45 million versus $391.8 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +1.5% change.
  • Revenues by Segment- BetterHelp: $218.4 million versus the six-analyst average estimate of $217.49 million. The reported number represents a year-over-year change of -9%.
  • Revenue by Type- Other: $129.19 million compared to the $106.74 million average estimate based on two analysts. The reported number represents a change of +24.7% year over year.
  • Revenue by Type- Access fees: $484.66 million versus the two-analyst average estimate of $506.54 million. The reported number represents a year-over-year change of -7.8%.
  • Adjusted EBITDA- BetterHelp: $1.89 million versus the four-analyst average estimate of $2.88 million.
  • Adjusted EBITDA- Integrated Care: $56.28 million versus $52.28 million estimated by four analysts on average.

View all Key Company Metrics for Teladoc here>>>

Shares of Teladoc have returned +10.1% over the past month versus the Zacks S&P 500 composite's +12.2% 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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