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Teladoc (TDOC) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

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Teladoc (TDOC - Free Report) reported $606.93 million in revenue for the quarter ended June 2026, representing a year-over-year decline of 4%. EPS of -$0.21 for the same period compares to -$0.19 a year ago.

The reported revenue represents a surprise of -1.26% over the Zacks Consensus Estimate of $614.69 million. With the consensus EPS estimate being -$0.24, the EPS surprise was +12.5%.

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:
  • U.S. Integrated Care Members: 100.3 million compared to the 99.61 million average estimate based on four analysts.
  • Average Monthly Revenue Per U.S. Integrated Care Member: $1.31 versus the four-analyst average estimate of $1.31.
  • BetterHelp Paying Users: 0.35 million versus the four-analyst average estimate of 0.37 million.
  • Chronic Care Program Enrollment: 1.27 million versus 1.19 million estimated by two analysts on average.
  • Revenues by Segment- Integrated Care: $394.31 million compared to the $392.17 million average estimate based on six analysts. The reported number represents a change of +0.7% year over year.
  • Revenues by Segment- BetterHelp: $212.62 million compared to the $221.8 million average estimate based on six analysts. The reported number represents a change of -11.6% year over year.
  • Revenues by Segment- BetterHelp- Consumer and Other: $190.85 million versus $205.47 million estimated by three analysts on average.
  • Revenues by Segment- BetterHelp- Insurance Covered Services: $21.77 million compared to the $20.03 million average estimate based on two analysts.
  • Adjusted EBITDA- BetterHelp: $0.47 million versus the three-analyst average estimate of $1.77 million.
  • Adjusted EBITDA- Integrated Care: $65.24 million versus $59.25 million estimated by three analysts on average.

View all Key Company Metrics for Teladoc here>>>

Shares of Teladoc have returned +10.4% over the past month versus the Zacks S&P 500 composite's +1.9% 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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