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Teladoc (TDOC) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2026, Teladoc (TDOC - Free Report) reported revenue of $605.1 million, down 3.4% over the same period last year. EPS came in at -$0.15, compared to -$0.21 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $585.55 million, representing a surprise of +3.34%. The company delivered an EPS surprise of +34.78%, with the consensus EPS estimate being -$0.23.

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: 100.1 million versus 99.76 million estimated by three analysts on average.
  • Average Monthly Revenue Per U.S. Integrated Care Member: $1.33 compared to the $1.31 average estimate based on three analysts.
  • BetterHelp Paying Users: 0.34 million versus 0.32 million estimated by three analysts on average.
  • Revenues by Segment- Integrated Care: $398.46 million versus the four-analyst average estimate of $394.98 million. The reported number represents a year-over-year change of +2.3%.
  • Revenues by Segment- BetterHelp: $206.64 million versus the four-analyst average estimate of $192.32 million. The reported number represents a year-over-year change of -12.8%.
  • Revenues by Segment- BetterHelp- Consumer and Other: $174.53 million versus the two-analyst average estimate of $164.87 million.
  • Revenues by Segment- BetterHelp- Insurance Covered Services: $32.11 million versus the two-analyst average estimate of $27.97 million.
  • Adjusted EBITDA- BetterHelp: $4.48 million compared to the $1.67 million average estimate based on two analysts.
  • Adjusted EBITDA- Integrated Care: $74.88 million compared to the $63.49 million average estimate based on two analysts.

View all Key Company Metrics for Teladoc here>>>

Shares of Teladoc have returned +12.2% 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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