Teladoc Health Faces 2% Revenue Decline in Q3 2025 Amid Repositioning Efforts
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
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Source: Fool
- Revenue Decline: Teladoc reported a revenue of $626 million in Q3 2025, reflecting a 2% year-over-year decline, indicating challenges in the post-pandemic market recovery, particularly with its online therapy segment, BetterHelp.
- Business Repositioning: CEO Charles Divita has designated 2025 as a 'repositioning year', aiming to enhance the company's value proposition through product changes, particularly addressing significant weaknesses in BetterHelp amid competitive pressures.
- Membership Growth: Despite the overall revenue decline, Teladoc's U.S. integrated care membership reached 102.5 million in Q3, a 9% increase year-over-year, suggesting growth potential in its virtual healthcare business that could lay the groundwork for future revenue recovery.
- Cash Flow Status: While Teladoc generated $67.9 million in free cash flow in Q3 and ended with $726 million in cash and equivalents, the company still faced a net loss of $49.5 million, highlighting ongoing concerns about the sustainability of its profit model.
TDOC
$7.12+Infinity%1D
Analyst Views on TDOC
Wall Street analysts forecast TDOC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TDOC is 9.30 USD with a low forecast of 8.00 USD and a high forecast of 12.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
2 Buy
11 Hold
0 Sell
Hold
Current: 7.250
Low
8.00
Averages
9.30
High
12.00
Current: 7.250
Low
8.00
Averages
9.30
High
12.00
About TDOC
Teladoc Health, Inc. provides virtual healthcare services. Its segments include Teladoc Health Integrated Care (Integrated Care) and BetterHelp. Integrated Care segment includes a suite of global virtual medical services including general medical, expert medical services, specialty medical, chronic condition management, mental health, and enabling technologies and enterprise telehealth solutions for hospitals and health systems. Services in this segment are distributed on a B2B basis. BetterHelp segment includes direct-to-consumer mental health platform. The online counseling and therapy services are provided via its network of over 35,000 licensed clinicians leveraging its platform for Web, mobile app, phone, and text-based interactions. Its Teladoc Health family of brands, including Teladoc and BetterHelp, deliver access to advice and resolution for an array of healthcare needs. Its Telecare brand is a tech-enabled provider of specialist and allied health care via virtual delivery.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
