TDOC Earnings Prediction
The chart below shows how TDOC performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TDOC sees a +5.31% change in stock price 10 days leading up to the earnings, and a -8.74% change 10 days following the report. On the earnings day itself, the stock moves by -1.25%. This data can give you a slight idea of what to expect for the next quarter's release.
TDOC Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
640.49M
-3.03%
-0.00%
Gross Margin
56.53%
1.04%
-11.03%
Operating Margin
-6.58%
45.25%
4.44%
Net Margin
-7.56%
73.00%
45.38%
EPS
-0.28
-64.71%
47.37%
No Data Available
TDOC Earnings Analysis
Teladoc Health Inc Corporation (TDOC.N) Earnings Conference Call
Positive
Customer Growth Surge: In 2024, Teladoc added over 4 million members in the U.S., demonstrating strong customer growth.
Visit Volume Growth: The company grew underlying visit volumes by 6%, indicating increased engagement with their services.
Chronic Care Management Growth: Chronic Care management involvement increased by 4% in 2024, showcasing growth in this important area.
Strong Employer Channel Demand: Teladoc achieved the strongest year of bookings since 2020 in their employer channel, reflecting strong demand for their services.
Client Onboarding Success: The company successfully launched over 800 new clients on January 1st, indicating effective implementation and client onboarding.
Global Revenue Expansion: International operations delivered mid-teens revenue growth, highlighting successful expansion in global markets.
Mental Health Service Demand: The BetterHelp segment served over 5 million people, indicating strong consumer demand for mental health services.
User Growth Stabilization: BetterHelp's average monthly paying users grew sequentially for the first time since Q2 2023, showing signs of stabilization.
Financial Stability and Flexibility: The company closed 2024 with nearly $1.3 billion in cash and cash equivalents, providing financial stability and flexibility.
Free Cash Flow Projections: Teladoc expects full year free cash flow of $190 million to $220 million in 2025, representing year-over-year growth of 12% to 30%.
Integrated Care Revenue Growth: Integrated Care segment revenue increased 4% to $1.5 billion in 2024, driven by virtual care visits and Chronic Care growth.
Negative
Q4 Revenue and Loss: Consolidated revenue for Q4 2024 was $640 million, with a net loss per share of $0.28, indicating financial struggles.
Revenue Decline Analysis: Full year 2024 consolidated revenue decreased by 1% compared to 2023, reflecting a decline in overall business performance.
Segment Revenue Decline: BetterHelp segment revenue for Q4 2024 was down 9.5% year-over-year, highlighting ongoing challenges in this area.
Net Loss and Impairment Charge: The company reported a net loss per share of $5.87 for the full year 2024, which included a significant non-cash goodwill impairment charge.
Revenue Decline Forecast: The guidance for 2025 indicates a potential revenue decline for BetterHelp of 3.75% to 9.75%, suggesting continued difficulties in this segment.
Integrated Care Revenue Outlook: The Integrated Care segment is expected to have flat to 3% revenue growth in 2025, which may not meet investor expectations for growth.
Visit Volume Impact: The company anticipates a more extended visit ramp at TRICARE, impacting visit volumes in a typically strong quarter.
Chronic Care Attrition Concerns: There are concerns about attrition in the Chronic Care business, with a client planning to transition a portion of their business in Q2 2025.
EBITDA Margin Impact: The adjusted EBITDA margin for Integrated Care is expected to be impacted by the Catapult acquisition, which is projected to be dilutive to margins in 2025.
TDOC FAQs
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TDOC Earning Call Sentiment
Teladoc Health, Inc. (TDOC) Q4 2024 Earnings Call Transcript
TDOC.N
2.94%Positive
The earnings call reveals a mixed picture: Integrated Care shows modest revenue growth and expansion, but BetterHelp faces challenges and declining revenue. Financial metrics are stable but uninspiring, with a net loss and no significant year-over-year improvement. The Q&A highlights stable utilization trends and a shift towards visit fee arrangements, but management's vague responses on client transitions and health plan challenges limit positive sentiment. The potential share buyback is a positive factor, but overall, the mixed results and cautious guidance suggest a neutral stock price movement, especially given the company's small-cap status.
