Teladoc Health Q4 revenue beats expectations

Teladoc Health

25/02/2026 21:42

Overview

Virtual care provider's Q4 revenue flat yr/yr, beat analyst expectations

Adjusted EBITDA for Q4 rose 12%, beating analyst estimates

Company reported Q4 net loss of $25.1 mln

Outlook

Teladoc Health expects full-year 2026 revenue of $2,470 mln to $2,587 mln

Company projects first-quarter 2026 revenue between $598 mln and $620 mln

Result Drivers

INTEGRATED CARE GROWTH - Integrated Care segment revenue increased 5% in Q4 2025, contributing to overall revenue stability

INTERNATIONAL REVENUE INCREASE - International revenue rose 19% in Q4 2025, partially offsetting a decline in U.S. revenue

BETTERHELP DECLINE - BetterHelp segment revenue decreased 7% in Q4 2025, impacting overall revenue performance

Company press release: ID:nGNX4Rr38f

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$642.27 mln
$635.23 mln (24 Analysts)
Q4 Net Income
-$25.14 mln
Q4 Adjusted EBITDA
Beat
$83.78 mln
$80.42 mln (24 Analysts)
Q4 Basic EPS
-$0.14


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 23 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the healthcare facilities & services peer group is "buy."

Wall Street's median 12-month price target for Teladoc Health Inc is $8.25, about 81.7% above its February 24 closing price of $4.54

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)