NYSE$TDOC
Teladoc Health Inc · Q4 2020 earnings
Q4 2020 earnings · · Investor relations
Briefing
Reported strong financial results, with revenue growth and increased total visits, while defining a new category of whole-person virtual care.
Teladoc Health's Q4 2020 results showed significant growth, with revenue increasing by 145% year-over-year to $383.3 million and total visits up by 139% to 3.0 million. The company transformed to define a new category of whole-person virtual care. However, the company reported a net loss of $(394.0) million for the quarter, which included acquisition and integration-related costs and accelerated stock-based awards expense related to the merger with Livongo.
- Q4 revenue increased 145% year-over-year to $383.3 million.
- Total visits increased 139% to 3.0 million.
- Net loss was $(394.0) million, including acquisition and integration costs and accelerated stock-based awards expense.
- Full-year revenue grew 98% year-over-year to $1,094.0 million, and total visits increased 156% to 10.6 million.
Headline financials
Revenue & EPS history
Teladoc · Revenue · Quarterly
$383M
Revenue by segment
Teladoc · $660M total across 2 segments · Q3 2023
- Integrated Care$374M—56.7%
- BetterHelp$286M—43.3%
Forward guidance
Teladoc Health provided revenue guidance for Q1 2021 to be in the range of $445 million to $455 million and for FY 2021 to be in the range of $1.95 billion to $2.0 billion.
Tailwinds
- Total revenue to be in the range of $445 million to $455 million for Q1 2021.
- Adjusted EBITDA to be in the range of $45 million to $48 million for Q1 2021.
- Total U.S. paid membership to be in the range of 51 million to 52 million members for Q1 2021.
- Total visits to be between 2.9 million and 3.1 million for Q1 2021.
- Total revenue to be in the range of $1.95 billion to $2.0 billion for FY 2021.
Headwinds
- EBITDA to be in the range of $(46) million to $(43) million for Q1 2021.
- EBITDA to be in the range of $(110) million to $(90) million for FY 2021.
- Uncertainty of the expected path of the COVID-19 pandemic.
- Broader economic impact.
- Circumstances are likely to change.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2020
-1.2%
Avg return
Earnings day
-2.1%
Avg return
5 days after
-1.6%
Avg return
30 days after
49%
21 / 43 earnings
Positive
+23.7%
Q2 2023
Best reaction
-42.0%
Q1 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +1.8% | +11.9% | +27.9% | |
| Q4 2025 | +15.5% | +9.7% | +10.5% | |
| Q3 2025 | +6.2% | -3.0% | -7.8% | |
| Q1 2025 | -2.8% | -5.7% | -3.8% | |
| Q4 2024 | -13.6% | -16.3% | -26.4% | |
| Q3 2024 | +0.9% | -0.6% | +34.3% | |
| Q2 2024 | -11.7% | -21.9% | -26.3% | |
| Q1 2024 | -5.2% | -7.1% | -16.4% | |
| Q4 2023 | -25.6% | -31.1% | -27.3% | |
| Q3 2023 | -3.3% | -13.5% | -5.3% | |
| Q2 2023 | +23.7% | +20.9% | -6.1% | |
| Q1 2023 | +3.4% | +2.2% | -14.4% | |
| Q4 2022 | -3.9% | -5.4% | -12.2% | |
| Q3 2022 | +6.4% | +10.8% | +3.2% | |
| Q2 2022 | -11.4% | -8.4% | -20.1% | |
| Q1 2022 | -42.0% | -35.7% | -38.1% | |
| Q4 2021 | -5.4% | +8.8% | +6.8% | |
| Q3 2021 | +5.6% | +7.2% | -22.4% | |
| Q2 2021 | +1.4% | -0.9% | -5.5% | |
| Q1 2021 | -10.1% | -14.1% | -20.7% | |
| Q4 2020 | -14.2% | -12.7% | -30.9% | |
| Q3 2020 | -2.3% | -14.6% | -11.9% | |
| Q2 2020 | +11.5% | +11.5% | -1.9% | |
| Q1 2020 | -9.1% | -3.8% | -3.9% | |
| Q4 2019 | +14.1% | +5.1% | +38.6% | |
| Q3 2019 | +7.1% | +12.3% | +17.1% | |
| Q2 2019 | +1.9% | -6.5% | -17.5% | |
| Q1 2019 | -2.0% | +2.9% | -1.8% | |
| Q4 2018 | -4.5% | -6.3% | -17.5% | |
| Q3 2018 | +4.6% | -8.6% | -9.9% | |
| Q2 2018 | +9.0% | +10.3% | +29.6% | |
| Q1 2018 | +5.7% | -1.9% | +18.4% | |
| Q4 2017 | +4.0% | +8.8% | +4.5% | |
| Q3 2017 | -3.0% | -5.4% | +8.0% | |
| Q2 2017 | -7.1% | -2.6% | +5.5% | |
| Q1 2017 | +23.3% | +26.9% | +46.3% | |
| Q4 2016 | +6.8% | -4.8% | +13.4% | |
| Q3 2016 | +6.2% | +8.6% | +19.4% | |
| Q2 2016 | -16.1% | -9.0% | +2.9% | |
| Q1 2016 | -1.5% | — | — | |
| Q4 2015 | -7.3% | — | — | |
| Q3 2015 | -10.6% | — | — | |
| Q2 2015 | +3.6% | — | — | |
| Q1 2015 | — | — | — | |
| Q4 2014 | — | — | — | |
| Q3 2014 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — |
Discussion
Share your read of this quarter. Sign-in carries your eToro identity.
Join the conversation
Sign in with eToro to post your read of this quarter and vote on others'.
Sign in with eToro