NYSE$TDOC

Teladoc Health Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Teladoc Health reported Q4 2025 revenue of $642.3 million, flat year over year, with adjusted EBITDA of $83.8 million, up 12%.

Teladoc posted Q4 2025 consolidated revenue of $642.3 million (flat YoY) with a net loss of $25.1 million ($0.14 per share) and adjusted EBITDA of $83.8 million (+12%). Full-year revenue was $2.53 billion (-2%) with adjusted EBITDA $281.1 million. Operating cash flow was $294.4 million for the year and the company ended with $781.1 million in cash. Management cited progress on strategic priorities and BetterHelp stabilization efforts.

  • Q4 revenue $642.3M (flat); adjusted EBITDA $83.8M (+12%).
  • Q4 net loss $25.1M ($0.14 EPS) improved vs prior trends.
  • FY25 operating cash flow $294.4M; cash $781.1M.
  • Integrated care and BetterHelp portfolio repositioning continues.

Headline financials

Total Revenue

$642M

Previous: $640M+0.3%
EPS (adj)

-$0.14

Previous: -$0.28+50.0%
Adjusted EBITDA

$83.8M

Previous: $74.8M+12.0%
Operating Cash Flow

$87.7M

Previous: $85.9M+2.1%
Capex

$34.3M

Previous: $29.6M+15.8%
Total Visits

4.3M

Previous: 4.4M-2.3%
U.S. Integrated Care Members

101.8M

Previous: 93.8M+8.5%
BetterHelp Paying Users

375.0K

Previous: 400.0K-6.3%
Net Income

-$25.1M

Previous: -$48.4M+48.2%
Operating Income

-$36M

Previous: -$48.2M+25.3%
Gross Profit

$445M

Previous: $421M+5.9%

Revenue & EPS history

Teladoc · Revenue · Quarterly

$642M

Q4 2025+0.3%vs Q4 2024
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Teladoc · $660M total across 2 segments · Q3 2023

  • Integrated Care
    $374M
  • BetterHelp
    $286M

Forward guidance

Teladoc provides annual guidance on its earnings call; the Q4 release emphasized beating midpoint on revenue and adjusted EBITDA for the quarter while continuing portfolio optimization.

Tailwinds

  • Adjusted EBITDA growth and solid cash generation.
  • Large installed employer and payer virtual care footprint.
  • Cost discipline and segment focus under new strategic plan.

Headwinds

  • Flat to declining consolidated revenue growth.
  • BetterHelp consumer demand normalization and competition.
  • GAAP losses and intangible amortization from prior acquisitions.

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 2025

Historical avgQ4 2025

-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

Earnings price reactions
QuarterReport dateReaction (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

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