Teladoc Health, Inc. (TDOC)

In Q4 2025, Teladoc Health reported flat year-over-year revenue of $642.3 million and a net loss of $25.1 million. In Q1 2026, revenue declined by 2% to $613.8 million, with a net loss of $63.8 million. BetterHelp is shifting towards insurance reimbursement, with coverage live in 30 states and Washington D.C. The stock price has fluctuated, closing at $7.25 on May 8, 2026, with year-to-date and one-year returns showing declines.

The BetterHelp segment faces challenges including seasonal churn in its direct-to-consumer model, suggesting that demand for its services may experience seasonal fluctuations. The company's strategic shift to integrate insurance payments aims to mitigate these issues. Specific details for Teladoc Health's entire portfolio are not provided.

Teladoc Health, Inc., founded in 2002 and headquartered in New York City, operates in the Healthcare sector, providing virtual healthcare services globally through its Integrated Care and BetterHelp segments. The Integrated Care segment offers virtual medical services and enterprise telehealth solutions, while the BetterHelp segment provides direct-to-consumer mental health services. Teladoc Health's portfolio covers over 100 medical subspecialties and operates under various brands.

Teladoc Health operates in over 175 countries, providing virtual healthcare services worldwide, with key geographies including the U.S. and international markets.

Teladoc Health's brand reputation has been influenced by its financial performance and strategic shifts, including the transition of BetterHelp to a B2B platform and the acquisition of UpLift. Stock performance has been challenging, and cautious guidance has impacted investor sentiment negatively. However, progress in scaling insurance coverage for BetterHelp could positively impact its reputation. Analyst ratings reflect a mixed outlook.

Teladoc Health has significant institutional ownership, accounting for approximately 77.41% of the company, with major holders including Vanguard Group Inc. and BlackRock, Inc. Individual ownership is relatively small, with Hlm Venture Partners II LP being a significant individual shareholder. Insiders hold under 2% of the company's shares.