Teladoc Health第一季度财报 - Teladoc Health发布第一季度财报后，股价下跌超过2%[1] - Teladoc Health第一季度营收增长3%，达到6.46亿美元，但净亏损加深[3] - 分析师预期Teladoc Health第一季度营收略高于6.37亿美元，但净亏损略低于0.46美元[4] - Teladoc Health对第二季度的指导落后于分析师预期，预计营收为6.35亿至6.6亿美元，净亏损为0.35至0.45美元[5]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________________________________________________________________ Form 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-37477 ________ ...

财务数据和关键指标变化 - 第一季度合并收入增长3%至6.46亿美元,调整后EBITDA为6300万美元,利润率为9.8% [20] - 综合护理业务收入增长8%至3.77亿美元,调整后EBITDA利润率为12.6% [21] - BetterHelp业务收入下降4%至2.69亿美元,调整后EBITDA利润率为5.7% [23][24] 各条业务线数据和关键指标变化 - 综合护理业务的慢性病护理项目注册人数增长9%至112万人 [22] - 综合护理业务的美国会员总数增长8%至9180万人 [22] - BetterHelp付费用户下降11% [23] 各个市场数据和关键指标变化 - BetterHelp国际业务占比已达到中高teens,有望成为第二半年收入增长的驱动力 [44][45] 公司战略和发展方向及行业竞争 - 公司正在执行成本节约和生产力提升计划,预计2024年可实现4300万美元的成本节约,2025年达到8500万美元 [14] - 公司正在评估BetterHelp业务的各种增长举措,包括提高广告效率、拓展国际市场等 [32][33][34] - 公司在慢性病护理领域保持领先地位,并通过捆绑销售等方式持续拓展产品渗透 [15][16] 管理层对经营环境和未来前景的评论 - 公司对第二半年BetterHelp业务的增长持乐观态度,预计收入将实现扁平至低个位数的增长 [31][32][33][34] - 公司对综合护理业务的收入增长和利润率扩张保持信心,预计全年收入增长将在低至中个位数,利润率将扩张150-250个基点 [27][28][29][30] 问答环节重要的提问和回答 问题1 **Stephanie Davis 提问** 询问BetterHelp国际业务的推进情况和时间节点 [43] **Mala Murthy 回答** 公司已在英语国家市场如英国、加拿大、澳大利亚等建立了业务,将在第二半年继续加大在这些市场的投入,预计国际业务将成为BetterHelp收入增长的重要驱动力 [44][45] 问题2 **Lisa Gill 提问** 询问公司是否考虑进行战略调整,以及对8%会员增长的影响 [49][50] **Mala Murthy 回答** 公司目前专注于执行既定的战略和计划,包括成本节约、产品创新等,并将继续评估各业务线的表现,根据需要进行调整。会员增长为未来交叉销售和产品渗透提供了基础 [51][52][53][56] 问题3 **Jailendra Singh 提问** 询问慢性病护理项目注册人数季度环比下降的原因,以及公司在该领域的长期定位 [58][59][60][61][62] **Mala Murthy 和 Laizer Kornwasser 回答** 注册人数通常会在全年中逐步增加,第一季度下降主要是由于营销暂停的影响,预计全年会持续增长。公司在慢性病护理领域保持领先地位,并通过捆绑销售等方式持续拓展产品渗透 [60][61][62][63]

For the quarter ended March 2024, Teladoc (TDOC) reported revenue of $646.13 million, up 2.7% over the same period last year. EPS came in at -$0.49, compared to -$0.37 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $636.98 million, representing a surprise of +1.44%. The company delivered an EPS surprise of -4.26%, with the consensus EPS estimate being -$0.47.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...

Teladoc财报分析 - Teladoc在本季度每股亏损为0.49美元，略低于Zacks Consensus Estimate的0.47美元亏损[1] - Teladoc在过去四个季度中，三次超过了市场预期的每股收益[2] - Teladoc本季度营收为6.4613亿美元，超过了Zacks Consensus Estimate的1.44%[3] - Teladoc股价的短期走势将主要取决于管理层在财报电话会议上的评论[4]

Cautionary Note • This presentation may include certain non-GAAP financial measures as defined by SEC rules. Teladoc Health believes that the presentation of such non-GAAP financial measures enhances an investor's understanding of the Company's financial performance. Teladoc Health uses certain non-GAAP financial measures for business planning purposes and in measuring the Company's performance relative to that of its competitors. For additional information regarding these non-GAAP financial measures, inclu ...

公司业绩展望 - 公司预计2024年3月31日季度和2024年12月31日年度的业绩展望与2024年2月20日的财报中披露的展望范围一致[4] 高管任命及薪酬调整 - 公司任命Mala Murthy为代理首席执行官，取代Jason Gorevic，同时继续担任首席财务官[5] - Mala Murthy的基本工资将从53万美元增加至约75万美元，目标奖金机会将从基本工资的75%增加至120%[5]

Teladoc Health, Inc. (TDOC) is set to report its first-quarter 2024 results on Apr 25, after the closing bell. Analysts anticipate a robust performance in the Integrated Care segment, although rising costs may partially offset its results. Let’s delve deeper.Factors Impacting TDOCTeladoc’s top line has been benefiting on the back of higher Access Fees, visits and segmental growth in Integrated Care. Growth in U.S. Integrated Care members is likely to have fueled growth in its first-quarter results. Our esti ...

Has the telehealth provider entered value territory?Investor sentiment surrounding Teladoc (TDOC -1.20%) has been bad for a while now. The telemedicine specialist's stock is down 95% from its all-time high in 2021.Teladoc's business boomed during the early days of the COVID-19 pandemic, benefiting enormously by providing at-home virtual care to patients. But like so many of the other "stay-at-home" stocks, Teladoc has struggled mightily since life returned to normal. The company is not currently profitable, ...

PURCHASE, NY, April 12, 2024 (GLOBE NEWSWIRE) -- Teladoc Health, Inc. (NYSE:TDOC), the global leader in whole-person virtual care, announced that it will release first quarter 2024 results on Thursday, April 25, 2024, after the market closes. In conjunction, the company will host a conference call to review results at 4:30 p.m. E.T. on the same day. Conference Call DetailsThe conference call can be accessed by dialing 1-833-470-1428 for U.S. participants and using the access code # 901506. For international ...