业绩总结 - Teladoc Health在2023年实现了33%的调整后EBITDA增长和1.94亿美元的自由现金流[8] - BetterHelp部门在2023年下半年社交媒体广告支出的回报率低于预期，影响了收入和利润率[13] - Teladoc Health计划通过效率和重组来削减超过8500万美元的费用，并在未来三年内实现每年50至100个基点的边际扩张[9] - Teladoc Health的虚拟护理业务为公司提供了稳定的收入来源和庞大的客户基础，为公司的附加产品和服务销售提供了稳定的渠道[14] - Teladoc Health预计未来三年整合护理部门的年收入将实现中单位数的增长[16] - BetterHelp业务在2023财年实现了11%的收入增长，达到了10亿美元[32] - 预计2024年由于技术问题延迟B2B消费者参与计划的推出，将对营收产生约2,000万美元的影响[37] 用户数据 - 集成护理业务的全年会员人数达到了8960万人[31] - 一般医疗基数中患有一种或多种慢性护理产品的比例为16%，较几年前的12%有所增加[77] - 75%的销售来自现有客户[77] 未来展望 - 预计2024年将有一些对毛利率的压力，主要来自更高的临床成本，但这将被运营费用的杠杆所抵消[86] - 公司将继续审视业务的各个部分，以确保它们对营收增长和利润贡献[92] - 公司将继续审视业务的各个部分，以确保它们对营收增长和利润贡献[94] 新产品和新技术研发 - 预计2024年成本节约计划将使调整后息税折旧及摊销前利润率增加150个基点，并带来超过3.25亿美元的节约[85] - 公司正在进行投资组合评估，主要关注客户、渠道、产品、地理位置等的盈利能力和增长前景，以及投资回报率[90] 市场扩张和并购 - 2024年上半年客户获取成本压力较大，但预计下半年国际市场将带来一定好处[55][57][58] - 公司目前拥有18亿美元的现金和强劲的自由现金流，预计今年将继续产生强劲的自由现金流[97] - 公司将优先考虑有吸引力的并购机会，然后用现金偿还债务，最后考虑股票回购[98]

Teladoc (TDOC) reported $660.53 million in revenue for the quarter ended December 2023, representing a year-over-year increase of 3.6%. EPS of -$0.17 for the same period compares to -$0.23 a year ago.The reported revenue represents a surprise of -1.53% over the Zacks Consensus Estimate of $670.77 million. With the consensus EPS estimate being -$0.22, the EPS surprise was +22.73%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall S ...

Teladoc (TDOC) came out with a quarterly loss of $0.17 per share versus the Zacks Consensus Estimate of a loss of $0.22. This compares to loss of $0.23 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 22.73%. A quarter ago, it was expected that this telehealth services provider would post a loss of $0.37 per share when it actually produced a loss of $0.35, delivering a surprise of 5.41%.Over the last four quarters, the company ...

Shares of telehealth-technology provider Teladoc Health Inc. TDOC sank after hours on Tuesday following a largely downbeat forecast for the first quarter and full year. The company, known for its BetterHelp therapy app, said it expected first-quarter sales of $630 million to $645 million, below FactSet forecasts of $673 million. It said it expected to lose 45 cents a share to 55 cents a share during that period, worse than analyst expectations for a 41-cent per-share loss. For the full year, Teladoc said i ...

The so-called "pandemic stocks" are a group of companies that performed well during the early days of the coronavirus outbreak since, for whatever reason, their businesses were equipped to thrive in these highly unusual conditions. Telehealth specialist Teladoc Health (TDOC -3.23%) was one of them. The company provided a convenient way for patients to get medical care without leaving their homes.However, like many other pandemic stocks, Teladoc has been on a southbound spiral since early 2021. The company's ...

公司业绩电话会议 - Teladoc Health, Inc.宣布调整2023年第四季度业绩电话会议时间，延迟至2024年2月20日下午5:00 E.T.举行[1] - 参与者可通过拨打1-833-470-1428（美国参与者）并使用访问代码 825968，或访问链接https://www.netroadshow.com/conferencing/global-numbers?confId=60046（国际参与者）参与电话会议[2] - 电话会议结束后，可通过网页重播收听，链接与原直播链接相同，将保持约90天的可用性[3] 公司业务 - Teladoc Health是全球整体虚拟医疗护理领域的领导者，利用专有的健康信号和个性化互动，推动在整个护理连续体中实现更好的健康结果[4]

Teladoc Health, Inc. (TDOC)第四季度业绩预测 - 预计第四季度每股亏损为22美分，较去年同期的23美分有所改善[1] - 预计第四季度营收为6.708亿美元，较去年同期增长5.2%[1] - Teladoc在过去四个季度中均超过了盈利的共识预期，平均超过14.2%[1] Teladoc Health, Inc. (TDOC)第四季度业绩影响因素 - 第四季度结果可能受益于更高的访问费用、访问量增加以及整合护理和BetterHelp部门的增长[4] - 第四季度的访问费用预期将比去年同期增加6.5%[5] - 第四季度的总访问量预计将同比增长3.5%[6] Teladoc Health, Inc. (TDOC)第四季度营收预测 - 预计第四季度美国营收将同比增长近5%，国际营收预计将增长超过10%[7] - 预计BetterHelp的调整后EBITDA将同比增长超过24%[7] - 预计其他收入将同比减少1.5%[9] Teladoc Health, Inc. (TDOC)第四季度总体预测 - 公司预计第四季度总收入为6.58亿至6.83亿美元，调整后EBITDA为1.07亿至1.17亿美元[10] - 公司的盈利预期不确定，因为盈利ESP为0.00%，并且Zacks排名为2[12] 其他医疗公司比较 - 公司建议考虑一些其他医疗公司，如Amedisys, Inc. (AMED)和Globus Medical, Inc. (GMED)[14][15] - Amedisys的盈利预期为每股1.04美元，过去四个季度中有三次超过盈利预期[15] - Globus Medical的盈利预期为每股59美分，过去四个季度中均超过盈利预期[16]

Vertex Pharmaceuticals - Vertex Pharmaceuticals在过去12个月的总回报大约是标普500指数的两倍，股价比一年前高出40%[4] - Vertex Pharmaceuticals通过其治疗囊性纤维化的四种产品去年创造了近100亿美元的收入，同时也报告了约36亿美元的利润[6] Teladoc Health - Teladoc Health在过去几年经历了一些困难，但其净亏损已经大幅缩减，第三季度的营收同比增长了8%[16]

urbazon/E+ via Getty ImagesIntroduction and Investment Thesis Teladoc (NYSE:TDOC) is a virtual healthcare services company that has severely underperformed the indices over the last 2 years. However, the latest earnings call suggests there is growing evidence of Teladoc’s renewed focus on improving its overall profitability, as Adjusted EBITDA grew 73% YoY. While investors are still wary about competitive threats from legacy players as well as technology giants such as Amazon (NASDAQ:AMZN) and Walmart ( ...

Last year was a big one for most growth stocks, but Teladoc Health (TDOC -1.05%) didn't participate in the rally. Shares of America's largest telehealth provider dropped 9% in 2023 and are down 6% so far this year.If we look back a little further, we can see the stock is down more than 90% from the peak it reached almost three years ago.You wouldn't know it by looking at its stock chart, but Teladoc Health is a much larger business than it was a few years ago. Could now be the right time to buy this beaten- ...