Teladoc(TDOC)

搜索文档
Teladoc (TDOC) Exceeds Market Returns: Some Facts to Consider
Zacks Investment Research· 2024-01-20 07:56
The latest trading session saw Teladoc (TDOC) ending at $20.24, denoting a +1.96% adjustment from its last day's close. The stock's change was more than the S&P 500's daily gain of 1.23%. Elsewhere, the Dow gained 1.06%, while the tech-heavy Nasdaq added 1.7%.The the stock of telehealth services provider has fallen by 6.72% in the past month, lagging the Medical sector's gain of 3.16% and the S&P 500's gain of 0.94%.The investment community will be paying close attention to the earnings performance of Telad ...
Teladoc Health highlights progress in advancing care access, sustainability in new report
Newsfilter· 2024-01-18 22:00
PURCHASE, NY, Jan. 18, 2024 (GLOBE NEWSWIRE) -- Teladoc Health (NYSE:TDOC), the global leader in whole-person virtual care, today published its fourth annual Corporate Social Responsibility (CSR) report. The latest report highlights the organization's growing positive impact on communities around the globe—from expanding access to equitable care and advancing health equity, to further reducing packaging materials to support sustainability goals. It also follows a landmark year for the company, which surpass ...
Is Teladoc Health Stock a Buy Now?
The Motley Fool· 2024-01-11 19:27
Teladoc Health股价表现 - Teladoc Health 最近股价上涨18%,投资者开始重新看好这支股票[1] Teladoc业绩表现 - Teladoc 在2020年收购 Livongo 时支付了高昂的价格,导致公司遭受数十亿美元的减值损失,但在2023年前九个月,减值损失不再拖累其业绩,营收增长近10%[3][4] 远程医疗市场前景 - 分析师预计到2030年,远程医疗市场价值将达到4553亿美元,是目前市值的3倍以上,增长率为24.3%[7] Teladoc长期增长机会 - 远程医疗行业仍然充满机遇,Teladoc 作为行业内的大公司,有望从长期增长中受益[11][12]
Teladoc (TDOC) Stock Sinks As Market Gains: Here's Why
Zacks Investment Research· 2024-01-11 08:35
In the latest trading session, Teladoc (TDOC) closed at $21.80, marking a -0.05% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.57%. Elsewhere, the Dow saw an upswing of 0.46%, while the tech-heavy Nasdaq appreciated by 0.75%.Shares of the telehealth services provider witnessed a gain of 14.19% over the previous month, beating the performance of the Medical sector with its gain of 6.86% and the S&P 500's gain of 3.4%.The investment community will be paying clos ...
Teladoc Health, Inc. (TDOC) CEO Jason Gorevic Presents at 42nd Annual JPMorgan Healthcare Conference Transcript
Seeking Alpha· 2024-01-10 09:27
Teladoc Health, Inc. (NYSE:TDOC) 42nd Annual JPMorgan Healthcare Conference January 9, 2024 4:30 PM ET Company Participants Jason Gorevic - CEO Conference Call Participants Lisa Gill - JPMorgan Lisa Gill Good afternoon. My name is Lisa Gill, and I am the Head of Healthcare Services at JPMorgan. With me this afternoon, I have Teladoc Health. Presenting for Teladoc is CEO, Jason Gorevic. When Jason has done with his presentation, he'll join me over here, and we'll have a little fireside chat. So with that, ...
Teladoc Health, Inc. (TDOC) CEO Jason Gorevic Presents at 42nd Annual JPMorgan Healthcare Conference Transcript
2024-01-10 09:27
公司概况 - Teladoc Health是全球领先的虚拟医疗服务提供商[3] - Teladoc Health的平台服务约9000万人,主要通过大型雇主和健康计划提供[3] - Teladoc Health每年进行超过2000万次虚拟就诊,与会员进行超过5亿次医疗互动[4] - Teladoc Health在整体医疗行业拥有超过60的净推荐分数,被Newsweek评为最受信任的医疗品牌[5] 业务概况 - Teladoc Health的业务分为综合护理和BetterHelp两个部分[6] - 综合护理占据了Teladoc Health收入的56%,主要通过B2B2C模式销售给雇主、健康计划和医院系统[6] - BetterHelp主要销售虚拟心理健康服务,收入已经从1亿美元增长到10亿美元[8] - 综合护理主要包括虚拟急诊、虚拟初级护理、虚拟营养和皮肤科服务[9] 公司发展 - Teladoc Health通过数据科学和机器学习来提高临床护理和会员参与度[15] - Teladoc Health通过扩大客户群体和交叉销售不同产品和服务来实现增长[17] - 公司在慢性护理服务方面取得了良好的增长,从12%增长到14%的渗透率[22] - 虚拟初级护理产品Primary 360在2023年实现了约2%的渗透率,带来约3000万美元的收入[23] 客户和市场 - 公司在2023年约75%的销售来自现有客户,未来有巨大的增长机会[24] - 公司约30%的会员使用了多种慢性护理服务,这提高了收入[26] - 公司利用捆绑销售和人工智能等技术提高了客户参与度和招募率[27] - 公司通过扩大产品范围和服务对象,成功将客户的收入从2021年的1900万美元增长到2024年的6300万美元[29] BetterHelp业务 - 公司的BetterHelp平台在市场上拥有无与伦比的优势,通过规模化运营和先进的机器学习技术,成功提高了客户留存率和服务持续时间[39] - BetterHelp业务从2014年的100万美元增长到现在的超过10亿美元[53] - 公司正在寻求将BetterHelp的能力更多地引入B2B业务[56] - BetterHelp业务仍在增长,公司继续改进以提高客户保留率和财务表现[77] 财务状况 - 公司在2023年前三个季度产生了超过1亿美元的自由现金流[44] - 公司预计全年将产生超过1.75亿美元的自由现金流[44] - 公司专注于平衡增长,既关注营收增长又关注利润增长[44] - 公司表示他们在2023年看到了利润率的扩张,并表示这种增长将持续[83]
Teladoc (TDOC) Increases Despite Market Slip: Here's What You Need to Know
Zacks Investment Research· 2024-01-05 08:35
Teladoc股价表现 - Teladoc (TDOC) 最新收盘价为 $21.36,较前一天上涨了 +0.56% [1] - 过去一个月,Teladoc 的股价上涨了 12.02%,超过了医疗行业的 5.72% 和标普500指数的 2.56% [2] Teladoc财务预测 - Teladoc 即将公布的每股收益预计为 -$0.22,较去年同期增长了 4.35%。预计营收为 $670.77 亿美元,较去年同期增长了 5.18% [3] 分析师观点 - 分析师对 Teladoc 的预测变化可能会影响股价走势,积极的变化表明分析师对公司的业务和盈利前景持乐观态度 [4]
3 Reasons to Buy Teladoc Stock Like There's No Tomorrow
The Motley Fool· 2024-01-01 16:45
Teladoc Health公司概况 - Teladoc Health是一家领先的远程医疗公司,虽然股价在过去三年下跌了89%,但仍有投资价值[1] Teladoc的竞争优势 - Teladoc正在建立竞争优势,通过网络效应吸引更多用户和医疗机构,有望在远程医疗行业保持竞争力[4],[5] Teladoc的盈利前景 - 公司的毛利率强劲,尽管目前尚未盈利,但毛利率持续保持在高水平,未来有望实现盈利[6],[7],[9],[10]
Teladoc Health to Participate in Upcoming Investor Conference
Globenewswire· 2023-12-22 16:30
Teladoc Health - Teladoc Health宣布CEO和CFO将参加第42届J.P. Morgan Healthcare Conference[1] - 可以在http://ir.teladochealth.com/news-and-events/events-and-presentations/上观看演示的直播音频和重播[1] - Teladoc Health是全球整体虚拟医疗护理领导者,通过转变医疗体验,赋予全球人民生活健康的力量[1] - Teladoc Health利用专有的健康信号和个性化互动,在每个人的健康旅程的每个阶段推动更好的健康结果[1]
Teladoc Health, Inc. (TDOC) 35th Annual Piper Sandler Healthcare Conference (Transcript)
2023-11-29 04:46
业绩总结 - 美国综合护理在第三季度同比增长了9.2%,并带领公司在第三季度调整后的EBITDA超出预期,部门利润率从第二季度的10.5%扩大到第三季度的约16.8%[1] - BetterHelp部门在第三季度实现了健康的8%年度收入增长和9%的调整后的EBITDA利润率[10] - BetterHelp部门预计在第四季度实现低至中单位数的收入增长和中点处的22.5%的调整后的EBITDA利润率[10] 用户数据 - 超过三分之一的慢性护理会员同时参与了多个慢性护理节目,这带来了更好的临床结果和更高的留存率[2] - Teladoc的综合护理业务在第三季度增加了约430万名会员,尽管这些会员在季度报告中没有显著贡献,但这是一个巨大的竞争胜利[6] 未来展望 - 第四季度指导预计美国综合护理的年同比增长率将保持高位一位数,但利润率将从第三季度的约17%下降到约12%[8] - Teladoc的综合护理业务在未来五年中有望成为人们寻求医疗服务的首选,成为他们的医疗合作伙伴[8] 新产品和新技术研发 - 提供基于提供者的护理是Teladoc对患者进行GLP-1评估、采购、滴定、停用胰岛素等全过程管理的解决方案[4] 市场扩张和并购 - BetterHelp的广告投资节奏和季节性会影响业务表现,建议更多关注全年表现而非季度表现[11] - 公司在平衡业务增长和利润率扩张方面取得了实质性进展,但市场尚未充分认可[14]