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Teladoc Health — Third Quarter 2026 Earnings Summary

  • Consolidated revenue decreased 3% year-over-year to $605.1 million for the quarter, while net loss narrowed to $26.9 million ($0.15/share) from $49.5 million ($0.28/share) in the prior year; Adjusted EBITDA rose 14% to $79.4 million.
  • Full-year 2026 guidance projects revenue between $2,395 million and $2,441 million, with Adjusted EBITDA expected between $277 million and $303 million and net loss per share between ($0.95) and ($0.75).
  • Segment performance diverged as Integrated Care revenue grew 2% year-over-year to $398.5 million, whereas BetterHelp revenue declined 13% to $206.6 million.
  • Management noted results were near the upper end of the revenue guidance range and above the EBITDA range, citing traction from strategic actions including the Teladoc One launch and hybrid care expansion.
  • Balance sheet strength remains with $849.9 million in cash and cash equivalents as of September 30, 2026, while U.S. Integrated Care members decreased 2% to 100.1 million.
Company
TELADOC HEALTH INC
Sector
Healthcare
Industry
Health Information Services