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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Talkspace
Talkspace (TALK) investor relations material
Talkspace Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Achieved full-year 2025 revenue of $229 million, up 22% year-over-year, with payer growth of 38% and adjusted EBITDA of $15.8 million, up 127% year-over-year.
Q4 2025 revenue was $63.0 million, up 29% year-over-year, with payer revenue up 41% and sessions reaching 450,000.
Strategic shift to payer fee-for-service model, network curation, and product innovation drove growth and operating leverage.
Expanded payer coverage to over 200 million lives, launched national Tricare coverage, and acquired Wisdo to enhance AI-powered offerings.
Proprietary AI agent in beta, with launch planned for 2026 to support future growth.
Financial highlights
2025 revenue reached $229 million, up from $187.6 million in 2024; adjusted EBITDA was $15.8 million, up 127% year-over-year.
Q4 2025 adjusted EBITDA was $6.6 million (10.4% margin), up 147% year-over-year; Q4 gross profit was $26.9 million (42.7% margin).
Full-year payer revenue grew 38% to $171.5 million; consumer revenue declined 30% to $17.5 million.
Ended 2025 with $92.6 million in cash and $55.2 million in marketable securities; no debt.
Repurchased ~$17 million in shares under the buyback plan in 2025.
Outlook and guidance
2026 revenue guidance: $275–$290 million (20–27% growth); adjusted EBITDA: $30–$35 million (90–122% growth).
Expect to exit 2026 with EBITDA margins in the mid-teens, at the high end of the 12–15% target range.
Payer revenue growth expected to match 2025 rates; DTE to grow low single digits; consumer revenue to decline.
Q1 DTE revenue expected to be sequentially lower due to Q4 implementation revenue.
Consumer revenue decline: What's the strategy?
Capitalized software costs: What's the ROI?
AI agent launch: Expected impact on 2026 guidance?
TalkAI D2C monetization strategy
Payor network narrowing impact on Talkspace?
CMS Access Program participation strategy?
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Next Talkspace earnings date
Barclays 28th Annual Global Healthcare Conference10 Mar, 2026
Talkspace
Next Talkspace earnings date
Barclays 28th Annual Global Healthcare Conference10 Mar, 2026
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Frequently asked questions
Talkspace Inc operates an online therapy platform connecting individuals with licensed therapists via web and mobile applications. The company offers services such as therapy, psychiatry, and self-guided mental health programs to individuals, employers, and health plans. Talkspace serves the mental health needs of a wide range of clients through digital access. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.
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