)

Talkspace (TALK) investor relations material
Talkspace Canaccord Genuity’s 45th Annual Growth Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business performance and growth
Achieved 35% growth in payer revenue and 18% overall growth in Q2, with payer now the largest and fastest-growing revenue line.
Added 10,000 net new users in Q2, marking the largest increase in over two years, driven by in-network insurance strategy.
Three material direct-to-enterprise SaaS contracts slipped from Q2 to Q3 but are expected to be implemented and recognized in Q3.
Covered lives in payer business increased to approximately 200 million, up from 130–140 million a year ago.
Direct-to-consumer revenue has stabilized at around $4 million per quarter, with payer revenue now prioritized for long-term growth.
Strategic initiatives and partnerships
Significant CapEx investments are being made in AI and a proprietary LLM for mental health, aiming for unique market positioning.
Announced integration with a national express matching network to streamline patient scheduling and improve payer directory relationships.
Full integration with payer directories enables users to schedule appointments directly, enhancing patient engagement and conversion.
Entered new payer networks, including Texas Blues, Illinois Blues, and Idaho, after lengthy negotiations.
Signed TRICARE and Medicare, expanding into military and senior populations with tailored go-to-market strategies.
Market trends and operational focus
Payers are narrowing networks and shifting focus to value-based contracting, emphasizing quality and outcomes.
Network audits by payers are frequent, with increasing scrutiny on documentation and therapist quality.
The business model transition from consumer to insurance-based has been challenging but is now yielding more stable, long-term revenue.
Marketing allocation is managed flexibly, with spend adjusted based on channel performance and contribution margin.
No current supply-side issues in therapist recruitment or retention; matching remains efficient across regions.
Next Talkspace earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage