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Teladoc Health (TDOC) investor relations material
Teladoc Health Piper Sandler 37th Annual Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Piper Sandler 37th Annual Healthcare Conference summary2 Dec, 2025
Integrated Care segment outlook
Low single-digit growth expected for 2026, with continued focus on operational excellence and product innovation.
Virtual visit revenues and international growth are key tailwinds, while macroeconomic uncertainty and health plan challenges are headwinds.
Core business drivers include membership, utilization, pricing power, and service penetration.
U.S. business is the largest, followed by international and health system segments; margins around 15%.
Significant opportunity remains to increase chronic care engagement among existing members.
Virtual care business model transition
Shift from subscription (PMPM) to visit-based revenue model, now over 50% visit-based in U.S. virtual care.
Visit-based model aligns revenue and gross margin with utilization, increasing seasonality and variability.
Subscription model offered predictability but less alignment with actual usage.
Behavioral and mental health integration
Over 60 million members have access to mental health services within Integrated Care.
Mental health offerings are embedded in chronic care programs and supported by a broad provider network.
New product Wellbound, launching in 2026, will integrate BetterHelp’s network with Integrated Care.
Integrated Care: Visit-based revenue mix by 2026?
BetterHelp: Impact of insurance transition on margins?
2027 converts: Capitalization structure options?
BetterHelp insurance transition: expected margin impact?
Health plan channel headwinds: 2026 membership impact?
2027 convertible debt: options for capitalization?
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Next Teladoc Health earnings date
Q4 202525 Feb, 2026
Next Teladoc Health earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
Teladoc Health, Inc. provides virtual healthcare services in the United States and internationally. The company offers a portfolio of services and solutions covering non-urgent, episodic, chronic, and complicated medical conditions, including diabetes, hypertension, chronic kidney disease, cancer, congestive heart failure, and mental health conditions. It offers a range of programs and services, including primary and specialty care telehealth solutions, chronic condition management, expert medical services, mental health solutions, and platform and program services. The company serves employers, health plans, hospitals and health systems,, insurance and financial services companies as well as individual members.
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