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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Teladoc Health
Teladoc Health (TDOC) investor relations material
Teladoc Health 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
Company Overview, Strategic Vision, and Priorities
Maintains a leading global position in virtual care, chronic condition management, and mental health, serving over 100 million people and 12,000 clients in the U.S. and internationally.
Focused on transforming virtual care through innovation, leveraging proprietary technology platforms like Prism and Pulse to deliver integrated care and actionable data insights.
Strategic priorities for 2025–2026 include enhancing U.S. Integrated Care, advancing mental health access, expanding global presence, and driving operational excellence.
Emphasis on product development, expanding preventive and hybrid care models, and entering new markets such as the employee assistance program with Wellbound.
Achieved ISO 9001 certification for key U.S. processes and streamlined operations to improve productivity and cost savings.
Financial Performance and Business Model Evolution
Reported $2.5 billion in trailing 12-month revenue and $272 million in Adjusted EBITDA as of Q3 2025.
Over 50% of virtual care revenues now come from visit-based arrangements, reflecting a shift from subscription models and impacting gross margins.
Maintains a strong financial position with $726 million in cash, ~1.0x net-debt to TTM AEBITDA, and $170 million free cash flow.
Operational cost reductions in technology, administration, and share-based compensation help offset margin pressures from the business model shift.
Diversified product portfolio and durable business model support future growth.
Product and Technology Advancements
Launched a new 24/7 care offering for 2026, expanding service scope and reducing ER visits by 70%.
Pulse data platform aggregates device and external data, applying AI for engagement, activation, and clinical insights.
AI is used extensively for clinical decision support, documentation, intake, and hospital device monitoring.
New AI-enabled stratification models, connected devices, and in-home labs enhance chronic care management and trigger clinical interventions.
Expanded hybrid care models to increase access, address staffing challenges, and support international growth.
Impact of visit-based revenue on future margins
BetterHelp insurance rollout: pace and drivers
AI integration: clinician role and patient safety
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Next Teladoc Health earnings date
Q4 202525 Feb, 2026
Teladoc Health
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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