Teladoc Health, Inc. — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▼ Likely negative
significance 48/100
What the filing says
Teladoc reported Q2 2026 revenue of $606.9M (down 4% YoY from $631.9M); net loss of $38.9M or $0.21/share. Integrated Care grew 1% to $394.3M with 16.5% adjusted EBITDA margin; BetterHelp declined 12% to $212.6M with 0.2% adjusted EBITDA margin—cash-pay pressure accelerated in late May/June beyond prior guidance, though insurance revenue near expectations. Company lowered FY2026 BetterHelp revenue outlook and expects full-year revenue $2,362M–$2,447M (midpoint ≈1% growth), adjusted EBITDA $271M–$303M, free cash flow $130M–$170M.
Why this rating
BetterHelp collapse (96% EBITDA decline, revenue -12%) is material to a $1.5B company; offsetting Integrated Care stability limits full-damage scope. Guidance cut is real but manageable; not existential.
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