Teladoc Health, Inc. — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Teladoc reported Q3 2026 revenue of $605.1M (down 3% vs Q3 2025's $626.4M) and net loss of $26.9M ($0.15/share). Adjusted EBITDA increased 14% to $79.4M. Integrated Care segment revenue grew 2% to $398.5M with 18.8% margin; BetterHelp declined 13% to $206.6M due to strategic shift toward insurance-covered services and reduction in direct pay-out-of-pocket users. Nine-month revenue was $1,825.9M (down 3%); adjusted EBITDA $203.2M (up 3%). Full-year 2026 guidance: revenue $2,395–$2,441M, adjusted EBITDA $277–$303M.
Why this rating
Mixed results: revenue declining but adjusted EBITDA improving; BetterHelp structural decline offset by Integrated Care stability. Relative to $1.5B market cap, $605M quarterly revenue is material but decline is modest (-3%). No major deals, leadership changes, or going-concern issues. Execution on existing strategy; moderate business momentum.
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