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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
Integrated Care generates about 60% of revenue and nearly 90% of earnings, with low single-digit growth expected for 2026 amid macroeconomic uncertainties.
Key growth drivers include increased virtual visit revenues, operational excellence, new product launches, and international expansion.
Headwinds include rising medical costs for employers and health plan challenges, prompting a focus on product innovation and execution.
Business drivers are shifting from membership growth to service utilization, pricing power, and service penetration.
US business is the largest, followed by international and health system segments, with solid 15% segment margins.
Chronic care and mental health integration
Over a million enrolled in chronic care management, with many more eligible; significant cross-sell into a 100 million member base.
More than 60 million have access to mental health services, with strong cross-sell and holistic population management.
Engagement rates in chronic care are strong, with further upside possible by activating more eligible members.
Mental health is embedded in chronic care programs, supported by a broad network of credentialed providers and digital tools.
A new product, Wellbound, will launch in 2026, combining Integrated Care and BetterHelp networks for enhanced employee assistance.
Virtual care business model transition
Core virtual telehealth is shifting from a subscription (PMPM) to a visit-based model, now over 50% visit-based in the US.
Visit-based contracts are designed to maintain target margins, though the economic construct differs from subscriptions.
Gross margin percent is more predictable in visit-based models, with less exposure to utilization swings.
Employer market channel shows strong activity, while health plan channel faces headwinds due to industry changes.
Membership changes in health plans will be reflected in 2026, with ongoing uncertainty in that channel.
Integrated Care: Visit-based revenue mix by 2026?
BetterHelp: Impact of insurance transition on margins?
2027 converts: Capitalization structure options?
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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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