Equity Profile

TDOC

Teladoc Health, Inc.

Health CareHealth Care Technology$1.3B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Teladoc Health, Inc. is a leader in health care technology, providing virtual healthcare services to patients....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating revenue.

N/A

Revenue Growth

Revenue growth will indicate the company's ability to attract and retain customers in a competitive market.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

TDOC Q2-2026 Earnings Preview

Context

Company Snapshot

Teladoc Health, Inc. is a leader in health care technology, providing virtual healthcare services to patients. With a focus on telemedicine, it plays a crucial role in the growing trend of remote healthcare delivery, especially as consumer preferences shift towards convenience and accessibility.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-163.97%

Avg Stock Reaction

-1.94%

Last Quarter Recap

In Q1-2026, Teladoc reported an EPS of -$0.36, missing expectations by nearly 14%. The stock reacted negatively, dropping 0.83% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautious ahead of the earnings report, given the company's recent history of misses and volatility. The lack of analyst estimates adds uncertainty to the outlook.

Bull Case

If Teladoc can surprise the market with better-than-expected EPS and revenue growth, it could signal a turnaround and boost investor confidence.

Bear Case

Conversely, if the company continues to miss expectations, it may further erode trust in management's ability to navigate the challenging healthcare landscape.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the EPS figure for Q2-2026?

The EPS will be critical in assessing whether the company is moving towards profitability or continuing its trend of losses.

How is Teladoc's revenue growth trending compared to previous quarters?

Understanding revenue growth will help gauge the company's market position and ability to attract new customers in a competitive environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Teladoc's potential for a turnaround, as recent investments in technology and customer service could yield better results than anticipated.

Supporting Evidence

Options are pricing a 32.79% move, indicating high expectations for volatility that may not materialize.

The company's recent efforts to enhance its service offerings could lead to improved customer retention and revenue growth.

Key Risk

If the EPS comes in better than -$0.20, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will either validate the company's recovery efforts or highlight ongoing struggles.

Bull Confirmed If

An EPS of -$0.20 or better would indicate a significant improvement in profitability.

Bear Confirmed If

An EPS worse than -$0.40 would reinforce concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±32.79%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±32.8% while TDOC has averaged ±2.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

57.5%

Calls (2.4M)P/C Ratio: 0.05Puts (120K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Health Care

n=30

Fade rate: 13 of 29 (45%)

This setup has occurred 30 times across Health Care in the last 2 years. 13 of 29 faded and 16 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 3.6%, with a raw directional average of -1.3% (modestly negative historical bias).

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Mixed flows

Institutional

75.86%

of float

Insider

0.65%

of float

Holders

465

institutions

Top Holders· as of Dec 2025

Vanguard Group Inc
21,483,707 sh · $123.5M
11.91%
-1.9%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Teladoc beats expectations, history suggests the stock could see a positive reaction, potentially around a 2.54% increase on the first day.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

If the company misses expectations again, history suggests a potential decline of around 1.82% on the first day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention strategies.
2Details about cost management initiatives and their impact on profitability.
3Insights into competitive pressures in the telehealth market.
4Management's outlook on future revenue growth and market trends.
5Any commentary on regulatory changes affecting telehealth services.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

Teladoc Health, Inc. is a leader in health care technology, providing virtual healthcare services to patients....

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of profitability and will show how well the company is managing its costs and generating revenue.

N/A

Revenue Growth

Revenue growth will indicate the company's ability to attract and retain customers in a competitive market.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

TDOC Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

38%

Avg EPS Surprise

-163.97%

Avg Stock Reaction

-1.94%

Last Quarter Recap

In Q1-2026, Teladoc reported an EPS of -$0.36, missing expectations by nearly 14%. The stock reacted negatively, dropping 0.83% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautious ahead of the earnings report, given the company's recent history of misses and volatility. The lack of analyst estimates adds uncertainty to the outlook.

Bull Case

If Teladoc can surprise the market with better-than-expected EPS and revenue growth, it could signal a turnaround and boost investor confidence.

Bear Case

Conversely, if the company continues to miss expectations, it may further erode trust in management's ability to navigate the challenging healthcare landscape.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the EPS figure for Q2-2026?

The EPS will be critical in assessing whether the company is moving towards profitability or continuing its trend of losses.

How is Teladoc's revenue growth trending compared to previous quarters?

Understanding revenue growth will help gauge the company's market position and ability to attract new customers in a competitive environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Teladoc's potential for a turnaround, as recent investments in technology and customer service could yield better results than anticipated.

Supporting Evidence

Options are pricing a 32.79% move, indicating high expectations for volatility that may not materialize.

The company's recent efforts to enhance its service offerings could lead to improved customer retention and revenue growth.

Key Risk

If the EPS comes in better than -$0.20, it could significantly shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is crucial as it will either validate the company's recovery efforts or highlight ongoing struggles.

Bull Confirmed If

An EPS of -$0.20 or better would indicate a significant improvement in profitability.

Bear Confirmed If

An EPS worse than -$0.40 would reinforce concerns about the company's financial health.

Pre-Earnings Positioning

Options Market

Implied Move

±32.79%

Historical Avg

±2.5%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the earnings announcement.

Options are pricing ±32.8% while TDOC has averaged ±2.5% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.7%

30d HV

57.5%

Calls (2.4M)P/C Ratio: 0.05Puts (120K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter miss + options pricing rich in Health Care

n=30

Fade rate: 13 of 29 (45%)

Edge

Institutional Ownership

Smart-money positioning from the most recent 13F filings.

Mixed flows

Institutional

75.86%

of float

Insider

0.65%

of float

Holders

465

institutions

Top Holders· as of Dec 2025

Vanguard Group Inc
21,483,707 sh · $123.5M
11.91%
-1.9%

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Teladoc beats expectations, history suggests the stock could see a positive reaction, potentially around a 2.54% increase on the first day.

In-Line / Cautious

If results are in line with expectations, the stock may experience muted movement as investors await further commentary from management.

Miss

If the company misses expectations again, history suggests a potential decline of around 1.82% on the first day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on customer acquisition and retention strategies.
2Details about cost management initiatives and their impact on profitability.
3Insights into competitive pressures in the telehealth market.
4Management's outlook on future revenue growth and market trends.
5Any commentary on regulatory changes affecting telehealth services.