Teladoc
Teladoc Health Inc is engaged in virtual care, forging a new healthcare experience with improved convenience, outcomes, and value. Its mission is to empower all people everywhere to live their healthiest lives by transforming the healthcare experience. It operates in Teladoc two segments Health Integrated Care and BetterHelp segments. The majority of its revenue is generated from access fees on a subscription basis (per member, per month). The balance comes from visit fees and equipment rental and sales to hospital systems.www.teladoc.com
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Search complete. 45 mentions across 31 episodes found for "Teladoc".
Nov 5, 2026
Paul KulpaGUEST
It's no cost to you if you go to the doctor for your preventive care.
Paul KulpaGUEST
And then things like Teladoc, which is typically included in most health plans.
Paul KulpaGUEST
And that's a great service for folks that they
Frederick RidenourNARRATOR
don't
MartinHOST
So I'll just say it was a week of Q3 earnings.
MartinHOST
We're going to talk about the payers, the providers, and hospital operators that reported, and also some good news from Teladoc.
MartinHOST
and some more exciting stuff in VBC land from DeVita IKC.
MartinHOST
We're going to talk a little bit about the politics of it all.
23 MINS LATER
KevinHOST
So.
MartinHOST
Yeah.
MartinHOST
I want to talk about Teladoc, which is, I think, the big surprise from this last week in terms of earnings.
KevinHOST
They were up 34% on the week, right? It
Rahul ShivkumarGUEST
So I think there was a little bit of headwinds there.
Rahul ShivkumarGUEST
The classic public market example of that is Teladoc.
Rahul ShivkumarGUEST
If you look at their stock, the pop in 2020, 2021, and then the kind of fall in 23, I think was probably the best signal for what was happening in that market.
Rahul ShivkumarGUEST
wasn't a huge reason either way for us like exiting or continuing our business I think it was very nascent in 2023 GPT-3 had just come out yeah we were all scared that AI was going to take over I guess some people still are but yeah that was a big thing back then right I think like it was able to do like summarization well it was able to generate text somewhat well but it was like fairly obvious that like Something was AI-generated and something wasn't, which I don't know if that's true anymore.
Ali HashemiGUEST
Of course.
Ali HashemiGUEST
Livongo's exit, acquisition by Teladoc, combined value of $50 billion.
Ali HashemiGUEST
Today, that company's worth a billion.
Ali HashemiGUEST
It's down 98%.
speaker_0HOST
If members have paid out of pocket for the vaccine, they can use the Prescription Reimbursement Request Form to submit for reimbursement.
speaker_1NARRATOR
As a reminder for our fully insured clients, we will be discontinuing stand-alone Teladoc Hypertensions Management, Teladoc Diabetes Management, and Wonder Products for certain segments due to low adoption and utilization.
speaker_1NARRATOR
Effective upon their plans, 2027 renewal date.
speaker_1NARRATOR
Impacted members were notified beginning October 23rd.
speaker_5SOUNDBITE_SPEAKER
of the GLP-1s.
speaker_5SOUNDBITE_SPEAKER
How did I get it? I got it from an online Teladoc company, and they send it thinking that you'll do the doses they say, but that's not really a requirement, and usually I just do small amounts, and I've had success with that.
Flora LichtmanHOST
So what struck me about this story is that this this listener you know sort of becomes partly in charge of her own medical experience and her own dosing because she's working with a you know a telehealth company.
Flora LichtmanHOST
Jorge what is your thought about this?
speaker_0NARRATOR
Weight Management Complete, a new buy-up for self-funded groups, offers flexible access to weight loss medications, including GLP-1s, regardless of the employer's PBM or medication coverage approach.
speaker_0NARRATOR
WM Complete is available as an enhancement to Teladoc's Cardiometabolic Health Product Bundle or as a standalone solution for our self-funded clients.
speaker_1NARRATOR
As a reminder, we will be discontinuing standalone Teladoc Hypertensions Management, Teladoc Diabetes Management, and Wonder products for certain segments due to low adoption and utilization, effective upon their plan's 2027 renewal date.
speaker_1NARRATOR
Impacted members will be notified beginning October 23rd.
speaker_0NARRATOR
Finally, we would like to express our sincere thanks to those of you who joined the broker seminars to learn about our 2027 portfolios.
Nancy RyersonHOST
He's a family physician by training.
Nancy RyersonHOST
He previously served as chief quality officer at Teladoc Health, and he sits on the Texas Medical Board and NCQA's Standards Committee.
Nancy RyersonHOST
Both of these two have spent real time in the exam room, which is exactly why I wanted them together for this conversation.
Nancy RyersonHOST
Narav and Jason, before we get into the main part of our discussion, we'll start with our think, feel, do segment.
Bill GundersonHOST
If you want to buy a word, you've got to go through them.
Bill GundersonHOST
Also reporting tomorrow, Ford, Teladoc, FedEx, Etsy, Chipotle, ServiceNow, Phillips 66, Biogen, eBay, Agnico Eagle Mines, GE Vernova, T-Mobile.
Bill GundersonHOST
KLA Company, so some very important earnings tomorrow.
Bill GundersonHOST
And then on Thursday, you're going to get Amazon.
Bill GundersonHOST
If you want to buy a word, you've got to go through them.
Bill GundersonHOST
Also reporting tomorrow, Ford, Teladoc, FedEx, Etsy, Chipotle, ServiceNow, Phillips 66, Biogen, eBay, Agnico Eagle Mines, GE Vernova, T-Mobile.
Bill GundersonHOST
KLA Company, so some very important earnings tomorrow.
Bill GundersonHOST
And then on Thursday, you're going to get Amazon.
21 more episodes mention Teladoc.
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