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Equity Capital Markets

Teladoc Health, Inc. / Equity Capital Markets

<ul><li>Teladoc had a decent quarter with total revenue increasing by 25% year over year to $565 million.</li><li>The company ended the quarter with 54.3 million paid members in the United States, up 680,000 from the previous quarter.</li><li>The management anticipates revenue of $2.4 billion to $2.5 billion for 2022, representing an increase of 18% to 23% over the previous year with total paid membership in the United States to reach 54 million to 56 million members, representing a year-over-year increase of 1% to 5%.</li></ul>

Teladoc had a decent quarter with total revenue increasing by 25% year over year to $565 million.The company ended the quarter with 54.3 million paid members in the United States, up 680,000 from the previous quarter.The management anticipates revenue of $2.4 billion to $2.5 billion for 2022, representing an increase of 18% to 23% over the previous year with total paid membership in the United States to reach 54 million to 56 million members, representing a year-over-year increase of 1% to 5%.

Teladoc Inc.: What Is The Way Ahead For This Telehealth Pioneer? Check Out The Key Drivers

Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/teladoc-health-inc" target="_blank" data-smartkarma-citation="entities:14233:1" rel="noopener">Teladoc Health, Inc. (TDOC US)</a> reported Q1 results, in-line with its prior guidance. However, 2022 guidance cut has played the spoilsport.</li>
<li>Teladoc shares plummeted more than 40% in 2022 to trade near 52-week low. With the near-term noises persist, shares will need time to recover.</li>
<li>With the current market dynamics in certain areas of operation not in favor of Teladoc, recent downfall in shares does not represent an attractive buying opportunity.</li>
</ul>



Teladoc Health, Inc. (TDOC US) reported Q1 results, in-line with its prior guidance. However, 2022 guidance cut has played the spoilsport.
Teladoc shares plummeted more than 40% in 2022 to trade near 52-week low. With the near-term noises persist, shares will need time to recover.
With the current market dynamics in certain areas of operation not in favor of Teladoc, recent downfall in shares does not represent an attractive buying opportunity.


Teladoc Health Inc (TDOC US): 1Q22 Results Review- Revenue Missed, 2022 Guidance Reduced

<ul><li>Teladoc had another strong quarter, with solid financial results including a staggering 81% top-line growth and an organic growth of 32%.</li><li>Non-infectious diseases have accounted for over 75% of member visits in the last quarter in the employer and health plan channels as compared to 50% in the pre-pandemic period.</li><li>Teladoc has significantly enhanced its chronic care capabilities and these should continue to drive growth across the company's entire portfolio of products and services.</li></ul>

Teladoc had another strong quarter, with solid financial results including a staggering 81% top-line growth and an organic growth of 32%.Non-infectious diseases have accounted for over 75% of member visits in the last quarter in the employer and health plan channels as compared to 50% in the pre-pandemic period.Teladoc has significantly enhanced its chronic care capabilities and these should continue to drive growth across the company's entire portfolio of products and services.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/teladoc-health-inc" target="_blank" data-smartkarma-citation="entities:14233:1" rel="noopener">Teladoc Health, Inc. (TDOC US),</a> the whole-person virtual care industry leader in scale, clinical breadth, and outcomes, reported 70% revenue CAGR over the last three years.</li>
<li>The company expects 25% annual expansion in revenue per member, which together with 1–5% per year growth in membership will lead to 25–30% revenue CAGR during 2021–2024.</li>
<li>Teladoc has a strong growth opportunity amid a large TAM of 298 million total insured lives in the U.S., of which the company has penetrated just 30%.</li>
</ul>



Teladoc Health, Inc. (TDOC US), the whole-person virtual care industry leader in scale, clinical breadth, and outcomes, reported 70% revenue CAGR over the last three years.
The company expects 25% annual expansion in revenue per member, which together with 1–5% per year growth in membership will lead to 25–30% revenue CAGR during 2021–2024.
Teladoc has a strong growth opportunity amid a large TAM of 298 million total insured lives in the U.S., of which the company has penetrated just 30%.


Teladoc (TDOC US): Membership Add and Expanding Product Penetration to Drive 25–30% Top Line Growth

<ul><li>Teladoc delivered another strong quarter driven by continued momentum across telehealth and a robust demand for its broad suite of integrated whole-person virtual care.</li><li>The broad-based strength across the company's portfolio resulted in a staggering revenue growth of 109% over the previous year, including organic revenue growth of 41%, excluding the revenue from acquisitions completed over the past twelve months including Livongo.</li><li>We are optimistic about Teladoc and give the company an 'Outperform' rating with a revised target price.</li></ul>

Teladoc delivered another strong quarter driven by continued momentum across telehealth and a robust demand for its broad suite of integrated whole-person virtual care.The broad-based strength across the company's portfolio resulted in a staggering revenue growth of 109% over the previous year, including organic revenue growth of 41%, excluding the revenue from acquisitions completed over the past twelve months including Livongo.We are optimistic about Teladoc and give the company an 'Outperform' rating with a revised target price.

United States

Teladoc Health, Inc. provides healthcare services. The Company diagnoses, recommends treatment, and prescribes medication for routine medical issues through phone and video consultations. Teladoc operates in the United States.

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Teladoc Health, Inc. (TDOC US)

Teladoc Inc.: What Is The Way Ahead For This Telehealth Pioneer? Check Out The Key Drivers

Teladoc had a decent quarter with total revenue increasing by 25% year over year to $565 million. The company ended the quarter with 54.3 million...

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