Full-Time
Posted on 9/23/2025
Integrated virtual care platform for providers
No salary listed
Remote in India
Remote
Teladoc Health offers virtual healthcare through an integrated platform that connects patients with providers for both episodic and long-term care worldwide. It serves individuals, employers, health plans, hospitals, and health systems, generating revenue from subscriptions and per-visit fees. The company runs brands like BetterHelp, Livongo, and InTouch Health to cover mental health, chronic condition management, and hospital solutions. It uses real-time data from connected devices to deliver evidence-based care at scale and coordinate care across different settings, aiming to improve access to high-quality, personalized healthcare globally.
Company Size
5,001-10,000
Company Stage
IPO
Headquarters
New York City, New York
Founded
2002
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Hybrid Work Options
Performance Bonus
Pineal Capital Management has issued an open letter to Teladoc Health's board urging immediate action to unlock shareholder value, warning the telehealth company is vulnerable to an opportunistic takeover at its current depressed valuation of approximately 4.18 times 2026 EV/EBITDA. The investment firm, a Teladoc shareholder, criticised the board's slow pace of action despite months of engagement. Pineal highlighted past missteps including the overvalued Livongo acquisition and persistent share dilution, with basic shares outstanding rising from 90 million in 2020 to 177 million by December 2025. Pineal proposed a three-part value-unlock plan: further cost cuts, a $200 million-plus share buyback programme, and a strategic review potentially separating Teladoc's Integrated Care and BetterHelp segments. The firm noted recent policy changes and BetterHelp's insurance-payor model, expected to reach a $100 million revenue run-rate in 2026, as significant growth catalysts.
Teladoc shares have fallen 31.6% over six months to $5.44, driven by softer quarterly results. Despite the lower valuation, analysts identify three concerns with the telehealth company. First, Teladoc's long-term revenue growth of 1.7% compounded annually over three years falls below expectations. Second, average revenue per user has declined at 8.5% annually over two years, suggesting weakening customer engagement. Third, Wall Street analysts project revenue growth will stall over the next 12 months. The stock currently trades at 4.3× forward EV/EBITDA. While the valuation appears reasonable, analysts believe Teladoc's weaker fundamentals present downside risk. They suggest investors consider alternative opportunities with stronger growth prospects instead.
Teladoc Health reported fourth-quarter revenue of $642 million and full-year revenue of $2.53 billion, down 1.5% year-over-year. The company guided 2026 consolidated revenue flat at $2.47 billion to $2.59 billion, with free cash flow of $130 million to $170 million. Results showed divergent segment performance. Integrated Care grew 4.7% in Q4 with 16% adjusted EBITDA margin, whilst BetterHelp declined 6.7% in Q4 and 9% for the full year. Management is targeting $75 million to $90 million in 2026 insurance revenue for BetterHelp. Teladoc closed 2025 with $781 million cash and retired $550 million in convertible debt. The company is focusing on AI-driven product innovation, including enhanced 24/7 care offerings and new data tools to improve chronic-care targeting and mental-health matching.
Teladoc Health shares jumped 13.5% after the digital healthcare platform reported fourth-quarter results that exceeded analyst expectations. The company posted revenue of $642.3 million, slightly above forecasts, whilst narrowing its quarterly loss per share to $0.14 from $0.28 in the prior year period. Despite guidance for the first quarter and full year 2026 coming in below analyst expectations, investors focused on the strong quarterly performance and improved profitability. The company has faced recent challenges including a nearly 19% year-over-year decline in BetterHelp monthly active users and concerns over expiring Medicare telehealth reimbursements. Teladoc shares are down 24.5% year-to-date, trading at $5.32, approximately 51.6% below their 52-week high of $10.99.
Teladoc Health reported Q4 2025 revenue of $642 million with adjusted EBITDA of $84 million, representing a 13% margin. Full-year consolidated revenue reached $2.53 billion, down 1.5% year-over-year, with free cash flow of $167 million. The company's Integrated Care segment grew 4.7% year-over-year to $409 million, driven by performance-based revenue and increased virtual care visits. However, BetterHelp revenue declined 6.7% to $233 million in Q4, with a 9% full-year decline to $950 million. Teladoc ended 2025 with $781 million in cash after retiring $550 million in convertible debt. The company expects a $5 million to $7 million headwind from tariffs in 2026 and anticipates modest declines in US membership due to government programme reductions.