Teladoc Health, Inc. (TDOC) Q3 2024 Earnings Call Transcript Summary
Teladoc Health, Inc. (TDOC) Q3 2024 Earnings Call Transcript Summary
The company reported a consolidated net loss per share of $0.19, reflecting improvements from the previous year's $0.35 net loss per share.The following is a summary of the Teladoc Health, Inc. (TDOC) Q3 2024 Earnings Call Transcript:
以下是Teladoc Health, Inc. (TDOC) 2024年第三季度業績會議呼叫稿總結:
Financial Performance:
金融業績：
Teladoc Health Q3 2024 reported revenue of $641 million, a decrease of 3% year-over-year.
Adjusted EBITDA was $83.3 million, down 6% year-over-year, with a margin of 13%.
The company reported a consolidated net loss per share of $0.19, reflecting improvements from the previous year's $0.35 net loss per share.
Integrated Care segment revenue rose by 2.5% to $384 million, while BetterHelp segment revenue fell by 10% to $257 million.
Third quarter free cash flow increased by approximately 16% year-over-year to $79 million.
Teladoc Health 2024年第三季度營業收入報告爲64100萬美元，同比減少3%。
調整後的EBITDA爲8330萬美元，同比下降6%，利潤率爲13%。
公司報告每股合併淨虧損爲0.19美元，反映了與前一年的每股淨虧損0.35美元相比的改善。
集成護理部門營業收入增長了2.5%，達到了38400萬美元，而BetterHelp部門的營業收入下降了10%，至25700萬美元。
第三季度的自由現金流同比增長約16%，達到了7900萬美元。
Business Progress:
業務進展：
Teladoc's Integrated Care membership concludes at 93.9 million, exceeding guidance. The Chronic Care program saw enrollment of $1.18 million.
The company experiences strong growth in visit revenues, driven by increased membership.
International Integrated Care operations demonstrated high-teens revenue growth on a constant currency basis, driven by geographic expansion and services to existing customers.
Investments continue into the International Integrated Care business and in U.S. Integrated Care to enhance the product and service offerings.
teladoc health的綜合護理會員人數達到9390萬人，超出指引。慢性護理方案的註冊人數達到118萬美元。
公司訪問營業收入實現強勁增長，受增加會員的推動。
國際綜合護理業務在不變貨幣基礎上表現出高十幾位的營業收入增長，受地理擴張和向現有客戶提供服務的推動。
對國際綜合護理業務和美國綜合護理業務繼續進行投資，以增強產品和服務提供。
Opportunities:
機會：
Focus on enhancing the value proposition in virtual care to meet evolving needs of customers, with an emphasis on chronic condition management and greater usage of virtual visits.
Teladoc continues to penetrate international markets, capitalizing on its strong positioning and customer additions.
專注於增強虛擬護理的價值主張，以滿足客戶不斷髮展的需求，重點放在慢性疾病管理和更多地利用虛擬訪問。
teladoc health繼續滲透國際市場，利用其強勁的定位和客戶增長。
Risks:
風險：
The U.S. market faces high medical cost trends impacting current and prospective customers, influencing their strategies and value expectations from virtual care providers.
Retention rates are slightly down from previous years, reflecting ongoing market challenges and operational shifts.
Revenue projections for BetterHelp indicate continued decline, although stabilization efforts are underway.
美國市場面臨着高醫療成本趨勢，影響着現有和潛在客戶，塑造了他們對虛擬醫療提供商的戰略和價值期望。
保留率略有下降，反映了持續存在的市場挑戰和運營轉變。
BetterHelp的營業收入預測顯示持續下降，儘管已經展開穩定工作。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
