Seeking AlphaCodex · 实盘不做把握 8/10
北京时间·🕒 发布 01:49:24时区推断·⟳ 抓取 01:54:32·⚡ 决策 07-29 01:55:02 +30s·90.9 天前
Teladoc Health盘中上涨但二季度财报尚未披露，当前仅为财报预览
这条信号只是Seeking Alpha对Teladoc Health二季度财报发布时间、市场一致预期和公司上季指引的预览，没有披露新的业绩结果或指引修正。
📄 原文Seeking Alpha↗ 原文
Here's what to expect from Teladoc Health's Q2 print
Teladoc Health (TDOC) is scheduled to announce Q2 earnings results on July 28, after the closing bell, with analysts ex…
不做 Teladoc Health（TDOC.US）
仅为盘后财报前瞻和一致预期回顾，方向需等实际财报与指引相对预期的偏差确认，当前不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-28 · 扩散 medium · price-in 风险 high ↗
关键理由
- 这条信号只是Seeking Alpha对Teladoc Health二季度财报发布时间、市场一致预期和公司上季指引的预览，没有披露新的业绩结果或指引修正。
- 文中提到EPS和收入预期下修属于财报前已知预期背景，不能单独构成可回测的同向交易催化。
主要风险
- 真正可交易信息要等盘后财报实际值、指引和电话会口径相对一致预期的偏差。
原文全文
展开原文 · 1,331 字
Teladoc Health (TDOC) is scheduled to announce Q2 earnings results on July 28, after the closing bell, with analysts expecting revenue to see a minor dip of 2.5% Y/Y.
The consensus EPS estimate is -$0.23, and the consensus revenue estimate is $616.33M. Over the last 3 months, EPS estimates have seen no upward revisions and 3 downward moves, while revenue estimates have seen 1 upward revision and 17 downward moves, representing a bearish setup ahead of the earnings.
Last quarter, the firm had guided total revenue in the range of $597M to $626M and adjusted EBITDA in the range of $55M to $67M.
For Integrated Care, the company said it expects revenue to grow 0.8% to 3.5%. BetterHelp revenue is projected to fall 11.75% to 5.25%. It sees insurance revenue in the range of $18M to $22M in the quarter.
“Looking at the balance of the year for BetterHelp, we expect continued sequential revenue growth in the third and fourth quarter, driven by higher insurance revenues and growth in non-U.S. markets and similar seasonality with respect to adjusted EBITDA, with the fourth quarter being the highest due to lower ad spend as a result of holiday ad pricing dynamics,” CEO Charles Divita added.
Ahead of the earnings, TDOC was rising. It added 2.41% to $9.13 on Tuesday afternoon. The stock has advanced 29.43% in the year so far.
The consensus EPS estimate is -$0.23, and the consensus revenue estimate is $616.33M. Over the last 3 months, EPS estimates have seen no upward revisions and 3 downward moves, while revenue estimates have seen 1 upward revision and 17 downward moves, representing a bearish setup ahead of the earnings.
Last quarter, the firm had guided total revenue in the range of $597M to $626M and adjusted EBITDA in the range of $55M to $67M.
For Integrated Care, the company said it expects revenue to grow 0.8% to 3.5%. BetterHelp revenue is projected to fall 11.75% to 5.25%. It sees insurance revenue in the range of $18M to $22M in the quarter.
“Looking at the balance of the year for BetterHelp, we expect continued sequential revenue growth in the third and fourth quarter, driven by higher insurance revenues and growth in non-U.S. markets and similar seasonality with respect to adjusted EBITDA, with the fourth quarter being the highest due to lower ad spend as a result of holiday ad pricing dynamics,” CEO Charles Divita added.
Ahead of the earnings, TDOC was rising. It added 2.41% to $9.13 on Tuesday afternoon. The stock has advanced 29.43% in the year so far.
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