Teladoc (TDOC)

Teladoc (TDOC)

Postby winston » Wed Sep 11, 2019 8:25 am

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United Healthcare announced that its new, nationwide provider of Virtual Visits is Teladoc (TDOC).

But Teladoc has actually been around since 2002. And today, it’s the leading provider of telehealth medical visits in the United States.

The company boasts being able to connect you with a licensed doctor in under 10 minutes… whether it’s via the phone, internet, or mobile app.

Shares got hit on news that Teladoc’s contract ran out with the U.S. Defense Health Agency.

Teladoc is already the leader in the telehealth industry, with well over 50% of the market share in the United States.

If it can keep growing at this pace, the number of visits could grow by 10-fold in the coming years – and revenue gains should keep pace.

Already in the most recent quarter, revenue gained 38% quarter-over-quarter to $130.3 million. Visit volumes soared 70% to 908,000, while U.S. paid memberships grew by 100,000 to 26.8 million.

Sure enough, the stock has begun to surge again after the United Healthcare deal was announced. After all, the Military Health System was a 9.4 million-person market – but United Healthcare is a 49.5 million-person market!

TDOC has popped more than 50% from its lows late last year.

Source: Investor Place
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Re: Teladoc (TDOC)

Postby investar » Wed Apr 22, 2020 3:13 am

New 52wk high today (189$). Stock seems overpriced at first sight(s).

Preliminary results:
Teladoc Health now anticipates revenues for the first quarter of 2020 to be in the range of $180-181 million, up 40% year over year. Adjusted EBITDA is expected in the band of $10-11 million compared with $1.2 million in the first quarter of 2019. Total visit volume is expected to exceed 1.8 million visits in the first quarter of 2020, representing growth of approximately 70% year over year.

The company also expects to incur additional expenses of $4 million related to its incremental investments in its physician network in response to the widespread COVID-19 outbreak.

Teladoc Health emerged a clear winner from the pandemic-triggered lockdown and social distancing, which drove demand for remote monitoring of health. Therefore, the company witnessed more than 100% surge by handling in excess of 20,000 virtual medical visits per day.
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Re: Teladoc (TDOC)

Postby winston » Fri May 15, 2020 8:54 am

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Teladoc is the world’s leading provider of virtual healthcare.

It dominates 75% of the market, offers more than 450 medical specialties, and completed 4.1 million visits worldwide in 2019.

The company’s platform can handle 50,000 visits per day – 5X the capacity in 2019. Plus, it can accommodate 100 million members, far more than 36.7 million just last year.

And this is only the beginning. According Plushcare, a concierge online doctor service, 12 million virtual visits were conducted last year… but that only accounted for 2% of the total 600 million “addressable visits.” Telehealth represented just 0.2% of all medical claims filed in 2019.

That leaves room for massive growth in the years ahead. IBISWorld says the U.S. telemedicine market – everything from software to medical devices to hardware – should hit $2.6 billion in revenue.

Meanwhile, Teladoc believes the total addressable market (TAM) in the U.S. is closer to $30 billion!

COVID-19 has shifted this trend into overdrive.

Judith Faulkner, CEO of healthcare software and telemedicine provider Epic, said that the company has already seen 50X-100X more video visits compared to the months before the pandemic.

“It’s just huge,” Faulkner said. “We’re seeing people go from 20 [video visits] a week to 6,000 a week.”

At Sanford Health, one of the largest rural healthcare systems, more than 1,600 patients now use telemedicine per day compared to an average of 50 per day in February.

It’s important to know that telemedicine isn’t just talking to your doctor on a screen. Health professionals can also monitor their patients remotely. Faulkner believes this is another trend that will increase in the new normal.

In fact, the Cleveland Clinic used Epic’s software to continue monitoring coronavirus patients after they were sent home. As the breakthrough 5G network rolls out – and opens up huge investment opportunities – remote capabilities will expand dramatically.

Source: Money Wire
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Re: Teladoc (TDOC)

Postby winston » Wed Jul 08, 2020 9:23 pm

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VIRTUAL MEDICINE HITS A FRESH ALL-TIME HIGH

Today's company is helping folks get medical help without additional risk...

In today's busy world, you may not have time to see a doctor during normal working hours.

What's more, because of the coronavirus, folks don't want to physically go to the doctor unless absolutely necessary. Today's company is helping solve these problems...

Teladoc Health (TDOC) is a global leader in virtual health care. With a simple phone or video call, you can get in touch with doctors 24/7 to get medical advice.

They can write prescriptions to send to pharmacies, or recommend follow-up treatment.

And as folks avoid the physical doctor's office, more people are turning to services like Teladoc to safely get care...

The company recently reported that virtual visits through its platform increased 92% in the first quarter, bringing the total to 2 million.

TDOC shares have been on a tear during the pandemic. They're up more than 150% so far this year, recently hitting an all-time high.

Between the convenience of Teladoc's service and the niche role it's filling during this crisis, that trend should continue...

Source: Daily Wealth
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Re: Teladoc (TDOC)

Postby winston » Wed Apr 07, 2021 8:51 pm

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Teladoc Health (TDOC)

52-week range: $135.52 – $308
YTD % change: Down ~14%

Teladoc Health provides virtual healthcare services over its online platform as well as via mobile devices, vide, and telephone.

So far, Teladoc has primarily partnered with employers, health plans, and health systems to offer network access to their members.

Covid-19 meant accelerated growth as more businesses and individuals who could not visit their doctors in person used its services.

The group reported results for Q4 and full-year 2020 in late February.

Q4 revenue grew 145% YoY to $383 million, compared to $156 million in the prior year’s quarter.

Net loss was $394 million for the fourth quarter, compared to $19 million for the same quarter of the previous year.

Net loss per diluted share was $3.07 for the fourth quarter, compared to 26 cents for the prior year quarter.

“By accelerating our mission to transform the health care experience, we exceeded our fourth-quarter and full-year 2020 expectations and see strong momentum across our global business in 2021.”

However, as the vaccine rollout continues, Teladoc’s rapid growth could soon reverse course. Analysts currently debate what might happen to the telehealth sector once normality resumes. A move toward $170 would offer a better long-term value for retail investors.

Source: Investor Place
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Re: Teladoc (TDOC)

Postby winston » Wed Apr 21, 2021 8:54 pm

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This Stock is Offering a Massive Profit Opportunity (Again)

by Michael A. Robinson

Teladoc’s huge network includes physicians in over 450 subspecialties.

The number of “visits” using Teladoc’s platform has been growing at a compound annual growth rate of over 80%.

Recurring revenue has also jumped by more than 80%.

Over 40% of Fortune 500 companies use Teladoc and over 600 health systems use the firm’s platform. That means that by the end of last year, Teladoc’s network included over 11,000 physical care locations.

Over the past three years, the company’s sales have grown at an average of 56%.

If earnings just hit half that rate, they would roughly double in 2.5 years.


Source: Strategic Tech Investor

https://dailytradealert.com/2021/04/21/ ... ity-again/
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Re: Teladoc (TDOC)

Postby winston » Mon Jun 07, 2021 1:36 pm

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Investors Uncertain about Teladoc’s Health

TDOC Stock Pricing in Some Serious Revenue Growth Deceleration

Teladoc delivered Q1 revenue growth of 151% year-over-year.

The company also reported it expects paid membership levels between 52-53 million on a forward-looking basis.


Source: TipRanks

https://finance.yahoo.com/news/investor ... 58901.html
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Re: Teladoc (TDOC)

Postby behappyalways » Sun May 01, 2022 2:05 pm

Morning Wood: Shares Of Perennial ARK Favorite Teladoc Destroyed By More Than 40% After Earnings Meltdown
https://www.zerohedge.com/markets/morni ... s-meltdown
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