The earnings call highlighted Talkspace's significant progress in revenue growth, expansion of coverage, and innovations in AI, despite challenges in DTE revenue and gross margin declines. The positive momentum in payer and military segments outweighed the lowlights.

Company Guidance -

Q3 2025

In the Talkspace Second Quarter 2025 Earnings Call, the company provided a comprehensive update on its performance and strategic initiatives. Talkspace reported a total revenue of $54.3 million, marking an 18% increase year-over-year, with payer revenue growing by 35% to $40.5 million. Unique active payer members rose by 10% sequentially, adding approximately 10,000 members, and payer sessions increased by 29% year-over-year. Talkspace expanded its coverage by adding several large Blue Cross Blue Shield plans, including Texas and Illinois, covering an additional 16 million lives. Despite a 2% decrease in direct-to-enterprise (DTE) revenue compared to last year, the company expects growth in this segment in Q3 and Q4 due to recent contract wins and renewals. The company announced significant investments in AI to enhance member engagement and provider efficiency, with tools like AI-powered smart evaluations and personalized podcast therapy reflections. Talkspace reiterated its 2025 guidance of $220-235 million in revenue and $14-20 million in adjusted EBITDA, driven by continued growth in payer revenues and operational efficiencies.

Significant Revenue Growth

Total revenue increased 18% year-over-year to $54.3 million, with payer revenue growing 35% year-on-year to $40.5 million, indicating strong momentum in the company's growth strategy.

Expansion of Payer Coverage

Talkspace expanded its payer coverage by adding several large Blues plans, including Texas, Illinois, and Idaho, increasing their coverage by another 16 million lives.

Success in Military and Direct-to-Enterprise (DTE) Segments

The company expanded its military coverage with TRICARE West and renewed its contract with the U.S. Navy. Additionally, new DTE contracts include injuriRx and the State of North Carolina.

AI Innovations and Efficiency Gains

Talkspace made significant AI investments, including AI-powered smart evaluation tools saving therapists time, and improved suicide detection technology with 92% accuracy.

Improved Customer Acquisition Costs

Customer acquisition costs improved both sequentially and year-over-year, driven by product and technology enhancements, and a favorable market environment.

Talkspace (TALK) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TALK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.02 / -	0.01	―	―	―
Aug 05, 2025	2025 (Q2)	<0.01 / 0.00	0	―
May 06, 2025	2025 (Q1)	0.00 / 0.00	-0.01	―
Feb 20, 2025	2024 (Q4)	<0.01 / 0.01	-0.01	200.00% (+0.02)
Oct 29, 2024	2024 (Q3)	<0.01 / 0.01	-0.03	133.33% (+0.04)
Aug 06, 2024	2024 (Q2)	>-0.01 / 0.00	-0.03	―
May 07, 2024	2024 (Q1)	>-0.01 / -0.01	-0.05	80.00% (+0.04)
Feb 22, 2024	2023 (Q4)	-0.03 / -0.01	-0.11	90.91% (+0.10)
Nov 02, 2023	2023 (Q3)	-0.03 / -0.03	-0.11	72.73% (+0.08)
Jul 27, 2023	2023 (Q2)	-0.05 / -0.03	-0.15	80.00% (+0.12)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TALK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$2.36	$2.27	-3.81%
May 06, 2025	$3.13	$3.14	+0.32%
Feb 20, 2025	$3.86	$3.29	-14.77%
Oct 29, 2024	$2.69	$3.18	+18.22%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Talkspace (TALK) report earnings?

Talkspace (TALK) is schdueled to report earning on Oct 29, 2025, Before Open (Confirmed).

What is Talkspace (TALK) earnings time?

Talkspace (TALK) earnings time is at Oct 29, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is TALK EPS forecast?

TALK EPS forecast for the fiscal quarter 2025 (Q3) is 0.02.

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