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Talkspace (TALK)
NASDAQ:TALK
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.02Last Year’s EPS
0Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call presents strong top-line growth, accelerated Payor traction, significant adjusted EBITDA expansion and operational improvements, supported by product innovation (AI, Talkcast, psychiatry expansion) and M&A (Wisdo). There are manageable execution risks: near-term gross margin pressure from mix, reduced cash after buybacks and acquisition, deliberate de-emphasis of Consumer revenue, and uncertainty around TalkAI commercialization and Medicare penetration. Overall, the positives — recurring Payor growth, margin expansion, and confident 2026 guidance — materially outweigh the listed challenges.Company Guidance
Strong Revenue Growth (FY and Q4)
Full-year 2025 revenue of approximately $229.0M, up 22% year-over-year; Q4 2025 revenue of $63.0M, up 29.3% year-over-year.
Payor Business Acceleration
Payor revenue of $47.7M in Q4 (+41% YoY); full-year Payor growth of 38%; Q4 Payor sessions 450,000 (+36.3% YoY) and 124,000 unique active Payor members (+29.7% YoY). Company covers well over 200M lives via insurance and employer benefits.
Meaningful Adjusted EBITDA Improvement
Adjusted EBITDA more than doubled from about $7M in 2024 to $15.8M in 2025 (adjusted EBITDA margin of 7% for FY2025). Q4 adjusted EBITDA was $6.6M, up 147.1% YoY with a margin of 10.4% (up ~500 bps YoY). 2026 guidance implies adjusted EBITDA of $30M–$35M (90%–122% growth).
Improved Operating Efficiency
Operating expenses in Q4 were $23.1M (+9.6% YoY) while operating expenses as a percentage of revenue improved to 36.7%, down 660 basis points year-over-year, demonstrating operating leverage.
Product & Clinical Innovation Driving Engagement
AI and product initiatives boosted engagement: 49% increase in patients completing a third session in the first month of care; Talkcast produced >76,000 individualized AI-generated episodes with 95% provider and 92% client positive reviews; general-purpose LLMs drove rising shares of traffic and checkouts in Q4.
Strategic Expansion of Services and Partnerships
Acquisition of Wisdo (closed Oct 1) to expand lower-acuity peer/coaching offerings; psychiatry network expanded to >400 providers; Amazon Pharmacy integration launched to streamline medication fulfillment; Teenspace program in NYC enrolled >45,000 teens with 66% showing measurable clinical improvement and strong engagement (over 90% teams texting).
Confident 2026 Financial Outlook
Initial 2026 guidance of $275M–$290M revenue (20%–27% YoY) and adjusted EBITDA $30M–$35M (90%–122% YoY). Management expects to exit 2026 with EBITDA margins in the mid-teens, toward the high end of their 12%–15% target range.
TALK Earnings History
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 |
|---|---|---|---|
Feb 19, 2026 | $3.93 | $4.83 | +22.90% |
Oct 30, 2025 | $2.77 | $2.90 | +4.69% |
Aug 05, 2025 | $2.36 | $2.27 | -3.81% |
May 06, 2025 | $3.13 | $3.14 | +0.32% |
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 May 05, 2026, Before Open (Confirmed).
What is Talkspace (TALK) earnings time?
Talkspace (TALK) earnings time is at May 05, 2026, 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 2026 (Q1) is 0.02.