The earnings call highlighted strong growth in payer revenue and therapy sessions, supported by successful market expansion and AI innovations. Despite challenges in DTE revenue and a decline in gross margin, the company's overall financial performance and strategic initiatives are positive.

Company Guidance

During the Talkspace Second Quarter 2025 Earnings Call, CEO Dr. Jon Cohen and CFO Ian Harris provided detailed guidance on the company's performance and strategic outlook. For the second quarter, total revenue reached $54.3 million, marking an 18% increase from the previous year, while payer revenue grew by 35% year-over-year to $40.5 million. The company reported a 10% sequential growth in unique active payer members, translating to approximately 10,000 new members, alongside a 29% year-over-year rise in payer sessions. Talkspace's 2025 strategy focuses on enhancing the member journey and increasing marketing efforts, contributing to a 43.1% adjusted gross margin. Despite a 2% decline in direct-to-enterprise (DTE) revenue, robust pipeline prospects and new contracts are expected to drive growth in the latter half of the year. The company is maintaining its full-year revenue guidance of $220 million to $235 million and an adjusted EBITDA range of $14 million to $20 million, citing visibility into continued payer business growth and operational efficiencies. Talkspace has also made significant investments in AI, which are expected to enhance therapy delivery and client engagement, and is pursuing opportunities in Medicare, military coverage, and partnerships with organizations like Amazon Pharmacy and Tia Health.

Strong Payer Revenue Growth

Payer revenue grew by 35% year-on-year, reaching $40.5 million, and was the primary growth driver for the company.

Increase in Therapy Sessions

The company conducted over 385,000 therapy sessions with payer members, representing a 29% increase year-over-year.

Expansion into New Markets

Talkspace added new coverage with large Blues plans in Texas, Illinois, and Idaho, increasing covered lives by 16 million.

AI Innovations

Talkspace launched AI-powered tools such as smart evaluation and Taalcast, enhancing therapy engagement and provider efficiency.

Positive Financial Performance

Total revenue increased by 18% compared to the same quarter last year, reaching $54.3 million.

Successful Market Penetration

Unique active payer members grew 10% sequentially and 25% year-over-year, the largest quarterly increase in two years.

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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