Consumer AffordabilityLimited opportunity for upside surprise in the fourth quarter due to consumer affordability issues and elevated customer acquisition costs.
Growth ChallengesA turnaround in the BetterHelp business, furthered by a difficult buying environment among payors, continue to make near term performance unpredictable.
Performance OutlookOverall, a cautious outlook is maintained on Teladoc’s growth trajectory and there is some risk to Street BetterHelp estimates in 2025.