Teladoc Health Inc 2024年度报告

A N N U A L R E P O R T Our values We are passionate abouttaking care of people. We are committed tounsurpassed quality. We keep our promises. We lead with integrity,accountability and transparency. We stand up for what’s right. We strive to create value. We respect each other andvalue succeeding together. A Letter from Charles (Chuck) Divita, IIIChief Executive Officer,Teladoc Health, Inc. Teladoc Health faced headwinds in 2024, including an evolving marketplace and operational challenges experiencedby the company earlier in the year. Overall, we finished the year on a solid footing and our employees demonstratedboth resilience and an unwavering commitment to our mission. To strengthen performance, we took definitiveactions to streamline the organization, focus on key priorities, and improve our cost structure, and we are in astronger position to go after new market opportunities. Since joining the company in June 2024, I have had the opportunity to meet with many of our customers and otherstakeholders to better understand their needs and how our solutions can support their priorities and objectives. Forover 20 years, Teladoc Health has demonstrated the constructive role that virtually enabled care can play in health-care and I’m excited about our potential to drive greater value and impact for our customers as we move forward. We operate through two major segments –Integrated Care and BetterHelp– each focused on importantmarkets and having both strengths and opportunities to enhance our business position. Integrated Care, ourlargest segment, offers a broad range of technology-enabled products and services and during 2024 added 4.2million U.S. members, grew underlying visit volumes, and increased enrollment in our chronic care programs. OurIntegrated Care priorities are focused on growth, differentiation, and customer impact. BetterHelp is the largest direct-to-consumer virtual therapy business of its kind, enjoys strong brand awarenessand customer net promoter scores, and served more than 1 million people during 2024. While the business hashistorically driven strong results, performance has been negatively impacted in recent periods, due in part toelevated customer acquisition costs. Our BetterHelp priorities are focused on balancing financial performance,stabilizing the U.S. business, and accelerating international growth. Growing Integrated Care membership: In 2024, we provided access to nearly 94 million U.S. members in our Integrated Care segment who rely on us todeliver high-quality healthcare. We also grew chronic care program enrollment by 4% in 2024, and we seeopportunities to further innovate in this space as well, including through our recent acquisition of Catapult Health.We concluded the year with the strongest level of bookings in our employer channel since 2020 and, in 2025, wehave added TRICARE, the civilian health care program for the U.S. Armed Forces, retirees, and their dependents. Thehealth plan channel experienced challenges in 2024, due in part to macro factors in healthcare, and is expected toremain challenging during 2025. Investing and deepening our impact on patient careand outcomes: We are committed to leveraging our clinical strength and the breadth of our product portfolio to meet the currentand evolving needs of our customers. We took several positive steps in 2024, including expanding our obesity andweight management programs to help customers manage the rising demand for anti-obesity medications whilepromoting safe, sustainable weight loss. During 2024, we also continued to develop new partnerships within the healthcare ecosystem, including Amazon Health Benefits Connector and others, in support of management ofchronic conditions. More than half of adults in the U.S. live with at least one chronic condition. This partnership opensan innovative new channel for our members. We also launched new AI-enabled capabilities to enhance our Virtual Sitter solution for hospital and health systemcustomers to improve patient safety and expand provider capacity. Every year, nearly 1 million hospitalized patientsexperience falls in many cases resulting in lasting injuries and significant medical costs. Our new solution helpsaddress this critical issue by allowing a single remote staff member to monitor more patients, which helps increasethe capacity of healthcare inpatient teams. Expanding our international position: An important and ongoing priority for Teladoc Health is expanding our international Integrated Care business.The efforts of our international team drove strong revenue growth in 2024 as we continued to expand marketsand services. For example, in France we are partnering with the public health system to provide virtual psychiatry inunderserved locations. Additionally, in Canada, we are combining virtual services with the proprietary devices andsoftware of our hospital and health system solutions to serve needs across several provinces. BetterHelp’s intern