TALK
Talkspace, Inc.3.5500
+0.0400+1.14%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A details integrations, TalkAI beta
Q&A reinforced Payor momentum and 2026 guidance but added execution color: three new directory integrations early next year, matching last year's impact, and plans to join CMS's Medicare access program alongside Wisdo growth. TalkAI beta reveals high user engagement; DTC launch first, with licensing talks underway. Management expects single-digit FFS reimbursement hikes—a rarity in healthcare—and flags no M&A urgency, prioritizing organic levers like journey tweaks and partnerships. Beta users engage deeply. Optimistic early-2026 sessions signal durable growth; watch AI rollout.
Key Stats
Market Cap
594.51MP/E (TTM)
118.33Basic EPS (TTM)
0.03Dividend Yield
0%Recent Filings
8-K
Talkspace merger at $5.25/share
Talkspace inked a merger deal with Universal Health Services on March 9, 2026, for $5.25 per share in cash. Unanimously board-approved, it awaits majority stockholder vote, HSR clearance, and state healthcare approvals—no financing hitch. Vested options cash out; unvested convert to UHS equity. Termination fee: $32M. Deal ends public trading.
8-K
UHS to acquire Talkspace for $835M
Talkspace entered a merger agreement on March 9, 2026, with Universal Health Services, under which UHS's subsidiary will acquire it for $5.25 per share, valuing the deal at $835M financed via UHS's credit facility. The deal, unanimously board-approved, targets Q3 2026 close pending stockholder and regulatory nods. UHS eyes outpatient expansion. Risks loom from approvals.
8-K
Q4 revenue jumps 29%
Talkspace reported Q4 2025 revenue up 29% to $63.0 million, fueled by 41% Payor growth despite Consumer decline. Full-year revenue hit $228.9 million with net income of $7.8 million and adjusted EBITDA of $15.8 million, up 127%. Payor sessions soared 36% to 449.7 thousand. Guides 2026 revenue $275-290 million, adjusted EBITDA $30-35 million.
8-K
Talkspace JPM guidance, AI
Talkspace presented at the 44th Annual J.P. Morgan Healthcare Conference on January 15, 2026, highlighting 2025 revenue guidance of $226-230M and Adjusted EBITDA of $14-16M, alongside a 24% revenue CAGR from 2022-2025E. The deck spotlights AI-driven mental health tools trained on 10B words of clinical data for safe intake and escalation to therapists. Growth hinges on payor partnerships and youth offerings.
10-Q
Q3 FY2025 results
Talkspace posted Q3 revenue of $59.4M, up 25.3% y/y from $47.4M, with Payor revenue surging 42.1% y/y to $45.5M on 36.6% more sessions—yet Consumer dipped 23.1%. Operating income hit $2.2M versus $0.1M y/y, driving diluted EPS of $0.02 (reconciles to 171M shares). Cash from operations YTD slowed to $3.2M; free cash flow not disclosed in the 10-Q. Cash plus equivalents fell to $39.5M, marketable securities $52.1M, no debt. Repurchased $17.2M shares YTD; closed Wisdo Health acquisition in October for cash/stock. Share repurchases signal confidence. Regulatory shifts in healthcare loom.
IPO
Website
Employees
Sector
Industry