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Talkspace (TALK) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Aug 10, 2026

Before Open (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

0.03

Last Year’s EPS

Same Quarter Last Year

Analyst Consensus

Hold

Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 19, 2026|

% Change Since:

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

Talkspace guided 2026 revenue of $275–$290 million (20–27% YoY) and adjusted EBITDA of $30–$35 million (90–122% YoY), which implies a ~23% 3‑year revenue CAGR at the midpoint; management expects a quarterly cadence with slightly less than 50% of revenue in H1, a Q4 run‑rate above $250 million (which implies ~12% growth at the midpoint), and adjusted EBITDA margins beginning the year in the high‑single digits and exiting in the mid‑teens (toward the high end of their 12–15% target). The outlook assumes Payor growth in line with 2025 (Payor revenue grew ~38% in 2025), D2E growth in the low single digits, continued intentional Consumer decline, and that a material portion (roughly 30–50%) of 2026 Payor revenue will come from members already on the platform, supported by longer Payor retention and ongoing operating‑leverage initiatives.

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.

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
Aug 10, 2026	2026 (Q2)	0.03 / -	0	―	―	―
May 05, 2026	2026 (Q1)	0.02 / 0.01	0	―	―	―
Feb 19, 2026	2025 (Q4)	0.02 / 0.03	0.01	200.00% (+0.02)
Oct 30, 2025	2025 (Q3)	0.02 / 0.02	0.01	100.00% (+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)

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
May 05, 2026	$5.20	$5.20	0.00%
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%

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, Inc. (TALK) report earnings?

Talkspace, Inc. (TALK) is schdueled to report earning on Aug 10, 2026, Before Open (Confirmed).

What is Talkspace, Inc. (TALK) earnings time?

Talkspace, Inc. (TALK) earnings time is at Aug 10, 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 (Q2) is 0.03.