• Reported GAAP EPS of $0.03 up 200.00% YoY • Reported revenue of $63M up 29.31% YoY • Talkspace expects 2026 revenue to be in the range of $275M to $290M and adjusted EBITDA to be in the range of $30M to $35M.
Bullish
Talkspace achieved robust Q4 2025 revenue growth of 29% and a 293% increase in net income, driven by strong Payor revenue and operational growth, alongside strategic AI agent integration.
Bearish
Talkspace experienced a 30% decline in Consumer revenue and increased total costs by 23% in Q4 2025, while also facing risks related to rapid technological change and therapist network expansion.