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Talkspace, Inc.(TALK)Earnings, Financials & Key Ratios
TALK•NASDAQ
$5.20
130.0× P/E·Price updated Jul 7, 2026
AboutTalkspace, Inc. operates as a virtual behavior healthcare company. It delivers healthcare through encrypted web and mobile platform. The company offers treatment options for every need, including psychiatry or adolescent, individual, or couples therapy. The members can send text, video, and voice messages to their therapists and engage in live video sessions. Talkspace, Inc. is based in New York, New York.Show more
- Revenue$229M+22.0%
- EBITDA$6M+265.7%
- Net Income$8M+578.8%
- EPS (Diluted)0.04+515.4%
- Gross Margin42.97%-6.1%
- EBITDA Margin2.63%+235.8%
- Operating Margin1.38%+157.5%
- Net Margin3.4%+456.4%
- ROE6.65%+583.6%
TALK Price & Volume
Talkspace, Inc. (TALK) stock price & volume — 10-year historical chart
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B2B Pivot Drives Growth Amid Margin Volatility
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Expanding
Profitability:Strained
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Telehealth regulatory parity shifts
Key Thesis Takeaways
- Talkspace is currently navigating a critical strategic transition toward enterprise and payer-led contracts, which successfully drove 18.2% year-over-year revenue growth in 2026Q1.
- However, the company faces significant headwinds as gross margins compressed to 41.5% from 49.4% in 2023Q4, reflecting intense competition for clinical talent.
- Investors should monitor the rapid depletion of cash reserves, which fell from $123.9M in 2023Q4 to $31.4M in 2026Q1, as the firm attempts to achieve sustainable operating leverage.
Verdict Logic
while the B2B pivot is driving 18.2% revenue growth, the rapid decline in cash from $123.9M to $31.4M over the last ten quarters warrants caution regarding long-term capital sustainability.
TALK Growth Metrics
Talkspace, Inc. (TALK) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years24.61%
3 Years24.16%
TTM22.64%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM281.8%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-78.79%
Return on Capital
10 Years-49.95%
5 Years-31.4%
3 Years-6.56%
Last Year2.66%
TALK Recent Earnings
Talkspace, Inc. (TALK) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 3/12 qtrs (27%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 11, 2026Metric
Actual
Est
EPS
$0.04-300.0%
$0.02
Rev
$62M-2.2%
$64M
Q1 2026
Feb 19, 2026Metric
Actual
Est
EPS
$0.03+50.0%
$0.02
Rev
$63M+1.7%
$62M
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$0.02+0.0%
$0.02
Rev
$59M+3.4%
$57M
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$0.00-132.2%
$0.01
Rev
$54M-5.7%
$58M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 11, 2026 | $0.04vs $0.02-300.0% | $62Mvs $64M-2.2% |
| Q1 2026 | Feb 19, 2026 | $0.03vs $0.02+50.0% | $63Mvs $62M+1.7% |
| Q4 2025 | Oct 30, 2025 | $0.02vs $0.02+0.0% | $59Mvs $57M+3.4% |
| Q3 2025 | Aug 5, 2025 | $0.00vs $0.01-132.2% | $54Mvs $58M-5.7% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Talkspace, Inc. (TALK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $5.20 | $871.07M | 130.00 | 22% | 3.4% | 6.65% | — | |
| $6.29 | $118.03M | 23.30 | 18.78% | 6.37% | 5.47% | — | |
| $94.66 | $6.27B | 69.09 | 15.24% | 9.48% | 5.13% | — | |
| $20.69 | $2.04B | -10.04 | — | — | -102.48% | — | |
| $5.00 | $2.59B | -29.41 | 40.34% | -2.58% | -17.08% | — | |
| $22.74 | $4.25B | 23.20 | 13.05% | 30.4% | 19.36% | — |
Compare TALK vs Peers
Talkspace, Inc. (TALK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
TALK SEC Filings & Documents
Talkspace, Inc. (TALK) SEC filings — annual & quarterly reports (10-K, 10-Q)
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TALK Frequently Asked Questions
Talkspace, Inc. (TALK) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Talkspace, Inc.'s revenue?
Talkspace, Inc. (TALK) reported $238.4M in revenue for fiscal year 2025. This represents a 524% increase from $38.2M in 2019.
How fast is Talkspace, Inc. growing?
Talkspace, Inc. (TALK) grew revenue by 22.0% over the past year. This is strong growth.
Is TALK profitable?
Yes, Talkspace, Inc. (TALK) is profitable, generating $1.2M in net income for fiscal year 2025 (3.4% net margin).
Dividend & Returns
What is TALK's return on equity?
Talkspace, Inc. (TALK) has a return on equity (ROE) of 6.6%. This is below average, suggesting room for improvement.
What is Talkspace, Inc.'s free cash flow?
Talkspace, Inc. (TALK) had negative free cash flow of $6.5M in fiscal year 2025, likely due to heavy capital investments.