Table_TieTable_BaseInfo Teladoc 2024-05-23 2024-05-23 2024-05-20 2024-05-19 2024-05-18 1
2
1. 2.
2.1. 2.2.
2.2.1. 2.2.2. 2.3.
2.3.1. 2.3.2. 2.4.
2.4.1. 2.4.2. 2.4.3.
3.
3.1.
3.1.1. 3.1.1.1. 3.1.1.1. 3.1.1. 3.1.2. 3.1.3. 3.1.4.
4.
4.1. 4.2. 4.3.
4.3.1.1. American Well4.3.1.2.Doctor on Demand
5.
5.1. 5.2. 5.3.
+
Uber
202620242024
7
185760 2520UNH
2024
2024
5.5
5.534.63
4.45
3000
9
5
Advance Medical842B2C
300
1
1000+16%
.................................................. 7
............................. 9
............. 9
84%
C
............ 101.2
+
................................................................................................................................ 10
................................................. 13
+
Best Doctors+
+
Better Help
+
+2.3+400
.................... 14Healthiest You..................... 16
18
........................... 20
..................... 21
...................................... 31 ..................................... 3160%.............................. 319001EBITDA4290
PS
................ 313200
. 33 ....... 35
80% ............................ 32
.................... 34
14X ......................... 35
3.0
640
.... 37
................................................................................................................................ 14
........................................... 18........................................................... 37
................... 38 ....................... 45
................45
+
.............................. 46...................................... 47 ....................................... 4782.9% ................................... 48
................ 49
1234567
TeladocTeladoc
................................................................................................................... 7
................................................................................................... 8
Teladoc
........................................................................................... 8
............................. 10
Teladoc B2B2CTeladoc
.............................................................................................11..................................................................................................11
3
........................................................................................................ 10
8910111213141516171819202422232425262728293031323334353637383940414243444546474849505152
TeladocTeladocTeladocTeladocTeladocIPO
........................................................................................................ 12
............................................................................ 12
........................................................................................ 123670
..................................................................................... 13
60%............................................................................................. 13...................................................................................................... 13.............................................................................................. 14
....................................................................................... 14.............................................................................................. 14
........................................................................... 15..................................................................................... 15 .......................................................................................... 15
.................................................................................... 15 ........................................................................................ 15............................................................................................. 15
.................................................................................... 16 ........................................................................................... 17
......................................................................................................... 17
................................................................................... 18
........................................................................... 18................................................................................ 18
..................................................................... 19 ..................................................................... 19 ............................................................................ 19
.............................................................. 19 .............................................................. 19
Advance MedicalBest DoctorsBetter HelpHealthiest You appBest DoctorsAdvance MedicalHealthiest YouBetter HelpTeladocTeladocTeladocPCP
TeladocTeladoc
............................................................................................... 20 ........................................................................................... 20....................................................................................... 21
......................................................................... 21......................................................................... 21
TeladocInTouch Health
InTouch Health Intouch HealthInTouch HealthInTouch Health
............................................................................................... 22 ................................................................................ 22Teladoc
Teladoc
......................................................... 23 ........................................................... 23
.............................................................................................. 24
....................................................................................... 24
InTouch
......................................................................... 24 ............................................................................. 25
.................................................... 25
................... 26
Teladoc Health
.. 26
.................................................................. 26
InTouchInTouch
InTouch HealthInTouch HealthInTouchInTouch
4
........................................................................................... 26
................................................. 27
535455565758596061626364656667686970717273747576777879808182838485868788899091929394959697
InTouch ......................................................................... 27
............................................................................................................ 28....................................................................................... 28 .......................................................................................... 28
TeladocInTouchInTouch Health
.......................................................................... 28 ........................................................................ 28 ............................................................................ 29
........................ 29
............................................................................ 30
Teladoc Health2014-2024
Teladoc
60% ................................................................................................ 31..................................................................................................... 31 ................................................................................................. 32 ................................................................................................. 32
....................................................................................... 32
............................................................................................................... 32
.............................................................. 32 .............................................................. 32
2016EBITDA
-2024
....................................................................... 33............................................................................... 33 ...................................................................................... 33
........................................................................................................ 34 ............................................................................................................... 34............................................................................................................ 34
1AetnaAetnaPS
11X
.......................................................... 34........................................................... 34
........................................................................................... 35.................................................................................... 35
..................................................................................................... 36..................................................................................................... 37......................................................................... 37
202420242015
IT
............................................................................. 38
..................................................... 38
............................................................................................... 39..................................................................................................... 39............................................................................................................ 39
.............................................................................................. 39
................................................................................... 39
......................................................................... 40
....................................................................................... 40
..................................................................................................... 41
.................................................................. 41
1.0-2.0
117300
........................................................................................ 41
................................................................................ 42 .......................................................................................... 42........................................................................................ 42
5
2016-2024
【精品报告】互联网行业~医疗信息化专题系列：解构远程医疗标杆Teladoc崛起之路
