Talkspace 경영진
경영진 기준 점검 3/4
Talkspace CEO는 Jon Cohen, Nov2022 에 임명되었습니다 의 임기는 3.5 년입니다. 총 연간 보상은 $2.93M, 20.5% 급여 및 79.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $7.68M 가치에 해당하는 회사 주식의 0.88% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.6 년과 4.9 년입니다.
핵심 정보
Jon Cohen
최고경영자
US$2.9m
총 보수
| CEO 급여 비율 | 20.47% |
| CEO 재임 기간 | 3.5yrs |
| CEO 지분 보유율 | 0.9% |
| 경영진 평균 재임 기간 | 3.6yrs |
| 이사회 평균 재임 기간 | 4.9yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • May 04
TALK: Acquisition Premium And 2026 Outlook Will Drive Future Upside
The analyst price target for Talkspace has been reduced from $6.50 to $6.15, as analysts increasingly base their valuation on the proposed $5.25 per share acquisition by Universal Health Services and see limited potential for a competing bid. Analyst Commentary Analysts are largely framing Talkspace through the lens of the proposed US$5.25 per share acquisition by Universal Health Services, with many shifting from growth oriented ratings to more neutral stances now that a deal price is on the table.
내러티브 업데이트 • Apr 19
TALK: Acquisition Agreement At US$5.25 Per Share Will Drive Repricing
The analyst fair value estimate for Talkspace has increased to $9.00 from $6.00. This change reflects updated assumptions on growth, margins, and future P/E multiples following recent analyst reactions to the announced $5.25 per share acquisition by Universal Health Services.
내러티브 업데이트 • Apr 05
TALK: UHS Cash Offer And Deal Closure Will Shape Future Outlook
Analysts have reset their Talkspace price targets to $5.25, aligning with Universal Health Services' agreed $5.25 per share acquisition price and reflecting expectations that the deal will close as announced, without a competitive bidding process. Analyst Commentary Street research around Talkspace has shifted quickly from growth focused to deal focused after Universal Health Services agreed to acquire the company for $5.25 per share.내러티브 업데이트 • Mar 21
TALK: Pending UHS Cash Deal Will Define Virtual Behavioral Health Outlook
Narrative Update The analyst price target for Talkspace has moved slightly lower from $5.50 to $5.25 per share as analysts align their views with Universal Health Services' agreed acquisition price and generally see limited likelihood of a higher competing bid. Analyst Commentary Street research around Talkspace has shifted quickly following the agreed acquisition by Universal Health Services for $5.25 per share.내러티브 업데이트 • Mar 07
TALK: Virtual Behavioral Health Momentum Will Drive Robust 2026 Outlook
The analyst price target for Talkspace has moved from $3.50 to $5.50. Analysts cite a strong Q4 report, higher estimates, robust 2026 outlooks, and ongoing payor and virtual behavioral health momentum as key drivers behind the change.내러티브 업데이트 • Feb 21
TALK: Payor Momentum And 2026 Outlook Will Drive Future Upside
The analyst price target for Talkspace moves meaningfully higher, with fair value rising from $4.80 to $6.50 as analysts point to stronger than expected revenue and EBITDA, payor driven growth momentum, and a 2026 outlook they view as robust. Analyst Commentary Recent Street research on Talkspace clusters around a more constructive view on growth, profitability, and valuation, with most commentary citing the same core drivers: payor momentum, stronger than expected Q4 results, and a 2026 outlook that comes in ahead of prior expectations.Seeking Alpha • Jan 14
Talkspace: Moving Towards Increasing Profitability
Summary Talkspace, Inc. (TALK) delivered 25% year-over-year revenue growth in its most recent quarter, highlighting strong momentum in telehealth. Management also did a good job managing expenses that rose much more slowly than revenues. Talkspace is projected to grow increasingly profitable in the coming years and the company is integrating AI into its offerings. An updated analysis around Talkspace follows in the paragraphs below. Read the full article on Seeking Alpha분석 기사 • Jan 07
Market Participants Recognise Talkspace, Inc.'s (NASDAQ:TALK) Revenues Pushing Shares 25% Higher
Talkspace, Inc. ( NASDAQ:TALK ) shares have continued their recent momentum with a 25% gain in the last month alone...
새로운 내러티브 • Apr 26
Medicare And TRICARE Expansion Will Unlock Future Potential
Transition to a Payor-focused model and expansions of networks like Medicare and TRICARE promise revenue growth and improved profitability through a stable customer base.분석 기사 • Mar 11
Talkspace, Inc.'s (NASDAQ:TALK) 30% Cheaper Price Remains In Tune With Revenues
Talkspace, Inc. ( NASDAQ:TALK ) shares have had a horrible month, losing 30% after a relatively good period beforehand...Seeking Alpha • Feb 20
Talkspace: Missed Earnings Hurt Shares, 'Ifs, Buts, And Maybes' Hurt Business Model
Summary Telehealth stocks have disappointed, but mental healthcare, particularly Talkspace, Inc., has shown promise, with a shift to a payor model and AI integration. Talkspace's 2024 revenues grew 25% to $188M, but gross profit margins declined due to a revenue mix shift toward payor. Ultimately, a revenue miss disappointed the market. Despite challenges, Talkspace achieved its first net profitable quarter and aims for 2025 revenues of $220M-$235M with a focus on retention and implementing AI. TALK stock is rated “Hold” due to uncertainties in market adoption, especially among Medicare and military users, despite signs of undervaluation. Read the full article on Seeking Alpha분석 기사 • Nov 28
Talkspace, Inc.'s (NASDAQ:TALK) P/S Is Still On The Mark Following 29% Share Price Bounce
Despite an already strong run, Talkspace, Inc. ( NASDAQ:TALK ) shares have been powering on, with a gain of 29% in the...분석 기사 • Nov 01
Talkspace, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Shareholders of Talkspace, Inc. ( NASDAQ:TALK ) will be pleased this week, given that the stock price is up 13% to...Seeking Alpha • Oct 31
Talkspace: Jumpstarting Momentum As Payor Programs Expand
Summary Shares of Talkspace surged nearly 20% after reporting very strong Q3 results. The company continues to progress in its rollout of Medicare across the U.S., while a new partnership with TRICARE (the military health services program) is another growth catalyst for 2025. Amid double-digit revenue growth, the company also managed to reduce opex by -10% y/y, vaulting the company to positive adjusted EBITDA. Despite a sharp rally since midsummer, TALK stock remains very reasonably valued at <2x next year's revenue. Read the full article on Seeking AlphaSeeking Alpha • Oct 10
Talkspace: Payor Penetration Driving Key Growth
Summary Talkspace's significant revenue growth and nearing profitability signal a potential valuation rerate, offering meaningful upside with proper execution. Key growth drivers include strategic payor partnerships, expanding Medicare availability, and marketing efforts focused on insurance benefits awareness. Despite competition and commoditization risks, Talkspace's revenue growth and payor focus position it well for future upside performance. With a market cap of $354.9M and no debt, Talkspace's cheap valuation and growth potential make it an attractive investment opportunity. Read the full article on Seeking Alpha분석 기사 • Oct 04
Revenues Tell The Story For Talkspace, Inc. (NASDAQ:TALK) As Its Stock Soars 25%
Talkspace, Inc. ( NASDAQ:TALK ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Aug 30
We're Not Worried About Talkspace's (NASDAQ:TALK) Cash Burn
Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...분석 기사 • Aug 09
US$3.50: That's What Analysts Think Talkspace, Inc. (NASDAQ:TALK) Is Worth After Its Latest Results
It's been a sad week for Talkspace, Inc. ( NASDAQ:TALK ), who've watched their investment drop 12% to US$1.65 in the...분석 기사 • Jun 13
Investors Interested In Talkspace, Inc.'s (NASDAQ:TALK) Revenues
When close to half the companies in the Healthcare industry in the United States have price-to-sales ratios (or "P/S...분석 기사 • Mar 26
Talkspace (NASDAQ:TALK) Is In A Strong Position To Grow Its Business
We can readily understand why investors are attracted to unprofitable companies. Indeed, Talkspace ( NASDAQ:TALK...분석 기사 • Feb 27
Talkspace, Inc. (NASDAQ:TALK) Looks Just Right With A 29% Price Jump
Despite an already strong run, Talkspace, Inc. ( NASDAQ:TALK ) shares have been powering on, with a gain of 29% in the...Seeking Alpha • Jan 19
Talkspace: Opportunities In Online Mental Health And AI, But Faces Competition
Summary Talkspace's stock is trading at a discount relative to the healthcare sector, making it an attractive investment opportunity. The company's virtual mental health solutions have gained traction, particularly in the B2B segment, leading to significant revenue growth. While this is still a loss-making company, Talkspace is making progress and has the potential to break even through the optimization of its platform. However, competition remains strong and it is important to obtain a management update before investing. This is more of a Hold currently. Read the full article on Seeking Alpha분석 기사 • Dec 19
Market Participants Recognise Talkspace, Inc.'s (NASDAQ:TALK) Revenues Pushing Shares 27% Higher
Talkspace, Inc. ( NASDAQ:TALK ) shareholders would be excited to see that the share price has had a great month...분석 기사 • Oct 27
Are Investors Undervaluing Talkspace, Inc. (NASDAQ:TALK) By 49%?
Key Insights Talkspace's estimated fair value is US$3.37 based on 2 Stage Free Cash Flow to Equity Talkspace is...분석 기사 • Jul 13
Here's Why We're Not Too Worried About Talkspace's (NASDAQ:TALK) Cash Burn Situation
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...분석 기사 • Mar 13
Here's Why We're Watching Talkspace's (NASDAQ:TALK) Cash Burn Situation
There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$1m |
| Dec 31 2025 | US$3m | US$600k | US$8m |
| Sep 30 2025 | n/a | n/a | US$4m |
| Jun 30 2025 | n/a | n/a | US$3m |
| Mar 31 2025 | n/a | n/a | US$3m |
| Dec 31 2024 | US$2m | US$600k | US$1m |
| Sep 30 2024 | n/a | n/a | -US$1m |
| Jun 30 2024 | n/a | n/a | -US$8m |
| Mar 31 2024 | n/a | n/a | -US$12m |
| Dec 31 2023 | US$1m | US$600k | -US$19m |
| Sep 30 2023 | n/a | n/a | -US$36m |
| Jun 30 2023 | n/a | n/a | -US$50m |
| Mar 31 2023 | n/a | n/a | -US$68m |
| Dec 31 2022 | US$4m | US$86k | -US$80m |
보상 대 시장: Jon의 총 보수(USD2.93M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.79M) 수준입니다.
보상과 수익: Jon의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.
CEO
Jon Cohen (70 yo)
3.5yrs
재임 기간
US$2,931,733
보수
Dr. Jon R. Cohen, M.D., has been Chief Executive Officer of Talkspace, Inc. since November 2022 and has been its Director since September 15, 2022. Dr. Cohen had been the Senior Vice President of OPKO Heal...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 3.5yrs | US$2.93m | 0.88% $ 7.7m | |
| Chief Financial Officer | 2yrs | US$1.28m | 0.16% $ 1.4m | |
| Chief Technology Officer | 12.1yrs | US$873.92k | 0.050% $ 438.7k | |
| Executive VP of Government Relations | 15.2yrs | US$882.49k | 0.48% $ 4.2m | |
| Chief Marketing Officer | 3.6yrs | US$645.73k | 0.092% $ 803.9k | |
| Chief of Compliance & Privacy and Chief Information Security Officer | 2.3yrs | 데이터 없음 | 데이터 없음 | |
| Director of Communications | no data | 데이터 없음 | 데이터 없음 | |
| Chief People Officer | 4.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Growth Officer of Payor | 4.8yrs | 데이터 없음 | 데이터 없음 | |
| Chief Network Officer | 4.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Business Officer | 3.3yrs | 데이터 없음 | 데이터 없음 | |
| Chief Medical Officer | 2.6yrs | 데이터 없음 | 데이터 없음 |
3.6yrs
평균 재임 기간
51.5yo
평균 나이
경험이 풍부한 관리: TALK의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.6 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Director | 3.7yrs | US$2.93m | 0.88% $ 7.7m | |
| Independent Director | 8.8yrs | US$277.62k | 0.21% $ 1.8m | |
| Chairman | 4.9yrs | US$220.94k | 2.57% $ 22.4m | |
| Independent Director | 3.7yrs | US$190.94k | 0.11% $ 958.2k | |
| Independent Director | 4.9yrs | US$190.94k | 0.18% $ 1.6m | |
| Independent Director | 2.4yrs | US$180.94k | 0.055% $ 482.9k | |
| Independent Director | 4.9yrs | US$210.94k | 0.12% $ 1.1m | |
| Independent Director | 2.4yrs | US$190.94k | 0.046% $ 402.7k | |
| Independent Director | 4.9yrs | US$190.94k | 0.20% $ 1.8m |
4.9yrs
평균 재임 기간
61yo
평균 나이
경험이 풍부한 이사회: TALK의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.9 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 15:59 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Talkspace, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Vikram Kesavabhotla | Baird |
| Peter Warendorf | Barclays |
| Richard Close | Canaccord Genuity |