After hosting meetings with a host of managements, Jefferies analyst Sean Dodge says Vocera Communications' (VCRA) "weak" revenue guidance "seems to relate more to the Smartbadge launch than to competitive intrusion." Further, interest in Teladoc's (TDOC) virtual-first offering continues to grow, with a Blues plan now seeking regulatory approval to launch an entirely new plan designed on the concept, Dodge tells investors in a research note. The analyst keeps Buy ratings on both Vocera and Teladoc.

Reports Q1 revenue $646.13M, consensus $637.29M. "We are pleased to report a solid start to the year, with strength in both revenue and adjusted EBITDA in the first quarter," said Mala Murthy, acting chief executive officer and chief financial officer of Teladoc Health. "During this period of transition, our team remains laser focused on our key initiatives, which include building upon our market leadership position; driving increased product penetration through our large installed base of over 90 million virtual care members; and accelerating our bottom-line performance."