$TDOC Call - Primary360 going well and signed additional deals for later this year.

Very excited about Primary360.

$LVGO and $TDOC commercial integration fully completed from early this year.

Combined Teladoc and Livongo behavioral health products.

Can start Livongo through the $TDOC app.

Q: Competition?

We have competitive advantages across all types of care and levels of providers.

Customers are looking for one point of sale not multiple vendors stitched together.

Proven by larger deals and more multi-product deals than ever. Proof with large blue plans.

We've seen success and increased interest as some competitors have gone to a health plan and other health plans don't want to buy from a competitor.

Moves have been in-line with what we have expected.

We almost never bump into these competitors.

Q: Pipeline?

Recall 4Q report, we said pipeline of new members was 50% larger than last year - it has only grown since then and progressed along the deal stage through the pipeline. One of those was very significant.

Also seeing more large multi-product deals than ever before. Seeing Livongo push much faster into hospitals faster than we ever expected. Also Primary360 much better uptake than expected.

We don't usually upgrade guidance at this point in the year so this is unusual.

Q: Interested in whole-person care at a blue plan.

We are selling our full suite of telehealth and chronic care solutions to them. We allow consumers and clinicians to buy and recommend across our products.

This was the thesis to combine w/ Livongo and is a sig comp adv

There are some economies we get from selling like this. We can charge a lower price and receive higher revenue per user.

Q: Sense of pipeline for Primary 360, how fast can it ramp, can you quantify how much it helped?

Pipeline is very strong for Primary 360. We expect to roll out this and next year. Don't expect it to be material this year but it will next year.

Some clients are happy w/ higher PMPM and visit fees for increased intensity - others are looking for more value based arrangements. Eventually that is where we are going to go which is something only we can do due to our scale. P360 is multi-product so expands PMPM.

Q: Strength in behavioral business, channel checks show strength, benefit from new carriage.

Mental Health continues to be the strongest growth in the portfolio. Our attention there is increasing. Combining LVGO and Teladoc offerings which is clearly resonating w/ the market.

Growth here will continue to be strong even with explosive growth in 2020. Mental health will be leading 2nd product to general.

We see utilization shift to live interaction over text interaction. Enables us to bring value at an attractive price due to scale.