$TDOC loss is $DRIO gain in a Cowen note this morning... 75% of the guidance adjustment was due in part to there DTC therapy product. This is unrelated to DRIO as they have no similar product. The other 25% attributed to longer sales cycles on there digital health product resulting from increased competition. Given that TDOC have not historically sold to fully insured health plans, they underestimated what sales cycles to these plans mean. It also shows they are not convinced of Livongo's ROI. Given the markets migration to a fully integrated solution and growing disappointment from Livongo / Teladoc (given that TDOC has put less emphasis and development on the legacy Livongo solution; its not surprising there experiencing tougher sales environments. DRIO is not seeing the trends that TDOC is facing and may very well be the competition there referring to. (DRIO keeps inking employer contracts and health plans seemingly)