AMWL Earnings Prediction
The chart below shows how AMWL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AMWL sees a +3.12% change in stock price 10 days leading up to the earnings, and a -8.19% change 10 days following the report. On the earnings day itself, the stock moves by +0.60%. This data can give you a slight idea of what to expect for the next quarter's release.
AMWL Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
71.01M
0.47%
16.32%
Gross Margin
36.88%
67.33%
54.50%
Operating Margin
-60.21%
-23.85%
-17.41%
Net Margin
-62.77%
-11.35%
-12.99%
EPS
-2.77
-17.80%
-3.48%
No Data Available
AMWL Earnings Analysis
American Well Corp Corporation (AMWL.N) Earnings Conference Call
Positive
Software Revenue Surge: Software revenue grew over 30% compared to Q3, driven by strategic client deployments.
Subscription Revenue Surge: Subscription revenue reached $37 million in Q4, a 36% increase year-over-year, highlighting strong growth in the core business.
EBITDA Improvement Noted: Adjusted EBITDA improved to negative $20.8 million, a significant reduction from negative $30.6 million in Q4 2023, indicating operational efficiency gains.
Financial Stability Boost: The divestiture of AmWell Psychiatric Care added up to $30 million in cash to the balance sheet, strengthening financial stability.
ACV Growth in Health Sector: Average annual contract value (ACV) for health plans increased to $963,000 from $902,000, and for health systems to $488,000 from $415,000, reflecting successful expansion efforts.
Negative
Revenue Stagnation in Q4: Total revenue for Q4 was $71 million, flat compared to Q4 2023, indicating stagnation in growth despite previous expectations for improvement.
Q4 Visit Decline: Visits completed in Q4 were approximately 1.4 million, an 18% decrease from the previous year, reflecting ongoing market-wide execution challenges.
Q4 Adjusted EBITDA Performance: Adjusted EBITDA for Q4 was negative $22.8 million, an improvement from negative $36.9 million in Q4 2023, but still indicating significant ongoing losses.
Rising Administrative Expenses: General and Administrative expenses rose to $34.8 million, a 38% increase from the previous quarter, primarily due to a one-time bad debt accrual, highlighting cost management issues.
2025 Adjusted EBITDA Guidance: The guidance for 2025 includes an expected adjusted EBITDA range of negative $55 million to negative $45 million, indicating continued financial struggles despite efforts to improve margins.
AMWL FAQs
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AMWL Earning Call Sentiment
Earnings call transcript: American Well Q4 2024 shows mixed results
AMWL.N
0.89%Positive
The earnings call presents a mixed outlook. While subscription revenue grew significantly, visit numbers and AMG visit revenue declined. Positive factors include improved gross profit margin and cash position, along with optimistic guidance for subscription growth. However, the flat total revenue and negative EBITDA guidance weigh on sentiment. The Q&A reveals confidence in DHA deployment and subscription growth, but lack of clarity on government RFPs and revenue impact from divestiture add uncertainty. Overall, the stock is likely to remain stable with a neutral sentiment.
