NYSE$AMWL

American Well Corp · Q1 2023 earnings

Q1 2023 earnings · · Investor relations

Briefing

Announced financial results, demonstrating progress with customer migrations and strategic clients going live on Converge.

Amwell reported a total revenue of $64.0 million for Q1 2023. The company's net loss was ($398.5) million, which includes a non-cash goodwill impairment charge of $330.3 million. Adjusted EBITDA was ($44.6) million. Total visits were 1.7 million, with Converge visits growing to 36% of the total.

  • Total revenue was $64.0 million.
  • Subscription revenue reached $28.7 million.
  • AMG Visit revenue was $32.5 million.
  • Gross margin was 39.5%.

Headline financials

Total Revenue

$64M

Previous: $64.2M-0.4%
EPS (adj)

-$4.80

Previous: -$5.20+7.7%
Total Visits

1.7M

Previous: 1.8M-5.6%
Capital Expenditures

-$18K

Previous: -$68K+73.5%
Free Cash Flow

-$398M

Previous: -$70.1M-467.3%
Net Income

-$398M

Previous: -$70M-467.8%
Operating Income

-$397M

Previous: -$70.5M-463.7%
Gross Profit

-$397M

Previous: -$70.5M-463.7%
Cash & Equivalents

$113M

Previous: $177M-36.2%
Total Assets

$851M

Previous: $1.36B-37.5%
Stock-Based Comp

$21M

Previous: $12.1M+74.0%

Revenue & EPS history

American Well · Revenue · Quarterly

$64M

Q1 2023-0.4%vs Q1 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

American Well · $28.7M total across 1 segment · Q1 2023

  • Subscription Revenue
    $28.7M+0.0%

Forward guidance

The Company reiterated its guidance, which calls for revenue in the range of $275 and $285 million, AMG visits between 1.45 and 1.65 million , and an Adjusted EBITDA range of between ($150) million and ($160) million.

Tailwinds

  • Revenue in the range of $275 and $285 million
  • AMG visits between 1.45 and 1.65 million
  • An Adjusted EBITDA range of between ($150) million and ($160) million

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2023

Historical avgQ1 2023

+1.4%

Avg return

Earnings day

+2.1%

Avg return

5 days after

-2.2%

Avg return

30 days after

41%

9 / 22 earnings

Positive

+33.8%

Q2 2024

Best reaction

-20.9%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%+27.2%+34.0%
Q4 2025+24.7%+34.9%+29.8%
Q3 2025-9.5%-20.0%-20.6%
Q1 2025+19.7%+9.5%+8.9%
Q4 2024-5.0%-3.6%-35.5%
Q3 2024-5.0%-5.4%-0.7%
Q2 2024+33.8%+13.9%-1.1%
Q1 2024+2.0%+11.4%-16.3%
Q4 2023+23.6%+20.8%-16.0%
Q3 2023+14.5%+4.3%+11.1%
Q2 2023-8.3%-13.9%-35.2%
Q1 2023-3.9%-2.9%+17.9%
Q4 2022-13.1%-19.2%-37.3%
Q3 2022-2.2%+14.9%-8.3%
Q2 2022+9.2%+6.8%-4.8%
Q1 2022-10.8%+8.8%+37.6%
Q4 2021+7.2%+1.0%-8.0%
Q3 2021-7.4%-3.7%-29.7%
Q2 2021+0.7%-1.7%+0.8%
Q1 2021-20.9%-5.7%+9.5%
Q4 2020-4.1%-10.8%-1.5%
Q3 2020-11.9%-19.8%+17.1%
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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