NYSE$AMWL

American Well Corp · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

Announced financial results for the first quarter of 2024.

Amwell reported a total revenue of $59.5 million for Q1 2024. The company is focused on deploying its solution for the Military Health System and migrating visit volume onto its Converge platform. They are also optimizing their cost structure with the aim to achieve profitable growth.

  • Total Revenue was $59.5 million.
  • Subscription revenue was $24.9 million.
  • Amwell Medical Group (AMG) visit revenue was $31.1 million.
  • Gross margin was 31%.

Headline financials

Total Revenue

$59.5M

Previous: $64M-7.0%
EPS (adj)

-$5.00

Previous: -$4.80-4.2%
Capital Expenditures

-$75K

Previous: -$18K-316.7%
Free Cash Flow

-$72.2M

Previous: -$398M+81.9%
Net Income

-$72.1M

Previous: -$398M+81.9%
Operating Income

-$75M

Previous: -$397M+81.1%
Gross Profit

-$75M

Previous: -$397M+81.1%
R&D Expense

$26.7M

No prior period
Stock-Based Comp

$16.2M

Previous: $21M-22.7%

Revenue & EPS history

American Well · Revenue · Quarterly

$59.5M

Q1 2024-7%vs Q1 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

American Well · $28.4M total across 1 segment · Q3 2023

  • Subscription Revenue
    $28.4M-11.0%

Forward guidance

The company reiterated its 2024 guidance.

Tailwinds

  • Revenue in the range of $259 to $269 million
  • AMG visits between 1.6 and 1.7 million
  • Revenue in the range of $335 to $350 million for 2025
  • Adjusted EBITDA in the range of between ($45) million to ($35) million for 2025.
  • Objective to attain adjusted EBITDA breakeven in 2026.

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 2024

Historical avgQ1 2024

+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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