NYSE$AMWL

American Well Corp · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Announced results with revenue increase driven by subscription and AMG visit growth.

Amwell reported a 7% increase in total revenue for Q2 2022, reaching $64.5 million compared to $60.2 million in Q2 2021. The company saw growth in both subscription revenue and AMG visit revenue. They are reiterating their 2022 outlook with revenue expected between $275 and $285 million.

  • Total revenue reached $64.5 million, a 7% increase year-over-year.
  • Subscription revenue grew by 10% to $29.6 million.
  • AMG Visit revenue increased by 8% to $29.7 million.
  • Total visits grew 19% to 1.5 million compared to the second quarter of 2021

Headline financials

Total Revenue

$64.5M

Previous: $60.2M+7.1%
EPS (adj)

-$5.00

Previous: -$3.00-66.7%
Gross Margin

43.4%

Previous: 43.7%-0.7%
Capital Expenditures

-$58K

Previous: -$283K+79.5%
Free Cash Flow

-$69.2M

Previous: -$38.1M-81.4%
Net Income

-$69.1M

Previous: -$37.9M-82.6%
Operating Income

-$69.4M

Previous: -$37.5M-84.9%
Gross Profit

-$69.4M

Previous: -$37.5M-84.9%
Cash & Equivalents

$257M

Previous: $975M-73.6%
Total Assets

$1.3B

Previous: $1.29B+0.5%
Stock-Based Comp

$15.5M

Previous: $10.7M+44.7%

Revenue & EPS history

American Well · Revenue · Quarterly

$64.5M

Q2 2022+7.1%vs Q2 2021
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

American Well · $29.6M total across 1 segment · Q2 2022

  • Subscription Revenue
    $29.6M+10.4%

Forward guidance

The Company is reiterating the following outlook for 2022 and expects:

Tailwinds

  • Revenue between $275 and $285 million
  • AMG visits between 1.4 and 1.5 million

Headwinds

  • Adjusted EBITDA between ($200) million and ($190) 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 Q2 2022

Historical avgQ2 2022

+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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