NYSE$AMWL

American Well Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Announced results for the second quarter of 2024.

Amwell reported Q2 2024 financial results, showing progress in U.S. Military Health System deployment and improved adjusted EBITDA outlook due to cost alignment efforts. The company reiterated its 2024 revenue and visit guidance.

  • Total Revenue was $62.8 million.
  • Subscription revenue was $27.5 million.
  • Amwell Medical Group (AMG) visit revenue was $28.7 million.
  • Gross margin was 37%.

Headline financials

Total Revenue

$62.8M

Previous: $62.4M+0.5%
EPS

-$3.36

Previous: -$4.60+27.0%
Total Visits

1.5M

Previous: 1.5M+0.0%
Gross Margin

37.0%

Previous: 39.0%-5.1%
Capital Expenditures

-$101K

Previous: -$36K-180.6%
Free Cash Flow

-$50M

Previous: -$92.5M+45.9%
Net Income

-$49.9M

Previous: -$92.5M+46.0%
Operating Income

-$52.4M

Previous: -$94.5M+44.6%
Gross Profit

-$52.4M

Previous: -$94.5M+44.6%
R&D Expense

$20.8M

No prior period
Stock-Based Comp

$9.82M

Previous: $21.7M-54.7%

Revenue & EPS history

American Well · Revenue · Quarterly

$62.8M

Q2 2024+0.5%vs Q2 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

Amwell issued improved guidance by $10 million for 2024 Adjusted EBITDA, forecasting a range of between ($150) million to ($145) million from a previous range of between ($160) million to ($155) million. The company also reiterated its 2024 revenue and visit guidance, which calls for: •Revenue in the range of $259 to $269 million •AMG visits between 1.6 and 1.7 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 2024

Historical avgQ2 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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