NYSE$AMWL

American Well Corp · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

Reported an 80% increase in revenue and a 450% increase in total visits compared to the same quarter last year.

Amwell announced strong Q3 2020 results, demonstrating significant growth in revenue, visits, and active providers. The company's platform is playing an increasingly important role in meeting the demand for telehealth infrastructure.

  • Total active providers increased 930% year-over-year, reaching approximately 62,000.
  • Total visits increased 450% year-over-year, totaling 1,414,000.
  • Revenue increased 80% year-over-year, reaching $62.6 million.
  • Announced new products including Amwell Now, Touchpoint Tablet software, and C500 telemedicine cart.

Headline financials

Total Revenue

$62.6M

Previous: $34.7M+80.0%
EPS (adj)

-$18.40

Previous: -$11.45-60.6%
Total Visits

1.4M

Previous: 255.0K+454.5%
Gross Margin

32.7%

Previous: 45.1%-27.5%
Adjusted EBITDA

-$26.2M

Previous: -$20.3M-29.3%
Capital Expenditures

-$3.26M

No prior period
Free Cash Flow

-$66.3M

No prior period
Net Income

-$63.1M

Previous: -$24M-162.7%
Operating Income

-$64.3M

Previous: -$25.7M-149.7%
Gross Profit

-$64.3M

Previous: $15.7M-509.9%
Cash & Equivalents

$956M

No prior period

Revenue & EPS history

American Well · Revenue · Quarterly

$62.6M

Q3 2020+80%vs Q3 2019
Beat estimate in 5 of 9 quarters(56%)
ActualEstimate

Revenue by segment

American Well · $54.3M total across 2 segments · Q3 2020

  • AMG Visit Revenue
    $28.5M+295.8%
  • Subscription Revenue
    $25.8M+17.3%

Forward guidance

For 2020, Amwell expects revenue between $235 million and $239 million and Adjusted EBITDA between ($110) million and ($105) 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 Q3 2020

Historical avgQ3 2020

+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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