NYSE$AMWL

American Well Corp · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Announced results, reporting a total revenue of $61.9 million and a net loss of $137.1 million.

Amwell reported Q3 2023 financial results, with total revenue of $61.9 million. The company's net loss was $137.1 million, which included non-cash goodwill impairment charges of $78.9 million. Adjusted EBITDA improved to ($38.5) million. The company reached its goal of 50% of visits on Converge one quarter ahead of schedule.

  • Total revenue was $61.9 million.
  • Subscription revenue reached $28.4 million.
  • Amwell Medical Group (AMG) visit revenue totaled $26.7 million.
  • Net loss was ($137.1) million, including non-cash goodwill impairment charges of $78.9 million.

Headline financials

Total Revenue

$61.9M

Previous: $69.2M-10.5%
EPS (adj)

-$4.20

Previous: -$5.00+16.0%
Total Visits

1.4M

Previous: 1.4M+0.0%
Gross Margin

35.0%

Previous: 40.0%-12.5%
Capital Expenditures

-$96K

Previous: -$2K-4700.0%
Free Cash Flow

-$137M

Previous: -$70.1M-94.8%
Net Income

-$136M

Previous: -$70.1M-94.6%
Operating Income

-$143M

Previous: -$71.1M-101.6%
Gross Profit

-$143M

Previous: -$71.1M-101.6%
Cash & Equivalents

$319M

Previous: $333M-4.0%
Total Assets

$635M

Previous: $1.23B-48.4%
R&D Expense

$27.7M

No prior period
Stock-Based Comp

$16.9M

Previous: $20.8M-18.9%

Revenue & EPS history

American Well · Revenue · Quarterly

$61.9M

Q3 2023-10.5%vs Q3 2022
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’s guidance for 2023 calls for revenue in line with prior guidance range of $257 to $263 million; AMG visits between 1.525 and 1.575 million; and a new Adjusted EBITDA range of between ($162) million to ($167) million.

Tailwinds

  • Revenue in line with prior guidance range of $257 to $263 million
  • AMG visits between 1.525 and 1.575 million

Headwinds

  • Adjusted EBITDA range of between ($162) million to ($167) million, compared to previous guidance of ($160) million to ($165) million.
  • Reflects incremental Research and Development investment in Q4 associated with deployment of the previously announced Defense Health Agency “Digital First” win.

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 2023

Historical avgQ3 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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