NYSE$AMWL

American Well Corp · Q4 2020 earnings

Q4 2020 earnings · · Investor relations

Briefing

Announced strong financial results with revenue increase and significant visit growth.

Amwell reported a strong Q4 2020, marked by a 34% increase in revenue to $60.4 million and a 300% increase in total visits to 1.6 million. The company highlighted the rapid evolution of telehealth, driven by the pandemic, into a mission-critical digital care delivery infrastructure. Amwell is accelerating investments in its technology platform to meet the post-pandemic market's demand for comprehensive telehealth solutions.

  • Total year-end active providers increased to approximately 72,000, a 950% increase year-over-year.
  • Q4 total visits increased by 300% to 1.6 million compared to the previous year.
  • Q4 revenue increased by 34% to $60.4 million.
  • Full year revenue increased by 65% to $245.3 million.

Headline financials

Total Revenue

$60.4M

Previous: $45M+34.2%
EPS (adj)

-$10.20

Previous: -$11.46+11.0%
Total Visits

1.6M

Previous: 355.0K+350.7%
Gross Margin

37.4%

No prior period
Capital Expenditures

$57K

No prior period
Free Cash Flow

-$24.6M

No prior period
Net Income

-$50.6M

Previous: -$22.4M-125.5%
Operating Income

-$50.6M

Previous: -$24.5M-106.5%
Gross Profit

$22.6M

Previous: $20.1M+12.3%
Cash & Equivalents

$942M

No prior period
Total Assets

$1.38B

No prior period
Stock-Based Comp

$11.8M

No prior period

Revenue & EPS history

American Well · Revenue · Quarterly

$60.4M

Q4 2020+34.2%vs Q4 2019
Beat estimate in 5 of 9 quarters(56%)
ActualEstimate

Revenue by segment

American Well · $52.5M total across 2 segments · Q4 2020

  • Subscription Revenue
    $26.3M
  • AMG Visit Revenue
    $26.2M

Forward guidance

The company provided its initial outlook for 2021, expecting revenue between $260 and $270 million, AMG visits between 1.5 and 1.7 million, and Adjusted EBITDA between ($157) million and ($147) million.

Tailwinds

  • Revenue between $260 and $270 million
  • AMG visits between 1.5 and 1.7 million

Headwinds

  • Adjusted EBITDA between ($157) million and ($147) 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 Q4 2020

Historical avgQ4 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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