NYSE$AMWL

American Well Corp · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Amwell announced its financial results for the fourth quarter and full year ended December 31, 2024.

Amwell reported a total revenue of $71.0 million for Q4 2024, with a net loss of ($44.6) million. The company achieved a gross margin of 48% and an adjusted EBITDA of ($22.8) million, showing an improvement compared to the previous quarter.

  • Total revenue for Q4 2024 was $71.0 million.
  • Net loss for Q4 2024 was ($44.6) million, a slight increase from ($44.0) million in Q3 2024.
  • Adjusted EBITDA for Q4 2024 was ($22.8) million, an improvement from ($31.0) million in Q3 2024.
  • Gross margin for Q4 2024 was 48%.

Headline financials

Total Revenue

$71M

Previous: $70.7M+0.5%
EPS (adj)

-$2.77

Previous: -$3.40+18.5%
Net Income

-$44.6M

Previous: -$50M+10.9%
Operating Income

-$42.8M

Previous: -$57M+24.9%

Revenue & EPS history

American Well · Revenue · Quarterly

$71M

Q4 2024+0.5%vs Q4 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 provided financial guidance for 2025, expecting revenue between $250 million and $260 million, AMG visits between 1.3 million and 1.35 million, and adjusted EBITDA between ($55) million and ($45) million. The company also aims to achieve positive cash flow in 2026.

Tailwinds

  • Projected revenue for 2025 is between $250 million and $260 million.
  • Anticipated AMG visits for 2025 are between 1.3 million and 1.35 million.
  • Adjusted EBITDA for 2025 is expected to be between ($55) million and ($45) million, indicating an improvement from 2024.
  • Q1 2025 revenue is projected to be between $59 million and $61 million.
  • The company's objective is to achieve positive cash flow in 2026.

Headwinds

  • The 2025 revenue guidance reflects the divestiture of Amwell Psychiatric Care.
  • Adjusted EBITDA for 2025 is still projected to be negative.
  • Q1 2025 adjusted EBITDA is expected to be negative, between ($18) million and ($20) million.
  • The company does not provide a GAAP reconciliation for forward-looking Adjusted EBITDA due to inherent difficulties in forecasting certain amounts.
  • Future results may be materially less than projected Adjusted EBITDA due to various deductions not included in GAAP calculations.

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 2024

Historical avgQ4 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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