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American Well Earnings Calls
| Release date | Nov 04, 2025 |
| EPS estimate | -$1.46 |
| EPS actual | -$1.74 |
| EPS Surprise | -19.44% |
| Revenue estimate | 54.555M |
| Revenue actual | 56.286M |
| Revenue Surprise | 3.17% |
| Release date | Aug 05, 2025 |
| EPS estimate | -$1.84 |
| EPS actual | -$1.24 |
| EPS Surprise | 32.61% |
| Revenue estimate | 61.411M |
| Revenue actual | 70.898M |
| Revenue Surprise | 15.45% |
| Release date | May 01, 2025 |
| EPS estimate | -$3.09 |
| EPS actual | -$1.73 |
| EPS Surprise | 44.01% |
| Revenue estimate | 60.176M |
| Revenue actual | 66.833M |
| Revenue Surprise | 11.06% |
| Release date | Feb 12, 2025 |
| EPS estimate | -$3.04 |
| EPS actual | -$2.77 |
| EPS Surprise | 8.88% |
| Revenue estimate | 74.313M |
| Revenue actual | 71.006M |
| Revenue Surprise | -4.45% |
Last 4 Quarters for American Well
Below you can see how AMWL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 12, 2025 |
| Price on release | $12.35 |
| EPS estimate | -$3.04 |
| EPS actual | -$2.77 |
| EPS surprise | 8.88% |
| Date | Price |
|---|---|
| Feb 06, 2025 | $11.47 |
| Feb 07, 2025 | $11.36 |
| Feb 10, 2025 | $11.43 |
| Feb 11, 2025 | $11.47 |
| Feb 12, 2025 | $12.35 |
| Feb 13, 2025 | $11.73 |
| Feb 14, 2025 | $12.16 |
| Feb 18, 2025 | $11.90 |
| Feb 19, 2025 | $12.49 |
| 4 days before | 7.67% |
| 4 days after | 1.13% |
| On release day | -5.02% |
| Change in period | 8.89% |
| Release date | May 01, 2025 |
| Price on release | $6.19 |
| EPS estimate | -$3.09 |
| EPS actual | -$1.73 |
| EPS surprise | 44.01% |
| Date | Price |
|---|---|
| Apr 25, 2025 | $7.72 |
| Apr 28, 2025 | $7.25 |
| Apr 29, 2025 | $7.30 |
| Apr 30, 2025 | $7.33 |
| May 01, 2025 | $6.19 |
| May 02, 2025 | $7.41 |
| May 05, 2025 | $7.31 |
| May 06, 2025 | $6.79 |
| May 07, 2025 | $6.78 |
| 4 days before | -19.82% |
| 4 days after | 9.53% |
| On release day | 19.71% |
| Change in period | -12.18% |
| Release date | Aug 05, 2025 |
| Price on release | $8.48 |
| EPS estimate | -$1.84 |
| EPS actual | -$1.24 |
| EPS surprise | 32.61% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $7.51 |
| Jul 31, 2025 | $7.35 |
| Aug 01, 2025 | $7.01 |
| Aug 04, 2025 | $7.04 |
| Aug 05, 2025 | $8.48 |
| Aug 06, 2025 | $7.86 |
| Aug 07, 2025 | $7.36 |
| Aug 08, 2025 | $7.28 |
| Aug 11, 2025 | $7.17 |
| 4 days before | 12.92% |
| 4 days after | -15.45% |
| On release day | -7.31% |
| Change in period | -4.53% |
| Release date | Nov 04, 2025 |
| Price on release | $5.05 |
| EPS estimate | -$1.46 |
| EPS actual | -$1.74 |
| EPS surprise | -19.44% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $5.32 |
| Oct 30, 2025 | $5.15 |
| Oct 31, 2025 | $5.22 |
| Nov 03, 2025 | $5.09 |
| Nov 04, 2025 | $5.05 |
| Nov 05, 2025 | $4.57 |
| Nov 06, 2025 | $4.09 |
| Nov 07, 2025 | $4.21 |
| Nov 10, 2025 | $4.04 |
| 4 days before | -5.08% |
| 4 days after | -20.00% |
| On release day | -9.50% |
| Change in period | -24.06% |
American Well Earnings Call Transcript Summary of Q3 2025
Amwell reported Q3 FY2025 results ahead of guidance with clear progress on its turnaround plan. Total revenue was $56.3M (down 8% YoY) but would have been up ~1.3% excluding the APC divestiture. Subscription revenue grew 18% YoY to $30.9M and now represents 55% of total revenue. Total visits were ~1.1M (down 21% YoY; AMG visit revenue down 23% but only ~3.5% lower normalized for APC). GAAP gross margin expanded to 52% (driven by higher software/services mix and APC sale). Operating expenses fell 16% YoY and adjusted EBITDA loss narrowed to $12.7M vs. a $31M loss a year ago. Cash burn was ~$18M in Q3, with cash and marketable securities of ~$201M and no debt. Management reiterated a strategy focused on (1) building an enterprise-grade hybrid care platform that embeds enterprise-grade AI across workflows, program integration, and data/analytics; and (2) aggressive efficiency actions including rightsizing headcount, automation, and divesting noncore legacy assets (APC cited as an example). Guidance was narrowed: FY2025 revenue $245M–$248M (previously up to $250M) and adjusted EBITDA of negative $45M to negative $42M (improved from prior range). The company targets positive operating cash flow by end of 2026. Key investor takeaways: improving unit economics and margin profile via mix shift to subscription/software, meaningful cost reductions and operating leverage already visible, a strategic pivot to AI-enabled platform offerings aimed at payers/health systems to address vendor fragmentation, and a comfortable cash runway (~$201M) with no debt — but near-term visit volume weakness and execution on platform adoption/divestitures remain risks.
