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Amwell(AMWL) - 2024 Q3 - Earnings Call Transcript
2024-10-31 10:30
财务数据和关键指标变化 - 第三季度总收入为6100万美元,与去年同期持平 [26] - 订阅收入为2620万美元,较上季度下降5% [26] - 调整后的EBITDA为负3100万美元,较上季度的负3500万美元有所改善 [38] - 现金和可交易证券总额为2.45亿美元,且无债务 [38] 各条业务线数据和关键指标变化 - 第三季度完成约140万次访问,较去年同期下降4.6% [28] - 计划访问占总访问的70%,显示公司从提供虚拟急救服务向混合护理平台转型 [29] - AMG访问收入为2750万美元,较去年略有上升,平均每次访问收入为83美元,较去年增长7% [30] 公司战略和发展方向和行业竞争 - 公司专注于高质量、盈利性增长,特别是在2025年 [45] - 计划通过优化成本结构和提高订阅收入来实现2026年现金流正向 [25][40] - 公司致力于提供数字化医疗解决方案,帮助客户实现数字化护理的愿景 [19][20] 管理层对经营环境和未来前景的评论 - 管理层对未来的收入增长持乐观态度,预计2024年总收入将在2.47亿至2.52亿美元之间 [40] - 预计2025年将实现更高的订阅收入,减少对访问量波动的依赖 [71] - 管理层强调与客户的紧密关系,关注ROI和临床结果的测量 [78] 其他重要信息 - 公司在政府部门的业务增长潜力被认为是未来的重要机会 [12] - 预计2024年服务和护理点收入将占总收入的约10% [32] 问答环节所有提问和回答 问题: 关于2025年的高质量、盈利性增长的战略 - 管理层表示,专注于增强核心服务的能力,特别是以订阅为主的服务,预计2025年将实现高质量增长 [45] 问题: 关于2026年现金流正向的风险 - 管理层确认2026年现金流正向的目标,指出需要实现新收入的增长和稳定的成本基础 [46] 问题: 关于DHA合同的进展 - 管理层表示,DHA项目的部署按计划进行,预计将在年底前实现企业级部署 [51] 问题: 关于SilverCloud与其他虚拟行为健康提供商的关系 - 管理层解释,SilverCloud与其他提供商的共存是互补的,旨在为客户提供单一的接入路径 [56] 问题: 关于与第三方的收入分享机会 - 管理层确认与第三方的合作中存在收入分享的机会,强调通过整合提供更高的客户粘性 [61] 问题: 关于GLP-1药物和体重管理解决方案的机会 - 管理层表示,虽然公司不专注于GLP-1解决方案,但会与相关供应商合作,提供整体护理的接入路径 [66] 问题: 关于2024年收入指导的修订 - 管理层表示,2024年收入指导已修订,预计将实现247百万至252百万美元的收入 [40] 问题: 关于客户关系和临床结果的测量 - 管理层强调与客户的紧密关系,关注临床结果的测量和ROI的报告 [78]
American Well (AMWL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2024-10-31 09:06
For the quarter ended September 2024, American Well Corporation (AMWL) reported revenue of $61.05 million, down 1.4% over the same period last year. EPS came in at -$2.87, compared to -$4.00 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $62.06 million, representing a surprise of -1.64%. The company delivered an EPS surprise of +13.55%, with the consensus EPS estimate being -$3.32. While investors scrutinize revenue and earnings changes year-over-year and how they ...
American Well Corporation (AMWL) Reports Q3 Loss, Misses Revenue Estimates
ZACKS· 2024-10-31 07:55
American Well Corporation (AMWL) came out with a quarterly loss of $2.87 per share versus the Zacks Consensus Estimate of a loss of $3.32. This compares to loss of $4 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 13.55%. A quarter ago, it was expected that this company would post a loss of $3.94 per share when it actually produced a loss of $3.36, delivering a surprise of 14.72%. Over the last four quarters, the company has ...
Amwell(AMWL) - 2024 Q3 - Quarterly Report
2024-10-31 04:15
财务状况 - 公司总资产为 XXX 亿元 [1] - 公司总负债为 XXX 亿元 [1] - 公司净资产为 XXX 亿元 [1] - 公司资产负债率为 XX% [1] 营业收入 - 公司本期营业收入为 XXX 亿元 [2] - 公司营业收入同比增长 XX% [2] - 公司主营业务收入占营业收入的 XX% [2] 盈利能力 - 公司本期净利润为 XXX 亿元 [3] - 公司净利润同比增长 XX% [3] - 公司毛利率为 XX% [3] - 公司净利率为 XX% [3] 现金流 - 公司经营活动产生的现金流量净额为 XXX 亿元 [4] - 公司投资活动产生的现金流量净额为 XXX 亿元 [4] - 公司筹资活动产生的现金流量净额为 XXX 亿元 [4] - 公司现金及现金等价物净增加额为 XXX 亿元 [4]
Amwell(AMWL) - 2024 Q3 - Quarterly Results
2024-10-31 04:10
Exhibit 99.1 AMWELL ANNOUNCES RESULTS FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2024 BOSTON, October 30, 2024 – Amwell ® (NYSE: AMWL), a leader in hybrid care enablement, today announced financial results for the third quarter of 2024. "Q3 was a busy quarter for Amwell as we steadily executed on key strategies that support our path to cash flow positive. We are aligning our cost structure to fit our strategy, with great emphasis on efficiency and effectiveness, while building our growth organization to deli ...
Amwell to participate in upcoming investor conferences
GlobeNewswire News Room· 2024-10-28 19:00
BOSTON, Oct. 28, 2024 (GLOBE NEWSWIRE) -- Amwell® (NYSE: AMWL), a leader in digital care, announced company leaders will participate in several upcoming investor conferences. Ido Schoenberg, M.D., Amwell chairman and chief executive officer, and Mark Hirschhorn, Amwell chief financial officer, will participate in fireside chats or one-on-one meetings at these events: Nov. 12: UBS Global Healthcare Conference in Palos Verdes, Calif. The fireside chat is at 8:45 a.m. PT.Nov. 20: Needham 4th Annual Consumer Te ...
American Well Corporation (AMWL) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
ZACKS· 2024-10-23 23:07
American Well Corporation (AMWL) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on October 30, 2024, might help the stock move higher if these key numbers ...
Amwell announces new chief financial officer
GlobeNewswire News Room· 2024-10-16 04:30
BOSTON, Oct. 15, 2024 (GLOBE NEWSWIRE) -- Amwell® (NYSE: AMWL), a leader in digital care, today announced Mark Hirschhorn will become Amwell Chief Financial Officer (CFO) effective Oct. 21, succeeding Robert “Bob” Shepardson, who has been in the role since 2021. Hirschhorn will oversee Amwell’s financial operations, enterprisewide optimization and capital allocation activities, and will play a meaningful leadership role in guiding the company’s strategy to support its long-term growth objectives and enhance ...
Amwell to report third quarter 2024 operating results
GlobeNewswire News Room· 2024-10-15 19:05
BOSTON, Oct. 15, 2024 (GLOBE NEWSWIRE) -- Amwell® (NYSE: AMWL), a leader in digital care, will report third quarter 2024 operating results on Wednesday, Oct. 30. Following the distribution of the earnings alert via wire services, the Amwell management team will host a live conference call and webcast at 5 p.m. ET to review the company's operating results and provide a general business update. The full earnings report and the live audio webcast can be accessed by visiting the Investors section of the company ...
The Zacks Analyst Blog American Well, Peloton Interactive and Planet Fitness
ZACKS· 2024-10-11 17:55
文章核心观点 - 健康和健身公司专注于通过健身房会员、健身设备、营养补充剂和健康计划等产品和服务来改善和维持身体健康 [2] - 这一领域的公司提供旨在帮助个人保持健康生活方式的产品和服务 [2] - 健康和健身公司受益于全球对健康问题和身体健康重要性日益增长的认识,这一趋势得到了生活方式相关疾病率上升和预防性医疗保健日益重要等因素的支持 [3] 根据相关目录分别进行总结 行业概况 - 该行业的增长得到了多元化收入来源(包括订阅、产品销售和服务)的支撑,这使其对寻求长期收益的投资者具有吸引力 [3] - 技术进步,如健身追踪器和可穿戴健身设备,为该行业的增长提供了新的机会,并推动了消费者的参与度和收入潜力 [3] - 该市场竞争激烈,经济衰退可能会影响消费者对非必需健康和健身产品的支出 [3] - 消费者偏好和健康趋势的快速变化可能使公司难以持续吸引客户 [3] 个股分析 American Well Corp. (AMWL) [5][6] - 公司是一家企业平台和软件公司,在美国和国际上提供数字化混合护理服务 - 公司预计本年度收入和盈利增长率分别为2%和72.4% - 分析师给出的短期平均目标价较最近收盘价上涨99%,目标价区间为9-66美元 Peloton Interactive Inc. (PTON) [7][8] - 公司在北美和国际上运营一个综合健身平台 - 公司预计本年度收入和盈利增长率分别为4.3%和57% - 分析师给出的短期平均目标价较最近收盘价上涨18.8%,目标价区间为2.5-20美元 Planet Fitness Inc. (PLNT) [9][10] - 公司在美国、波多黎各、加拿大、巴拿马、墨西哥和澳大利亚经营健身中心 - 公司预计本年度收入和盈利增长率分别为6%和8.9% - 分析师给出的短期平均目标价较最近收盘价上涨7.9%,目标价区间为70-100美元