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American Well
American Well (AMWL) investor relations material
American Well Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
2025 marked a pivotal year with a major transformation, focusing on a unified tech platform, divesting non-core activities, and driving improved revenue quality through contract renewals and new client wins.
Over 15 payer contract renewals were completed, including a significant 3-year Elevance renewal, positioning the company for strong commercial momentum and a clear path to cash flow breakeven in Q4 2026.
AI integration and automation are central to the strategy, enhancing patient experience, operational efficiency, and enabling rapid deployment of clinical programs.
Financial highlights
Full year 2025 revenue was $249.3 million, with subscription revenue rising to $132.4 million (53% of total revenue), and AMG visit revenue at $94.3 million.
Q4 2025 revenue was $55.3 million, with subscription revenue at $28.8 million and AMG visit revenue at $23.7 million.
Q4 gross margin was 51.2%, and full year gross margin was 53%; operating expenses fell 30.7% year-over-year.
Net loss and adjusted EBITDA loss were both reduced by approximately $100 million year-over-year; Q4 net loss was $25.2 million, and adjusted EBITDA loss was $10.3 million.
Ended 2025 with $182.3 million in cash and marketable securities and no debt.
Outlook and guidance
2026 revenue guidance is $195–$205 million, with AMG visits expected between 1.32 million and 1.37 million.
Adjusted EBITDA loss for 2026 is projected at $24–$18 million; Q1 2026 revenue guidance is $48–$53 million with an adjusted EBITDA loss of $7–$5 million.
Positive cash flow from operations is expected in Q4 2026.
Guidance assumes continued subscription stability, visit volume trends, cost discipline, and incremental AI-driven efficiencies.
Explain 2026 revenue/visit guidance vs 2025
Key levers for Q4 2026 cash flow breakeven
Future impact of strategic transformation costs?
DHA contract: Materiality of reinstating programs?
Amwell's AI differentiation vs new entrants?
Government segment pipeline conversion timeline?
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Next American Well earnings date
Q1 202630 Apr, 2026
American Well
Next American Well earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
American Well Corporation is a telehealth software company that enables digital delivery of care for healthcare. The company offers unified, coordinated access to care through a single point of entry and provides virtual health services using mobile applications, including On Demand and LiveHealthOnline; remote patient monitoring solutions comprising iTelehealth and OptumHealth Care Solutions; and employer-based health services through Avizia Telemedicine Platform for Hospitals. It serves individuals, employers, healthcare systems, health plans, retail clinics, life sciences companies, colleges and universities, and government agencies in the United States.
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