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Client Visits Performed by Client Providers
Measures the volume of visits conducted by client-affiliated providers, highlighting the company's ability to integrate and utilize its platform within client networks, which can drive platform stickiness and customer satisfaction.The steady fall in client-performed visits, which accelerates in late‑2025/early‑2026, tracks with management’s disclosure of ~19% y/y platform visit declines and ~23% y/y subscription revenue contraction; Amwell is increasingly replacing client-provider delivery with its AMG model (AMG visits and revenue/visit grew), boosting near‑term revenue per visit and margins and helping cut cash burn. That shift improves profitability trajectory but raises execution and customer-concentration risk: fewer client-run visits mean growth depends more on AMG scaling and renewals rather than organic platform usage.
Date | Client Visits Performed by Client Providers |
|---|---|
Jun 30, 2026 | 62.00 |
Mar 31, 2026 | 64.00 |
Dec 31, 2025 | 65.00 |
Sep 30, 2025 | 73.00 |
Jun 30, 2025 | 73.00 |
Mar 31, 2025 | 71.00 |
Dec 31, 2024 | 72.00 |
Sep 30, 2024 | 76.00 |
Jun 30, 2024 | 76.00 |
Mar 31, 2024 | 76.00 |