Aug. 13 at 2:04 PM
$AMWL "The basic shape of the Amwell thesis is improving. Management has guided to 2026 revenue of
$195 million to
$205 million, with second-quarter revenue expected in the
$48 million to
$52 million range, and has said it expects positive cash flow from operations in the fourth quarter of 2026. That is not a fireworks forecast, but it does point to a company becoming easier to underwrite. And in telehealth, easier to underwrite is often the first step toward easier to own. The market has already moved from pandemic exuberance to a more adult conversation about utilization, reimbursement, and operating discipline." https://vistapglobal.com/amwell-the-federal-telehealth-understudy-is-starting-to-look-like-the-lead-amwl-amzn/
