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American Well (AMWL) investor relations material

American Well Morgan Stanley 23rd Annual Global Healthcare Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Morgan Stanley 23rd Annual Global Healthcare Conference summary9 Sep, 2025

Business model evolution and strategy

  • Focus on technology-enabled care, offering a unified, whole-person experience across clinical programs such as urgent care, behavioral health, and nutrition.

  • Shift toward a software and subscription model, leveraging proprietary platforms to deliver better clinical and financial outcomes.

  • Strategic investments in AI and technology to improve scalability, efficiency, and patient-provider matching.

  • Emphasis on partnerships and open infrastructure, allowing payers to integrate third-party programs into a cohesive platform.

  • Streamlined business focus, de-emphasizing ancillary businesses to concentrate on core offerings and profitability.

Competitive landscape and differentiation

  • Telehealth has evolved from an add-on to a primary care pathway, with increasing demand for integrated, personalized experiences.

  • Significant investment in infrastructure enables seamless integration of multiple clinical programs, improving outcomes and user experience.

  • Unique positioning with large clients seeking unified, white-label solutions rather than fragmented offerings.

  • AI is seen as a key differentiator for enhancing patient experience, analytics, and operational efficiency.

Government contracts and expansion

  • Secured and successfully delivered a major Defense Health Agency (DHA) contract, meeting rigorous requirements and KPIs.

  • Platform deployed globally for U.S. military personnel and families, with future government opportunities expected to be easier and faster to deploy.

  • One-year contract extension granted, with some modules not expanded due to financial considerations, but long-term adoption remains likely.

  • High standards for security, compliance, and performance met, positioning for further government expansion.

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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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