John Park's questions to American Well (AMWL) leadership • Q2 2025
Question
John Park from Morgan Stanley asked about the gross margin impact of third-party clinical solutions and the value proposition for partners to integrate with Amwell. He also followed up on how macro factors are affecting sales cycles and pricing.
Answer
CEO Dr. Ido Schoenberg explained that Amwell's platform reduces customer acquisition costs for partners and simplifies outcomes reporting for sponsors, creating a high-margin revenue stream for Amwell. He noted the current macro focus on cost savings can accelerate sales cycles for solutions that demonstrate clear financial ROI, which is a strength for Amwell's platform.