AMWLNYSEServices-Business Services, NEC

American Well Corp (AMWL) earnings date, market-implied expected move, and options open interest by expiry

12.96

+0.23 · +1.82%

post 12.48 −3.71%

Closed15:59 ET

Open12.87Volume198,791Mkt cap$216.5MEPS-4.66

Day12.48 – 12.870%52-wk3.71 – 15.1677%

AMWL

American Well Corp

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Today

after close

est.Q3 FY26

Calendar

Next report

Last report

+24.95%

shaded = implied · ▲▼ = realized

Aug 4 '26 · confirmed

Implied vs realized

Largest filed tie

31.00%

of AMWL revenue · Elevance Health

customerAMWL 10-K

Supply chain

Largest filed tie

13F top-10 QoQ

+11.46%

shares held · 10 largest managers

13F · Jun 30 '26126d lag

56 managers

Top fund weight

0.00%

AMWL weight · VTI

N-PORTJun 30 '26

1 fund

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

American Well (AMWL) is expected to report on Nov 3 after close (estimated date).

Implied vs realized

1 report

—≥ implied

Q2 FY26Aug 4 '26confirmed—▲+24.95%—

quarterimplied−25%0+25%realized×

Q2 FY26—▲+24.95%—

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 3 expiries · Nov 2 close

0.18OI · 3 expiries · Nov 2 closeP/C open interest · Nov 20 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

280%Nov 2017d155+1%

4750%Dec 1845d0.182,6230%0.18

220%Mar 19136d0.037420%0.03

ExpiryPutsCallsP/C

Nov 2017d280%155+1%0.18

Dec 1845d4750%2,6230%0.18

Mar 19136d220%7420%0.03

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ2 FY26

−18.49%as filednet margin · revenue −5.17% QoQ · −26.59% YoY

Revenue$52M−5.17%

Gross profit$52M100.00%+86.13%

Operating income−$10M−18.36%+45.16%

Pre-tax income−$10M−0.88%

Net income−$10M−18.49%+6.56%

Cost of revenue$0−100.00%

Operating expenses$62M+35.73%

Tax−$548,000−352.53%

Other expense−$617,000−108.41%

Source: SEC filings · standardized · QE Jun 30 '26 · bars = % of revenue

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:00 ET

Intraday

Event sensitivity

CPI ×1.31· ±4.6% vs ±3.5% · 11 releases

eventrelease day|move|up · n×base

CPIconsumer prices±4.6%4 of 11×1.31

GDPgross domestic product±3.2%13 of 19×0.91

CPROFcorporate profits±3.2%8 of 12×0.90

PCEpersonal income & outlays±3.1%10 of 19×0.89

FOMCrate decision±2.8%10 of 24×0.79

PPIproducer prices±2.2%6 of 11×0.63

NFPjobs report±2.1%2 of 10×0.58

Bar = avg |move| to ±5% · tick = ±3.5% avg day · ×base = |move| ÷ ±3.5% · min 6 releases

Earnings history

EPS -0.59 · consensus —

Quarter	Reported	EPS	Consensus
Q2 FY26	Aug 4 '26 · confirmed	-0.59	—
Q1 FY26	—	-0.66	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod