Amesite 2025 Q3 Earnings Misses Targets as Net Income Improves 53.5%

Amesite (AMST) reported its fiscal 2025 Q3 earnings on May 15th, 2025. The company saw a decline in revenue but achieved a significant improvement in net income, reducing losses by 53.5%. Results missed overall expectations, with the company sustaining losses for six years over the corresponding fiscal quarter. Amesite maintains its guidance, aiming for continued revenue growth and improved operational efficiency in Q4 2025, while focusing on expanding its market presence.

Revenue
The total revenue of Amesite decreased by 10.4% to $30,690 in 2025 Q3, down from $34,261 in 2024 Q3.

Earnings/Net Income
Amesite narrowed losses to $0.16 per share in 2025 Q3 from a loss of $0.56 per share in 2024 Q3, marking a 71.4% improvement. Meanwhile, the company successfully reduced its net loss to $-663,418, a 53.5% improvement from the $-1.43 million reported in 2024 Q3. The company has seen a good improvement in EPS.

Price Action
The stock price of Amesite edged up 0.45% during the latest trading day, dropped 3.86% during the most recent full trading week, and remained unchanged month-to-date.

Post-Earnings Price Action Review
The strategy of buying Amesite (AMST) shares after its revenue raise on the financial report release date and holding for 30 days yielded moderate returns over the past five years, showing a compound annual growth rate (CAGR) of approximately 8%, aligning with the S&P 500's performance. Despite reasonable returns, the strategy was not a high-yield approach and experienced volatility, particularly in the first three years due to broader market conditions. Timing played a crucial role, with years featuring multiple revenue raises within the 30-day holding period generally yielding higher returns. The strategy benefited from favorable market conditions in later years, rewarding growth stocks more generously. However, it carried risks, especially if revenue raises did not continue the growth trend, potentially impacting stock prices. Investors should evaluate the strategy considering the company's growth prospects and broader market conditions.

CEO Commentary
Dr. Ann Marie Sastry, CEO and Founder, expressed confidence in Amesite's ability to deliver NurseMagicTM at an affordable price point while maintaining healthy margins. She highlighted a significant revenue increase of 2.4 times from Q2 to Q3 2025, driven by targeted sales and marketing efforts, alongside a focus on operational efficiencies. The positive customer feedback validates a strong product-market fit, positioning Amesite well for future growth. Dr. Sastry noted that with a nimble development process, the company is poised to grow revenue efficiently while expanding into new segments, particularly in the healthcare market.

Guidance
Amesite expects to continue its growth trajectory, aiming for increased revenue and improved operational efficiency in Q4 2025. The company anticipates maintaining a strong focus on delivering tiered services and expanding its market presence in the skilled nursing and home healthcare segments. Specific quantitative targets were not disclosed, but the leadership remains optimistic about achieving profitability and scaling operations effectively in the upcoming quarters.

Additional News
Amesite Inc. has successfully launched a higher-priced tier of service, NurseMagic Teams Plus+, in response to increased B2B demand. This premium tier offers enhanced capacity and 24/7 access to advanced analytics, reflecting strong customer willingness to pay for increased usage. Additionally, Amesite's operations remain unaffected by recently announced U.S. tariffs, thanks to its fully remote, U.S.-based workforce and cloud-native infrastructure. The company has also expanded its reach into the hospice segment, meeting HIPAA requirements for all users and offering new service tiers for B2B users. Amesite is strategically positioned in the healthcare market, focusing on delivering value in growing segments like skilled nursing and home health care facilities.