What does Goodrx do and what are its main business segments?

Did Goodrx beat or miss consensus estimates last quarter?

What is Goodrx's latest dividend and current dividend yield?

What were the key takeaways from Goodrx’s earnings call?

What is the revenue and EPS growth rate for Goodrx year over year?

What were the key takeaways from Goodrx's earnings call?

What is the market's earnings forecast for Goodrx next quarter?

What is Goodrx's gross profit margin?

- **Manufacturer Solutions Dominance**: 35% YoY growth, 200+ brand programs, and direct-to-consumer partnerships.
- **PBM Shift**: Payers adopting point-of-sale discounts, aligning with GoodRx's cash price model.
- **TrumpRx Opportunity**: 2026 integration with HHS to link lowest-cost prescriptions to GoodRx.
- **2026 Growth Drivers**: HCP engagement, e-commerce, and employer carve-out programs.
- **Financial Resilience**: $66.3M EBITDA, 33.8% margin, and $273.5M cash on hand.

**【CEO Summary Section】**
- Q3 revenue growth driven by Manufacturer Solutions (54% YoY), offsetting Rite Aid closures and PBM partner impacts.
- Expanded partnerships with Novo Nordisk (Ozempic/Wegovy) and Amgen (Repatha), offering direct-to-consumer cash pricing.
- Launched Rx Smart Saver at Kroger pharmacies nationwide, integrating savings at the counter.
- Introduced new subscription offerings for hair loss and weight loss, leveraging e-commerce capabilities.
- Brand campaign 'Savings Wrangler' boosts unaided awareness and search volume.

**【CFO Financial Commentary】**
- Total revenue: $196M (flat YoY), with prescription transaction revenue down 9% due to Rite Aid closures.
- Manufacturer Solutions revenue: $43.4M (54% YoY growth), contributing 35% of 2025 growth.
- Adjusted EBITDA: $66.3M (33.8% margin), up 2% YoY.
- Share buybacks: $61.6M, with $81.4M remaining under $450M program.
- Full-year revenue guidance unchanged at ~$792M, with Q4 expected decline due to accelerated deal closures.

**【Q&A Key Highlights】**
- **Manufacturer Solutions Growth**: 35% YoY growth, driven by 200+ brand programs and direct-to-consumer partnerships.
- **PBM Evolution**: Payers shifting to point-of-sale discounts (e.g., Cigna), aligning with GoodRx's cash price model.
- **TrumpRx Integration**: HHS engagement to link lowest-cost prescriptions to GoodRx, positioning for 2026 expansion.
- **2026 Strategy**: Focus on HCP engagement, e-commerce innovation, and ISP-like carve-out programs for employers.
- **Rite Aid Impact**: Anniversaries in 2026, with recapture efforts through counter solutions and brand campaigns.

GoodRx Holdings, Inc. (GDRX) Q3 2025 Earnings Call Transcript

- **Strategic Leadership**: New exec appointments drive integration of pharmacy, pharma, and government affairs strategies.
- **Revenue Growth**: 3% YoY revenue expansion, 11% adj. EBITDA growth, with 34.4% margin reflecting operational efficiency.
- **E-commerce Expansion**: Direct e-commerce pilot reduces pharmacy costs and enhances consumer experience.
- **Pharma Expansion**: 17% YoY pharma solutions growth; negotiating GLP-1 cash buy-downs with top manufacturers.
- **Risk Mitigation**: <5% revenue exposure to Rite Aid; diversified retail network ensures continuity.
- **Share Buybacks**: $100M+ invested in 2025, with $189M remaining under $450M program.


**【CEO Key Initiatives】**
- **Leadership Reinforcement**: Appointed Aaron Crittenden (President, RX Marketplace), Scott Pope (Chief Pharmacy Officer), and Gary Kline (SVP, Government Affairs) to strengthen strategic execution.
- **Rx Marketplace Growth**: Achieved 300+ basis points segment share growth QoQ, driven by fair pricing models that balance consumer affordability and pharmacy profitability.
- **E-commerce Integration**: Launched direct e-commerce solution with one retail partner, streamlining workflows and reducing cost-to-fill.
- **Manufacturer Solutions Expansion**: Point-of-sale cash programs for 5+ insulin brands, with 15x+ ROI for a vaccine partner, and 17% YoY revenue growth in pharma solutions.
- **Rite Aid Bankruptcy Response**: Less than 5% of 2025 revenue exposure; actively engaging pharmacy partners to ensure smooth patient transitions.

**【CFO Financial Highlights】**
- **Q1 2025 Results**: Total revenue $203M (+3% YoY), adj. EBITDA $69.8M (+11% YoY), adj. EBITDA margin 34.4%.
- **Liquidity & Share Repurchases**: $392.7M total liquidity; repurchased 23.3M shares ($4.32 avg price), with $189M remaining under $450M buyback program.
- **2025 Guidance**: Revenue $810M-$840M (2%-6% growth), adj. EBITDA $273M-$287M (+5%-10%).
- **Cost Management**: Sequential adj. EBITDA margin improvement to 34.4%, reflecting operational efficiency.

**【Q&A Key Takeaways】**
- **Pharma Partnerships**: 20%+ growth target for manufacturer solutions; negotiating direct cash buy-downs for GLP-1 drugs with top manufacturers.
- **HCP Engagement**: Over 750K unique prescribers engaged; exploring partnerships to embed pharma programs within GoodRx platform.
- **Macroeconomic Risks**: <5% revenue exposure to Rite Aid; diversified retail network mitigates store closure impacts.
- **Stock Repurchases**: Share buybacks remain top capital allocation priority, with strong conviction in undervalued stock.


GoodRx Holdings, Inc. (GDRX) Q1 2025 Earnings Call Transcript

- **Consumer Growth**: 30 million users in 2024, saving $17B, with 3% market share gain.
- **Retail Profitability**: Partner pharmacies saw 20% script margin improvement; $20M+ incremental margin for one retailer.
- **Manufacturer Expansion**: 200+ brand partnerships, 78 point-of-sale programs, reversing Pfizer's market decline.
- **2025 Financial Outlook**: Revenue $810-840M (+4%), EBITDA $270-286M (+7%).
- **Key Trends**: ISP wrap for non-covered brands, e-commerce expansion, and prescriber engagement driving long-term growth.

**【CEO Summary Section】**
- **Market Leadership**: GoodRx reached nearly 30 million consumers in 2024, saving $17 billion on medications. The company holds a 3% year-over-year increase in market share of the prescription discount segment.
- **Retail Pharmacy Partnerships**: Collaborations with pharmacies resulted in a 20% year-over-year increase in profitability per script for partner pharmacies. For example, a major retailer saw $20 million in incremental annual margin through pricing partnerships.
- **Manufacturer Solutions Growth**: Expanded from 150 to over 200 brand partnerships, with 78 brands in the point-of-sale discount program. Pfizer's menopause therapy program saw a reversal of a 2-year market share decline in Q4 2024.
- **Strategic Initiatives**: Focus on ISP wrap for non-covered brand drugs, e-commerce infrastructure expansion (e.g., Opill OTC birth control), and prescriber engagement tools to streamline workflows.

**【CFO Financial Commentary】**
- **2024 Financial Highlights**: Full-year revenue of $792.3 million (+6% YoY), adjusted EBITDA of $260.2 million (+20% YoY), and adjusted EBITDA margin of 32.8% (up 420 basis points YoY). Net cash from operations was $183.9 million.
- **2025 Guidance**: Revenue $810-840 million (+4% midpoint), adjusted EBITDA $270-286 million (+7% midpoint). Q1 2025 revenue expected $201-205 million (+3% YoY midpoint).
- **Liquidity**: $448.3 million cash on hand and $540 million total liquidity as of December 2024.

**【Key Q&A Insights】**
- **Pharma Manufacturer Solutions Growth**: 26% YoY revenue increase in 2024, with potential for 20%+ growth in 2025 driven by brand partnerships and validated ROI (e.g., 5-10x traffic lift vs. brand.com).
- **ISP Wrap Progress**: Actively expanding to non-covered brands, with PBM partners interested in integrated funded/cash benefit solutions. One new ISP program in development.
- **Retailer Relationships**: 8/10 top pharmacies on direct/hybrid contracts. Kroger volume improving post-2024 challenges, with 35% of scripts now direct.
- **Policy Impact**: Neutral on new administration's pharma marketing policies; potential tailwind if DTC ad restrictions redirect pharma marketing spend to GoodRx platform.


GDRX

GDRX fundamentals

Earnings Call

You can ask Aime