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- **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

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

GDRX

GDRX fundamentals

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