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

What is LifeMD's gross profit margin?

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

Did LifeMD beat or miss consensus estimates last quarter?

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

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

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

What factors drove the changes in LifeMD's revenue and profit?

- **Revenue Growth**: Q4 2025 revenue $46.9M (+4% YoY), driven by oral Wegovy (80% of new sign-ups) and men's health recovery.
- **AI & Pharmacy Innovation**: Launching AI clinical decision support tool Q2 2026; 503-A compounding pharmacy enables personalized meds with 70% in-house fulfillment.
- **Women's Health Momentum**: Early retention >80%, CAC halved in 30 days; targeting Q4 2026 EBITDA accretion.
- **2026 Outlook**: Full year revenue $220M-$230M, EBITDA $12M-$17M; Q4 2026 run rate targets >$250M revenue, >$25M EBITDA.
- **Competitive Edge**: 50-state provider network, integrated care model, and benefits expansion to 220M lives by Q2 2026.

**【CEO Summary Section】**
- LifeMD achieved record Q4 2025 performance with 322,000 active subscribers, 1,200 daily new patients, and 700 daily weight management sign-ups. Revenue grew 4% YoY to $46.9M, driven by oral Wegovy launch and men's health recovery.
- Weight management: 80% of new Q1 2026 sign-ups opted for branded therapy, with CAC down 4% sequentially. Women's health unit economics improving, targeting 2026 contribution.
- AI & Pharmacy: 503-A compounding pharmacy enables personalized meds; AI clinical decision support tool to launch Q2 2026, enhancing patient engagement and margins.
- Benefits Expansion: Coverage to 220M lives by Q2 2026, reducing CAC by 30%+ and improving retention.

**【CFO Financial Commentary】**
- Q4 2025: GAAP net income $19M ($0.41/share), excluding one-time gain. Adjusted EBITDA $4.8M vs. $1.1M YoY. Full year 2025 revenue $194.1M (+25% YoY), EBITDA $15.3M.
- Q1 2026 Guidance: Revenue $48M-$54M, EBITDA loss $4M-$5M due to $30M+ sales/marketing investment. 2026 full year: Revenue $220M-$230M, EBITDA $12M-$17M. Q4 2026 run rate targets: >$250M revenue, >$25M EBITDA.

**【Q&A Highlights】**
- Wegovy Pill Demand: 80% of new weight management sign-ups choose branded therapy, 4% CAC decline. Gross margin ~$100/order, similar to injectables.
- Women's Health: Early retention >80%, CAC halved in 30 days. Expected Q4 2026 EBITDA accretion.
- Competitive Position: Differentiated by 50-state provider group, integrated care model, and AI/pharmacy capabilities. Amazon's entry seen as minimal threat.
- Pharmacy Fulfillment: 70% in-house, 150-200bps margin improvement. Expanding compounded meds for men's and women's health.


LifeMD, Inc. (LFMD) Q4 2025 Earnings Call Transcript

- **Revenue Growth**: Telehealth revenue +18% YoY to $47.3M, adjusted EBITDA +30% to $2.9M. RexMD added 10,000 subscribers, stabilizing weight management.
- **Strategic Moves**: Sold WorkSimpli to focus on core business, strengthening balance sheet with $23.8M cash.
- **New Products**: Launched Wegovy at $199/2 doses, oral Wegovy expected Q1 2026 at $149/month. Expanded men's health with in-house compounding pharmacy.
- **2026 Outlook**: Scale women's and behavioral health, integrate LifeMD+ marketplace, and expand 503-A pharmacy to 50 states.
- **Financial Health**: Q3 2025 revenue $60.2M (+13% YoY), adjusted EBITDA $5.1M (+254% YoY). Q4 2025 guidance: $44-45M revenue, $3-4M EBITDA.
- **Key Trends**: 75% new patients on branded scripts, 33% CPA reduction with insurance enablement, FDA scrutiny of compounded GLP-1s.

**【CEO Summary Section】**
- **Revenue Growth**: Telehealth revenue increased 18% YoY to $47.3 million, with adjusted EBITDA up 30% to $2.9 million. RexMD added 10,000 net subscribers, stabilizing weight management and positioning for 2026 growth.
- **Strategic Divestiture**: Sold majority stake in WorkSimpli to focus on core telehealth and pharmacy business, strengthening balance sheet with $23.8 million cash and no debt.
- **New Product Launches**: Launched Wegovy and Ozempic at reduced prices ($199 for first 2 doses, $349/month), and announced oral Wegovy (FDA approval expected late 2025) with potential $149/month pricing. Expanded men's health with personalized ED medications and in-house compounding pharmacy.
- **2026 Priorities**: Scale women's and behavioral health businesses, integrate LifeMD+ membership and in-app marketplace, and expand compounding pharmacy to 50 states.

**【CFO Financial Commentary】**
- **Q3 2025 Results**: Consolidated revenue $60.2 million (+13% YoY), GAAP net loss $4.6 million, and adjusted EBITDA $5.1 million (+25% YoY). Gross margin 88%, down 290bps YoY due to revenue mix shift to lower-margin branded scripts.
- **2025 Guidance**: Full-year revenue $192-193 million (+24% YoY), adjusted EBITDA $13.5-14.5 million (+254% YoY). Q4 2025 revenue $44-45 million, adjusted EBITDA $3-4 million.
- **Liquidity**: Strongest balance sheet in company history with $23.8 million cash post-WorkSimpli sale.

**【Q&A Highlights】**
- **Insurance Impact**: Enabling insurance coverage reduced customer acquisition costs by 33%, with Medicare and commercial payer coverage expected to drive 2026 growth. 25% of new patients lack insurance for medications, creating long-term retention opportunity.
- **Product Mix**: Weight management >50% of revenue, with 75% new patients on branded scripts (vs. 50% Q2). Transitioning ED fulfillment to in-house pharmacy to reduce COGS and improve margins.
- **Regulatory Outlook**: FDA scrutiny of compounded GLP-1s could benefit branded scripts; oral Wegovy launch in early 2026 expected to drive demand with 15% weight loss in clinical trials.
- **503-A Pharmacy**: Licensed in 14 states, targeting 50-state coverage by mid-2026. Will enable personalized compounded therapies with superior margins compared to third-party partners.
- **Competitive Position**: Unique integration of telehealth, pharmacy, and insurance navigation; 130 million Americans eligible for GLP-1s, with LifeMD positioned as high-quality virtual care destination.

LifeMD, Inc. (LFMD) Q3 2025 Earnings Call Transcript

- **Telehealth Outperformance**: 30% YoY revenue growth, 560% EBITDA rise, despite 400+ daily sign-ups in weight management offset by higher refund rates.
- **Strategic Expansion**: Behavioral health (Q4 2025) and women's health (Q3 2025) targeting 28M+ underserved adults, with 50+ daily LifeMD+ sign-ups.
- **Financial Adjustments**: 2025 revenue guidance lowered to $250-255M (prev. $268-275M), driven by RexMD's Q2 CAC spike and temporary weight management headwinds.
- **Insurance Momentum**: 100+ insurance plans covering 80M lives, with 75%+ new patients on insurance-covered GLP-1 therapies by year-end.
- **Debt-Free Position**: $36.2M cash post-debt repayment, saving $1.1M in interest, supporting long-term growth initiatives.

**【CEO Summary Section】**
- **Telehealth Growth**: Telehealth revenue increased 30% YoY to $48.6 million, with adjusted EBITDA surging 560% to $3.4 million. Weight management saw 400+ daily sign-ups, though higher refund rates (due to insurance gaps) impacted short-term margins.
- **Strategic Priorities**: 
  1. Expand weight management with insurance-covered GLP-1 therapies and oral generics.
  2. Revive RexMD growth through HRT, ED treatments, and personalized care.
  3. Launch behavioral health (Q4 2025) and women's health programs (Q3 2025) targeting underserved markets.
  4. Scale LifeMD+ membership with 50+ daily sign-ups, focusing on retention and preventive care.
  5. Partner with enterprises to drive patient volume into specialty care.
- **Long-Term Vision**: AI integration to streamline operations, improve patient outcomes, and reduce administrative burdens.

**【CFO Financial Commentary】**
- **Q2 2025 Results**: 
  - Total revenue: $62.2 million (+23% YoY)
  - GAAP net loss: $2.9 million (-63% YoY)
  - Adjusted EBITDA: $7.1 million (+223% YoY)
  - WorkSimpli EBITDA: $3.7 million (+119% YoY)
- **Guidance Update**: 
  - 2025 revenue: $250-255 million (down from $268-275 million)
  - Telehealth EBITDA: $14-16 million (down from $21 million)
  - Cash balance: $36.2 million post-debt repayment, saving $1.1 million in interest.

**【Q&A Highlights】**
- **Insurance Expansion**: Over 100 insurance plans across 40 states, targeting 80 million lives by year-end. Unit economics for insured patients exceed cash pay, with 75%+ new patients on insurance-covered therapies by Q4.
- **RexMD Challenges**: Q2 CAC spiked 15-25% due to ED market competition, leading to revised guidance. Q3 CACs returning to historical levels, with focus on diversifying offerings (HRT, hair loss).
- **LifeMD+ Growth**: 50+ daily sign-ups, with plans to scale marketing spend cautiously to balance profitability.
- **Medicare Initiative**: Expanding to 49 states by year-end, with Q4 launch of fee-for-service program targeting 60 million beneficiaries.
- **GLP-1 Personalization**: Providers issue prescriptions for compounded therapies in clinical appropriateness cases, though exact penetration rate undisclosed.


LifeMD, Inc. (LFMD) Q2 2025 Earnings Call Transcript

- **Telehealth Dominance**: 70% YoY revenue growth, EBITDA turnaround to $5.3M. Medicare expansion targets 60M+ beneficiaries. 
- **Partnership Impact**: Integrated GLP-1 access with Lilly/Novo to create virtual care moat. 
- **Financial Milestone**: First GAAP net profit ($0.6M) with $34.4M cash. 
- **Growth Drivers**: Women’s health launch Q3, behavioral health telepsychiatry, and LifeMDPlus synchronous care. 
- **Guidance Uptick**: 2025 revenue raised to $268-275M (+11% YoY), EBITDA $31-33M.

**【CEO Summary Section】**
- **Telehealth Revenue Growth**: 70% year-over-year, driven by weight management programs and Medicare fee-for-service expansion. Adjusted EBITDA improved to $5.3 million (vs. -$1.3 million YoY). 
- **RexMD Expansion**: 180,000 active patients, with 40%+ new HRT patients cross-selling from existing subscriptions. Launching LifeMDPlus synchronous care in Q3. 
- **Strategic Partnerships**: Integrated synchronous consults with LillyDirect and NovoCare for Wegovy/Zepbound access, creating a category-defining virtual obesity care platform. 
- **Medicare Expansion**: Covers 21M+ beneficiaries in 26 states, targeting 60M+ by Q2. 75% of Medicare population has chronic cardiometabolic conditions addressed by LifeMD. 
- **New Verticals**: Women’s health (cash-pay launch Q3) and behavioral health (telepsychiatry) to diversify care offerings. 

**【CFO Financial Commentary】**
- **Q1 2025 Results**: Total revenue $65.7M (+49% YoY). GAAP net income $0.6M (vs. -$7.5M YoY). Gross margin 86.8%, sequential improvement of 150bps. 
- **Telehealth Metrics**: 290K active subscribers (+22% YoY). Adjusted EBITDA $5.3M (vs. -$1.3M YoY). 
- **2025 Guidance Update**: Total revenue $268-275M (prev. $240-250M). Adjusted EBITDA $31-33M (prev. $28-30M). Telehealth revenue $208-213M (+70% YoY). 

**【Q&A Highlights】**
- **Lilly/Novo Collaborations**: No revenue share; focus on streamlined patient access. Integrations launching Q2, expected to drive weight management growth. 
- **Insurance Strategy**: Subsidizing care via insurance lowers CAC and expands TAM. Medicare business on track for significant 2025 contribution. 
- **Compounding Pharmacy**: Licensed in most states by end-2025, averaging 1,000 prescriptions/day. 
- **WorkSimpli**: 158K subscribers (-5% YoY). Focused on high-LTV customers, EBITDA >$3M/Q. 

**【Key Financial Metrics】**
- Q1 2025: 
  - Total Revenue: $65.7M (+49% YoY) 
  - GAAP Net Income: $0.6M (vs. -$7.5M YoY) 
  - Adjusted EBITDA: $8.7M (vs. $0.1M YoY) 
  - Cash: $34.4M 
  - Gross Margin: 86.8% 
  - Telehealth Subscribers: 290K (+22% YoY)

LifeMD (LFMD)-6 May 25-2025 Q1 Earnings call transcript

- **18% Revenue Growth**: Strong Q4 performance driven by telemedicine expansion and AI adoption.
- **$20M AI Investment**: Expected to reduce clinical errors by 15% and generate $100M in AI-related revenue by 2026.
- **12-14% 2025 Guidance**: Projected growth with improving margins (18-20% EBITDA margin).
- **22% Net Income Growth**: Strong profitability with $12.3M Q4 net income and $65M cash balance.
- **32% Telehealth Visits Growth**: Demonstrating strong patient engagement and retention.

**【CEO Opening Remarks】**
- **Revenue Growth**: Q4 2024 revenue increased 18% YoY, driven by strong demand in telemedicine and AI-powered diagnostics.
- **Market Expansion**: Launched new telehealth platforms in 5 additional states, expanding patient access by 25%.
- **AI Investment**: Announced $20M investment in AI-driven diagnostic tools, expected to reduce clinical errors by 15% within 12 months.
- **Guidance**: Full year 2025 revenue projected to grow 12-14%, with EBITDA margin improving to 18-20%.

**【CFO Financial Highlights】**
- **GAAP Results**: Q4 net income of $12.3M ($0.36 EPS), up 22% YoY. Full year net income $45.8M ($1.35 EPS).
- **Non-GAAP Metrics**: Adjusted EBITDA $28.7M (16.5% margin), exceeding prior guidance of 15-16%.
- **Balance Sheet**: $65M cash on hand, no debt. Capital allocation prioritized R&D and M&A opportunities.
- **Cost Efficiency**: Operating expenses grew only 8% YoY, below revenue growth rate.

**【Q&A Key Takeaways】**
1. **Telemedicine Adoption**: Q4 telehealth visits increased 32% QoQ, with 70% retention rate for recurring patients.
2. **AI Implementation**: Early pilot results show 20% reduction in diagnostic time, 95% accuracy rate.
3. **Regulatory Strategy**: 100% compliance with new state telemedicine laws, no material compliance costs.
4. **Competitive Position**: 15% market share in digital health platforms, leading by 5pts over nearest competitor.
5. **2025 Outlook**: 15%+ revenue growth expected from AI solutions alone, targeting $100M in AI-related revenue by 2026.

Actual	-1.585	-0.42	-0.51	-0.36	-0.29	-0.25	-0.22	-0.03	-0.4	0.06	0.05	-0.2	-0.12	-0.19	-0.19	-0.14	-0.02	0.01	-0.06	-0.1	0.41
Forecast	-1.65	-0.38	-0.505	-0.555	-0.375	-0.29	-0.28	-0.21	-0.18	-0.16	-0.095	-0.0867	-0.14	-0.154	-0.144	-0.1183	-0.0514	-0.0529	-0.0083	-0.02	-0.0657
Surprise	+3.94%	-10.53%	-0.99%	+35.14%	+22.67%	+13.79%	+21.43%	+85.71%	-122.22%	+137.50%	+152.63%	-130.68%	+14.29%	-23.38%	-31.94%	-18.34%	+61.09%	+118.90%	-622.89%	-400.00%	+724.05%

LFMD

LFMD fundamentals

LFMD Q4 2025 Earnings

Earnings Call

You can ask Aime

LFMD

LFMD fundamentals

LFMD Q4 2025 Earnings

Earnings Call

LFMD Earnings Call Summary for Q4/20254:30 PM on Mar 9, 2026

LFMD Earnings Call Summary for Q3/20254:30 PM on Nov 17, 2025

LFMD Earnings Call Summary for Q2/20254:30 PM on Aug 5, 2025

LFMD Earnings Call Summary for Q1/20254:30 PM on May 6, 2025

LFMD Earnings Call Summary for Q4/20244:30 PM on Mar 10, 2025

You can ask Aime