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GoodRx
GoodRx (GDRX) investor relations material
GoodRx Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved a strong Q4 finish, expanding direct-to-consumer affordability programs, scaling subscriptions, and deepening retail pharmacy partnerships amid significant healthcare landscape changes in 2025.
Pharma Manufacturer Solutions (now Pharma Direct) became a key growth engine, with full-year revenue up over 40% year-over-year, reflecting industry shifts toward direct-to-consumer models and self-pay strategies.
Expanded e-commerce ecosystem, tripling retail footprint and increasing order volume by 83% quarter-over-quarter, with direct contracts now in place with nine of the top 10 retail pharmacies.
Launched condition-specific subscriptions (weight loss, ED, hair loss) with strong early adoption, and introduced Employer Direct to address gaps in traditional insurance coverage.
Net income for Q4 was $5.4M (2.8% margin); full year net income was $30.4M (3.8% margin).
Financial highlights
Q4 2025 revenue was $194.8 million; full-year revenue reached $796.9 million, up 1% year-over-year and in line with guidance.
Adjusted EBITDA for 2025 was $270.5 million, a 4% increase over 2024, and above the midpoint of guidance.
Prescription revenue declined 6% year-over-year to $544 million, impacted by Rite Aid bankruptcy, lower volume from an Integrated Savings Program partner, and retail pharmacy changes.
Subscription revenue decreased 3% year-over-year to $83.8 million, with new condition-specific subscriptions expected to contribute more in 2026.
Pharma Direct revenue rose to $151.4 million, up 41% year-over-year, driven by expanded manufacturer partnerships and consumer direct pricing.
Outlook and guidance
2026 revenue expected between $750 million and $780 million, representing a 2%–6% year-over-year decline; Adjusted EBITDA at least $230 million.
Pharma Direct revenue projected to grow at least 30% year-over-year in 2026.
Monthly Active Consumers fell 14% in 2025 but are expected to flatten sequentially through 2026.
Management expects to preserve margin strength and focus on long-term platform durability.
Strategic investments in Pharma Direct and Subscriptions will pressure near-term revenue but are aimed at long-term durability and growth.
Pharma Direct's impact on retail margins?
Drivers of PTR unit economics decline in 2026?
Subscription growth outlook, especially weight loss?
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Next GoodRx earnings date
Q1 20267 May, 2026
GoodRx
Next GoodRx earnings date
Q1 20267 May, 2026
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Frequently asked questions
GoodRx Holdings, Inc. provides consumer-oriented health care information and technology platform that enables consumers to access prescription drug prices and discounts, and the latest drug savings news and tips. It operates GoodRx.com, a consumer website for prescription savings; GoodRx for Healthcare Professionals, an online business portal for pharmacy professionals; and Weekly Dose of News, a monthly e-newsletter that compares prices, provides guidance on cutting health costs, and provides other money-saving discount tips.
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