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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
LifeMD
LifeMD (LFMD) investor relations material
LifeMD Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary12 Nov, 2026
Executive summary
Q3 revenue was $44.6M, down 7% YoY and below guidance; delayed branded GLP-1 fulfillment and reduced marketing weighed on results.
Adjusted EBITDA loss was $0.41M, improved $3.1M sequentially; active subscribers grew 13% YoY to 349,744.
FY 2026 revenue and Adjusted EBITDA outlook was lowered; pharmacy fulfillment, enterprise distribution, and cost reductions underpin the growth plan.
Financial highlights
Q3 revenue was $44.6M versus $47.7M a year ago and below the $48M–$51M guidance range; gross profit was $36.4M versus $40.7M.
Gross margin was 81.51% versus 85.20% a year ago and ~89% in Q2.
Net loss attributable to common stockholders was $5.25M, or $0.11/share, versus $4.67M, or $0.10/share, in Q3 2025.
Adjusted EBITDA was a $0.41M loss versus $2.79M of income in Q3 2025 and a $3.5M loss in Q2 2026.
Selling and marketing expense was $18.5M, down 34% QoQ and 18% YoY; G&A was $14.7M, up 6% YoY.
Outlook and guidance
Q4 guidance: revenue of $46M–$49M and Adjusted EBITDA loss of $2M–$4M; excludes AT&T, broader enterprise, and new pharmacy products.
FY 2026 revenue guidance was cut to $188M–$191M from $205.5M–$212.5M; Adjusted EBITDA guidance shifted to a $10.6M–$12.6M loss from breakeven to a $6M loss.
2027 patient and revenue growth was expected to be ~30% on roughly current fixed overhead; more specific guidance was planned for early Q1.
Operating expense reduction target is at least 25% from Q1 2026 to Q1 2027, excluding working marketing spend.
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Latest events from LifeMD
- Q2 2026 revenue was $47.3M, gross margin 89%, and active subscribers grew 20%.LFMD
Q2 2026 - Virtual care platform drives growth in GLP-1, women's health, and specialty care with strong margins.LFMD16th Annual LD Micro Invitational Conference
- AI-driven virtual care and pharmacy platform achieves rapid growth and high profitability.LFMDInvestor presentation
- Q1 2026 delivered record subscriber growth, 88% gross margin, and reaffirmed full-year guidance.LFMDQ1 2026
- Key votes include director elections, auditor ratification, and a significant equity plan amendment.LFMDProxy filing
- Record patient growth and revenue, with durable expansion in virtual care and pharma partnerships.LFMDProxy filing
- Shareholders will vote virtually on directors, auditor ratification, and an updated equity plan.LFMDProxy filing
- Record revenue growth, expanding margins, and strong cash position drive 2026 outlook.LFMDQ4 2025
- Record Q4 revenue and EBITDA growth, with strong 2025 outlook and margin recovery expected.LFMDQ4 2024
Next LifeMD earnings date
Q4 20269 Mar, 2027
LifeMD
Next LifeMD earnings date
Q4 20269 Mar, 2027
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Frequently asked questions
LifeMD Inc., offers a platform that offers an online patient portal with tools to help patients build a personalized healthcare program, access live healthcare professional support, order prescription refills and medical products through direct-to-patient fulfillment, send secure text messages to their healthcare team, and speak with a physician using a Skype-like video technology. The LifeMD telemedicine platform is in use across multiple therapeutic areas, including concierge care for chronic illnesses, sexual health for men, dermatology and many other indications.