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OptimizeRx (OPRX) investor relations material
OptimizeRx Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Q3 2025 revenue increased 22% year-over-year to $26.1M, with gross profit up 30% to $17.5M and net income of $0.8M versus a $9.1M loss in Q3 2024, driven by growth in DTC and DAAP sales.
Enhanced visibility into future performance through 2026, supported by a shift to a predictive, subscription-based revenue model and strong RFP activity in HCP and DTC segments.
Operating expenses decreased 30% year-over-year in Q3 2025, mainly due to lower stock-based compensation and no goodwill impairment.
Adjusted EBITDA for Q3 2025 rose to $5.1M from $2.7M, with margin expansion driven by favorable product/channel mix and improved terms with channel partners.
Partnership with Lamar Advertising is in early pilot phase, with significant opportunity but not yet included in forecasts.
Financial highlights
Revenue for the nine months ended September 30, 2025, was $77.2M, up from $59.8M in the prior year period, with gross margin improving to 67.2% in Q3 2025 from 63.1% in Q3 2024.
Cost of revenues as a percentage of revenue decreased to 33% in Q3 2025 from 37% in Q3 2024.
Cash and cash equivalents rose to $19.5M at September 30, 2025, up from $13.4M at year-end 2024.
Net cash provided by operating activities was $11.6M for the nine months ended September 30, 2025, up from $4.7M in the prior year period.
Interest expense decreased to $1.15M in Q3 2025 from $1.52M in Q3 2024.
Outlook and guidance
Fiscal year 2025 revenue guidance raised to $105–$109M, with adjusted EBITDA expected between $16–$19M; initial 2026 guidance: revenue of $118–$124M and adjusted EBITDA of $19–$22M.
Full-year guidance is based on contracted revenue with high visibility, excluding potential upsides not yet secured, and does not include contributions from the Lamar partnership.
Gross margin expected to stabilize in the upper 50s to low 60s percentage range, with potential upside.
EBITDA margin expansion anticipated into 2026, driven by product/channel mix and operating leverage.
Management believes current liquidity and cash flow from operations are sufficient to meet obligations for at least the next 12 months.
Explain the shift in top 20 pharma revenue mix
Capital allocation strategy given debt paydown
Address the decline in net revenue retention
Explain new guidance's upside potential?
How does new model improve 2026 visibility?
When will Lamar partnership impact guidance?
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Next OptimizeRx earnings date
Q4 202512 Mar, 2026
Next OptimizeRx earnings date
Q4 202512 Mar, 2026
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Frequently asked questions
OptimizeRx Corporation provides software solutions that help doctors and their staff to improve communication with patients through various mobile channels. It also enables pharmacies to integrate patient support programs directly into the pharmacy workflow. In addition, the company offers electronic coupon technology, which enables pharma companies to securely and seamlessly deliver a variety of valuable offers for their products directly to prescribers within their existing workflows. The company was found in 2006 and is headquartered in Rochester, Michigan.
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