GoodRx Holdings

GoodRx Holdings, Inc. operates a consumer-focused digital healthcare platform. The firm offers information and tools to help consumers compare prices for prescription drugs. It operates applications and websites that provide prices and discounts at local and mail-order pharmacies. The company was founded by in Trevor Bezdek and Douglas Hirsch Joseph in September 2015 and is headquartered in Santa Monica, CA.

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GoodRx reports Q4 revenue decline but anticipates growth opportunities

GoodRx's Q4 2022 performance showed a decline in revenue but improvements in adjusted EBITDA. The company's focus on deepening relationships, increasing savings, and leveraging data presents strengths. Challenges include financial impacts from the grocer issue and decisions on revenue streams. Opportunities lie in non-grocery retailers, pharma manufacturer solutions, and sales optimization.

GoodRx reports strong Q1 performance and anticipates growth opportunities

GoodRx's Q1 performance reflects growth and positive outlook for managed solutions segment, despite challenges in revenue moderation and deal timelines.
The company's strengths lie in its strong foundation, talented team, and unique marketplace value proposition, with opportunities for further growth and innovation.
Challenges include potential revenue impact from program moderation and deal delays, but regulatory proposals are not expected to significantly affect business operations.
Overall, GoodRx remains focused on driving volume growth, maintaining market leadership, and providing affordable prescriptions to consumers.

GoodRx exceeds Q2 guidance, focuses on growth and partnerships

GoodRx's Q2 2023 earnings call showcased strong financial performance, exceeding guidance and reporting net income driven by a release of valuation allowance.
The company's focus on growth, profitability, and strategic realignment positions it well for compounding growth in 2024 and beyond, emphasizing proactive retail partnerships and efficient customer service strategies.
While challenges in deprioritizing certain solutions and balancing marketing spend efficiency exist, opportunities in optimizing retailer partnerships, leveraging data analytics, and attracting new members without incremental spend are key for future success.
Overall, GoodRx's innovative approach, unique value proposition, and financial and operational strengths highlight its resilience and potential for sustained growth and profitability.

GoodRx reports revenue growth and eyes pharma solutions expansion

GoodRx reported solid Q3 performance with revenue growth and strong cash generation, focusing on margin improvement and bottom-line profitability.
Despite challenges in subscription revenue and one-time payments, the company is eyeing growth opportunities in ISP, pharma solutions, and marketing efforts.
Analyst questions addressed key areas like retail stability, revenue growth expectations, and margin dynamics, indicating investor interest in future prospects.
GoodRx's strategic focus on expanding services, enhancing pricing strategies, and market access programs positions it for continued growth and value creation.

GoodRx exceeds Q4 expectations, eyes growth through strategic initiatives

GoodRx's Q4 '23 performance reflects strong financials, operational resilience, and strategic focus on growth initiatives.
The company's success in saving consumers billions and expanding market reach positions it well for future opportunities.
Challenges such as system issues and market competition require ongoing attention and strategic planning.
Opportunities in scaling solutions, targeted marketing, and strategic partnerships can drive sustained growth and market leadership.

GoodRx reports solid Q1 performance, eyes margin expansion opportunities

GoodRx's Q1 2024 performance showcased revenue growth and strong EBITDA margins, supported by strategic capital deployment and cash reserves.
Challenges include PTR per MAC decline and addressing analyst inquiries on ISP growth and margin concerns.
Opportunities lie in upcoming Analyst Day insights, ISP performance enhancements, and driving margin expansion through operational efficiencies.
Overall, GoodRx anticipates sustained growth, margin improvement, and continued ISP expansion throughout the year.

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GoodRx Holdings, Inc. engages in the business of a consumer-focused digital healthcare platform. The firm offers consumers free access to transparent and lower prices for brand and generic medications, affordable and convenient medical provider consultations via telehealth, and comprehensive healthcare research and information. The company was founded by Trevor Bezdek and Douglas Joseph Hirsch in September 2011 and is headquartered in Santa Monica, CA.

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx (Nasdaq: GDRX), a leading resource for healthcare savings and information, today announced the appointment of Dorothy Gemmell as Chief Commercial Officer, effective July 3, 2023. Gemmell will work closely with Aaron Crittenden, newly appointed Chief Revenue Officer, and together they will lead the company's Pharma Manufacturer Solutions business, which provides solutions for pharmaceutical and medical device companies. Gemmell brings with her a stro.

GoodRx Appoints Dorothy Gemmell as Chief Commercial Officer

The company's integrated pharmaceutical platform, accretive growth through disciplined M&A, and undervaluation lead to a 'buy' rating. With a fair value of $6.30, averaged between my DCF and Alpha Spread's relative valuation, the stock is undervalued by 9%. GoodRx's value proposition relies on network-effect-driven scale and integrative growth, with its acquisition of VitaCare and expansion into multiple consumer-facing verticals.

GoodRx's Integrative Growth Strategy Inches Towards Sustained Profitability

GoodRx, the prescription-drug savings company, has seen a ~20% jump this year, with growing active consumers and a budding subscription plan. The company has diversified its revenue streams through subscription plans, online health content, telemedicine, and pharmacy services, and maintains adjusted EBITDA margins in the mid-20s. However, risks include a pivot to direct relationships with retail pharmacies and a recent FTC scuffle that may damage the brand.

GoodRx: New Leadership May Set Up This Struggling Company For Success

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings, Inc. (Nasdaq: GDRX), a leading digital healthcare platform, today announced that executives from the Company will be presenting at the Jefferies Healthcare Conference in New York, NY on Thursday, June 8, 2023 at 12:30 p.m. Pacific Time (3:30 p.m. Eastern Time). A live webcast of the presentation will be available on the Company's Investor Relations website, https://investors.goodrx.com/. Following the conference, an archived recording will.

GoodRx to Present at the Jefferies Healthcare Conference

While the top- and bottom-line numbers for GoodRx Holdings, Inc. (GDRX) give a sense of how the business performed in the quarter ended March 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

GoodRx Holdings, Inc. (GDRX) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

GoodRx Holdings, Inc. (GDRX) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.06 per share. This compares to earnings of $0.10 per share a year ago.

GoodRx Holdings, Inc. (GDRX) Tops Q1 Earnings and Revenue Estimates

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings, Inc. (Nasdaq: GDRX) (“GoodRx” or the “Company”), a leading digital healthcare platform, has released its financial results for the first quarter 2023. First Quarter 2023 Highlights Total revenue of $184.0 million, exceeding previously announced guidance Net loss of $3.3 million1; Net loss margin of 1.8% Adjusted Net Income2 of $29.5 million; Adjusted Net Income Margin2 of 16.0% Adjusted EBITDA2 of $53.2 million; Adjusted EBITDA Margin2 of.

GoodRx Reports First Quarter 2023 Results

Medicine is a serious business, as is saving on medicine. For that reason, we present the PYMNTS Provider Rankings of Prescription Apps monthly to gauge the apps helping consumers afford pricey remedies.

GoodRx Reigns Again On the Provider Rankings of Prescription Apps

GoodRx is scheduled to report first-quarter earnings on May 10. The digital platform offers prescription drug discounts.

Why Shares of GoodRx Holdings Fell This Week

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings, Inc. (Nasdaq: GDRX), a leading digital healthcare platform, today announced that executives from the Company will be presenting at the BofA Securities 2023 Health Care Conference in Las Vegas, NV, on Thursday, May 11, 2023 at 9:20 a.m. Pacific Time (12:20 p.m. Eastern Time). A live webcast of the presentation will be available on the Company's Investor Relations website, https://investors.goodrx.com/. Following the conference, an archived.

GoodRx to Present at the BofA Securities 2023 Health Care Conference

GoodRX has appointed former GoDaddy CEO Scott Wagner as interim CEO, effective Tuesday (April 25). Wagner succeeds GoodRX's former co-CEOs, the company's co-founders Doug Hirsch and Trevor Bezdek, who have transitioned to new roles as chief mission officer and chairman, respectively, the digital healthcare platform said in a Tuesday press release.

GoodRX Appoints Former GoDaddy CEO Scott Wagner as Interim CEO

GoodRx Holdings Inc. GDRX stock rose more than 3% in the extended session Tuesday as the company said that co-founders Trevor Bezdek and Douglas Hirsch are stepping down as co-chief executive officers. GoodRx named Scott Wagner, a former executive at GoDaddy Inc. GDDY, as interim chief executive, effective immediately.

GoodRx stock up 3% after news co-founders, co-CEOS to step down

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings, Inc. (NASDAQ: GDRX), a leading digital healthcare platform, today announced that Scott Wagner has been appointed Interim Chief Executive Officer, effective April 25, 2023. Co-founders Doug Hirsch and Trevor Bezdek have transitioned into new roles as Chief Mission Officer and Chairman, respectively. Wagner will work closely with Hirsch and Bezdek, who remain part of the GoodRx leadership team, to accelerate product innovation, strengthen th.

GoodRx Expands Executive Team With New Interim CEO

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings, Inc. (Nasdaq: GDRX) (“GoodRx” or the “Company”), a leading digital healthcare platform, today announced it will release its first quarter 2023 financial results before U.S. markets open on Wednesday, May 10, 2023. GoodRx management will also hold a conference call and webcast that morning at 5:00 a.m. Pacific Time (8:00 a.m. Eastern Time) to discuss the results and the Company's business outlook.

GoodRx Announces Date for First Quarter 2023 Earnings Release and Conference Call

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Coinbase Global stock doubled in value in 2023 as cryptocurrencies rebounded amid economic uncertainty. GoodRx is coming off an encouraging quarter but the company still faces some headwinds.

These 2 Stocks Crashed 85% Last Year But Are off to Hot Starts in 2023

GoodRx Holdings, Inc. has seen an immense drop in share price over the last 12 months, which has presented an opportunity for investors. With a strong offering of services, the company has been able to convert more and more people using its platform.

GoodRx Holdings Looks Like A Great Addition, Reward Outweighs Risk

The prescription drug discount and digital health specialist delivered results that weren't as bad as investors had feared.

Why GoodRx Stock Rallied Wednesday Morning

GoodRx Holdings, Inc. (NASDAQ:GDRX ) Q4 2022 Earnings Conference Call February 28, 2023 5:00 PM ET Company Representatives Doug Hirsch - Co-Founders, Co-Chief Executive Officer Trevor Bezdek - Co-Founders, Co-Chief Executive Officer Karsten Voermann - Chief Financial Officer Aubrey Reynolds - Senior Investor Relations Manager Conference Call Participants Mark Mahaney - Evercore ISI Mitchell Kellett - Guggenheim Lucas Romanski - Cowen Michael Cherny - Bank of America Craig Hettenbach - Morgan Stanley Eric Sheridan - Goldman Sachs Stephanie Davis - SVB Leerink Jailendra Singh - Truist Jonathan Yong - Credit Suisse George Hill - Deutsche Bank Robert Simmons - DA Davidson Steve Valiquette - Barclays Operator Good day! And welcome to the GoodRx, Fourth Quarter and Full Year 2022 Earnings Conference Call.

GoodRx Holdings, Inc. (GDRX) Q4 2022 Earnings Call Transcript

Amazon

As it moves to shed issues related to a key customer loss in 2022 — believed to be Kroger — GoodRx got busy late last year, adding partnerships, integrating technologies, and taking steps to avoid a repeat of what is cryptically referred to as “the grocer issue.

GoodRx Takes on Amazon RxPass by Building Consumer Discount Prescription Destination

GoodRx Holdings, Inc. (GDRX) delivered earnings and revenue surprises of 40% and 3.33%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

GoodRx Holdings, Inc. (GDRX) Q4 Earnings and Revenues Surpass Estimates

GoodRx Holdings Inc. GDRX shares surged in the extended session Tuesday after the consumer-targeted digital healthcare platform topped expectations for the quarter. GoodRx shares rallied as much as 15% after hours, following a 1.5% rise in the regular session to close at $5.29.

GoodRx stock surges 15% after earnings beat

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings, Inc. (Nasdaq: GDRX), a leading digital healthcare platform, has released its financial results for the fourth quarter and full year 2022. Fourth Quarter 2022 Highlights Total revenue of $184.1 million, exceeding previously announced guidance Net loss of $2.01 million; Net loss margin of 1.1% Adjusted Net Income2 of $27.4 million; Adjusted Net Income Margin2 of 14.9% Adjusted EBITDA2 of $49.6 million; Adjusted EBITDA Margin2 of 26.

GoodRx Reports Fourth Quarter and Full Year 2022 Results

There are plenty of organizations that could go from being dead money for investors to operational powerhouses. GoodRx Holding Inc. ( GDRX , Financial) might be one of those companies.

A Closer Look at GoodRx

SANTA MONICA, Calif.--(BUSINESS WIRE)--GoodRx Holdings, Inc. (Nasdaq: GDRX), a leading digital healthcare platform, today announced that executives from the Company will be presenting at the Cowen 43rd Annual Health Care Conference in Boston, MA on Tuesday, March 7, 2023 at 6:50 a.m. Pacific Time (9:50 a.m. Eastern Time). A live webcast of the presentation will be available on the Company's Investor Relations website, https://investors.goodrx.com/.

GoodRx to Present at the Cowen 43rd Annual Health Care Conference

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