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• Total Revenue: $203 million, up 3% year-over-year.

• Prescription Transactions Revenue: Increased by 2% year-over-year.

• Manufacturer Solutions Revenue: Increased by 17% year-over-year.

• Adjusted EBITDA: $69.8 million, up 11% year-over-year.

• Adjusted EBITDA Margin: 34.4%, an improvement of 60 basis points from the previous quarter.

• Cash and Liquidity: $301 million in cash and $91.7 million unused capacity on revolving credit, totaling $392.7 million in liquidity.

• Share Repurchase: $100 million used to repurchase 23.3 million shares at an average price of $4.32 per share.

• Full-Year Revenue Guidance: Expected to be between $810 million and $840 million, representing 2% to 6% growth.

• Full-Year Adjusted EBITDA Guidance: Increased to a range of $273 million to $287 million, representing 5% to 10% growth.

• Warning! GuruFocus has detected 4 Warning Signs with GDRX.

Release Date: May 08, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

• GoodRx Holdings Inc (NASDAQ:GDRX) reported a 3% increase in total revenue for the first quarter, reaching $203 million, with Manufacturer Solutions revenue up 17% year-over-year.

• The company achieved an adjusted EBITDA of $69.8 million, representing an 11% increase from the previous year and an adjusted EBITDA margin of 34.4%.

• GoodRx Holdings Inc (NASDAQ:GDRX) has strengthened its leadership team with key appointments, including a new President of Rx Marketplace and a Chief Pharmacy Officer, to drive growth and enhance partnerships.

• The company launched a new e-commerce solution that integrates with retail pharmacies, improving consumer experience and pharmacy workflows.

• GoodRx Holdings Inc (NASDAQ:GDRX) continues to expand its Pharma Manufacturer Solutions, partnering with more pharmaceutical brands and delivering strong ROI, which is expected to drive 20% growth in this segment for the year.

Negative Points

• The bankruptcy of Rite Aid, a retail partner, introduces uncertainty, although it is expected to account for less than 5% of GoodRx Holdings Inc (NASDAQ:GDRX)'s total revenue in 2025.

• There is ongoing pressure on monthly active consumers (MACs) due to some prescription pricing increases across the platform.

• The macroeconomic environment, including regulatory changes and shifting consumer sentiment, poses potential challenges to the business.

• GoodRx Holdings Inc (NASDAQ:GDRX) faces competition from direct-to-consumer programs by pharmaceutical manufacturers, which could impact its growth in certain drug categories.

• The company acknowledges that some strategic initiatives are still in the contracting phase, and their impact on revenue growth remains uncertain.