UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to ______. Commission File Number: 001-39549 GoodRx Holdings, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 47-5104396 (State or o ...

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 She ...

Revenue and Financial Performance - Revenue for the year ended December 31, 2022, grew 3% to $766.6 million from $745.4 million in 2021[304] - Net loss for 2022 was $32.8 million, with a net loss margin of 4.3%, compared to a net loss of $25.3 million and a margin of 3.4% in 2021[304] - Adjusted EBITDA for 2022 was $213.5 million, with an Adjusted EBITDA Margin of 27.8%, down from $229.6 million and 30.8% in 2021[304] - The estimated impact of the "grocer issue" on prescription transactions revenue in 2022 was approximately $110.0 million to $120.0 million[302] - Prescription transactions revenue decreased by $42.8 million, or 7%, year-over-year, primarily due to a 2% decrease in average Monthly Active Consumers[323] Consumer Metrics - Monthly Active Consumers for December 2022 were reported at 5.9 million, reflecting a decline due to the grocer issue[309] - Subscription plans as of December 31, 2022, totaled 1,030,000, down from 1,210,000 in December 2021[311] - The company expects continued adverse impacts on prescription transactions revenue and Monthly Active Consumers due to ongoing consumer response uncertainties[302] Revenue Streams - Pharma manufacturer solutions revenue is expected to grow as a percentage of total revenue in the near to medium term[318] - Pharma manufacturer solutions revenue increased by $26.1 million, or 36%, year-over-year, driven by organic growth and the acquisition of vitaCare, contributing $5.6 million in 2022[324] - Subscription revenue increased by $36.2 million, or 60%, year-over-year, despite a 15% decrease in the number of subscription plans to 1,030 thousand[325] Costs and Expenses - Cost of revenue increased by $18.4 million, or 39%, year-over-year, primarily due to increased personnel costs and fulfillment costs related to the vitaCare acquisition[328] - Product development and technology expenses increased by $17.3 million, or 14%, year-over-year, driven by higher payroll costs due to increased headcount[329] - Sales and marketing expenses decreased by $12.6 million, or 3%, year-over-year, primarily due to a $69.9 million decrease in advertising expenses[330] - General and administrative expenses decreased by $9.9 million, or 6%, year-over-year, mainly due to a decrease in stock-based compensation expense[331] - Depreciation and amortization expenses increased by $19.6 million, or 57%, year-over-year, primarily due to higher capitalized software amortization[332] Cash Flow and Investments - GoodRx Holdings, Inc. reported a net cash provided by operating activities of $146.78 million for the year ended December 31, 2022, a decrease of $32.0 million compared to $178.78 million in 2021[341] - The net cash used in investing activities increased by $31.8 million in 2022, totaling $210.50 million, primarily due to a $27.6 million increase in cash paid for acquisitions and a $21.4 million increase in software development costs[343] - Net cash used in financing activities rose by $89.7 million in 2022, amounting to $120.23 million, largely driven by $101.7 million for repurchases of Class A common stock[344] - The company reported a net cash change of $(183.94) million in cash, cash equivalents, and restricted cash for 2022, compared to $(30.48) million in 2021[341] Interest and Taxation - Interest income increased by $9.2 million year-over-year, primarily due to higher interest rates on cash equivalents[333] - As of December 31, 2022, GoodRx Holdings, Inc. maintained a full valuation allowance of $57.1 million against its net deferred tax assets in excess of amortizable goodwill[359] - A hypothetical 100 basis point increase in interest rates would have increased GoodRx's interest expense by $6.8 million for the year ended December 31, 2022[363] Economic Conditions - GoodRx Holdings, Inc. does not believe inflation has had a material effect on its business, but acknowledges potential risks if costs become subject to significant inflationary pressures[364]

GoodRx Holdings, Inc. (NASDAQ:GDRX) Q3 2022 Earnings Conference Call November 8, 2022 5:00 PM ET Company Participants Whitney Notaro – Vice President-Investor Relations Doug Hirsch – Co-Founder and Co-Chief Executive Officer Trevor Bezdek – Co-Founder and Co-Chief Executive Officer Karsten Voermann – Chief Financial Officer Conference Call Participants Jailendra Singh – Truist Michael Cherny – Bank of America Eric Sheridan – Goldman Sachs Doug Anmuth – JPMorgan Stephanie Davis – SVB Securities Craig Hettenb ...

Q3 2022 Earnings Presentation November 8, 2022 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation that do not relate to matters of historical fact should be considered forward-looking statements, including without limitation statements regarding our future operations, growth and financial results, the benefits to consumers or GoodRx of our agreements with pa ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 GoodRx Holdings, Inc. (Exact Name of Registrant as Specified in its Charter) FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39549 Delaware 47-5104396 (State or other jurisd ...

GoodRx Holdings, Inc. (NASDAQ:GDRX) Q2 2022 Earnings Conference Call August 8, 2022 5:00 PM ET Company Participants Whitney Notaro - Vice President-Investor Relations Doug Hirsch - Co-Founders & Co-Chief Executive Officer Trevor Bezdek - Co-Founders & Co-Chief Executive Officer Karsten Voermann - Chief Financial Officer Conference Call Participants Glen Santangelo - Jefferies Sandy Draper - Guggenheim Partners Stephanie Davis - SVB Securities Michael Cherny - BofA Craig Hettenbach - Morgan Stanley Mark Maha ...

FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2022 OR UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 (855) 268-2822 (Registrant's telephone number, including area code) N/A (Former name, former address and former fiscal year, if changed since last report) ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Com ...

GoodRx Holdings, Inc. (NASDAQ:GDRX) Q1 2022 Earnings Conference Call May 9, 2022 5:00 PM ET Company Participants Whitney Notaro - Vice President, Investor Relations Doug Hirsch - Co-Founder & Co-Chief Executive Officer Trevor Bezdek - Co-Founder Co-Chief Executive Officer, Karsten Voermann - Chief Financial Officer Conference Call Participants Justin Post - Bank of America John Ransom - Raymond James Mark Mahaney - Evercore George Hill - Deutsche Bank Sean Dodge - RBC Capital Markets Sandy Draper - Guggenhe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39549 GoodRx Holdings, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 47-5104396 (State or other jurisdicti ...