Financial Data and Key Metrics Changes - For Q4 2024, revenue was $198.6 million, and adjusted EBITDA was $67.1 million, leading to a full year revenue of $792.3 million, a 6% increase year-over-year on a GAAP basis [29] - Full year adjusted EBITDA was $260.2 million, representing a 20% growth over 2023 [30] - Net income for 2024 was $16.4 million compared to a net loss of $8.9 million in 2023, while adjusted net income increased to $131.6 million from $114.6 million in 2023 [30][31] - Adjusted EBITDA margin improved to 32.8%, marking another year of margin expansion [30][32] Business Line Data and Key Metrics Changes - Prescription transactions revenue grew 5% year-over-year to $577.5 million, primarily due to a 7% increase in monthly active consumers [29][30] - Subscription revenue declined 8% to $86.5 million, largely due to the sunset of a retailer-specific prescription savings program [30] - Pharma manufacturer solutions revenue increased by 26% year-over-year to $107.2 million [30] Market Data and Key Metrics Changes - Nearly 30 million consumers used GoodRx in 2024, saving approximately $17 billion on medications, with a 3% year-over-year growth in the prescription discount segment [14][29] - The company's share of the prescription discount segment grew by 3% year-over-year in Q4 2024 [14] Company Strategy and Development Direction - The company aims to enhance the prescription experience for consumers and healthcare professionals, focusing on reducing friction and improving access to medications [10][12] - GoodRx is expanding its Integrated Savings Program (ISP) to include non-covered brands, addressing gaps in coverage and enhancing value for consumers and healthcare professionals [17][25] - The company is also increasing its partnerships with pharma manufacturers, growing from 150 to over 200 brands in 2024, and focusing on integrated access solutions and e-commerce capabilities [18][20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the opportunities to make healthcare more affordable and accessible, particularly in light of potential regulatory changes favoring transparency and lower prices [13][28] - The company anticipates revenue growth in 2025 to be in the range of $810 million to $840 million, representing approximately 4% growth at the midpoint [33] - Management acknowledged potential headwinds from pharmacy store closures but remains confident in the overall growth trajectory of prescription transaction revenue [102] Other Important Information - The company has a strong balance sheet with $448.3 million in cash on hand and $500 million in outstanding debt, providing significant liquidity [32] - GoodRx is committed to returning excess cash to shareholders through share repurchases, with $290 million authorized for spend [75] Q&A Session Summary Question: How many new initiatives are included in the guidance? - Management indicated that the guidance accounts for some expansion in manufacturer programs and marketplace growth, particularly in brand expansion [39][40] Question: Can you comment on the pharma manufacturing solutions growth? - Management remains confident in achieving 20% growth in pharma manufacturer solutions, citing a significant increase in partnerships and validated results [48][49] Question: What is the current status of ISP rollouts with PBM partners? - Management noted ongoing discussions with PBM partners and emphasized the importance of wrapping non-covered brands to enhance value [56][58] Question: What are the headwinds reflected in the guidance? - Management acknowledged potential headwinds from pharmacy store closures but expects overall growth in prescription transaction revenue [102]

GoodRx Holdings, Inc. (GDRX) came out with quarterly earnings of $0.09 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.08 per share a year ago. These figures are adjusted for non-recurring items.A quarter ago, it was expected that this company would post earnings of $0.09 per share when it actually produced earnings of $0.08, delivering a surprise of -11.11%.Over the last four quarters, the company has not been able to surpass consensus EPS estimates.GoodRx, which belon ...

Exhibit 99.1 GOODRX REPORTS FOURTH QUARTER AND FULL YEAR 2024 RESULTS Fourth Quarter and Full Year 2024 Results Substantially In-line with Previous Guidance SANTA MONICA, Calif. -- (February 27, 2025) -- GoodRx Holdings, Inc. (Nasdaq: GDRX) ("we," "us," "our," "GoodRx," or the "Company"), the leading prescription savings platform in the U.S., has released its financial results for the fourth quarter and full year of 2024. Fourth Quarter 2024 Highlights Full Year 2024 Highlights "I am excited to join GoodRx ...

Wall Street analysts forecast that GoodRx Holdings, Inc. (GDRX) will report quarterly earnings of $0.09 per share in its upcoming release, pointing to a year-over-year increase of 12.5%. It is anticipated that revenues will amount to $199.81 million, exhibiting an increase of 1.6% compared to the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this p ...

Executive Changes - GoodRx Holdings CFO Karsten Voermann resigned effective January 16, citing personal reasons [1] - The resignation was not due to any disagreement with the company on operations, policies, or practices [2] - Chief Accounting Officer Romin Nabiey will serve as interim CFO while the company searches for a permanent successor [2] - Nabiey will also continue in his current roles as Chief Accounting Officer and Principal Accounting Officer [3] Financial Performance - GoodRx reported an 8% increase in revenue in Q3, driven by a 4% rise in prescription transactions revenue and a 7% increase in monthly active consumers [3] Strategic Initiatives - The company entered the over-the-counter market in October with a new eCommerce service, partnering with contraceptive maker Opill [5] - The eCommerce service is part of a broader strategy to integrate health and wellness brands into the platform, streamlining purchasing and increasing accessibility [5] - GoodRx and partner pharmacies began offering Affirm's pay-over-time option directly to consumers in October, allowing approved consumers to select Affirm for select medications at participating retailers [5] Leadership Vision - Interim CEO Scott Wagner emphasized the company's focus on medicine affordability and access, stating that this strategic approach has enabled GoodRx to gain market share and strengthen its value proposition [4]

Prescription fills for blockbuster weight loss drugs in the U.S. more than doubled in 2024, even with limited insurance coverage and high out-of-pocket costs for the treatments, according to data released Thursday by drug savings company GoodRx. The figures offer more evidence of the insatiable demand for a buzzy class of medications called GLP-1 and GIP agonists, which mimic gut hormones to suppress appetite and regulate blood sugar. That includes Novo Nordisk's weight loss drug Wegovy and Eli Lilly's obes ...

For the quarter ended September 2024, GoodRx Holdings, Inc. (GDRX) reported revenue of $195.25 million, up 8.5% over the same period last year. EPS came in at $0.08, compared to $0.06 in the year-ago quarter.The reported revenue represents a surprise of -0.05% over the Zacks Consensus Estimate of $195.35 million. With the consensus EPS estimate being $0.09, the EPS surprise was -11.11%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to ...

GoodRx Holdings, Inc. (GDRX) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.06 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -11.11%. A quarter ago, it was expected that this company would post earnings of $0.09 per share when it actually produced earnings of $0.08, delivering a surprise of -11.11%.Over the last four quarters, the ...

The upcoming report from GoodRx Holdings, Inc. (GDRX) is expected to reveal quarterly earnings of $0.09 per share, indicating an increase of 50% compared to the year-ago period. Analysts forecast revenues of $195.35 million, representing an increase of 8.6% year over year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Prior to a company's ear ...

NEW YORK, Oct. 31, 2024 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of GoodRx Holdings, Inc. (NASDAQ: GDRX) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, GoodRx insiders caused the company to misrepresent or fail to disclose that (1) while Kroger accounted for less than 5% of the pharmacies accepting GoodRx discounts, Kroger was responsible for nearly 25% of GoodRx's total prescr ...