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Mar 31
GoodRx Q1 2025 Earnings Report
GoodRx reported first quarter 2025 results
Key Takeaways
GoodRx reported a 3% increase in revenue and a significant improvement in net income for the first quarter of 2025 compared to the prior year, exceeding previous Adjusted EBITDA margin guidance. The company maintained its full-year 2025 revenue guidance and raised its Adjusted EBITDA expectations.
Revenue for Q1 2025 increased 3% to $203.0 million compared to $197.9 million in Q1 2024.
Net income for Q1 2025 was $11.1 million, a significant improvement from a net loss of $1.0 million in Q1 2024.
Adjusted EBITDA for Q1 2025 was $69.8 million, an increase from $62.8 million in Q1 2024, with Adjusted EBITDA Margin at 34.4%.
The company repurchased 23.3 million shares for $100.9 million during the quarter and ended with $301.0 million in cash and cash equivalents.
GoodRx
GoodRx
GoodRx Revenue by Segment
Revenue by Segment
Prescription Transactions Revenue
CapyFin.comSubscription Revenue
CapyFin.comPharma Manufacturer Solutions Revenue
CapyFin.comOther Revenue
CapyFin.com Forward Guidance
For the full year 2025, GoodRx expects revenue between $810 million and $840 million, representing 2% to 6% growth. Adjusted EBITDA is expected to be between $273 million and $287 million, representing approximately 5% to 10% growth. For the second quarter, revenue is expected to be up sequentially from Q1 2025 with Adjusted EBITDA Margin roughly similar to Q1 2025.
Positive Outlook
- Full year 2025 revenue guidance maintained at $810 million to $840 million.
- Full year 2025 Adjusted EBITDA guidance raised to $273 million to $287 million.
- Expected year-over-year revenue growth of 2% to 6% for the full year 2025.
- Expected year-over-year Adjusted EBITDA growth of approximately 5% to 10% for the full year 2025.
- Second quarter revenue expected to increase sequentially from the first quarter.
Challenges Ahead
- Achievement of the upper half of the revenue guidance range is dependent on strategic initiatives.
- Revenue influenced by macro conditions such as consumer confidence and spending trends.
- Revenue influenced by tariffs and other policies related to drug pricing.
- Revenue influenced by the economic climate.
- Impact of various factors on full year revenue is hard to predict.