NASDAQ$GDRX

GoodRx Holdings Inc. · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Second quarter financial results exceeded previously announced guidance.

GoodRx's second quarter 2023 results exceeded expectations, with revenue at $189.7 million. Prescription transactions revenue and volume returned to year-over-year growth. The company is focused on rebuilding momentum financially and operationally, aiming for growth in 2024 and beyond.

  • Total revenue of $189.7 million, exceeding previously announced guidance
  • Net income of $58.8 million with a net income margin of 31.0%
  • Adjusted EBITDA of $53.5 million with an Adjusted EBITDA Margin of 28.2%, exceeding previously announced guidance
  • Over 500,000 prescribers engaged with GoodRx through Provider Mode since its launch

Headline financials

Total Revenue

$190M

Previous: $192M-1.1%
EPS (adj)

$0.07

Previous: $0.06+16.7%
Monthly Active Consumers

6.1M

No prior period
Subscription Plans

969.0K

No prior period
Capital Expenditures

-$440K

Previous: -$3.17M+86.1%
Free Cash Flow

$58.3M

Previous: -$4.59M+1372.0%
Net Income

$58.8M

Previous: -$1.42M+4254.5%
Operating Income

$18.3M

Previous: -$4.05M+552.4%
Gross Profit

-$16.3M

Previous: -$18M+9.4%
Cash & Equivalents

$762M

Previous: $731M+4.3%
Total Assets

$1.69B

Previous: $1.59B+6.3%
Stock-Based Comp

$17.9M

No prior period

Revenue & EPS history

GoodRx · Revenue · Quarterly

$190M

Q2 2023-1.1%vs Q2 2022
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

GoodRx · $185M total across 3 segments · Q2 2023

  • Prescription Transactions
    $137M
  • Pharma Direct
    $24.3M
  • Subscription
    $23.9M

Forward guidance

GoodRx is guiding to third quarter revenue in the range of $186 million to $190 million and Adjusted EBITDA Margin in the mid-to-high twenty-percent range. In the back half of this year, GoodRx will continue to balance business imperatives for 2024 and beyond with immediate results.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-5.3%

Avg return

Earnings day

-8.5%

Avg return

5 days after

-5.0%

Avg return

30 days after

37%

10 / 27 earnings

Positive

+29.1%

Q4 2023

Best reaction

-37.4%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.4%+10.5%+3.5%
Q4 2025-19.5%-15.5%-20.8%
Q3 2025+1.8%-6.1%-16.9%
Q1 2025+11.9%+13.5%+7.7%
Q4 2024+1.8%-4.5%-8.0%
Q3 2024-20.0%-23.1%-19.6%
Q2 2024-16.3%-20.2%-10.5%
Q1 2024-13.3%-12.6%+12.4%
Q4 2023+29.1%+17.6%+9.7%
Q3 2023-12.4%-8.8%+9.1%
Q2 2023-5.6%-14.1%-29.3%
Q1 2023+7.0%+10.9%+17.5%
Q4 2022+5.6%+13.6%+14.2%
Q3 2022-21.5%+10.4%+0.8%
Q2 2022+10.5%+4.1%-12.6%
Q1 2022-37.4%-30.1%-43.5%
Q4 2021-36.3%-39.2%-27.9%
Q3 2021-5.7%-5.1%-5.4%
Q2 2021+20.0%+13.3%+37.1%
Q1 2021+5.1%+2.4%+24.8%
Q4 2018-10.5%-14.2%-7.9%
Q2 2020-3.9%-7.8%-1.2%
Q4 2020-3.9%-7.8%-1.2%
Q1 2020-7.3%-29.1%-16.5%
Q3 2019-7.3%-29.1%-16.5%
Q3 2020-7.3%-29.1%-16.5%
Q4 2019-7.3%-29.1%-16.5%
Q2 2019
Q1 2019

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