Earnings summaries and quarterly performance for LifeMD.
Executive leadership at LifeMD.
Justin Schreiber
Chief Executive Officer
Dennis Wijnker
Chief Technology Officer
Eric Yecies
Chief Legal Officer and General Counsel
Jacob Ellison
Chief Analytics Officer
Jessica Friedeman
Chief Marketing and Product Officer
Marc Benathen
Chief Financial Officer
Maria Stan
Chief Accounting Officer and Controller
Nicholas Alvarez
Chief Acquisition Officer
Shane Biffar
Chief Compliance Officer and Deputy General Counsel
Shayna Webb Dray
Chief Operating Officer
Stefan Galluppi
Chief Innovation Officer
Board of directors at LifeMD.
Research analysts who have asked questions during LifeMD earnings calls.
Sarah James
Cantor Fitzgerald
5 questions for LFMD
Anderson Schock
B. Riley Securities
4 questions for LFMD
David Larsen
BTIG
4 questions for LFMD
Eduardo Martinez-Montes
H.C. Wainwright & Co., LLC
3 questions for LFMD
Steven Valiquette
Mizuho
3 questions for LFMD
Yi Chen
H.C. Wainwright & Co.
2 questions for LFMD
Alex Fuhrman
Craig-Hallum Capital Group LLC
1 question for LFMD
Brooks O'Neil
Lake Street Capital Markets
1 question for LFMD
Jenny Shen
TD Cowen
1 question for LFMD
Kyle Bauser
B. Riley Securities
1 question for LFMD
Ryan Meyers
Lake Street Capital Markets
1 question for LFMD
Steve Dechert
KeyBanc Capital Markets
1 question for LFMD
Recent press releases and 8-K filings for LFMD.
- LifeMD, Inc. announced the closing of a new senior secured revolving credit facility (RCF) with Citizens Bank, N.A. on January 2, 2026.
- The RCF provides up to $50 million in total availability, consisting of $30 million of committed availability and an additional $20 million accordion option.
- The facility has a maturity date of January 2, 2029, and no balance was drawn at closing.
- The RCF features variable interest rates based on Term SOFR or Alternate Base Rate, plus an applicable spread, and commitment fees on the unused portion ranging from 0.225% to 0.30%.
- The Credit Agreement includes financial covenants, requiring LifeMD to maintain a Consolidated Leverage Ratio of 2.50 to 1.00 or less and a Consolidated Interest Coverage Ratio of at least 3.00 to 1.00, commencing with the fiscal quarter ending March 31, 2026.
- LifeMD, Inc. closed a new senior secured revolving credit facility with Citizens Bank, N.A. on January 6, 2026.
- The facility provides up to $50 million in total availability, comprising $30 million of committed availability and an additional accordion option of up to $20 million.
- It has a maturity date of January 2, 2029, and loans bear interest based on company leverage, with no upfront fee.
- As of closing, no balance was drawn on the facility, as the company believes its cash on hand and expected cash flow are sufficient to fund organic growth initiatives.
- LifeMD, Inc. is now offering Novo Nordisk’s Wegovy® (semaglutide) pill, the first and only FDA-approved oral GLP-1 therapy for chronic weight management and cardiovascular health, through its end-to-end telehealth platform.
- The U.S. Food and Drug Administration (FDA) approved the Wegovy® pill on December 22, 2025.
- This announcement broadens LifeMD’s collaboration with Novo Nordisk, with LifeMD featured on the NovoCare® and Wegovy® websites as a trusted telehealth provider.
- Eligible patients can access Wegovy® 1.5mg and 4mg pills for $149 per month. After April 15, 2026, Wegovy® 4mg pills will be $199 per month, and 9mg and 25mg pills will be $299 per month.
- LifeMD reported Q3 2025 consolidated revenue of $60.2 million, a 13% increase year-over-year, with telehealth revenue growing 18% to $47.3 million and telehealth adjusted EBITDA increasing 30% to $2.9 million. The company ended the quarter with $23.8 million in cash and no debt following the divestiture of its majority interest in WorkSimpli.
- The company provided Q4 2025 revenue guidance of $45-$46 million and adjusted EBITDA guidance of $3-$4 million. For the full year 2025, revenue is expected to be between $192-$193 million, and adjusted EBITDA is projected to be between $13.5-$14.5 million.
- The RexMD business returned to growth, adding approximately 10,000 net new subscribers, and the weight management offering has stabilized. LifeMD announced new pricing for Wegovy and Ozempic for self-pay patients, offering initial doses at $199 and higher doses at $349 per month, and anticipates offering oral GLP-1 therapies in 2026.
- Strategic initiatives include the regulatory approval of a non-sterile 503A compounding pharmacy, significant progress in women's health and behavioral health offerings, and the upcoming launch of a unified LifeMD platform and marketplace. Insurance enablement, a key strategic priority, has demonstrated a 33% reduction in customer acquisition costs.
- LifeMD reported Q3 2025 consolidated revenue of $60.2 million, a 13% increase year-over-year, with telehealth revenue up 18% to $47.3 million and telehealth adjusted EBITDA growing 30% to $2.9 million.
- The company strengthened its balance sheet by divesting its majority interest in WorkSimpli, resulting in $23.8 million in cash and no debt at quarter-end.
- RexMD returned to growth, adding approximately 10,000 net new subscribers, and the weight management offering has stabilized, with new pricing for branded GLP-1s (Wegovy/Ozempic) and anticipated oral Wegovy launch in early 2026 through collaborations with Novo Nordisk and Eli Lilly.
- LifeMD secured regulatory approval for its non-sterile 503A compounding pharmacy and is investing in women's and behavioral health offerings, which are expected to become "nine-figure businesses".
- For Q4 2025, the company expects revenue between $45 million and $46 million and adjusted EBITDA between $3 million and $4 million. Full-year 2025 guidance projects revenue of $192 million-$193 million and adjusted EBITDA of $13.5 million-$14.5 million.
- LifeMD provided 2025 revenue guidance of $192 million to $193 million, reflecting a 24% to 25% increase over FY 2024, and Telehealth Adjusted EBITDA guidance of $13.5 million to $14.5 million for FY 2025, a significant increase from $4.1 million in FY 2024.
- For Q3 2025, the company reported Telehealth Adjusted EBITDA of $2.87 million, contributing to $10.49 million for the nine months ended September 30, 2025.
- LifeMD completed the divestiture of its majority ownership interest in the non-core WorkSimpli asset, establishing itself as a pure-play telehealth and pharmacy services company.
- As of September 30, 2025, the company served 310,000 active patients and had conducted 1.3 million virtual consults. The company also noted 85%+ consolidated gross margins.
- LifeMD reported a 13% year-over-year increase in total revenue to $60.2 million and a 20% rise in adjusted EBITDA to $5.1 million for Q3 2025.
- Telehealth revenue specifically grew 18% to $47.3 million, with telehealth adjusted EBITDA increasing 30% to $2.9 million. The number of active telehealth subscribers also increased 14% to approximately 310,000 at quarter-end.
- The company paid off all outstanding debt during the quarter and, subsequent to quarter-end, fully divested its majority stake in WorkSimpli, positioning LifeMD as a pure-play telehealth and pharmacy platform.
- LifeMD provided Q4 2025 revenue guidance of $45 million to $46 million and adjusted EBITDA guidance of $3 million to $4 million for its stand-alone telehealth business. For the full year 2025, the company expects revenue between $192 million and $193 million (a 24% increase versus 2024) and adjusted EBITDA between $13.5 million and $14.5 million (a 254% increase versus 2024).
- LifeMD, Inc. has rescheduled its third quarter 2025 earnings release and conference call to Monday, November 17, 2025, from the original date of November 5, 2025.
- The rescheduling is due to identified corrections related to the recognition of revenue with offsetting related balance sheet accounts for the twelve months ended December 31, 2023, December 31, 2024, and the six months ended June 30, 2025.
- The cumulative impact of these changes will be approximately $4.6 million, or about 1.4% of cumulative revenue reported for the twelve months ended December 31, 2024, and six months ended June 30, 2025.
- These required adjustments will not materially impact how reported revenue results compared to guidance for the reporting periods during this timeframe, nor will they impact the Company's cash flow or cash position.
- LifeMD expects to file a Form 12b-25, as needed, notifying the U.S. Securities and Exchange Commission of a late filing of its Form 10-Q for the period ended September 30, 2025.
- LifeMD, Inc. has rescheduled its third quarter 2025 earnings release and conference call to Monday, November 17, 2025.
- The rescheduling is due to identified corrections related to revenue recognition and offsetting balance sheet accounts for the twelve months ended December 31, 2023, December 31, 2024, and the six months ended June 30, 2025.
- The cumulative impact of these changes is approximately $4.6 million, representing about 1.4% of cumulative revenue reported for the twelve months ended December 31, 2024, and six months ended June 30, 2025.
- LifeMD expects these adjustments will not materially impact reported revenue results compared to guidance for the affected periods, nor will they impact the company's cash flow or cash position. The company also expects to file a Form 12b-25 for a late filing of its Form 10-Q for the period ended September 30, 2025.
- LifeMD, Inc. divested its majority ownership interest in WorkSimpli Software LLC on November 4, 2025.
- The transaction valued WorkSimpli at an enterprise value of approximately $65 million.
- LifeMD received approximately $22 million in cash at closing and is eligible to receive up to an additional $28 million in cash based on WorkSimpli achieving defined growth and operational targets over the next three years.
- This divestiture positions LifeMD as a pure-play virtual care and pharmacy platform, allowing it to concentrate resources on expanding its virtual care and pharmacy offerings.
- LifeMD previously held 73.3% ownership of WorkSimpli's outstanding units immediately prior to the transaction, having made an initial investment of $250,000 in June 2018 for a 51% equity interest, with a total investment of approximately $1.25 million.
Quarterly earnings call transcripts for LifeMD.
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