Earnings summaries and quarterly performance for OptimizeRx.
Executive leadership at OptimizeRx.
Steve Silvestro
Chief Executive Officer
Andy D’Silva
Chief Business Officer
Brendan Merrell
Chief Operating Officer
Doug Besch
Chief Product & Technology Officer
Edward Stelmakh
Chief Financial & Strategic Officer
Marion Odence-Ford
Chief Legal & Administrative Officer
Theresa Greco
Chief Commercial Officer
Board of directors at OptimizeRx.
Research analysts who have asked questions during OptimizeRx earnings calls.
David Grossman
Stifel
4 questions for OPRX
Constantine Davides
Citizens JMP
3 questions for OPRX
Jeffrey Garro
Stephens Inc.
3 questions for OPRX
Richard Baldry
ROTH MKM
3 questions for OPRX
Anderson Schock
B. Riley Securities
2 questions for OPRX
Eric Martinuzzi
Lake Street Capital Markets
2 questions for OPRX
Ryan Daniels
William Blair & Company, L.L.C.
2 questions for OPRX
Jared Haase
William Blair & Company
1 question for OPRX
Kyle Bauser
B. Riley Securities
1 question for OPRX
Maxwell Michaelis
Lake Street Capital Markets
1 question for OPRX
Sean Dodge
RBC Capital Markets
1 question for OPRX
Stephanie Davis
Barclays
1 question for OPRX
Recent press releases and 8-K filings for OPRX.
- OptimizeRx Corp. announced four new partner agreements on December 17, 2025, significantly expanding its in-workflow point-of-care (POC) network and increasing its total National Provider Identifier (NPI) reach.
- Key agreements include an exclusive, multi-year partnership with a high-demand e-prescribing (eRx) platform previously unavailable to OptimizeRx, and a new partnership extending its presence into the point-of-discharge setting.
- The company also secured multi-year renewals with two high-performing EHR and eRx partners, one of which establishes an exclusive partnership.
- These new channel partners are projected to increase OptimizeRx's unique NPI reach by 37%.
- CEO Steve Silvestro stated these strategic moves are expected to position the company for sustained, profitable growth and enhance client value.
- OptimizeRx is transitioning to a more predictive and smoother revenue model, driven by the growth of subscription-like DAAP and Micro-Neighborhood audience products, which has led to increased visibility into 2026.
- For Q4 2025, the company expects implied revenue to be slightly down year-over-year at the top end of guidance, while Adjusted EBITDA could be slightly down to narrowly up sequentially, primarily due to conservative gross margin assumptions and stable operating expenses.
- Gross margins in Q3 2025 expanded due to a favorable product mix and better channel partner deals, with future margins anticipated to stabilize in the upper 50s to low 60s range.
- The company is piloting a "very large" partnership with Lamar Advertising to integrate its patient-finding capabilities with digital screens, although no contributions from this partnership are currently factored into the 2026 guidance.
- OPRX is migrating towards a more predictive and smoother revenue model, driven by outsized growth in DAP and micro neighborhood audience, which are more subscriptive in nature, providing greater visibility into 2026.
- While implied Q4 2025 revenue guidance may appear slightly down year-over-year, management emphasizes looking at full-year performance and states the guidance reflects true, conservative visibility, aiming to beat numbers.
- RFP season has been strong, with increased interest in both HCP and DTC segments, and an improving win rate due to better client engagement.
- Gross margin expansion in Q3 2025 was attributed to product and channel mix, growth in DAP and GTC platforms, and less managed services revenue (a lower-margin product). Future gross margins are expected to stabilize in the upper 50s to low 60s range.
- The company maintains a highly leverageable business model, expecting a relatively stable operating expense run rate on a cash basis, despite an increase in cash operating expenses due to bonuses tied to top-line overperformance. The 2026 guidance does not factor in contributions from the new Lamar Advertising partnership.
- OptimizeRx's implied Q4 2025 revenue guidance suggests a slight year-over-year decrease at the top end, with adjusted EBITDA expected to be flat to slightly up, though management emphasizes a full-year perspective due to smoother revenue phasing.
- The company is gaining increased visibility into 2026 due to a migration towards a more predictive, subscription-like revenue model, particularly from DAP and Micro-neighborhood audience growth, allowing for a general guide for the year based on renewals and signed contracts.
- Gross margins are expected to stabilize in the upper 50s to low 60s range for Q4 2025 and going forward, driven by product mix, channel partner negotiations, and growth in DAP and DTC platforms.
- The RFP season has been strong, with increased client interest in digital solutions for both HCP and DTC, and the company is experiencing improved win rates.
- OptimizeRx reported Q3 2025 revenue of $26.1 million, a 22% increase year-over-year, with gross profit rising 30% to $17.5 million.
- For Q3 2025, the company achieved GAAP net income of $0.8 million (or $0.04 per share) and non-GAAP net income of $3.9 million (or $0.20 per diluted share).
- OptimizeRx increased its fiscal year 2025 revenue guidance to between $105 million and $109 million and adjusted EBITDA guidance to between $16 million and $19 million.
- The company also introduced fiscal year 2026 guidance, projecting revenue between $118 million and $124 million and adjusted EBITDA between $19 million and $22 million.
Quarterly earnings call transcripts for OptimizeRx.
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