Optimizerx Stock Earnings Reports

OptimizeRx reported Q1 FY2026 revenue of $19.8M (down 10% YoY) and adjusted EBITDA of $3.3M, beating consensus on top- and bottom-line. Management cited near-term softness in contracted revenue driven mainly by last year’s most favored nation (MFN) pricing dynamics, cautious customer budget allocations and shorter contract durations, but characterized these headwinds as short-to-intermediate term and company-specific in places. The company is seeing strong product momentum: AI-enabled DAAP grew 60% in Q1 and DAAP subscription revenue grew 45%, supporting a shift toward more predictable subscription revenue. OptimizeRx lowered cash operating expenses via cost optimization (~$3M annualized savings, ~$1M in-year for 2026) and expects full-year gross margin in the high-60% range. Given reduced top-line visibility, guidance was revised: revenue now expected $95M–$100M for FY2026, while adjusted EBITDA guidance was maintained at $21M–$25M. Financially, OptimizeRx refinanced its term loan (Fifth Third Bank: SOFR + 2.25% vs prior SOFR + 8.5%), freeing up a $10M revolver and reducing interest expense by roughly $1.5M annually. Management highlighted a strategic platform expansion enabling programmatic connectivity to DSPs that control >80% of digital promotional dollars, which they expect to begin contributing in Q4 2026 and materially accelerate growth into 2027. Management reiterated confidence in long-term market opportunities (point-of-care/point-of-prescribe engagement), emphasized operational strength and margin leverage, and noted continued focus on DAAP adoption, subscription mix, and sustainable profitable growth.