GoodRx (GDRX) Q1 2026 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, May 8, 2026 astatine 10:30 AM CDT 36 min read

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DATE

Thursday, May 7, 2026 astatine 8 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer — Wendy Barnes

• Chief Financial Officer — Christopher McGinnis

Full Conference Call Transcript

Wendy Barnes, our Chief Executive Officer, and Chris McGinnis, our Chief Financial Officer. Before we begin, I'd similar to punctual everyone that this telephone volition incorporate forward-looking statements. All statements made connected this telephone that bash not subordinate to matters of humanities information should beryllium considered forward-looking statements, including, without limitation, statements regarding management's plans, strategies, goals, and objectives, our marketplace opportunity, and our anticipated fiscal performance. Underlying trends successful our concern and industry, including ongoing changes successful the pharmacy ecosystem, our worth proposition, our semipermanent maturation prospects, our nonstop and hybrid contracting approach, collaborations and partnerships with 3rd parties, including our point-of-sale currency programs and our integrated savings program, our e-commerce strategy, and our superior allocation priorities.

These statements are neither promises nor guarantees but impact known and chartless risks, uncertainties, and different important factors. These factors, including the factors discussed successful the Risk Factors conception of our yearly study connected Form 10-K for the twelvemonth ended December 31, 2025, and our different filings with the Securities and Exchange Commission, could origin existent results, performance, oregon achievements to disagree materially from those expressed oregon implied by the forward-looking statements made connected this call. Any specified forward-looking statements correspond management's estimates arsenic of the day of this call, and we disclaim immoderate work to update these statements adjacent if consequent events origin our views to change. In addition, we volition beryllium referencing definite non-GAAP metrics successful today's remarks.

We person reconciled each non-GAAP metric to the nearest GAAP metric successful the company's net property release, which tin beryllium recovered connected the overview leafage of our Investor Relations website, @investors.goodRx.com. I'd besides similar to punctual everyone that a replay of this telephone volition go disposable determination soon arsenic well. With that, I'll crook it implicit to Wendy.

Wendy Barnes: Thank you, Aubrey, and convey you to everyone for joining america today. We delivered a beardown archetypal 4th with show driven by continued momentum crossed our strategical maturation priorities. We are seeing spot successful revenue, disciplined execution connected profitability, and steadfast engagement crossed the platform. Overall, we consciousness assured these results validate that the strategy we laid retired past 4th is moving and that we are gathering a sustainable worth proposition designed to present resilient semipermanent growth. That momentum is coming from the parts of the concern we've been investing in. Pharma Direct continues to scale, supported by beardown request for manufacturer-sponsored pricing programs and continued momentum successful GLP-1 access.