GoodRx Holdings, Inc. announced its financial results for the first quarter of 2025, reporting total revenue of $203.0 million, a 3% increase year-over-year. This growth was driven by divergent trends across its key offerings.
Prescription Transactions revenue increased a modest 2% year-over-year to $148.9 million, despite a 4% decrease in Monthly Active Consumers, which management attributed to the unsettled retail pharmacy landscape. Subscription revenue continued its expected decline, falling 7% to $21.0 million due to the sunset of the Kroger Savings Club program.
In contrast, Pharma Manufacturer Solutions revenue demonstrated robust growth, increasing 17% year-over-year to $28.6 million. This segment's performance was driven by organic growth and expanded market penetration, reflecting the company's strategic focus.
Profitability metrics showed significant improvement, with operating income increasing to $23.4 million from $7.4 million in Q1 2024, and net income reaching $11.1 million, up from a net loss of $1.0 million. Adjusted EBITDA rose 11% year-over-year to $69.8 million, resulting in an Adjusted EBITDA Margin of 34.4%, an increase from 31.7% in the prior year.
GoodRx reaffirmed its full-year 2025 revenue outlook of $810 million to $840 million, representing 2% to 6% growth over 2024. The company also raised its Adjusted EBITDA projection to between $273 million and $287 million, indicating 5% to 10% growth and continued margin expansion. The company repurchased 23.3 million shares for approximately $100 million during the quarter.
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