Goodrx Holdings, Inc. · NASDAQ:GDRX
Goodrx — Q4 2025 Earnings Presentation
27 slides from Goodrx's earnings presentation, Feb 26, 2026
Slide 1: Investor Presentation
Investor Presentation February 2025
Slide 2: Disclaimers
Disclaimers Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this presentation that do not relate to matters of historical fact should be considered forward-looking
Slide 3: The cost of healthcare in the U.S. continues to increase & Americans are bearing the burden
The cost of healthcare in the U.S. continues to increase & Americans are bearing the burden Health insurance plan Premiums, deductibles and Drug coverage and copays are rising1 formularies are narrowing1 Health insurance plan costs are 37% more formulary exclusions in projected to increase 9% in 202
Slide 4: Our mission is to help Americans get the healthcare they need at a price they can afford
Our mission is to help Americans get the healthcare they need at a price they can afford. 4
Slide 5: Believe market opportunity is substantial with significant room for growth
Believe market opportunity is substantial with significant room for growth GoodRx represents only ~2% of all Rx’s filled in the US annually1 Over 6 Billion annual prescriptions5 $4.9T U.S. healthcare market2 ~1 Billion annual physician visits6 U.S. prescription drug spend is projected to $19B grow ~
Slide 6: Americans use GoodRx to save an average of ~84% on prescriptions compared to retail prices
Americans use GoodRx to save an average of ~84%1 on prescriptions compared to retail prices GoodRx beats the average copay ~50% of the time for our most commonly prescribed medications2 Uninsured 9 % GoodRx Consumers’ Top Conditions4 Medicaid 1 Hypertension 4 High Cholesterol 3% Medicare Who uses 2
Slide 7: GoodRx delivers value to key constituents, starting with consumers and healthcare professionals
GoodRx delivers value to key constituents, starting with consumers and healthcare professionals Consumers Physicians ~$17B 1M+ Consumer savings Unique HCPs visit annually 1 GoodRx annually2 Pharmacies PBMs3 • Customer acquisition • Proven growth channel • Cost-based economics • Long-term partnership
Slide 8: A trusted prescription affordability solution
A trusted prescription affordability solution Prescription Marketplace Pharma Manufacturer Solutions Aggregates Discounted Prescription Partner with Pharma to Facilitate Integrated Access Pricing Options Available to Consumers Solutions for Brand Medications Pharmacy-Direct Embedded Copay and Point-
Slide 9: GoodRx makes the complex simple and powerful for consumers
Prescription Marketplace Pharma Manufacturer Solutions GoodRx makes the complex simple and powerful for consumers Data Sources Engine Customized Options Constant • Multiple Pharmacy Benefit data refresh Manager Networks Proprietary Living pricing database • Retail-direct contracts engine • Pharmacy
Slide 10: We reach healthcare professionals (HCPs) at the high-intent, point of prescription
Prescription Marketplace Pharma Manufacturer Solutions We reach healthcare professionals (HCPs) at the high-intent, point of prescription Digital tools to communicate savings to patients at the point of prescription, including Electronic Health Record (EHR) integrations 90% estimated awareness 80%+
Slide 11: Hybrid contracting model: Aligning economic incentives with PBMs and pharmacies
Prescription Marketplace Pharma Manufacturer Solutions Hybrid contracting model: Aligning economic incentives with PBMs and pharmacies to help drive sustainable growth PBM Contracting Expansive network of PBMs3 GoodRx Take rate is a mid-teen percentage Discount of GMV4; take rate in dollars = GoodRx
Slide 12: Hybrid contracting model: Pharmacy-Direct Contracting
Prescription Marketplace Pharma Manufacturer Solutions Hybrid contracting model: Aligning economic incentives with PBMs and pharmacies to help drive sustainable growth Pharmacy-Direct Contracting Hybrid model (combination of PBM3 and retail-direct contracts) took shape as pharmacy margins were compr
Slide 13: Integrating GoodRx savings with insurance
Prescription Marketplace Pharma Manufacturer Solutions Integrating GoodRx savings with insurance Our integrated savings program (ISP) automatically compares offerings and routes insured consumers to whichever eligible price is lower for their medication, the GoodRx price1 or the insurance price, and
Slide 14: Subscription products can deliver more value to consumers & extend our reach
Prescription Marketplace Pharma Manufacturer Solutions Subscription products can deliver more value to consumers & extend our reach focusing on users with chronic conditions $20.7M 684K subscription revenue in 4Q24 subscription plans1 GoodRx Gold monthly & annual subscription plan2 • 1,000+ prescrip
Slide 15: GoodRx partners with pharma manufacturers to help enhance commercial investment and increase LTV
Prescription Marketplace Pharma Manufacturer Solutions GoodRx partners with pharma manufacturers to help enhance commercial investment and increase LTV We integrate pharma brand messaging, access solutions, and support services into the GoodRx platform to enable more patients to fill & refill their
Slide 16: Our brand access and affordability engine delivers strong results
Prescription Marketplace Pharma Manufacturer Solutions Our brand access and affordability engine delivers strong results that create wins for our partners and patients Better pricing for drugs Remove consumer and where insurance coverage HCP friction for rejects and is challenging utilization manage
Slide 17: We are focused on driving sustainable partnerships and scalable growth with strong ROI
Prescription Marketplace Pharma Manufacturer Solutions We are focused on driving sustainable partnerships and scalable growth with strong ROI Case Study: HCP Program on GoodRx showed 2.4% lift in NRx in just 3 months4 Change in Market Share in Test Period 78 +200% vs. 200+ 65 Client Brand % competit
Slide 18: Strengths for us to build on
Strengths for us Massive Scale + Impact to build on ~30M consumers used GoodRx for 1M+ Unique HCPs visited prescription savings in 20243 GoodRx in 20244 Powerful Value Proposition • High HCP & Consumer NPS1 • Ability to drive ~$17B of consumer savings annually2 • Scope of PBM and retail networks Way
Slide 19: We have disciplined focus against key priorities
We have disciplined focus against key priorities 1 2 3 4 5 Strengthen Value Scale Pharma Grow & Deepen Build Distinctive Build a Proposition to Key Manufacturer Relations with Frictionless Winning Team Constituents in the Solutions GoodRx Users End-to-End & Culture Healthcare GoodRx Ecosystem Experi
Slide 20: Revenue growth with attractive margin profile
Revenue growth with attractive margin profile Revenue Adjusted EBITDA & Margin1 1% 17% (dollars in millions) (dollars in millions) YoY Growth YoY Growth $250 $80 40% $65.4 $67.1 $196.6 $197.9 $200.6 $195.3 $198.6 $65.0 $189.7 $190.0 1 $62.8 $200 $184.0 $60 $57.3 33.8% 35% $180.02 $53.2 $53.5 $53.5 3
Slide 21: Our management team is mission-driven and committed to improving healthcare in America
Our management team is mission-driven and committed to improving healthcare in America Strong leadership team with an advantaged mix of experienced executives from adjacent industries Wendy Barnes Chris McGinnis Trevor Bezdek Aaron Crittenden Dorothy Gemmell CEO and President Chief Financial Officer
Slide 22: Building the leading digital platform for consumer healthcare in the U.S.
Building the leading digital platform for consumer healthcare in the U.S. Unique combination of Macro trends drive the First mover advantage scale, impact, and need for our solutions and partnership profitability1 and technology strategy help deepen the competitive moat Transparency and trust Consum
Slide 23: Appendix
Appendix 23
Slide 24: GoodRx at a glance: Strengthening our ecosystem while driving profitable growth
GoodRx at a glance: Strengthening our ecosystem while driving profitable growth Scaled Platform Consumer First Trusted Ecosystem Partner Profitable1 Growth 7M+ ~30M 8 / 10 $792.3M / 6% Prescription-related Consumers used GoodRx for Of our top pharmacies directly 2024 YOY Consumers2 prescription savi
Slide 25: Our network strengthens with every transaction
Our network strengthens with every transaction Leading Platform Trusted Brand Product Feedback loop creates Scale Further Expansion a hard-to-replicate Improves Pricing virtuous cycle Expanding Unit Economics Strong Consumer Savings 25
Slide 26: Definitions
Definitions Hybrid Contracting Model – Refers to a 4 prong strategy: HCPs – Healthcare professionals. Savings, Saved, or other similar references - Refers 1. Traditional PBM network: Multiple PBM price points for one pharmacy to the difference between the list price for a particular ISP – Integrated
Slide 27: Non-GAAP Financial Measures
Non-GAAP Financial Measures The following table presents a reconciliation of net (loss) income and revenue, the most directly comparable financial measures calculated in accordance with GAAP, to Adjusted EBITDA and Adjusted Revenue, respectively, and presents net (loss) income margin, the most direc