Replay available

GoodRx Holdings, Inc. (GDRX) Q3 2025 Earnings Call

GoodRx Holdings, Inc. (NASDAQ: GDRX) Q3 2025 earnings conference call, held 2025-11-05. Replay captured from the company's public earnings webcast.

Wed, November 5, 2025 at 8:00 AMendedReplay
GoodRx Holdings, Inc. (GDRX) Q3 2025 Earnings Call

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Daniel Grossle

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Jalinder Singh

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John Ransom

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Stephen Belkwit

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Stan Bernstein

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Craig Heidenbach

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.136 or uninsured, we are here to help them access and afford the full range of prescriptions 00:00:05.136 -- 00:00:07.978 they need to stay healthy. Turning 00:00:07.978 -- 00:00:13.103 to our third quarter performance, we delivered solid financial results driven by discipline 00:00:13.103 -- 00:00:18.128 execution. While we're pleased with our overall momentum, we have continued to navigate 00:00:18.128 -- 00:00:21.811 industry headwinds that have modestly impacted our results. 00:00:21.811 -- 00:00:26.335 The ongoing and now complete Rite Aid store closures reduce prescription volume across 00:00:26.335 -- 00:00:31.547 certain geographies. We are actively working to recapture displaced users, both 00:00:31.547 -- 00:00:36.293 through direct communications where available and in partnership with acquiring pharmacy 00:00:36.293 -- 00:00:41.198 retailers. But as we noted on the last call, this takes some time. 00:00:41.198 -- 00:00:46.124 As always, we remain focused on the long-term health and growth of the business and creating 00:00:46.124 -- 00:00:50.830 lasting value for our consumers, partners, and shareholders alike. 00:00:50.830 -- 00:00:56.393 Now let's dive into key business updates. Starting with pharma manufacturer solutions, 00:00:56.393 -- 00:01:01.240 which we'll refer to as manufacturer solutions, we delivered strong results during the 00:01:01.240 -- 00:01:05.806 third quarter with 54% year-over-year revenue growth. 00:01:05.806 -- 00:01:11.434 We continue to sell new brands and expand relationships with existing partners, reinforcing 00:01:11.434 -- 00:01:16.681 our position as the go-to partner for manufacturers seeking to improve access and affordability 00:01:16.681 -- 00:01:20.366 for patients. Our value propositio...