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

Investor webinar replay

Replay transcript excerpt

or uninsured, we are here to help them access and afford the full range of prescriptions they need to stay healthy. Turning to our third quarter performance, we delivered solid financial results driven by discipline execution. While we're pleased with our overall momentum, we have continued to navigate industry headwinds that have modestly impacted our results. The ongoing and now complete Rite Aid store closures reduce prescription volume across certain geographies. We are actively working to recapture displaced users, both through direct communications where available and in partnership with acquiring pharmacy retailers. But as we noted on the last call, this takes some time. As always, we remain focused on the long-term health and growth of the business and creating lasting value for our consumers, partners, and shareholders alike. Now let's dive into key business updates. Starting with pharma manufacturer solutions, which we'll refer to as manufacturer solutions, we delivered strong results during the third quarter with 54% year-over-year revenue growth. We continue to sell new brands and expand relationships with existing partners, reinforcing our position as the go-to partner for manufacturers seeking to improve access and affordability for patients. Our value proposition is clear. We deliver measurable results proving strong ROI by helping manufacturers reach the right patients, drive adherence, and remove barriers to treatment. This is why more brands are choosing to work with GoodRx and why our existing partners continue to deepen their investment with us. As I mentioned earlier on the call, we see potentially strong tailwinds from the policy environment for manufacturer solutions. Initiatives like TrumpRx and potential most favored nation mandates are causi...