OptimizeRx reported third‑quarter 2025 revenue of $26.1 million, a 22% year‑over‑year increase that surpassed analyst estimates of roughly $23.8 million. The growth was driven by a 30% rise in gross profit to $17.5 million, reflecting a higher mix of high‑margin subscription contracts and improved pricing power in its Dynamic Audience Activation Platform. The company’s gross margin expanded to 67.2% from 63.1% in Q3 2024, underscoring the effectiveness of its shift toward recurring revenue streams.
Adjusted EBITDA for the quarter reached $5.1 million, up 89% from $2.7 million a year earlier and well above the $1.5 million figure originally reported. The jump is largely attributable to the accelerated adoption of the data‑subscription model, which generated higher contract volumes and a more favorable cost structure. The adjusted EBITDA beat consensus estimates by roughly 10%, mirroring the revenue beat and reinforcing the company’s operational leverage.
GAAP earnings per share were $0.04, a $0.01 (or 33%) beat over the $0.03 consensus, while non‑GAAP EPS of $0.20 exceeded the $0.03–$0.04 range by 400–566%. The earnings beat resulted from disciplined cost management, a stronger mix of high‑margin contracts, and the elimination of one‑time restructuring charges that had weighed on prior periods.
In response to the strong quarter, OptimizeRx raised its full‑year 2025 revenue outlook to $105 million–$109 million from the previous $104 million–$108 million range, and its adjusted EBITDA guidance to $16 million–$19 million from $14.5 million–$17.5 million. The company also introduced 2026 guidance of $118 million–$124 million in revenue and $19 million–$22 million in adjusted EBITDA, reflecting confidence in continued demand for its subscription platform and the momentum of its RFP pipeline.
The company paid off $2 million of term‑loan principal, improving its debt‑to‑equity ratio and freeing cash for future investment. CEO Stephen L. Silvestro highlighted the company’s transition to a more predictive revenue model, noting that “the shift to subscription contracts is delivering greater visibility into future cash flows and supporting our long‑term growth strategy.”
Management emphasized that the robust RFP activity and the expansion of its data‑subscription model are key tailwinds, while acknowledging that the company remains focused on maintaining cost discipline to sustain margin expansion in a competitive market.
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