GoodRx (GDRX) reported earnings on Mon 28 Feb 22 (a/h)

 ** charts after earnings **

 

 

GoodRx misses by $0.01, misses on revs; guides Q1 revs below consensus; guides FY22 revs below consensus

• Reports Q4 (Dec) earnings of $0.09 per share, excluding non-recurring items, $0.01 worse than the S&P Capital IQ Consensus of $0.10; revenues rose 39.0% year/year to $213.3 mln vs the $217.51 mln S&P Capital IQ Consensus.
  • Monthly active consumers +14% yr/yr to 6.4 mln.
  • Fourth quarter Prescription Transactions Revenue grew 21% year-over-year to $158.8 million.
  • Fourth quarter Subscription Revenue grew 79% year-over-year to $17.4 million.
• Co issues downside guidance for Q1, sees Q1 revs of ~$200 mln vs. $227.44 mln S&P Capital IQ Consensus.
• Co issues downside guidance for FY22, sees FY22 revs growth of ~23%, which translates to ~$916.8 mln vs. $1.02 bln S&P Capital IQ Consensus.