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GoodRx Faces Setback as Revenue Outlook Falls Short

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GoodRx, a digital healthcare platform, experienced a decline in its stock value and lower-than-expected sales in the third quarter. As a result, the company has revised its annual revenue outlook, leading to negative territory for its shares this year.

Revised Revenue Forecast

GoodRx now projects its revenue for 2023 to be between $742 million and $748 million, compared to its previous guidance of $750 million to $760 million. This adjustment reflects the company’s assessment of its current performance.

Third Quarter Results

In the third quarter, GoodRx reported a loss of $38.5 million, or 9 cents per share. This is a slight improvement compared to the $41.7 million loss, or 10 cents per share, during the same period last year. Accounting for one-time items, adjusted earnings were in line with analysts’ expectations at 6 cents per share.

Despite meeting earnings estimates, quarterly revenue decreased to $180 million from $187.3 million in the previous year’s quarter. This drop can be attributed to a contract termination payment of $10 million made to a client during the quarter, which was recognized as a reduction of revenue. However, there was some counterbalance as organic growth in prescription transaction revenue partially offset this decline.

It remains to be seen how GoodRx will navigate these challenges and regain momentum moving forward.

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