OptimizeRx Corporation

optimizerx.com

What Do They Do?

Provides digital marketing and audience-targeting services for life sciences brands, reaching healthcare providers through electronic health records and patients through consumer media.

How Do They Make Money?

Life sciences clients buy message-delivery campaigns and data subscriptions. Campaign charges can be per message or redemption, a flat fee over a period, or tied to program completion; campaign revenue comes as messages are distributed.

revenue

Segment	Share	Revenue	How money arrives
Revenue recognized over time	100%
Revenue recognized at a point in time Sold outright	0.2%		Sold outright

Who Are Their Customers?

Life sciences manufacturers and brands, along with their agencies, use OptimizeRx's platform for campaigns aimed at healthcare providers and consumer audiences.

Do Revenues Turn Into Profits?

Yes. It kept 5 cents of every revenue dollar as net income in FY2025 and turned 17 cents into free cash flow.

Operating income, FY2025

11% of revenue

▲ Now profitable vs FY2024 (−$13.7M, −15%)

Net income, FY2025

5% of revenue

▲ Now profitable vs FY2024 (−$20.1M, −22%)

Free cash flow, FY2025

17% of revenue

▲ +291% vs FY2024 ($4.8M, 5%)

How Are They Changing?

Since the FY2025 annual report

Latest quarter: Q2 FY2026, the three months to Jun 30, 2026

Revenue: ▼ −30%; vs $29.2M in Q2 FY2025
Net income: ▼ Now a loss; vs $1.5M in Q2 FY2025

Aug 12, 2026 Sets CFO succession and reaffirms financial guidance Edward Stelmakh will step down and Andrew D’Silva will become CFO; guidance is $95 million to $100 million in revenue and $21 million to $25 million in adjusted EBITDA.
May 12, 2026 Updates fiscal-year revenue guidance Revenue guidance was updated to $95-$100 million; adjusted EBITDA guidance remained $21-$25 million.
Mar 30, 2026 Replaces independent auditor Dismissed UHY LLP and engaged Grant Thornton LLP as its independent registered public accounting firm.

Growing. Revenue grew 79% in 4 years, from $61.3M in FY2021 to $109.4M in FY2025, about 16% a year.

Geotargeted consumer marketing The latest report describes consumer marketing to audiences in geographies where eligible patients live, activated through multiple media channels; the older report describes mobile messages for patient adherence and care coordination.

Revenue over time

Revenue recognized over time Revenue recognized at a point in time

$200M$100M$0

FY2024 FY2025

Who Do They Compete With?

Competes with ConnectiveRx

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