OPRX · OptimizeRx Corp
5 customers — 47% of revenue (the year ended December 31, 2025)
“Our top five customers represented approximately 47% and 49% of our revenue for the years ended December 31, 2025 and 2024, respectively.”
One customer — 10% of revenue (fiscal 2025)
“one customer that accounted for approximately 10% of total revenue in fiscal 2025 did not generate revenue during the current period, and future revenue from this customer is uncertain.”
3 customers — 10% of revenue (2025)
“In 2025 and 2024, we had three customers and two customers, respectively, that represented more than 10% of our revenues.”
5 customers — 49% of revenue (the year ended December 31, 2024)
“Our top five customers represented approximately 47% and 49% of our revenue for the years ended December 31, 2025 and 2024, respectively.”
2 customers — 10% of revenue (2024)
“In 2025 and 2024, we had three customers and two customers, respectively, that represented more than 10% of our revenues.”
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 12, 2026TL;DR. OptimizeRx reported Q2 revenue of $20.5 million (down 30% YoY) and adjusted EBITDA of $4.9 million, both exceeding consensus, while reiterating full-year 2026 guidance of $95–$100M revenue and $21–$25M adjusted EBITDA, launching three new platform innovations including a live DeepIntent DSP integration, growing AI-enabled software revenue 25% YoY, and announcing a planned CFO succession with Andy D'Silva taking over from Ed Stelmakh effective January 1, 2027.
- + Q2 revenue of $20.5M and adjusted EBITDA of $4.9M both exceeded consensus expectations
- + Full-year 2026 guidance of $95–$100M revenue and $21–$25M adjusted EBITDA was reaffirmed
- + Gross margins now expected to normalize into the highest 60% to low 70% range for full year 2026
- + Debt paid down $5.3M during quarter (ahead of schedule by $5M) plus additional $3M subsequent to quarter-end, with intent to deploy free cash flow to further pay down principal
- + Refinanced term loan with Fifth Third Bank at SOFR plus 2.25%, improving cost of capital
- + CFO succession plan announced with internal promotion of Andy D'Silva as next CFO effective January 1, 2027, reflecting deep leadership bench
- − GAAP net loss of $(0.7)M or $(0.04) per share in Q2 2026 versus GAAP net income of $1.5M or $0.08 per share in Q2 2025
- − Net revenue retention dipped to 90% from 121% in prior period
- − Q2 results included $1.7M in severance expense associated with a previously announced reduction in force
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Health Information Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
OPRX
this stock
OptimizeRx Corp
|
$137.31M | -40.5% | +18.8% | 30.4 | 6.2% |
|
VEEV
Veeva Systems Inc
|
$42.48B | +17.5% | +28.1% | 43.0 | 3.0% |
|
PMDIY
Pro Medicus Ltd./ADR
|
$12.54B | -27.7% | — | — | 0.0% |
|
BTSG
BrightSpring Health Services, Inc.
|
$11.62B | +56.8% | +28.2% | 35.6 | 5.1% |
|
TEM
Tempus AI, Inc.
|
$10.65B | -0.1% | +83.4% | — | 16.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| OPRX | -8.3% | -17.0% | +21.7% | -8.7% | -40.5% |
| SPY | -1.2% | -1.8% | +17.8% | -0.4% | +12.1% |
| vs SPY | -7.2% | -15.2% | +3.9% | -8.3% | -52.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.