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 BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 8.26M | Six Months Ended June 30, 2026 | — |
| Average revenue per top 20 pharmaceutical manufacturers | 2.66M | Rolling Twelve Months Ended June 30, 2026 | — |
| Net revenue retention | 90% | Rolling Twelve Months Ended June 30, 2026 | — |
| Non-GAAP net income non-GAAP | 4.96M | Six Months Ended June 30, 2026 | — |
| Non-GAAP net income per share - Diluted non-GAAP | $0.26 | Six Months Ended June 30, 2026 | — |
| Percent of total revenue attributable to top 20 pharmaceutical manufacturers | 54% | Rolling Twelve Months Ended June 30, 2026 | — |
| Revenue per average full-time employee | 750K | Rolling Twelve Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
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
|
$151.44M | -30.1% | +18.8% | 33.5 | 5.4% |
|
VEEV
Veeva Systems Inc
|
$45.44B | +22.4% | +28.1% | 45.9 | 3.1% |
|
TEM
Tempus AI, Inc.
|
$15.34B | +29.8% | +83.4% | — | 15.6% |
|
PMDIY
Pro Medicus Ltd./ADR
|
$12.20B | -29.7% | — | — | 0.0% |
|
BTSG
BrightSpring Health Services, Inc.
|
$11.02B | +60.9% | +28.2% | 33.8 | 5.1% |
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 | +6.6% | +7.8% | +44.5% | +2.6% | -30.1% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +6.8% | +8.3% | +32.3% | +1.7% | -43.0% |
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.