OptimizeRx Corp (NAS:OPRX)
$ 7.08 +0.34 (+5.04%) Market Cap: 132.76 Mil Enterprise Value: 136.31 Mil PE Ratio: 20.21 PB Ratio: 1.02 GF Score: 59/100

Q1 2026 OptimizeRx Corp Earnings Call Transcript

May 12, 2026 / 08:30 PM GMT
Release Date Price: $6.34 (+2.09%)

Key Points

Positve
  • OptimizeRx Corp (OPRX) exceeded consensus estimates on both top and bottom lines for Q1 2026.
  • The company's AI-enabled DApp solution grew by 60% in the first quarter, indicating strong product market fit and customer adoption.
  • OptimizeRx Corp (OPRX) is expanding its presence with mid-tier and long-tail life science companies, representing significant growth opportunities.
  • The company is shifting a greater portion of its revenue mix toward subscription-based models, improving revenue visibility and predictability.
  • Gross margin optimization initiatives are delivering positive results, with expectations for full-year gross margin to be in the high 60% range.
Negative
  • Revenue for Q1 2026 decreased by 10% compared to the same period in 2025, driven by a decline in low-margin managed services revenue.
  • The company is experiencing ongoing softness in its contracted revenue base due to macroeconomic factors and cautious budget allocations.
  • OptimizeRx Corp (OPRX) has updated its full-year 2026 guidance to reflect a more conservative revenue outlook, now expecting $95 million to $100 million.
  • There is less visibility on the full year due to short-term pressures and disruptions from last year's pricing dynamics.
  • Operating cash flow was negative $0.5 million for the first quarter, primarily due to payouts of 2025 bonuses and sales commissions.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

OPRX.OQ - OPTIMIZERx Corp
Q1 2026 OptimizeRx Corp Earnings Call
May 12, 2026 / 08:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon, everyone, and thank you for joining OptimizeRx's first quarter fiscal 2026 earnings conference call.

Just today is Chief Executive Officer, Steven Silvestro. He is joined by Chief Financial and Strategy Officer, Edward Stilmata, Chief Legal and Administrative Officer, Arianne Odense-Ford, and Chief Business Officer, Andrew DeSilva.

At the conclusion of today's call, I will provide some important cautions regarding the forward-looking statements made by management during today's call.

The company will also be discussing certain non-GAAP financial measures, which it brings are useful in evaluating the company's operating results.

A reconciliation of such non-GAAP financial measures is
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot