OPRXNasdaqServices-Business Services, NECUS GAAP · USD

OptimizeRx Corp

OptimizeRx Corp is a U.S.-based digital healthcare technology company that connects life sciences brands with healthcare professionals and patients through proprietary messaging, audience, and media execution tools. Its platform is built around point-of-care distribution, omnichannel patient outreach, and data-driven audience activation delivered through EHR, ePrescribing, and digital media channels.

Kysy yhtiöstä
Liikevaihto109milj. USD
+18,8 %v/v
Liikevoitto (EBIT)11,7milj. USD
+185,3 %v/v
EBIT-marginaali10,7%
+25,6 %-yks.v/v
Nettotulos5,1milj. USD
+125,5 %v/v
Vapaa kassavirta18,7milj. USD
+290,6 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2020–2025

−50050100150milj. USD2020: 43 milj. USD2020: EBIT −2,1 milj. USD20202021: 61 milj. USD2021: EBIT 0,36 milj. USD20212022: 62 milj. USD2022: EBIT −12 milj. USD20222023: 72 milj. USD2023: EBIT −26 milj. USD20232024: 92 milj. USD2024: EBIT −14 milj. USD20242025: 109 milj. USD2025: EBIT 12 milj. USD202510912
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Audience Development30 %

Tools that identify and prioritize HCP and patient audiences for targeted campaigns.

Audience Activation and Media Execution45 %

Messaging and media delivery across EHR, eRx, social, CTV/OTT, and other channels.

Audience Profiling10 %

Profiler insights used to plan channels, partners, and campaign strategy.

Consumer Omnichannel Solutions15 %

Patient-facing media execution through digital and addressable media channels.

Tuotteet

Raportoitu · osuus liikevaihdosta
99,8%FY2025100 %
  • Life Science Companies99,8 %
  • Other Revenue0,2 %

Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.

Asiakkaat

OptimizeRx sells primarily to pharmaceutical and other life sciences manufacturers that need to reach physicians, pharmacists, and patients with brand, support, and affordability messages. Its customer base is concentrated among large pharma companies with multiple brands, while the underlying audiences include HCPs at the point of care and brand-eligible patients across digital channels.

Pharmaceutical manufacturers

Buy HCP and patient engagement solutions to promote brands, support access, and drive prescribing.

Life sciences marketing teams

Use audience profiling and media execution tools to plan and run targeted campaigns.

Patient support program sponsors

Buy affordability, co-pay, and support messaging to improve access and adherence.

Consumer health advertisers

Use DTC omnichannel tools to reach brand-eligible patients across digital media.

Strategia

OptimizeRx is focused on expanding from point-of-care messaging into a broader platform that combines audience development, audience creation, and media execution. The company is also emphasizing enterprise relationships, subscription-like data services, and cross-selling across HCP and consumer channels to make revenue more predictable and deepen customer penetration.

Grow DAAP adoptionLyhyt aikaväli

DAAP uses predictive analytics to target HCPs and patients more precisely and can support higher-value engagements.

Expand omnichannel executionKeskipitkä aikaväli

Adding consumer media channels broadens the addressable market beyond point-of-care messaging.

Shift toward recurring data servicesKeskipitkä aikaväli

Subscription-based data services can improve revenue predictability and customer retention.

Deepen enterprise customer relationshipsLyhyt aikaväli

Larger multi-brand pharma accounts can support cross-sell and expansion within existing customers.

Maantiede

OptimizeRx is headquartered in the United States and serves a predominantly U.S.-based healthcare advertising market. Its technology and operations are also supported by teams in Croatia, India, and Ukraine, reflecting a distributed development and support model rather than a broad physical sales footprint.

Riskit

The business depends on a concentrated base of large pharmaceutical customers and on channel partnerships with EHR and ePrescribing platforms, so customer loss or partner disruption can materially affect revenue. It also faces cybersecurity, privacy, and regulatory risks because its platform handles healthcare data and operates in a heavily regulated pharmaceutical marketing environment.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Customer concentration1Channel partner dependence2Cybersecurity and data privacy3Regulatory and advertising restrictions4Seasonality of pharma marketing spend5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Customer concentrationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A small number of large pharmaceutical customers account for a large share of revenue, so account loss or reduced spend can quickly affect results.

    Kohdistuu: Top five customers represented about 47% of 2025 revenue

  2. Channel partner dependenceVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The company relies on EHR and eRx platforms to distribute messages at the point of care, so partner disruption can impair delivery and revenue.

    Kohdistuu: EHR and eRx contracts

  3. Cybersecurity and data privacyVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The platform processes healthcare and patient-related information, making breaches or system failures costly and reputationally damaging.

    KohdistuuHealthcare dataProprietary systemsHIPAA/SOC 2 environment
  4. Regulatory and advertising restrictionsVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Pharmaceutical marketing is subject to healthcare, privacy, and promotional rules that can limit campaign design and data use.

    Kohdistuu: Pharma advertising and patient communications

  5. Seasonality of pharma marketing spendVaikutus: KeskitasoTodennäköisyys: Matala

    Brand marketing budgets are often weighted toward year-end, creating quarter-to-quarter volatility in demand and revenue.

    Kohdistuu: Fourth-quarter budget concentration

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition and revenue-share expense

Campaign and data-service contracts may recognize revenue over time or at different milestones, while partner fees affect gross margin presentation.

Vaikutus: Timing and mix can move quarterly revenue and cost of revenues

Internally developed software capitalization

Capitalized development costs affect operating expense versus asset balances and future amortization.

Vaikutus: Impacts reported operating income and intangible assets

Acquired intangibles and goodwill

Acquisitions create fair-value estimates and future impairment risk if expected benefits do not materialize.

Vaikutus: Can create noncash impairment charges

Stock-based compensation

Equity awards are a meaningful noncash expense and depend on valuation inputs.

Vaikutus: Affects operating expenses and diluted share count

Deferred tax asset valuation allowance

Loss history and future taxable income estimates determine whether tax assets are realizable.

Vaikutus: Can materially affect income tax benefit/expense

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

GoodRx Holdings, Inc.

GDRX · Services-Computer Processing & Data Preparation

Health Catalyst, Inc.

HCAT · Services-Computer Programming, Data Processing, Etc.

RenovoRx, Inc.

RNXT · Surgical & Medical Instruments & Apparatus

Definitive Healthcare Corp.

DH · Services-Prepackaged Software

Healthcare Triangle, Inc.

HCTI · Services-Computer Integrated Systems Design

HCA Healthcare, Inc.

HCA · Services-General Medical & Surgical Hospitals, NEC

Päivitetty: 24.9.2026