Noticias y eventos de LifeMD Inc (LFMD)LFMDLifeMD Inc

LifeMD Sees Q3 Adjusted EBITDA Loss of $1M to Gain of $2M

Sees Q3 adjusted EBITDA loss of $1M to gain of $2M. "This transition to branded GLP-1 medications has weighed on near-term profitability, but it has produced a fundamentally stronger company that is more diversified. We are also encouraged by the progress we are seeing in Women's Health, the launch of XYOSTED with Halozyme, the continued expansion of our pharmacy, and the development of our pharmaceutical, enterprise, insurance, and Medicare channels. We expect to return to positive adjusted EBITDA in the second half and to exit 2026 at an annualized revenue run rate of approximately $250 million with approximately $22 million of annualized adjusted EBITDA. LifeMD has never been better positioned, and the second half of this year will begin to demonstrate what our expanding platform is capable of," concluded Schreiber.

LifeMD Cuts FY26 Revenue Outlook to $6B Loss

Consensus $222.05M. Cuts FY26 revenue view to loss of $6B to break even from $12M-$17M. "The second quarter reflected the planned step-down in marketing investment we described on our last call, with selling and marketing expense declining $1.8 million sequentially and other general and administrative expenses declining by approximately $2.2 million," said Atul Kavthekar, Chief Financial Officer of LifeMD. "Revenue aligned with our expectations in the quarter, and gross margin expanded to approximately 89%, driven by lower shipping and fulfillment costs, improved provider efficiency, and the continued scaling of our in-house pharmacy. Our recurring rebill base now represents approximately 84% of revenue and is the profit engine that funds our growth. We exited the quarter with $25.1 million in cash and no debt, and we amended our revolving credit facility, further strengthening our financial flexibility. As more patients choose longer-duration subscription plans and marketing spend declines in the second half, we expect cash to build through year-end."

LifeMD Reports Q2 Revenue of $47.3M

Reports Q2 revenue $47.3M, consensus $49.1M. "Revenue of $47.3 million came in within our guidance range, and while adjusted EBITDA finished below the range we guided to, it improved approximately 21% sequentially. Most importantly, we understand the drivers of the result and have already taken steps to improve performance in the second half. At the same time, the quarter included meaningful progress in reshaping the business around longer-duration members, branded therapies, pharmacy, insurance, and new partnerships. The near-term impact on profitability was greater than we anticipated, but the decisions we made during the quarter are already driving a substantial shift towards what we believe will be higher LTV subscribers," said Justin Schreiber, Chairman and CEO of LifeMD.