LFMD
LifeMD, Inc.3.4200
+0.1500+4.59%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
Insurance rollout cuts CPA 33%
Q&A spotlighted early insurance enablement wins, with broad rollout last week slashing CPA 33% across 100-150M lives and fixing the 25% patient dropout from lack of coverage. Weight management held over 50% revenue but dipped sequentially on flat subscribers and lost $50 compounding fees, yet new sign-ups exceed 50% branded GLP-1s. RexMD's 10k adds skewed 80% to ED; margins slipped on branded mix and weight tilt, with behavioral health eyeing 70s% rates but accretive growth. 503A pharmacy nears 35 states in 60-90 days. Insurance slashed CPA overnight. Management stayed bullish on orals and cross-sell via app upgrades; watch payer traction.
Key Stats
Market Cap
164.62MP/E (TTM)
-Basic EPS (TTM)
-0.25Dividend Yield
0%Recent Filings
10-Q
Q3 FY2025 results
LifeMD posted Q3 revenue of $60.2M, up 13% y/y from $53.3M, with telehealth jumping 18% y/y to $47.3M on LifeMD primary care demand while WorkSimpli dipped 2% y/y to $12.9M. Gross profit hit $52.8M (88% margin), off from 91% y/y as telehealth costs rose to 14% on physician fees and shipping, yet operating loss narrowed to $2.0M from $4.0M y/y. Operating cash flow YTD stands at $11.6M; cash ended at $23.8M after extinguishing all debt. Debt gone. Sold WorkSimpli post-quarter. Material weaknesses persist in revenue controls.
8-K
Q3 revenue up 13%
8-K
Earnings delayed for fixes
LifeMD rescheduled its Q3 2025 earnings release to November 17 after spotting revenue recognition errors from data migrations, totaling $4.6 million or 1.4% of cumulative revenue through June 30, 2025. Adjustments won't hit cash or sway prior guidance comparisons. Errors stemmed from prior periods. Internal controls face review.
8-K
LifeMD sells WorkSimpli stake
LifeMD sold its 80% stake in WorkSimpli Software—developer of SaaS productivity tools—for a $65M enterprise value, netting $22M cash at close on November 4, 2025, from a $24M base price (post-adjustments). Up to $28M more hinges on EBITDA and subscriber targets through 2028. Deal sharpens LifeMD's healthcare focus.
8-K
Auditor switch amid control issues
LifeMD dismissed CBIZ CPAs as its independent auditor on August 15, 2025, after a brief four-month stint, and appointed PwC on August 18 for the 2025 fiscal year. No disagreements arose with CBIZ, but material weaknesses persist in IT general controls and business process reviews. This switch underscores ongoing internal control challenges. PwC brings fresh oversight.
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