Optimizerx Corporation (OPRX)
NASDAQ:OPRX
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Earnings Data
Report Date
Aug 06, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.1Last Year’s EPS
0.24Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced encouraging operational and margin progress (strong adjusted EBITDA growth, improved gross margins, significant product traction with DAP and subscription growth, refinancing savings, and KPI improvements) against tangible near-term top-line challenges (10% YoY revenue decline, 15-20% contracted revenue shortfall, a major client disruption, reduced cash and negative operating cash flow, and a downward revision to revenue guidance). Management emphasized these headwinds are short-to-intermediate term and highlighted programmatic/DSP initiatives and subscription mix as drivers for 2027 recovery.Company Guidance
Quarterly Revenue and Consensus Outperformance
Q1 revenue was $19.8M, and management stated the quarter exceeded consensus estimates on both top and bottom lines, despite YoY revenue decline.
Adjusted EBITDA Expansion
Adjusted EBITDA rose to $3.3M in Q1 2026 from $1.5M in Q1 2025, an increase of approximately 120%, reflecting improved operating leverage and margin optimization.
Non-GAAP Profitability Improvement
Non-GAAP net income increased to $2.7M ($0.14 diluted) from $1.5M ($0.08) year-over-year (≈80% increase). GAAP net loss narrowed to $0.5M from $2.2M in the prior year quarter.
Strong Product Momentum — DAP Growth
AI-enabled DAP solution grew 60% year-over-year in Q1, with DAP subscription revenue up 45%, indicating accelerating product-market fit and greater subscription mix for revenue visibility.
Gross Margin and Expense Improvements
Company now expects full-year gross margin in the high 60% range. Total expenses decreased by $4.6M YoY (driven by lower cost of revenue and G&A). Management expects cash operating expense reductions of ~$3M annualized, including ~$1M in-year benefit for 2026.
Key Operating KPIs and Revenue Productivity
Net revenue retention remained strong at 110%. Revenue per FTE improved to $801K from $710K in Q1 2025 (≈12.8% increase). Average revenue per top-20 pharmaceutical manufacturer stands at $2.8M; top-20 accounted for 52% of Q1 revenue.
Balance Sheet and Financing Improvement
Refinanced term loan to Fifth Third Bank with a fully drawn $25M term loan and access to a $10M revolver. Management cites approximately $1.5M in expected annual interest expense savings from the refinance.
Programmatic / DSP Opportunity
Company is enabling demand-side platforms that control >80% of digital promotional dollars into its EHR network, estimating current utilization of <10% of inventory and positioning programmatic as a potential long-term growth channel with meaningful upside.
OPRX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
OPRX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $6.34 | $4.92 | -22.48% |
Mar 05, 2026 | $7.53 | $6.74 | -10.49% |
Nov 06, 2025 | $18.94 | $15.65 | -17.37% |
Aug 07, 2025 | $12.84 | $17.30 | +34.74% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Optimizerx Corporation (OPRX) report earnings?
Optimizerx Corporation (OPRX) is schdueled to report earning on Aug 06, 2026, TBA (Confirmed).
What is Optimizerx Corporation (OPRX) earnings time?
Optimizerx Corporation (OPRX) earnings time is at Aug 06, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is OPRX EPS forecast?
OPRX EPS forecast for the fiscal quarter 2026 (Q2) is 0.1.