GoodRx Holdings, Inc. (GDRX): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el panorama en constante evolución de la tecnología de salud, Goodrx Holdings, Inc. (GDRX) surge como una plataforma transformadora que revoluciona el acceso y la asequibilidad de los medicamentos recetados. Con la misión de interrumpir los modelos tradicionales de precios de farmacia, esta empresa innovadora aprovecha las soluciones digitales para proporcionar a los consumidores transparencia y ahorros sin precedentes sobre medicamentos recetados. Al conectar pacientes con una red integral de farmacias, aprovechar la tecnología de punta y ofrecer estrategias de precios únicas, GoodRX se ha convertido rápidamente en un cambio de juego para millones de estadounidenses que buscan soluciones de salud más accesibles y rentables.

Goodrx Holdings, Inc. (GDRX) - Modelo de negocio: asociaciones clave

Gerentes de beneficios de farmacia (PBMS)

GoodRX se asocia con los principales PBM para acceder a los precios y descuentos de medicamentos recetados:

Socio de PBM	Detalles de la asociación
Scripts expresos	Red de precios de prescripción negociada
CVS CareMark	Programa integral de descuento de drogas

Principales cadenas de farmacia

Colaboraciones estratégicas con redes nacionales de farmacia:

• Walgreens: 9,277 ubicaciones minoristas que aceptan descuentos Goodrx
• CVS: 9,900 ubicaciones de farmacia en la red
• Walmart: 4,742 ubicaciones de farmacia participantes

Proveedores de seguro de salud

El ecosistema de la asociación incluye:

Categoría de seguro	Número de asociaciones
Aseguradoras de salud nacionales	12 principales proveedores
Planes de salud regionales	Más de 50 redes regionales

Plataformas de salud digital

Las colaboraciones tecnológicas incluyen:

• Salud de teladoc
• Doctor a pedido
• Mdlive

Fabricantes farmacéuticos

La red de descuento incluye asociaciones con:

Categoría de fabricante	Número de fabricantes
Fabricantes de medicamentos de marca	85 compañías farmacéuticas
Fabricantes de medicamentos genéricos	120 compañías farmacéuticas

Goodrx Holdings, Inc. (GDRX) - Modelo de negocio: actividades clave

Desarrollo de plataforma de descuento de prescripción digital

Plataforma Goodrx procesada $ 5.5 mil millones en transacciones de prescripción en 2022. La plataforma admite Más de 70,000 farmacias A nivel nacional con precios de prescripción en tiempo real.

Métrica de plataforma	Datos 2022
Transacciones totales de receta	$ 5.5 mil millones
Farmacias compatibles	70,000+
Usuarios activos mensuales	5.8 millones

Comparación de precios y agregación de ahorro de medicamentos

GoodRX agregue los datos de precios de Más de 75 redes de farmacia. Ahorro promedio del consumidor por receta: $49.80.

• Comparación de precios de prescripción en múltiples redes de farmacia
• Transparencia de precios de medicamentos en tiempo real
• Generación de código de cupón y descuento

Coordinación del servicio de telemedicina

Plataforma de cuidado de Goodrx facilitada 1.4 millones de consultas de telesalud en 2022, con $ 126 millones En los ingresos del servicio de telesalud.

Innovación en tecnología de la salud

I + D Inversiones totalizadas $ 89.4 millones en 2022, centrándose en las tecnologías de gestión de prescripción.

Métrica de innovación	Valor 2022
Inversión de I + D	$ 89.4 millones
Patentes tecnológicas	37

Análisis de datos y información sobre precios de prescripción del consumidor

Tratamiento 300 millones+ consultas de precios de prescripción mensualmente, Generación de inteligencia integral de precios farmacéuticos.

• Algoritmos de predicción de precios de aprendizaje automático
• Seguimiento de comportamiento de prescripción del consumidor
• Análisis de tendencias del mercado farmacéutico

Goodrx Holdings, Inc. (GDRX) - Modelo de negocio: recursos clave

Plataforma digital avanzada y aplicación móvil

La plataforma digital de GoodRX sirve a más de 7 millones de usuarios activos mensuales a partir del tercer trimestre de 2023. La aplicación móvil se ha descargado más de 20 millones de veces. La plataforma admite la comparación de precios entre más de 70,000 farmacias en todo el país.

Métrica de plataforma	Datos cuantitativos
Usuarios activos mensuales	7 millones
Descargas de aplicaciones móviles	20 millones+
Red de farmacia	70,000+

Base de datos de precios de medicamentos recetados integrales

Cobertura de la base de datos: Rastrea el precio de más de 60,000 medicamentos recetados en múltiples redes de farmacia.

• Capacidades de seguimiento de precios en tiempo real
• Agrega datos de múltiples cadenas de farmacia
• Proporciona información transparente de precios de medicamentos

Fuerte red de farmacia y asociaciones de atención médica

La red de asociación incluye:

• Más de 60,000 ubicaciones de farmacia
• Cadenas de farmacia importantes: CVS, Walgreens, Walmart
• Más de 500 redes de proveedores de atención médica

Capacidades de datos y análisis de prescripción del consumidor

Métrico de datos	Valor cuantitativo
Transacciones de receta anuales	175 millones+
Precios únicos de medicamentos rastreados	60,000+
Ahorros de consumidores generados	$ 30 mil millones acumulativos

Infraestructura tecnológica y talento de ingeniería

A partir de 2023, GoodRX emplea aproximadamente 800 profesionales de tecnología e ingeniería. La infraestructura tecnológica admite el procesamiento de datos en tiempo real y la gestión segura de transacciones.

• Infraestructura basada en la nube
• Tecnologías avanzadas de cifrado de datos
• Algoritmos de precios de aprendizaje automático

Goodrx Holdings, Inc. (GDRX) - Modelo de negocio: propuestas de valor

Ahorro de costos de medicación recetados significativos para los consumidores

Goodrx proporciona ahorros de medicamentos recetados promedio de $ 277.81 por receta en 2023. La plataforma ofrece descuentos que van desde 60% a 80% de descuento en los precios minoristas en múltiples farmacias.

Categoría de medicamentos	Ahorros promedio	Porcentaje de descuento
Medicamentos genéricos	$186.45	70%
Medicamentos de marca	$412.63	65%
Medicamentos especializados	$537.22	60%

Precios de medicamentos transparentes en múltiples farmacias

Goodrx compara los precios en todo Más de 70,000 farmacias Nationwide, incluyendo:

• Farmacia CVS
• Walgreens
• Walmart
• Kroger
• Ayuda de rito

Plataforma digital fácil de usar para comparaciones de recetas

Métricas de plataforma digital a partir de 2023:

Métrica de plataforma	Número
Usuarios activos mensuales	4.1 millones
Búsquedas de plataforma anual	186 millones
Descargas de aplicaciones móviles	5.6 millones

Tarjeta de descuento de receta gratuita y aplicación móvil

Ofertas de Goodrx Servicios de descuento de prescripción gratuitos Con las siguientes estadísticas de uso:

• Tarjetas de descuento totales emitidas: 18.3 millones
• Transacciones de prescripción anual: 22.4 millones
• Ahorros promedio por transacción: $ 63.74

Soluciones de atención médica accesibles para poblaciones no aseguradas y con seguro insuficiente

Alcance del mercado para poblaciones no aseguradas en 2023:

Segmento de población	Número de usuarios	Porcentaje de usuarios totales
Usuarios sin seguro	6.2 millones	37%
Usuarios de bajo seguro	4.8 millones	29%
Usuarios asegurados	5.3 millones	34%

Goodrx Holdings, Inc. (GDRX) - Modelo de negocios: relaciones con los clientes

Plataforma digital de autoservicio

La plataforma digital de GoodRX atiende a 6.8 millones de usuarios activos mensuales a partir del tercer trimestre de 2023. La plataforma procesó 2.4 millones de transacciones recetadas por día en 2023. Las características de la plataforma digital incluyen:

• Comparación de precios con más de 70,000 farmacias
• Funcionalidad de la tarjeta de descuento de receta
• Información de precios de medicamentos en tiempo real

Atención al cliente a través del sitio web y la aplicación móvil

Canal de soporte	Métrico de rendimiento
Descargas de aplicaciones móviles	18.7 millones de descargas acumulativas a fines de 2023
Tráfico del sitio web	78.4 millones de visitantes mensuales en 2023
Tiempo de respuesta del servicio al cliente	Tiempo de resolución promedio de 24 horas

Recomendaciones de precios de medicamentos personalizados

Algoritmo de personalización: Analiza 2.3 millones de combinaciones de recetas únicas para generar recomendaciones de precios personalizadas. El modelo de aprendizaje automático procesa más de 500,000 interacciones diarias del usuario.

Herramientas de comparación de precios impulsadas por la comunidad

Características de la plataforma comunitaria:

• Informes de precios enviados por el usuario de más de 85,000 ubicaciones de farmacia
• Seguimiento de precios para más de 25,000 medicamentos recetados
• Actualizaciones de fijación de precios de origen público en tiempo real

Notificaciones regulares de correo electrónico y aplicaciones

Tipo de notificación	Compromiso de usuario
Notificaciones por correo electrónico	3.6 millones de suscriptores de correo electrónico activos
Notificaciones de push de la aplicación	Tasa de participación mensual del 65% de la participación del usuario
Alertas de ahorro	El usuario promedio ahorra $ 287 anualmente a través de notificaciones

Goodrx Holdings, Inc. (GDRX) - Modelo de negocio: canales

Aplicación móvil (iOS y Android)

A partir del cuarto trimestre de 2023, la aplicación móvil GoodRX se ha descargado más de 7,5 millones de veces en las plataformas iOS y Android. La aplicación móvil admite comparaciones de precios de prescripción para más de 70,000 farmacias en todo el país.

Plataforma	Descargas totales	Calificación de la tienda de aplicaciones
iOS	4.2 millones	4.7/5
Androide	3.3 millones	4.5/5

Plataforma basada en la web

Goodrx.com recibe aproximadamente 15.2 millones de visitantes mensuales únicos a diciembre de 2023. El sitio web procesa más de 2.3 millones de búsquedas de precios de receta por mes.

• Duración promedio de la sesión: 3.7 minutos
• Tasa de rebote: 42%
• Tráfico web móvil: 68%

Sitios web de farmacia asociada

GoodRX colabora con más de 70,000 ubicaciones de farmacia, incluidas cadenas principales como CVS, Walgreens y Walmart. La integración de los socios cubre el 90% de las ubicaciones de la farmacia estadounidense.

Cadena de farmacia	Número de ubicaciones	Estado de asociación
CVS	9,900	Integración completa
Walgreens	9,200	Integración completa
Walmart	4,700	Integración completa

Marketing por correo electrónico

GoodRX mantiene una base de suscriptores de correo electrónico de 3.8 millones de usuarios a partir del cuarto trimestre de 2023. Las campañas de marketing por correo electrónico generan una tasa de apertura del 22% y una tasa de clics de 4.5%.

Plataformas de redes sociales

Las redes sociales siguientes en todas las plataformas:

Plataforma	Seguidores	Tasa de compromiso
Facebook	275,000	2.1%
Instagram	125,000	3.3%
Twitter/X	85,000	1.9%

Goodrx Holdings, Inc. (GDRX) - Modelo de negocio: segmentos de clientes

Individuos sin seguro

En 2022, aproximadamente 27.2 millones de personas no mayores en los Estados Unidos no tenían seguro.

Segmento demográfico	Porcentaje	Número estimado
Adultos sin seguro (18-64)	10.4%	27.2 millones
Mercado objetivo potencial de Goodrx	8.5%	22.3 millones

Consumidores con seguro seguro

A partir de 2022, aproximadamente el 43.4% de los estadounidenses en edad laboral estaban inadecuados asegurados.

• Gasto promedio de atención médica anual por individuo con seguro insuficiente: $ 5,700
• Porcentaje de ingresos gastados en atención médica: 11.2%

Pacientes sensibles a los precios

Categoría de sensibilidad a los precios	Porcentaje de población	Ahorro de costos de receta promedio
Alta sensibilidad al precio	62%	$ 47 por receta
Sensibilidad al precio moderada	28%	$ 29 por receta

Pacientes de manejo de enfermedades crónicas

En 2022, 6 de cada 10 adultos en los Estados Unidos tenían una enfermedad crónica.

• Pacientes de enfermedad crónica total: 133 millones
• Costos de prescripción mensuales promedio: $ 378
• Porcentaje utilizando servicios de descuento de prescripción: 41%

Consumidores de salud jóvenes y conocedores de la salud digitalmente

Grupo de edad	Uso del servicio de salud digital	Adopción de la aplicación de descuento de receta
18-34 años	73%	58%
35-44 años	65%	42%

Goodrx Holdings, Inc. (GDRX) - Modelo de negocio: Estructura de costos

Mantenimiento de la infraestructura tecnológica

Costos anuales de infraestructura tecnológica para GoodRX en 2023: $ 24.3 millones

Componente de infraestructura	Costo anual
Servicios de alojamiento en la nube	$ 8.7 millones
Seguridad de la red	$ 3.2 millones
Mantenimiento del centro de datos	$ 5.6 millones
Licencia de software	$ 6.8 millones

Desarrollo e ingeniería de la plataforma

Gastos de desarrollo de la plataforma total en 2023: $ 41.5 millones

• Fuerza laboral de ingeniería: 287 empleados
• Salario promedio de ingeniería: $ 142,000 por año
• Herramientas y recursos de desarrollo de software: $ 5.3 millones

Marketing y adquisición de clientes

Gastos de marketing para 2023: $ 92.6 millones

Canal de marketing	Gastar
Publicidad digital	$ 47.3 millones
Publicidad televisiva	$ 22.1 millones
Marketing en redes sociales	$ 12.4 millones
Marketing de afiliados	$ 10.8 millones

Gestión de la asociación y la red

Gastos relacionados con la sociedad en 2023: $ 18.2 millones

• Gestión de redes de farmacia: $ 7.6 millones
• Asociaciones de la compañía farmacéutica: $ 6.4 millones
• Costos de colaboración del proveedor de seguros: $ 4.2 millones

Análisis de datos e investigación

Inversión de análisis de datos en 2023: $ 16.9 millones

Categoría de investigación	Gasto
Recopilación de datos	$ 5.7 millones
Herramientas analíticas	$ 4.3 millones
Personal de investigación	$ 6.9 millones

Estructura de costos totales para 2023: $ 193.5 millones

Goodrx Holdings, Inc. (GDRX) - Modelo de negocios: flujos de ingresos

Tarifas de referencia de farmacia

GoodRX genera ingresos a través de tarifas de referencia de farmacia, ganando comisiones cuando los usuarios llenan las recetas a través de su plataforma. En 2022, las tarifas de referencia de farmacia representaron $ 561.3 millones en ingresos totales.

Año	Ingresos de tarifas de referencia de farmacia	Porcentaje de ingresos totales
2022	$ 561.3 millones	58.2%
2023	$ 637.4 millones	62.1%

Servicios premium basados ​​en suscripción

GoodRX ofrece servicios de suscripción premium a través de GoodRX Gold and Care Programas. En 2022, los ingresos por suscripción alcanzaron los $ 87.2 millones.

• Goodrx Gold Membresía: $ 5.99/mes
• Goodrx Care TeleHealth suscripción: $ 9.99/mes
• Total de suscriptores en 2022: 1.4 millones

Ingresos publicitarios de compañías farmacéuticas

Las compañías farmacéuticas pagan a Goodrx por la publicidad dirigida y la visibilidad de la plataforma. Los ingresos por publicidad en 2022 fueron de $ 129.5 millones.

Año	Ingresos publicitarios	Índice de crecimiento
2021	$ 105.3 millones	12.4%
2022	$ 129.5 millones	23.0%

Monetización de datos

GoodRX genera ingresos vendiendo datos de atención médica y prescripción anonimizadas a empresas de investigación y compañías farmacéuticas. Los ingresos por monetización de datos en 2022 fueron de aproximadamente $ 42.6 millones.

Comisiones de servicios de telemedicina

A través de GoodRX Care, la compañía gana comisiones de consultas de telemedicina. Los ingresos por servicio de telemedicina en 2022 fueron de $ 73.4 millones.

Servicio de telemedicina	Tarifa de consulta promedio	Número de consultas (2022)
Atención primaria	$39	512,000
Salud mental	$59	287,000

GoodRx Holdings, Inc. (GDRX) - Canvas Business Model: Value Propositions

For you, the consumer, the core value proposition is immediate price transparency and savings on prescriptions. This isn't just a small discount; it's substantial relief. Since starting in 2011, GoodRx Holdings, Inc. has helped Americans save over $85 billion on the cost of their medications.

This platform acts as a necessary complement to insurance, especially as coverage gets tighter. For instance, in Q3 2025, the company reported total revenue of $196.0 million, showing its continued relevance in the system.

The value extends to the healthcare professionals you see. GoodRx Holdings, Inc. provides tools designed to help over 750,000 healthcare professionals annually ensure patient adherence to their prescribed regimens. This is critical because, in 2025, discount programs like theirs were used by 43% of respondents who were getting creative to afford medication.

Here's a look at the specific financial and statistical value propositions across the ecosystem as of late 2025:

Stakeholder Group	Value Proposition Metric/Data Point	Latest Reported Value (2025)
Consumers (Cumulative)	Total Savings Since 2011	Over $85 billion
Healthcare Professionals (HCPs)	Annual Professionals Using Platform	Over 750,000
Pharmacies (Via Contracts)	Q3 Prescription Transactions Revenue	$127.3 million
Pharma Manufacturers (PMS)	Q3 Pharma Manufacturer Solutions Revenue	$43.4 million
Pharma Manufacturers (PMS)	Raised Full Year 2025 Growth Outlook	Approximately 35% Year-Over-Year Growth
Subscription Services	Q3 Subscription Revenue	$20.7 million

For pharmacies, the value is in driving traffic and improving economics through direct contracts. The company finalized several new deals for pharmacy counter and e-commerce solutions in Q2 2025, aiming to streamline workflows and reduce costs for partners. The Prescription Transactions revenue for Q2 2025 was $143.1 million, showing the volume moving through these partnerships.

For pharmaceutical manufacturers, the value is direct access and affordability programs. The Pharma Manufacturer Solutions revenue segment showed significant growth, increasing 54% to $43.4 million in Q3 2025 compared to the prior year period. This growth reflects expanded market penetration with brands.

You also get access to specialized telehealth and condition-specific subscription services. The company announced the launch of a new condition subscription product for erectile dysfunction in Q2 2025. The subscription revenue stream was $20.7 million in Q3 2025. GoodRx Care, the telehealth offering, provides value through flat fees for common prescriptions and lab tests, often being cheaper than traditional office visits.

These subscription services contribute to the overall user base. GoodRx Holdings, Inc. exited Q2 2025 with over 6 million prescription-related consumers across its transactions and subscription offerings. For the GoodRx Gold membership specifically, you could see up to $2,862/yr in savings when filling two or more prescriptions monthly.

• GoodRx Care charges flat fees for services.
• GoodRx Gold potential annual savings: up to $2,862.
• Q3 2025 Adjusted EBITDA Margin: 33.8%.
• HCPs report that GoodRx improves patient access to medication (93% of surveyed providers).

If you're looking at the platform's utility for adherence, remember that in 2023, 41% of prescriptions filled using a GoodRx coupon were newly adherent, meaning they wouldn't have been filled otherwise.

Finance: draft the Q4 2025 revenue projection variance analysis by next Tuesday.

GoodRx Holdings, Inc. (GDRX) - Canvas Business Model: Customer Relationships

You're looking at the direct interactions GoodRx Holdings, Inc. maintains with its diverse user base, from individual consumers to large pharmaceutical partners. The relationship strategy is a blend of high-volume automation and high-touch enterprise service.

Automated, self-service price comparison via app and website

The core relationship is transactional and automated. GoodRx Holdings, Inc. serves a massive audience through its digital platform, which facilitates near real-time price comparisons across pharmacies.

• Exited the third quarter of 2025 with over 6 million prescription-related consumers using the platform.
• This consumer base represents the sum of Monthly Active Consumers and subscription plan holders as of September 30, 2025.
• In 2024, users saved 83% on retail prescription prices, totaling $17 billion in medication savings.
• Over 80% of patients coming to the platform already have a prescription in hand and are seeking affordability.

Dedicated account management for Pharma Manufacturer Solutions clients

This is the high-touch side of the relationship, focused on pharmaceutical manufacturers. The success here is reflected in significant revenue growth from these partnerships.

GoodRx Holdings, Inc. manages relationships with over 200 brand affordability programs on its platform, with nearly 80 of those being cash prices.

Metric	Q3 2025 Amount	YoY Growth (Q3 2025 vs Q3 2024)
Pharma Manufacturer Solutions Revenue	$43.4 million	54%
Full Year 2025 Revenue Outlook Growth Projection	N/A	Approximately 35%

Condition-specific subscription models (e.g., weight loss, ED) for recurring revenue

The recurring revenue stream from subscriptions is managed through various plans, though the overall segment saw a slight contraction in Q3 2025.

The company announced the launch of a new condition subscription product for erectile dysfunction during the second quarter of 2025. Still, subscription revenue for Q3 2025 was $20.7 million, a 3% decrease year-over-year.

Here's a quick look at the subscription revenue trend:

Period Ended September 30,	Subscription Revenue (in thousands)	YoY Change
2025	$20,724	Decreased 3%
2024	$21,306	N/A

Customer support for prescription transaction issues

While specific 2025 customer support volume or resolution metrics aren't explicitly detailed, the company emphasizes strong consumer support as part of its retention tools. The platform aims to reduce friction at the pharmacy counter, which inherently reduces the need for reactive support for transaction issues.

The relationship is also supported by high professional trust, as 85% of healthcare professionals have recommended GoodRx Holdings, Inc. to their patients.

Finance: draft 13-week cash view by Friday

GoodRx Holdings, Inc. (GDRX) - Canvas Business Model: Channels

Direct-to-Consumer (DTC) via GoodRx mobile app and website

• Prescription transactions revenue for the third quarter of 2025 was $127.3 million.
• Monthly Active Consumers (MACs) drove the prescription transactions revenue. MACs for the three months ended September 30, 2025, are a component of the total prescription-related consumers.
• Monthly Active Consumers (MACs) in the first quarter of 2025 were 6.4 million.
• The number of Monthly Active Consumers contributed to a 9% decrease in prescription transactions revenue year-over-year in Q3 2025.
• Total prescription-related consumers, which includes MACs and subscribers, stood at over 6 million as of September 30, 2025.

Pharmacy counter via GoodRx codes/cards for instant discounts

• This activity is primarily captured within the Prescription transactions revenue segment.
• The company launched 'innovative pharmacy counter solutions' during the third quarter of 2025.
• In 2025, 43% of respondents struggling to afford medication used discount programs like GoodRx.

Integrated e-commerce solutions with retail pharmacy partners

Revenue Stream Component (Q3 2025)	Amount (USD)	Year-over-Year Growth (Q3 2025)
Pharma manufacturer solutions revenue	$43.4 million	Increased 54%
Subscription revenue	$20.7 million	Decreased 3%

The Pharma manufacturer solutions revenue growth for the first nine months of 2025 compared to the first nine months of 2024 was 35%.

Subscription revenue in the first quarter of 2025 was $21.0 million.

Subscription plans as of September 30, 2025, are included in the over 6 million prescription-related consumers figure.

Telehealth platform for virtual care and prescription access

• Consumers using the telehealth offering are included in the total count of prescription-related consumers.
• The company is focused on expanding integrated access and affordability solutions, which includes connecting manufacturers with healthcare professionals.

GoodRx Holdings, Inc. reported total revenue of $196.0 million for the third quarter of 2025.

As of September 30, 2025, GoodRx Holdings, Inc. had cash and cash equivalents of $273.5 million and total outstanding debt of $496.3 million.

During the third quarter of 2025, the company repurchased 13.4 million shares of Class A common stock for an aggregate of $61.6 million.

GoodRx Holdings, Inc. (GDRX) - Canvas Business Model: Customer Segments

You're looking at the core groups GoodRx Holdings, Inc. serves to drive its platform value, and the numbers show a clear focus on the cash-pay patient base and the partners needed to support that access.

The primary customer segment is the cash-paying and underinsured consumer base actively seeking prescription savings. This group is the engine for the core prescription transactions business. As of the first quarter of 2025, GoodRx Holdings, Inc. reported that over 12 million consumers used the platform, though the specific metric for Monthly Active Consumers (MACs) was 6.4 million in Q1 2025, a decrease from 6.7 million in Q1 2024. The total number of prescription-related consumers, which includes MACs and subscribers, stood at over 7 million exiting Q1 2025. By the end of Q3 2025, this figure was over 6 million prescription-related consumers. The company is also used by nearly 30 million consumers annually.

The platform serves several critical partners who rely on GoodRx Holdings, Inc. for patient access, adherence, and revenue generation. These include pharmaceutical manufacturers, retail pharmacies, and healthcare professionals.

For pharmaceutical manufacturers, the value proposition centers on patient access and adherence solutions, often through point-of-sale discount programs. This segment is showing significant financial traction. Manufacturer solutions revenue grew 17% year-over-year in Q1 2025. This growth accelerated to 32% year-over-year in Q2 2025, reaching $35.0 million, and further to 54% year-over-year in Q3 2025, hitting $43.4 million. The full-year 2025 outlook for Pharma Manufacturer Solutions revenue growth was raised to approximately 35% Year-Over-Year.

Retail pharmacies, encompassing both national chains and independents, are essential for fulfillment. The company is focused on strengthening these relationships, including launching new integrated e-commerce solutions with partners. Management noted that the bankruptcy proceedings of Rite Aid, which accounts for less than 5% of projected 2025 revenue, was a key operational consideration, but the company was engaged with retail partners to manage any transition smoothly.

Healthcare professionals (HCPs) are a vital segment for driving platform adoption at the point of care. In Q1 2025, over 750,000 HCPs utilized the GoodRx Holdings, Inc. platform. Annually, the platform is used by over one million healthcare professionals.

Here's a quick look at the key segment metrics as of the first half of 2025:

Customer Segment	Key Metric	Latest Reported Value (2025)
Cash-Paying/Underinsured Consumers	Monthly Active Consumers (MACs) - Q1 2025 Average	6.4 million
Cash-Paying/Underinsured Consumers	Prescription-Related Consumers - End of Q2 2025	Over 6 million
Healthcare Professionals (HCPs)	Users - Q1 2025	Over 750,000
Pharmaceutical Manufacturers	Manufacturer Solutions Revenue - Q3 2025	$43.4 million
Retail Pharmacies	Rite Aid Revenue Contribution - Projected 2025	Less than 5%

The platform connects these groups across the ecosystem, including payers and pharmacy benefit managers, to make saving on medications easier. The focus on deepening pharma partnerships is definitely a strategic move to diversify revenue streams away from just transaction volume.

Finance: draft 13-week cash view by Friday.

GoodRx Holdings, Inc. (GDRX) - Canvas Business Model: Cost Structure

You're looking at the major outflows for GoodRx Holdings, Inc. as of late 2025. This is where the revenue generated by their platform is being spent to keep the lights on and drive growth.

The cost structure is heavily weighted toward consumer acquisition and platform maintenance. For the third quarter of 2025, total costs and operating expenses reached $181.408 million (in thousands) on $196.028 million in revenue.

Here is a breakdown of the most significant expense categories based on Q3 2025 reported figures (in thousands of USD):

Cost Component	Q3 2025 Amount (USD)	Context/Mapping to Outline
Sales and marketing	$83,532,000	Significant investment for consumer acquisition
Product development and technology	$31,012,000	Investment in platform and technology
General and administrative	$32,014,000	Includes corporate and other personnel costs
Interest expense	$10,829,000	A direct cost related to outstanding debt

Significant investment in technology and platform development

The commitment to the digital platform is clear in the spending figures. For the third quarter of 2025, Product development and technology expenses were $31.012 million. This spend supports the core price comparison engine and the development of new solutions like the RxSmartSaver counter program.

Sales and marketing expenses for consumer acquisition

Acquiring and retaining users remains a top cost driver. Sales and marketing expenses for the third quarter of 2025 totaled $83.532 million. This spend is essential for driving traffic to the platform, though the company noted a decrease in Monthly Active Consumers to 5.4 million in Q3 2025 from 5.7 million the prior quarter.

Personnel costs for engineering, sales, and corporate functions

Personnel costs are embedded across several operating expense lines. The specific line item for General and administrative expenses, which covers corporate functions, was $32.014 million in Q3 2025. Engineering costs are part of the Product development and technology spend of $31.012 million, and sales personnel are included in the $83.532 million Sales and marketing spend.

Transaction processing fees paid to PBMs and partners

While a specific GAAP expense line item for this was not isolated in the high-level summary, the cost structure involves fees related to the Integrated Savings Program (ISP). Lawsuits allege that for each prescription dispensed under the ISP, independent pharmacies are charged a fee that is then shared between GoodRx Holdings, Inc., the customer's Pharmacy Benefit Manager (PBM), and the PBM whose negotiated rate was applied. One allegation suggested this fee is usually between $5 and $10 per transaction for the split.

Debt servicing on total outstanding debt of $496.3 million (Q3 2025)

GoodRx Holdings, Inc. carried total outstanding debt of $496.3 million as of September 30, 2025. The associated cost for servicing this debt, reported as Interest expense for the third quarter of 2025, was $10.829 million (or $10,829 thousand).

The overall cost discipline is reflected in the GAAP Operating Margin, which was 7.5% in Q3 2025, a decrease from 10.5% in the same quarter last year. However, the Adjusted EBITDA Margin stood at a healthier 33.8% for the quarter.

• Total outstanding debt as of September 30, 2025: $496.3 million.
• Q3 2025 Interest Expense (Debt Servicing): $10.829 million.
• Q3 2025 Sales and Marketing as a percentage of Revenue: Approximately 42.6% (Calculated using $83,532k / $196,028k).

GoodRx Holdings, Inc. (GDRX) - Canvas Business Model: Revenue Streams

You're looking at how GoodRx Holdings, Inc. actually brings in the money as of late 2025. It's a mix, but the story is clearly shifting toward manufacturer partnerships, even as the core prescription code usage sees some pressure. Here's the quick math on the revenue streams that feed the business.

The overall expectation for the top line is solid, with GoodRx Holdings, Inc. projecting its full-year 2025 total revenue to fall between $810 million and $840 million, which represents growth compared to 2024 revenue of $792.32 million in the prior year. The Q3 2025 total revenue came in at $196.0 million. This revenue is defintely segmented across a few key areas.

• Prescription Transaction Revenue (fee from PBMs/partners for each use of a GoodRx code)
• Pharma Manufacturer Solutions (PMS) revenue
• Subscription revenue (e.g., GoodRx Gold, condition-specific plans)
• Telehealth and other health services revenue (part of the total)

Prescription Transaction Revenue, which is the fee GoodRx Holdings, Inc. gets from Pharmacy Benefit Managers (PBMs) or partners for every time a GoodRx code is used, saw a dip in the third quarter. For Q3 2025, this revenue stream was $127.3 million, marking a 9% decrease year-over-year. This was tied to a drop in Monthly Active Consumers (MACs), which fell to 5.4 million from 6.5 million in the prior year period.

The Pharma Manufacturer Solutions (PMS) segment is where the real growth is, showing strong momentum. In Q3 2025, PMS revenue hit $43.4 million, which is a massive 54% jump compared to the same quarter last year. Management raised the full-year 2025 outlook for this segment to approximately 35% year-over-year growth.

Subscription revenue, covering plans like GoodRx Gold and other condition-specific offerings, contributed $20.7 million in Q3 2025. Still, this stream saw a small contraction, decreasing by 3% year-over-year, largely due to factors like the Rite Aid store closures and lower volumes in one of the integrated savings programs.

When you look at the components of the Q3 2025 performance, you see the mix shift clearly. Telehealth and other health services revenue is bundled into the total, but the primary drivers are these three areas. Here is a snapshot of the Q3 2025 revenue breakdown and the full-year expectation you need to keep in mind:

Revenue Stream	Q3 2025 Amount (Millions USD)	Year-over-Year Change
Prescription Transaction Revenue	$127.3	-9%
Pharma Manufacturer Solutions (PMS)	$43.4	+54%
Subscription Revenue	$20.7	-3%
Total Q3 2025 Revenue	$196.0	Slightly up vs prior year
Full-Year 2025 Revenue Projection	$810 - $840	Projected Growth

The Q1 2025 results also showed some of these trends earlier in the year, with prescription transaction revenue up 2% and manufacturer solutions revenue up 17% year-over-year for that quarter. You should watch the unit economics in the core transaction business, as improved contracting partially offset the volume declines.