GoodRx (GDRX) Q2 FY26 earnings call

GoodRx delivered a strong Q2 FY26, exceeding revenue expectations and raising its full-year outlook, driven by robust performance in Pharma Direct and subscriptions. The company is actively transitioning its business model towards these higher-value offerings, which is expected to lead to more durable growth, despite a planned moderation in prescription transaction revenue and monthly active consumers. Management is focused on consistent execution of growth initiatives and leveraging AI for operational efficiency.