Change Healthcare Cyberattack: GoodRx Expects Low Single Digit Million-Dollar Impact In 2024
Change Healthcare Cyberattack: GoodRx Expects Low Single Digit Million-Dollar Impact In 2024
Thursday, GoodRx Holdings (NASDAQ:GDRX) reported a first-quarter adjusted EPS of $0.08, which was in line with the consensus and higher than the $0.07 reported a year ago.
週四,GoodRx Holdings(納斯達克股票代碼:GDRX)公佈的第一季度調整後每股收益爲0.08美元,符合市場共識,高於去年同期公佈的0.07美元。
The company reported sales of $197.88 million, beating the consensus of $196.08 million.
該公司公佈的銷售額爲1.9788億美元,超過了市場普遍預期的1.9608億美元。
Revenue and Adjusted Revenue increased 8% to $197.9 million compared to $184.0 million.
收入和調整後收入從1.840億美元增長了8%,達到1.979億美元。
Prescription transactions revenue increased 8% to $145.4 million, primarily driven by a 10% increase in Monthly Active Consumers, principally from organic growth.
處方交易收入增長了8%,達到1.454億美元,這主要是受每月活躍消費者增長10%的推動,這主要來自有機增長。
Subscription revenue decreased 6% to $22.6 million, primarily driven by a decrease in subscription plans due to the anticipated sunset of the partnership subscription program, Kroger Savings Club.
訂閱收入下降了6%,至2,260萬美元,這主要是由於合作伙伴訂閱計劃克羅格儲蓄俱樂部預計終止而導致的訂閱計劃減少。
Pharma manufacturer solutions revenue increased 20% to $24.5 million, primarily driven by organic growth.
製藥製造商解決方案收入增長了20%,達到2450萬美元,這主要是由有機增長推動的。
Related: GoodRx Holdings Analyst Turns Bullish Ahead Of Q1 Earnings.
相關: GoodRx Holdings分析師在第一季度業績公佈前轉爲看漲。
Guidance: GoodRx forecasts second-quarter revenue of ~$200 million versus consensus of $199.68 million, with adjusted EBITDA margin expected in the low thirty-percent range.
指導:GoodRx預測第二季度收入約爲2億美元,而市場預期爲1.9968億美元,調整後的息稅折舊攤銷前利潤率預計在30%的低區間內。
GoodRx expects 2024 revenue of $800 million-$810 million (prior view ~$800 million) versus a consensus of $800.99 million, with adjusted EBITDA over $250 million (prior view ~$250 million).
GoodRx預計,2024年的收入爲8億至8.1億美元(前值約爲8億美元),而市場普遍預期爲8.0099億美元,調整後的息稅折舊攤銷前利潤超過2.5億美元(前值約爲2.5億美元)。
The full-year growth rate has been tempered by approximately $15 million of topline impact associated with the de-prioritization of vitaCare and the anticipated sunset of the Kroger Savings Club.
與VitaCare取消優先級以及克羅格儲蓄俱樂部的預期倒閉相關的約1500萬美元收入影響抑制了全年增長率。
Additionally, contra-revenue related to consumer incentives is expected to increase by almost $10 million this year.
此外,與消費者激勵措施相關的反收入預計今年將增加近1000萬美元。
In aggregate, this anticipated $25 million topline impact is absorbed in 2024 sales guidance, as is the ongoing full-year effect of the Change Healthcare outage with its expected low-single-digit million-dollar impact.
總體而言,這種預期的2500萬美元收入影響已被吸收在2024年的銷售指引中,Change Healthcare中斷的持續全年影響以及預計將產生較低的個位數百萬美元影響。
Price Action: GDRX shares are down 8.74% at $6.945 at last check Thursday.
價格走勢:週四最後一次檢查時,GDRX股價下跌8.74%,至6.945美元。
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