LifeMD, Inc. (LFMD) came out with a quarterly loss of $0.1 per share versus the Zacks Consensus Estimate of a loss of $0.06. This compares to a loss of $0.14 per share a year ago.
LifeMD shares nearly halved in price following a missed earnings report, with subscriber retention being a key issue. LifeMD stock trades at a significant discount to HIMS despite similar subscription models and industry tailwinds, so I believe a rerating is on the table. The service is inherently sticky, and subscribers are unlikely to switch. The industry is still young, and telehealth is gaining adoption.
LifeMD saw year-over-year revenue growth for its second quarter slow markedly from the comparable figure in the first quarter. Gross profit margins dipped 200 basis points, versus its year-ago period, as revenue guidance for 2025 was revised down. LFMD is now trading at a 1.2x price-to-sales multiple, but faces a risk from a further growth slowdown.
LifeMD, Inc. (NASDAQ:LFMD ) Q2 2025 Earnings Conference Call August 5, 2025 4:30 PM ET Company Participants Justin Schreiber - Chairman & CEO Marc Benathen - Chief Financial Officer Conference Call Participants Anderson Schock - B. Riley Securities, Inc., Research Division Jenny Shen - BTIG, LLC, Research Division Ryan Robert Meyers - Lake Street Capital Markets, LLC, Research Division Sarah Elizabeth James - Cantor Fitzgerald & Co., Research Division Steven Craig Dechert - KeyBanc Capital Markets Inc., Research Division Operator Good afternoon.
LifeMD, Inc. (LFMD) came out with a quarterly loss of $0.06 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to a loss of $0.19 per share a year ago.
HIMS and LFMD are surging in the telehealth race, but which one has stronger earnings growth and expansion momentum? Let's see.
LifeMD is a fast-growing, profitable telehealth company with strong partnerships, a robust tech stack and a valuable SaaS asset. The Novo Nordisk/Hims fallout is bullish, not bearish, for LifeMD. Novo Nordisk and Eli Lilly are unlikely to break a partnership with LifeMD. Q1 2025 results showed an excellent inflection into profitability, but guidance was conservative and gross margins declined due to product mix.
LifeMD, Inc. (NASDAQ:LFMD ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Justin Schreiber - Chairman and CEO Marc Benathen - Chief Financial Officer Conference Call Participants David Larsen - BTIG Sarah James - Cantor Fitzgerald Steve Dechert - KeyBanc Steven Valiquette - Mizuho Securities Yi Chen - H.C. Wainwright Anderson Schock - B.
LifeMD, Inc. (LFMD) came out with quarterly earnings of $0.01 per share, beating the Zacks Consensus Estimate of a loss of $0.04 per share. This compares to loss of $0.19 per share a year ago.
LifeMD's weight management segment is regaining competitiveness due to the end of GLP-1 compound shortages and expanded insurance coverage, including Medicare. The company is seeing significant growth in its virtual care platform, with Q4 revenues up 43% and core telehealth revenues up 60%. LifeMD is expanding its insurance coverage, aiming to cover 150M lives by 2025, and launching new products in behavioral and women's health.
LifeMD, Inc. (NASDAQ:LFMD ) Q4 2024 Results Conference Call March 10, 2025 4:30 PM ET Company Participants Justin Schreiber - Chairman and Chief Executive Officer Marc Benathen - Chief Financial Officer Conference Call Participants David Larsen - BTIG Steve Dechert - KeyBanc Brooks O'Neil - Lake Street Capital Markets Steven Valiquette - Mizuho Securities Alex Fuhrman - Craig-Hallum Capital Group Sarah James - Cantor Anderson Schock - B. Riley Securities Operator Good afternoon.
Telehealth firms Teladoc Health and LifeMD said on Thursday they have signed an agreement with Eli Lilly's direct-to-consumer website LillyDirect pharmacy partner, Gifthealth, to offer patients the weight-loss drug, Zepbound.