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Dec 31, 2025
LifeMD Q4 2025 Earnings Report
LifeMD reported modest revenue growth and a return to profitability in Q4 2025 driven by higher margins and strong telehealth subscriber growth.
Key Takeaways
LifeMD generated $46.87M in Q4 revenue, up 4% year-over-year, while gross margin expanded significantly to 87%. The company reported net income of $19.94M largely driven by discontinued operations related to the WorkSimpli sale, while the core telehealth business continued scaling with subscriber growth.
Revenue grew 4% year-over-year to $46868484.
Gross margin expanded to 87% reflecting improved revenue mix.
Telehealth subscribers increased 16% to 322872.
Net income reached $19942968 due largely to discontinued operations.
Revenue by Segment
Forward Guidance
LifeMD expects continued growth in 2026 driven by GLP-1 weight management demand and expansion of its healthcare platform, though near-term profitability may be impacted by customer acquisition investments.
Positive Outlook
- Q1 2026 revenue expected between $48000000 and $49000000.
- Full-year 2026 revenue expected between $220000000 and $230000000.
- Annualized revenue run-rate projected to exceed $250000000 by Q4 2026.
- Adjusted EBITDA expected between $12000000 and $17000000 for FY2026.
- Annualized adjusted EBITDA run-rate expected to exceed $25000000 by Q4 2026.
Challenges Ahead
- Q1 2026 adjusted EBITDA expected to be a loss between $4000000 and $5000000.
- Increased marketing and acquisition spending expected in early 2026.
- Profitability expected to recover only starting in Q2 2026.
- Growth strategy depends heavily on GLP-1 weight management adoption.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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