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LifeMD Reports Fourth Quarter 2024 Results Consolidated revenues increased 43% year-over-year to $64.3 million with telehealth revenue up 60% Adjusted EBITDA increased 78% to $9.0 million Telehealth adjusted EBITDA incre

Key Takeaway: LifeMD, Inc. reported strong financial results for the fourth quarter of 2024, with consolidated revenues of $64.3 million marking a 43% increase year-over-year. The company's telehealth segment also performed well, demonstrating a 60% revenue growth and a significant jump in adjusted EBITDA, which rose by 396%. Looking ahead, LifeMD projects 2025 revenues between $265 million and $275 million, alongside substantial EBITDA growth, reflecting optimistic prospects in the telehealth market. Moreover, the organization is set to utilize its strong cash reserves to enhance its offerings and market reach.

Market Sentiment Analysis

POSITIVE FACTORS

  • Consolidated revenues increased by 43% year-over-year.
  • Telehealth adjusted EBITDA surged by 396%, signaling strong growth.
  • LifeMD exited 2024 with over $35 million in cash, strengthening financial position.
  • 2025 guidance indicates continued revenue and EBITDA growth projections.

CONCERNS & RISKS

  • Gross margin decreased from 88% to 85% due to one-time startup costs.
  • GAAP net loss was $0.9 million, although it improved from the previous year.

Full Press Release Details

Reports Fourth Quarter 2024 Results
Consolidated revenues increased 43% year-over-year to $64.3 million with telehealth revenue up 60%
Adjusted EBITDA increased 78% to $9.0 million
Telehealth adjusted EBITDA increased 396% to $5.9 million
Full-year cash flow from operations increased 99% to $17.5 million and generated positive full-year net cash flow
Exited 2024 with over $35 million in cash
Introduces 2025 guidance for consolidated revenue of $265 million to $275 million and consolidated adjusted EBITDA of $30 million to $32 million
call begins at 4:30 p.m. Eastern time today
YORK, March 10, 2025 - LifeMD,
Inc. (Nasdaq: LFMD), a leading provider of virtual primary care services, today reported
financial results for the three and 12 months ended December 31, 2024.
had a great fourth quarter. We not only achieved record quarterly revenue and adjusted EBITDA but continued to accelerate growth across
our core telehealth brands. We are especially pleased with the growth of our weight management program. While GLP-1 market dynamics
continue to change with semaglutide coming off shortage, the quality of synchronous care we provide positions and differentiates LifeMD.
We have a comprehensive care platform, which includes our pharmacy benefits infrastructure that helps patients access branded GLP-1 medications.
In addition, our Medicare launch is slated for April 1 and could be a significant growth driver for our weight management program as
we expect Medicare ultimately will cover GLP-1 medications for eligible beneficiaries. Further, we recently announced integration with LillyDirect
to provide another more affordable route to Zepbound for patients who don't have coverage through insurance," said Justin
Schreiber, Chairman and CEO of LifeMD. "We also are pleased with the uptake of Rex MD's Hormone Replacement Therapy offering.
We have begun laying the groundwork for the launch of our virtual-first behavioral health offering followed by a women's
health specialty offering later this year. We remain laser focused on building the highest quality virtual care platform in
the United States that is transparent, affordable and accessible to everyone."
had an exceptionally strong quarter with top- and bottom-line growth led by our core telehealth business. Telehealth achieved 60% year-over-year
growth on a standalone basis, while our telehealth adjusted EBITDA increased 396% to $5.9 million. Our consolidated adjusted EBITDA
was a record $9.0 million. Also, I am pleased to report that the WorkSimpli business returned to growth on both a sequential and
year-over-year basis and their adjusted EBITDA exceeded $1 million per month during the quarter, in line with our previously guided
expectations," commented Marc Benathen, Chief Financial Officer of LifeMD. "We entered 2025 well positioned for another year
of record growth and profitability. As such, we are introducing 2025 guidance for consolidated revenue of $265 million to $275 million
and consolidated adjusted EBITDA of $30 million to $32 million."
Quarter Financial Highlights
comparisons are with the fourth quarter of 2023.
Consolidated revenue increased 43% to $64.3 million with telehealth revenue up 60%.
Telehealth active subscribers increased 27% to approximately 275,000 at quarter-end.
WorkSimpli active subscribers increased 3% to approximately 164,000 at quarter-end and increased sequentially by approximately 3,000 subscribers.
Gross margin was 85% compared with 88% due to one-time start-up costs with a new pharmacy and revenue mix changes. We expect gross margin to return to a range of 88% to 90% in 2025.
GAAP net loss was $0.9 million or $0.02 per share, compared with $4.5 million or $0.12 per share.
Adjusted EBITDA was $9.0 million compared with $5.0 million (see definition below of this non-GAAP financial measure and reconciliation to GAAP).
The telehealth business achieved adjusted EBITDA profitability of $5.9 million compared with $1.2 million (see definition below of this non-GAAP financial measure and reconciliation to GAAP).
Adjusted diluted EPS was $0.21 compared with $0.14 (see definition below of this non-GAAP financial measure and reconciliation to GAAP).
Cash was $35.0 million as of December 31, 2024.
Year Financial Highlights
comparisons are with the full year of 2023.
Consolidated revenue increased 39% to $212.5 million with telehealth revenue up 61%.
Gross margin was 89% compared with 88%.
GAAP net loss was $22.0 million or $0.53 per share, compared with $23.7 million or $0.70 per share.
Adjusted EBITDA was $14.4 million compared with $11.2 million (see definition below of this non-GAAP financial measure and reconciliation to GAAP).
The telehealth business achieved adjusted EBITDA of $7.4 million compared with a loss of $5.2 million (see definition below of this non-GAAP financial measure and reconciliation to GAAP).
Adjusted diluted EPS was $0.35 compared with $0.32 (see definition below of this non-GAAP financial measure and reconciliation to GAAP).
Quarter Key Performance Metrics
($ in 000s) Three Months Ended Dec 31, Y-o-Y
Key Performance Metrics 2024 2023 % Growth
Revenue
Telehealth $ 49,889 $ 31,256 60 %
WorkSimpli $ 14,365 $ 13,604 6 %
Total Revenue $ 64,254 $ 44,860 43 %
Active Subscribers
Telehealth Active Subscribers 275,267 217,171 27 %
WorkSimpli Active Subscribers 163,743 158,363 3 %
Total Active Subscribers 439,010 375,534 17 %
the first quarter of 2025, the Company expects:
Total revenue in the range of $61 million to $63 million, with telehealth revenue in the range of $48 million to $49 million.
Adjusted EBITDA in the range of $5 million to $7 million, with telehealth adjusted EBITDA in the range of $3 million to $4 million.
the full year 2025, the Company expects:
Total revenue in the range of $265 million to $275 million, with telehealth revenue in the range of $205 million to $213 million.
Adjusted EBITDA in the range of $30 million to $32 million, with telehealth adjusted EBITDA of approximately $20 million.
management will host a conference call today at 4:30 p.m. Eastern time to discuss the Company's financial results and outlook,
and answer questions. Details for the call are as follows:
Toll-free dial-in number: 800-225-9448
International dial-in number: 203-518-9708
Conference ID: LIFEMD
Live & Archived Webcast: Link
live and archived webcast will be available in the Investors section of the Company's website at ir.lifemd.com.
is a leading provider of virtual primary care. LifeMD offers telemedicine, access to laboratory and pharmacy services, and
specialized treatment across more than 200 conditions, including primary care, men's and women's health, weight management,
and hormone therapy. The Company leverages a vertically integrated, proprietary digital care platform, a 50-state affiliated medical
group, a 22,500-square-foot affiliated pharmacy, and a U.S.-based patient care center to increase access to high-quality and affordable
care. For more information, please visit LifeMD.com.
Note Regarding Forward Looking Statements
news release includes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended; Section
21E of the Securities Exchange Act of 1934, as amended; and the safe harbor provision of the U.S. Private Securities Litigation Reform
Act of 1995. Forward-looking statements contained in this news release may be identified by the use of words such as: "believe,"
"expect," "anticipate," "project," "should," "plan," "will,"
"may," "intend," "estimate," predict," "continue," and "potential,"
or, in each case, their negative or other variations or comparable terminology referencing future periods. Examples of forward-looking
statements include, but are not limited to, statements regarding our financial outlook and guidance, short and long-term business performance
and operations, future revenues and earnings, regulatory developments, legal events or outcomes, ability to comply with complex and evolving
regulations, market conditions and trends, new or expanded products and offerings, growth strategies, underlying assumptions, and the
effects of any of the foregoing on our future results of operations or financial condition.
statements are not historical facts and are not assurances of future performance. Rather, these statements are based on our current expectations,
beliefs, and assumptions regarding future plans and strategies, projections, anticipated and unanticipated events and trends, the economy,
and other future conditions, including the impact of any of the aforementioned on our future business. As forward-looking statements
relate to the future, they are subject to inherent risk, uncertainties, and changes in circumstances and assumptions that are difficult
to predict, including some of which are out of our control. Consequently, our actual results, performance, and financial condition may
differ materially from those indicated in the forward-looking statements. These risks and uncertainties include, but are not limited
to, "Risk Factors" identified in our filings with the Securities and Exchange Commission, including, but not limited to,
our most recently filed Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and any amendments thereto. Even if our actual results,
performance, or financial condition are consistent with forward-looking statements contained in such filings, they may not be indicative
of our actual results, performance, or financial condition in subsequent periods.
forward-looking statement made in the news release is based on information currently available to us as of the date on which this release
is made. We undertake no obligation to update or revise any forward-looking statement, whether as a result of new information, future
events, or otherwise, except as may be required under applicable law or regulation.
Benathen, Chief Financial Officer
Friedeman, Chief Marketing Officer
December 31, 2024 December 31, 2023
ASSETS
Current Assets
Cash $ 35,004,924 $ 33,146,725
Accounts receivable, net 8,217,813 5,277,250
Product deposit 40,763 485,850
Inventory, net 2,797,358 2,759,932
Other current assets 2,672,231 934,510
Total Current Assets 48,733,089 42,604,267
Non-current Assets
Equipment, net 1,479,184 476,303
Right of use assets 6,400,596 594,897
Capitalized software, net 13,816,501 11,795,979
Intangible assets, net 2,030,656 3,009,263
Total Non-current Assets 23,726,937 15,876,442
Total Assets $ 72,460,026 $ 58,480,709
LIABILITIES, MEZZANINE EQUITY AND STOCKHOLDERS' (DEFICIT) EQUITY
Current Liabilities
Accounts payable $ 16,009,484 $ 11,084,855
Accrued expenses 20,811,763 13,937,494
Notes payable, net - 327,597
Current operating lease liabilities 508,537 603,180
Current portion of long-term debt 8,444,444 -
Deferred revenue 14,480,917 8,828,598
Total Current Liabilities 60,255,145 34,781,724
Long-term Liabilities
Long-term debt, net 9,885,057 17,927,727
Noncurrent operating lease liabilities 6,265,192 73,849
Contingent consideration 100,000 131,250
Total Liabilities 76,505,394 52,914,550
Commitments and Contingencies
Mezzanine Equity
Preferred Stock, $0.0001 par value; 5,000,000 shares authorized Series B Convertible Preferred Stock, $0.0001 par value; 5,000 shares authorized, zero shares issued and outstanding, liquidation value, $0 per share as of December 31, 2024 and 2023 - -
Stockholders' (Deficit) Equity
Series A Preferred Stock, $0.0001 par value; 1,610,000 shares authorized, 1,400,000 shares issued and outstanding, liquidation value approximately $25.55 per share as of December 31, 2024 and 2023 140 140
Common Stock, $0.01 par value; 100,000,000 shares authorized, 42,293,907 and 38,358,641 shares issued, 42,190,867 and 38,255,601 outstanding as of December 31, 2024 and 2023, respectively 422,939 383,586
Additional paid-in capital 230,508,339 217,550,583
Accumulated deficit (236,253,218 ) (214,265,236 )
Treasury stock, 103,040 shares, at cost, as of December 31, 2024 and 2023 (163,701 ) (163,701 )
Total LifeMD, Inc. Stockholders' (Deficit) Equity (5,485,501 ) 3,505,372
Non-controlling interest 1,440,133 2,060,787
Total Stockholders' (Deficit) Equity (4,045,368 ) 5,566,159
Total Liabilities, Mezzanine Equity and Stockholders' (Deficit) Equity $ 72,460,026 $ 58,480,709
STATEMENTS OF OPERATIONS
Fourth Quarter Ended December 31, Year Ended December 31,
2024 2023 2024 2023
Revenues
Telehealth revenue, net $ 49,889,374 $ 31,256,199 $ 158,438,631 $ 98,152,919
WorkSimpli revenue, net 14,365,198 13,603,648 54,015,207 54,394,087
Total revenues, net 64,254,572 44,859,847 212,453,838 152,547,006
Cost of revenues
Cost of telehealth revenue 8,391,484 4,954,646 21,440,799 17,480,533
Cost of WorkSimpli revenue 1,038,362 400,913 2,627,680 1,419,931
Total cost of revenues 9,429,846 5,355,559 24,068,479 18,900,464
Gross profit 54,824,726 39,504,288 188,385,359 133,646,542
Expenses
Selling and marketing expenses 25,855,545 20,389,121 103,020,025 76,451,466
General and administrative expenses 19,909,060 15,573,509 72,662,021 51,694,232
Customer service expenses 2,831,985 2,058,549 10,217,654 7,632,283
Development costs 2,410,653 1,998,015 9,512,308 6,060,513
Other operating expenses 2,799,241 1,656,631 9,118,032 6,297,321
Total expenses 53,806,484 41,675,825 204,530,040 148,135,815
Operating income (loss) 1,018,242 (2,171,537 ) (16,144,681 ) (14,489,273 )
Other expenses
Interest expense, net (614,074 ) (622,685 ) (2,181,817 ) (2,596,586 )
Loss on debt extinguishment - - - (325,198 )
Net income (loss) before income taxes 404,168 (2,794,222 ) (18,326,498 ) (17,411,057 )
Income tax expense (169,477 ) (428,000 ) (402,000 ) (428,000 )
Net income (loss) 234,691 (3,222,222 ) (18,728,498 ) (17,839,057 )
Net income attributable to noncontrolling interests 340,963 509,880 153,234 2,756,935
Net loss attributable to LifeMD, Inc. (106,272 ) (3,732,102 ) (18,881,732 ) (20,595,992 )
Preferred stock dividends (776,562 ) (776,562 ) (3,106,250 ) (3,106,250 )
Net loss attributable to LifeMD, Inc. common stockholders $ (882,834 ) $ (4,508,664 ) $ (21,987,982 ) $ (23,702,242 )
Basic loss per share attributable to LifeMD, Inc. common stockholders $ (0.02 ) $ (0.12 ) $ (0.53 ) $ (0.70 )
Diluted loss per share attributable to LifeMD, Inc. common stockholders $ (0.02 ) $ (0.12 ) $ (0.53 ) $ (0.70 )
Weighted average number of common shares outstanding:
Basic 42,205,767 36,710,746 41,196,292 33,905,155
Diluted 42,205,767 36,710,746 41,196,292 33,905,155
STATEMENTS OF CASH FLOWS
Fourth Quarter Ended December 31, Year Ended December 31,
2024 2023 2024 2023
CASH FLOWS FROM OPERATING ACTIVITIES
Net income (loss) $ 234,691 $ (3,222,222 ) $ (18,728,498 ) $ (17,839,057 )
Adjustments to reconcile net loss to net cash provided by operating activities:
Amortization of debt discount 100,444 100,444 401,775 333,939
Amortization of capitalized software 2,136,248 1,637,094 8,021,141 5,424,810
Amortization of intangibles 244,569 245,968 982,405 971,464
Accretion of consideration payable - 18,740 13,644 167,221
Depreciation of fixed assets 166,278 57,666 487,976 203,952
Write-down of inventory 675,669 537,685 675,669 537,685
Loss on debt extinguishment - - - 325,198
Noncash operating lease expense 247,042 204,207 776,080 766,280
Stock issued for legal settlement - - - 532,000
Stock compensation expense 3,104,956 3,645,607 12,234,797 12,489,343
Changes in Assets and Liabilities
Accounts receivable (2,168,312 ) (858,668 ) (2,940,563 ) (2,442,500 )
Product deposit 95,992 (401,082 ) 445,087 (358,585 )
Inventory (827,584 ) 493,029 (713,095 ) 405,746
Other current assets (434,226 ) 369,450 (1,737,721 ) (247,488 )
Operating lease liabilities (38,397 ) (218,624 ) (485,079 ) (808,368 )
Deferred revenue (1,909,624 ) 2,589,244 5,652,319 3,281,092
Accounts payable 142,015 1,447,465 4,924,629 978,062
Accrued expenses (201,412 ) (932,373 ) 7,502,624 4,678,757
Other operating activity - - - (579,319 )
Net cash provided by operating activities 1,568,349 5,713,630 17,513,190 8,820,232
CASH FLOWS FROM INVESTING ACTIVITIES
Cash paid for capitalized software costs (2,495,317 ) (2,107,307 ) (10,041,663 ) (8,380,602 )
Purchase of equipment (225,410 ) (109,332 ) (1,490,857 ) (203,814 )
Purchase of intangible assets - - (3,798 ) (148,868 )
Net cash used in investing activities (2,720,727 ) (2,216,639 ) (11,536,318 ) (8,733,284 )
CASH FLOWS FROM FINANCING ACTIVITIES
Proceeds from long-term debt, net - - - 19,466,887
Proceeds from common stock issued to Medifast - 10,000,000 - 10,000,000
Proceeds from notes payable - - - 2,347,691
Sale of common stock under ATM, net - 5,303,092 - 6,202,659
Repayment of notes payable, net of prepayment penalty - (98,626 ) (327,597 ) (5,142,542 )
Cash proceeds from exercise of options 12,499 94,500 120,312 94,500
Preferred stock dividends (776,562 ) (776,562 ) (3,106,250 ) (3,106,250 )
Contingent consideration payment for ResumeBuild - (125,000 ) (31,250 ) (312,500 )
Net payments for membership interest of WorkSimpli - - - (305,625 )
Distributions to non-controlling interest (665,888 ) (36,000 ) (773,888 ) (144,000 )
Net cash (used in) provided by financing activities (1,429,951 ) 14,361,404 (4,118,673 ) 29,100,820
Net (decrease) increase in cash (2,582,329 ) 17,858,395 1,858,199 29,187,768
Cash at beginning of period 37,587,253 15,288,330 33,146,725 3,958,957
Cash at end of period $ 35,004,924 $ 33,146,725 $ 35,004,924 $ 33,146,725
Cash paid for interest
Cash paid during the period for interest $ 614,993 $ 663,212 $ 2,528,042 $ 2,148,454
Non-cash investing and financing activities:
Cashless exercise of options $ - $ - $ 5,127 $ 744
Cashless exercise of warrants $ - $ 793 $ 16,305 $ 793
Stock issued for noncontingent consideration payments $ - $ 642,000 $ 642,000 $ 2,568,000
Stock issued for debt conversion $ - $ 1,000,000 $ - $ 1,000,000
Series B Preferred Stock conversion $ - $ - $ - $ 5,072,814
Warrants issued for debt instruments $ - $ - $ - $ 873,100
Right of use assets $ (102,618 ) $ - $ 6,581,779 $ 155,168
Operating lease liabilities $ (102,618 ) $ - $ 6,581,779 $ 155,168
the Use of Non-GAAP Financial Measures:
supplement our financial information presented in accordance with GAAP, we use adjusted EBITDA and adjusted EPS as non-GAAP financial
measures to clarify and enhance an understanding of past performance. Additionally, we report telehealth adjusted EBITDA as a non-GAAP
financial measure to clarify the financial performance of our core telehealth business excluding WorkSimpli. We believe that the presentation
of these financial measures enhances an investor's understanding of our financial performance. We further believe that these financial
measures are useful financial metrics to assess our operating performance from period-to-period by excluding certain items that we believe
are not representative of our core business. We use certain financial measures for business planning purposes and in measuring our performance
relative to that of our competitors.
EBITDA is defined as income (loss) attributable to common shareholders before interest, taxes, depreciation, amortization, accretion,
financing transaction expense, non-controlling interests, foreign currency translation, extraordinary litigation costs, loss on debt
extinguishment, dividends, insurance acceptance and Sarbanes-Oxley readiness expenses, acquisition costs, severance expenses and stock-based
compensation expense. We have provided below a reconciliation of adjusted EBITDA to net loss attributable to common shareholders, its
most directly comparable GAAP financial measure.
EPS is defined as the diluted net loss attributable to LifeMD, Inc common shareholders before interest, taxes, depreciation, amortization,
accretion, financing transaction expense, non-controlling interests, foreign currency translation, extraordinary litigation costs, loss
on debt extinguishment, dividends, insurance acceptance and Sarbanes-Oxley readiness expenses, acquisition costs, severance expenses
and stock-based compensation expense. We have provided below a reconciliation of adjusted EPS to Diluted loss per share attributable
to LifeMD, Inc common shareholders, its most directly comparable GAAP financial measure.
and WorkSimpli adjusted EBITDA is defined as segment operating income or loss before depreciation, amortization, accretion, financing
transaction expense, extraordinary litigation costs, insurance acceptance and Sarbanes-Oxley readiness expenses, acquisition costs, severance
expenses and stock-based compensation expense. We have provided below a reconciliation of segment operating income or loss to segment
believe the above financial measures are commonly used by investors to evaluate our performance and that of our competitors. However,
our use of the terms adjusted EBITDA and adjusted EPS may vary from that of others in our industry. Telehealth adjusted EBITDA is specifically

Frequently Asked Questions

What were LifeMD's Q4 2024 consolidated revenues?

Consolidated revenues reached $64.3 million, up 43% year-over-year.

How much did telehealth revenue grow in Q4 2024?

Telehealth revenue increased by 60% compared to the previous year.

What is LifeMD's 2025 revenue guidance?

LifeMD projects 2025 consolidated revenue between $265 million and $275 million.

What was the adjusted EBITDA for Q4 2024?

Adjusted EBITDA for Q4 2024 was $9.0 million, a 78% increase.

How many active telehealth subscribers does LifeMD have?

LifeMD had approximately 275,000 active telehealth subscribers as of Q4 2024.

Last updated: Mar 10, 2025