LIFEMD INC.

LifeMD announced an exclusive collaboration with AT&T to make its virtual-health membership available to about 29 million eligible AT&T customers in 11 states, with a planned nationwide expansion to over 100 million customers in January 2027. The $19 monthly membership fee is waived for enrolled customers, but visits, prescriptions and other services remain payable, with visit prices starting at $29 for message care, $49 for urgent/primary video visits and $79 for specialty care. The commercial success depends on converting enrolled users into paying patients and securing repeat utilization, while economics are clouded by undisclosed per-lead fees to AT&T, service delivery costs and an initial one-year contract term. Early-state results will determine whether reduced acquisition costs and scale translate into profitable patient relationships. » More on finance.yahoo.com

LifeMD reported Q2 revenue of $47.3 million versus analysts’ expectations of $49.15 million and an adjusted EBITDA loss of about $3.5 million. The company cut its 2026 guidance to $205.5–212.5 million in revenue and adjusted EBITDA of between −$6 million and breakeven. The stock fell sharply intraday and in after-hours trading as investors reacted to the revenue miss, the EBITDA shortfall and the lowered guidance. Gross margin and recurring revenue improved, while LifeMD is emphasizing multi-month subscriptions and investments in partnerships such as XYOSTED. » More on de.investing.com

LifeMD reported Q1 2026 revenue of $50.2 million and EPS of -$0.20, both better than expected, and the stock rose in after-hours trading. The company emphasizes a vertically integrated platform of telemedicine, pharmacy and diagnostics with planned AI rollout in Q2 2026, intended to support diagnoses and workflows for more than 200 conditions. LifeMD had 365,000 active patients, rising gross margins (88%) and improved marketing efficiency, and is targeting 2026 revenue of $220–230 million and adjusted EBITDA of $12–17 million. Short-term risks remain from increased net losses and stagnant revenue growth; successful AI integration, expansion of insurance networks and pharma partnerships are critical to profitability. » More on de.investing.com