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advisory role through June 2027","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Greco's separation effective June 15, 2026; she will serve as advisor through June 15, 2027.","She receives 12 months' base salary continuation at $380,000/yr, a $209,000 lump sum bonus target, and COBRA reimbursement for 12 months.","Equity grants continue to vest during the 12-month advisory term; change-of-control special bonus preserved.","Greco subject to 12-month non-compete and non-solicit obligations under Business Protection Agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":40285,"accession_number":"0001448431-26-000009","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2026-05-12T20:07:01+00:00","items":["1.01","1.02","2.02","2.03","9.01"],"status":"ready","headline":"OptimizeRx Q1 rev $19.8M, adj EBITDA $3.3M; guides FY rev $95-100M, refi saves $1.5M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $19.8M (down 10% YoY), GAAP net loss $(0.5)M ($(0.03)/share) vs $(2.2)M loss a year ago.","Non-GAAP net income $2.7M ($0.14/diluted), adjusted EBITDA $3.3M vs $1.5M prior year.","FY 2026 revenue guidance updated to $95-100M; adjusted EBITDA guidance unchanged $21-25M.","Refinanced debt with Fifth Third Bank: $25M term loan + $10M revolver, annual interest savings ~$1.5M.","Launched efficiency initiatives expected to save $3M annually, including $1M in 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92922,"accession_number":"0001213900-26-041604","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2026-04-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"OptimizeRx appoints Microsoft Health COO Mary Varghese Presti to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Mary Varghese Presti appointed independent director effective April 3, 2026; board expanded to 7 members.","She serves on Audit Committee; receives $45k annual cash retainer plus $175k equity grant and $10k audit fee.","Varghese Presti is Microsoft Corporate VP & COO, Health & Life Sciences, with 25+ years in healthcare/tech.","CEO cites her experience in M&A, platform scaling, and commercialization as aligning with OptimizeRx strategy."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104157,"accession_number":"0001448431-26-000007","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2026-03-30T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"OptimizeRx dismisses UHY as auditor, appoints Grant Thornton effective March 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Audit Committee dismissed UHY on March 25, 2026; Grant Thornton appointed March 26, 2026 for FY2026.","No disagreements or reportable events with UHY, except a previously disclosed material weakness in internal controls.","Material weakness related to third-party data completeness/accuracy; did not cause restatement or disagreements.","UHY provided letter agreeing with statements; filed as Exhibit 16.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104156,"accession_number":"0001448431-26-000002","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2026-03-05T23:59:59+00:00","items":["1.01","2.02","8.01","9.01"],"status":"ready","headline":"OptimizeRx Q4 net income $5.0M, record adj EBITDA $12.0M; 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raises FY2025 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $26.1M (+22% YoY); GAAP net income $0.8M ($0.04/share) vs loss of $9.1M in Q3 2024.","Adjusted EBITDA $5.1M (up from $2.7M); gross profit $17.5M (+30% YoY).","Raised FY2025 guidance: revenue $105-109M, adjusted EBITDA $16-19M.","Introduced FY2026 guidance: revenue $118-124M, adjusted EBITDA $19-22M.","Cash $19.5M at Sep 30, 2025; paid $2M on term loan post-quarter."],"consensus_eps_estimate":0.0452,"consensus_eps_actual":0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":77190000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137001,"accession_number":"0001213900-25-078162","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2025-08-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"OptimizeRx appoints Brendan Merrell COO; expands Stelmakh, Odence-Ford, D'Silva roles","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Brendan Merrell named COO effective Aug 18, 2025; base salary $325k, target bonus 40%.","Ed Stelmakh becomes Chief Financial & Strategic Officer, adding corporate strategy to finance duties.","Marion Odence-Ford promoted to Chief Legal & Administrative Officer, adding admin oversight.","Andy D'Silva promoted to Chief Business Officer, leading FP&A, IR, and strategic planning.","Changes designed to accelerate Rule of 40 strategy (sustained growth + profitability) over 2-3 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137000,"accession_number":"0001448431-25-000010","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q2 revenue $29.2M (+55% YoY); raises FY guidance to $104M-$108M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 GAAP net income $1.5M ($0.08/share) vs net loss of $4.0M ($0.22) YoY.","Adjusted EBITDA $5.8M vs $0.5M YoY; non-GAAP net income $4.5M ($0.24 diluted).","Q2 gross profit $18.6M, up 59% YoY; revenue growth driven by deeper pharma partnerships.","Paid down $4.5M of principal on term loan during Q2, $4.0M above required schedule.","FY 2025 guidance raised: revenue $104M-$108M, adjusted EBITDA $14.5M-$17.5M."],"consensus_eps_estimate":0.0175,"consensus_eps_actual":-0.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":51123000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154283,"accession_number":"0001213900-25-056908","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CEO Steve Silvestro appointed to OptimizeRx Board effective June 20, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board increased to six members and appointed CEO Stephen Silvestro as director.","Silvestro has served as CEO since March 2025, previously interim CEO from January 2025.","Appointment effective through the 2026 annual meeting; no financial impact disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154282,"accession_number":"0001213900-25-054784","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"OptimizeRx stockholders elect five directors, approve say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All five director nominees elected; Catherine Klema received most votes (11,050,447 for).","Advisory say-on-pay approved with 5,443,720 in favor vs 3,857,653 against and 3,757,636 abstentions.","Ratification of UHY LLP as auditor approved with 15,162,244 votes for.","Total shares outstanding 18,493,447; broker non-votes of 2,874,955 on director and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154281,"accession_number":"0001448431-25-000003","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q1 revenue up 11% to $21.9M; raises FY 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $21.9M (+11% YoY); gross profit $13.3M (+9% YoY).","GAAP net loss ($2.2M) or ($0.12)/share; non-GAAP net income $1.5M ($0.08)/diluted share.","Adjusted EBITDA $1.5M vs. ($0.3M) in prior-year Q1.","FY 2025 guidance raised: revenue $101M–$106M, adjusted EBITDA $13M–$15M.","Cash and investments $16.6M at March 31; net revenue retention 114%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":21928000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154280,"accession_number":"0001213900-25-033402","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2025-04-18T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"OptimizeRx plans new independent director in H2 2025; Whetstone withdraws nomination notice","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Plans to add a new independent director in H2 2025 as part of ongoing board refreshment.","Whetstone Capital Advisors withdrew its March 6 director nomination notice after constructive engagement.","Current board has five members; three new directors added since 2020 including Klema (2024) and Wasson (2020).","Chairperson Lynn Vos cites progress under CEO Steve Silvestro and commitment to recruiting qualified directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172869,"accession_number":"0001213900-25-022947","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2025-03-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q4 revenue up 14% to $32.3M; 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EBITDA $8.8M (+53% YoY).","FY2025 guidance: revenue at least $100M, adjusted EBITDA at least $12M.","Net revenue retention 121% in 2024 vs 105% in 2023; 48 DAAP deals (up from 24)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172868,"accession_number":"0001213900-25-021923","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2025-03-10T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"OptimizeRx appoints Stephen Silvestro as CEO effective March 10, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Stephen Silvestro, previously interim CEO and President, appointed permanent CEO as of March 10, 2025.","Silvestro receives $500,000 annual base salary, target bonus of 80%, and $1.0M one-time equity grant.","Silvestro joined OptimizeRx in 2019 as CCO; served as President from Oct 2023; prior roles at CCH Tagetik, Prognos Health, Decision Resources Group.","Board conducted rigorous search with executive search firm; unanimous decision to appoint Silvestro, per Chair Lynn Vos.","Silvestro aims to focus on customer centricity, recurring revenue model, and becoming a Rule of 40 company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172867,"accession_number":"0001213900-25-002644","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2025-01-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CEO William Febbo departs OptimizeRx; receives $675K salary continuation + $450K bonus","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William J. 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GAAP EPS loss $(0.22); guides FY rev >=$100M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $18.8M (+36% YoY); gross profit $11.7M (+50%); gross margin 62%.","GAAP net loss $(4.0M) ($(0.22)/share); non-GAAP net income $0.3M ($0.02/diluted).","Adjusted EBITDA $0.5M vs $(0.8M) prior year; FY2024 guidance reaffirmed: rev >=$100M, Adj EBITDA >=$11M.","CEO cites ~$6M DAAP program delayed from Q2; without delay would have exceeded consensus.","KPIs: avg rev per top 20 pharma $2.7M (up from $1.8M); net revenue retention 124% (vs 89%)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":38502000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223512,"accession_number":"0001213900-24-050753","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2024-06-07T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"OptimizeRx shareholders approve 1.95M share increase to equity plan at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved amendment to 2021 Equity Plan increasing share pool from 2.5M to 4.45M shares (increase of 1.95M).","Equity plan vote: 10,129,247 for, 3,425,566 against, 8,853 abstain, 1,966,973 broker non-votes.","All six director nominees elected; advisory say-on-pay approved with 8,790,190 for votes.","UHY LLP ratified as independent auditor for fiscal 2024 with 13,628,263 votes for, 24,012 against, 1,878,364 abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223511,"accession_number":"0001213900-24-042937","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2024-05-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q1 revenue +51% to $19.7M; Adj EBITDA improves to $(0.3)M; reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $19.7M, +51% YoY; gross profit $12.2M, +64% YoY.","GAAP net loss $(6.9)M ($0.38/share); Non-GAAP net loss $(2.0)M ($0.11/share).","Adjusted EBITDA improved to $(0.3)M from $(2.2)M a year ago.","Won 9 DAAP (AI-platform) deals in Q1; Net Revenue Retention 116% vs 86%.","Reiterated FY2024 guidance: revenue at least $100M, Adj EBITDA at least $11M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":19690000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223510,"accession_number":"0001213900-24-037205","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2024-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx prelim Q1 revenue $18.5-19.2M (+40% YoY); ahead of consensus","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue expected between $18.5M and $19.2M for Q1 2024, over 40% growth YoY; GAAP net loss $(8.2)-$(7.0)M.","Adjusted EBITDA loss of $(1.0)-$(0.7)M; results driven by DAAP platform and October 2023 Medicx acquisition.","Signed 9 new Dynamic Audience Activation Platform (DAAP) deals in Q1; cross-selling ahead of internal expectations.","Medicx integration ahead of schedule; management estimates $2.8B potential opportunity from existing brands alone.","Earnings call scheduled for May 14, 2024 at 4:30 p.m. ET to discuss full Q1 results."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":19690000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223509,"accession_number":"0001213900-24-034128","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2024-04-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q4 revenue $28.4M (+44% YoY), non-GAAP net income $4.6M, reiterates 2024 guidance of $100M revenue","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $28.4M (+44% YoY); gross profit $17.8M (63% margin).","GAAP net loss $4.1M ($0.23/share); non-GAAP net income $4.6M ($0.26/share).","Full year revenue $71.5M (+15%); GAAP net loss $17.6M; non-GAAP net income $4.4M.","Adjusted EBITDA Q4 $5.8M (+50% YoY); full year $3.6M.","Reiterates FY2024 guidance: revenue ≥$100M, Adjusted EBITDA ≥$11M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":19690000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223508,"accession_number":"0001213900-24-029318","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2024-04-02T23:59:59+00:00","items":["1.01","2.02","9.01"],"status":"ready","headline":"OptimizeRx reports preliminary Q4 GAAP net loss of $7.2M, extends audited financials deadline","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss for Q4 2023 was $7.2M vs $0.3M loss in Q4 2022; FY2023 net loss $20.6M vs $11.4M.","Adjusted EBITDA for Q4 2023 was $5.8M vs $3.9M; FY2023 Adjusted EBITDA $3.6M vs $5.5M.","Recorded $6.7M asset impairment and $2.1M loss on disposal of business in Q4 2023.","Lenders extended deadline for audited FY2023 financial statements to April 15, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":19690000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242954,"accession_number":"0001213900-24-021461","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2024-03-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx reaffirms FY2023 prelim revenue >$68-70M; updates 2024 revenue guidance to at least $100M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FY2023 preliminary revenue exceeds $68-70M range; adjusted EBITDA in $3-4M range, consistent with prior guidance.","2024 revenue guidance revised to at least $100M due to gross-to-net revenue recognition change for Medicx Health.","2024 adjusted EBITDA guidance unchanged at greater than $11M.","FY2023 earnings call scheduled for March 28, 2024; year-end audit ongoing including Medicx Health and material weakness remediation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242953,"accession_number":"0001213900-24-006959","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2024-01-26T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"OptimizeRx announces Chair retirement; Lynn O'Connor Vos appointed Chair, Catherine Klema added as director","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gus Halas retired as Chairperson effective Jan 24, 2024, after nearly a decade of service.","Lynn O'Connor Vos appointed Chairperson, also joins Nominating & Governance, Compensation, and Audit committees.","Board increased to 7 members; Catherine M. Klema appointed as director and member of Audit and Compensation committees.","Klema receives annual cash retainer $40,000, equity grant $150,000, plus additional committee retainers ($10k Audit, $5k Comp)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":242952,"accession_number":"0001213900-24-001616","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K/A","filed_at":"2024-01-05T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"OptimizeRx completes acquisition of Medicx Health; FY2022 revenue $28.1M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Medicx FY2022: revenue $28.1M, net income $4.5M; FY2021: revenue $18.5M, net income $0.8M.","Deal closed Oct 24, 2023; this amendment provides audited and pro forma financials.","Medicx balance sheet Dec 2022: total assets $18.6M, stockholders' equity $12.4M.","Pro forma combined balance sheet at June 30, 2023 and statements of ops included.","Medicx revenue grew 51% YoY from 2021 to 2022; net income increased 5.8x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260322,"accession_number":"0001213900-23-083645","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2023-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q3 revenue $16.3M (+8% YoY); raises 2023 guidance, introduces 2024 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss per share $(0.17); non-GAAP EPS $0.09 vs $0.07 YoY.","2023 revenue guidance raised to $68-70M; adjusted EBITDA $3-4M.","Preliminary 2024 revenue guidance of at least $110M; adjusted EBITDA margin at least 10%.","Completed acquisition of Medicx Health post-Q3; total DAAP deals now at 16 for 2023.","Cash and investments $63.5M as of Sep 30, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":43152560.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260321,"accession_number":"0001013762-23-006625","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2023-10-25T23:59:59+00:00","items":["1.01","2.01","9.01","3.02","5.02","7.01"],"status":"ready","headline":"OptimizeRx completes $95M acquisition of Medicx Health; appoints new President and CCO","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed acquisition of Medicx Health for $95M in aggregate consideration (subject to adjustments).","Management investors purchased ~$10.5M of OPRX common stock at $7.223/share as part of the deal.","Steve Silvestro promoted to President, effective Oct 24; base salary increased to $400k.","Theresa Greco (former Medicx President) named Chief Commercial Officer.","Q3 2023 earnings call scheduled for Nov 6, 2023; financial results to be released prior."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260320,"accession_number":"0001013762-23-004127","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2023-10-16T23:59:59+00:00","items":["1.01","2.02","2.03","3.02","5.02","7.01","9.01"],"status":"ready","headline":"OptimizeRx acquires Medicx Health for $95M; preannounces Q3 revenue $15.2-$15.5M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquires Medicx Health for $95M in cash; closing expected Q4 2023; management to reinvest ~$10.5M in OPRX common stock.","New $40M term loan from Blue Torch Finance at Reference+7.5% or SOFR+8.5%; leverage ratio covenants step down from 4.50:1 to 2.00:1.","Preliminary Q3 2023 revenue $15.2M-$15.5M; non-GAAP net income $0.6M-$1.0M; ahead of consensus.","Stephen Silvestro appointed President effective at merger close; steps down as Chief Commercial Officer.","Combined revenue run rate ~$100M; acquisition expected to be immediately accretive to earnings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277613,"accession_number":"0001213900-23-067012","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2023-08-14T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q2 revenue falls 1% to $13.8M, GAAP EPS loss $(0.24), cuts 2023 outlook.","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $13.8M, down 1% YoY; gross profit $7.8M, down 13%.","GAAP net loss $(4.2)M ($(0.24)/share); non-GAAP net loss $(0.2)M ($(0.01)/share).","Repurchased 526,999 shares at avg $14.27 for $7.5M in Q2.","RWD.AI-enabled business saw 186% YoY growth in H1 2023.","Full-year 2023 revenue guidance cut to mid-$50s to low-$60s million; gross margin 55-59%."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":26821076.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295602,"accession_number":"0001213900-23-047179","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2023-06-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"OPRX say-on-pay proposal fails with 58.8% of votes cast against","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Say-on-pay: 4,722,546 for, 6,738,014 against, 393,696 abstain; broker non-votes 1,771,637.","Six directors elected; Gus D. Halas received 5,138,259 withheld votes, highest among nominees.","Ratification of UHY LLP as auditor passed: 13,611,868 for, 12,645 against, 1,380 abstain.","Board acknowledges vote and says it will evaluate compensation programs considering shareholder input."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.15,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295601,"accession_number":"0001213900-23-038131","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2023-05-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q1 revenue down 5% to $13.0M; GAAP EPS loss $(0.37), non-GAAP loss $(0.09)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenue $13.0M, down 5% from $13.7M a year ago; gross profit $7.4M (-8% YoY).","GAAP net loss $(6.4)M or $(0.37) per share vs. $(3.8)M or $(0.21) last year.","Non-GAAP net loss $(1.6)M or $(0.09) per share vs. $(0.1)M or $(0.01) last year.","Reaffirms FY2023 guidance: net revenue growth at least 10% YoY, gross margins 58-62%.","Rolling 12-month net revenue retention fell to 86% from 124%; avg revenue per top 20 pharma co. down to ~$1.99M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":13002910.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316127,"accession_number":"0001213900-23-019971","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2023-03-14T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"OptimizeRx announces $15M stock buyback program through March 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized repurchase of up to $15M of common stock.","Program expires March 12, 2024 or when $15M of repurchases completed.","Repurchases may be made in open market or privately negotiated transactions.","Company plans to finance purchases using available cash and cash equivalents."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316126,"accession_number":"0001213900-23-018553","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2023-03-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q4 revenue $19.7M (-3% YoY); 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revenue of $14.0M, +3% YoY.","FY 2022 revenue guidance lowered to $62-68M (1-11% growth); gross margin 59-62%.","Share repurchase program authorized up to $20M; 232,745 shares bought at avg $23.02."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":27710195.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351859,"accession_number":"0001213900-22-045885","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2022-08-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q2 revenue up 3% to $14M; GAAP net loss $3.9M, cuts FY2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $14.0M (+3% YoY); gross margin improved to 64% from 59%.","GAAP net loss $3.9M ($0.21 loss per share) vs net income $0.4M in Q2 2021.","Non-GAAP net loss $0.7M ($0.04 loss per share) vs $1.8M income year ago.","Updated FY2022 revenue outlook to $62-68M (1-11% growth), citing temporary industry headwinds.","Closed EvinceMed acquisition in April; repurchased 232,745 shares under $20M buyback program."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.42,"consensus_revenue_estimate":null,"consensus_revenue_actual":27710195.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369297,"accession_number":"0001213900-22-032533","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2022-06-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"OptimizeRx annual meeting elects directors, approves say-on-pay and auditor ratification","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All six director nominees elected; Gus D. Halas received 4,000,363 votes withheld, highest among nominees.","Advisory say-on-pay approved with 8,907,079 votes in favor vs 4,678,794 against.","UHY LLP ratified as auditor for 2022 with 15,154,056 votes in favor, only 3,406 against.","Record date April 14, 2022; 18,152,349 shares outstanding and entitled to vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369296,"accession_number":"0001213900-22-027465","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2022-05-17T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"OptimizeRx authorizes $20M share repurchase program through May 2023","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized repurchase of up to $20M of outstanding common stock.","Repurchases may occur in open market or private transactions; program expires May 17, 2023 or when $20M is reached.","Company will finance buybacks using available cash and cash equivalents.","Board may modify, suspend, extend or terminate the program at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369295,"accession_number":"0001213900-22-023969","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2022-05-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q1 revenue up 22% to $13.7M; GAAP net loss widens to $3.8M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $13.7M, +22% YoY; gross margin 59% vs 55%.","GAAP net loss $3.8M ($0.21 per share) vs loss $0.6M ($0.04) in Q1 2021.","Non-GAAP net loss $0.1M ($0.01 per share); cash $89.0M.","Reaffirmed FY2022 revenue guidance $80-85M (31-39% growth) and gross margin 57-60%.","Completed EvinceMed acquisition, a specialty drug prescription initiation platform."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":13731530.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388490,"accession_number":"0001213900-22-013267","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2022-03-17T23:59:59+00:00","items":["3.02"],"status":"ready","headline":"OptimizeRx acquires EvinceMed assets for $2M cash and up to 240,741 shares","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Asset purchase of EvinceMed Corp.; total consideration includes $2M cash and up to 240,741 common shares.","185,185 shares issued at closing; 55,556 held back for 12 months for indemnification adjustments.","Closing expected in Q2 2022; shares issued under Section 4(a)(2) exemption.","Acquisition strengthens OptimizeRx's product offering in patient engagement technology."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388489,"accession_number":"0001213900-22-010768","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2022-03-04T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"OptimizeRx adopts 2022 Cash Bonus Plan; CCO salary $350k, GC $296k","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Compensation Committee adopted 2022 Cash Bonus Plan aligning officer pay with strategic goals.","Stephen Silvestro (CCO) base salary increased to $350,000; bonus target set at 60% of base.","Marion Odence-Ford (GC/Chief Compliance Officer) base salary $296,000; bonus target 40% of base.","Employment agreements amended for both executives effective Feb 28, 2022, with eligibility for cash/equity incentives.","Annual meeting scheduled for June 9, 2022; stockholder proposals due by March 14, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388488,"accession_number":"0001213900-22-009206","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2022-02-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q4 revenue $20.3M (+24% YoY), FY revenue $61.3M (+42%), guides FY22 $80-85M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net income $0.6M ($0.04 diluted EPS); non-GAAP net income $4.0M ($0.22 diluted EPS).","Gross margin improved to 61% in Q4 from 52.4% a year ago.","Introduced KPIs: avg revenue per top-20 pharma client $2.5M, 95% penetration, net revenue retention 127%.","FY22 guidance: revenue $80-85M (+31-39% YoY), gross margin 57-60%.","Cash and equivalents $84.7M at Dec 31, 2021; cash flow positive from operations $0.7M in FY21."],"consensus_eps_estimate":null,"consensus_eps_actual":0.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":61292598.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388487,"accession_number":"0001213900-22-007911","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2022-02-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx preliminary Q4 revenue ~$20.3M record; 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will advise through July 31, 2022.","Her option grants continue vesting during advisory term; she receives full 2021 cash bonus.","Ed Stelmakh joined as CFO/COO; new exec team includes Febbo, Stelmakh, Silvestro, Inman, Odence-Ford.","Company cites 45% 3-year CAGR and ~$1B market cap; succession planned, functions transitioned."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406420,"accession_number":"0001213900-21-059448","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2021-11-15T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx held Q3 2021 earnings call but transcript excerpt lacks financial details","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Conference call held on November 9, 2021 to discuss quarterly results.","Transcript attached as Exhibit 99.1, but provided text does not contain specific financial data.","No revenue, EPS, or guidance figures available from the exhibit excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":40979801.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406419,"accession_number":"0001213900-21-057950","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2021-11-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"OptimizeRx Q3 revenue up 53% to $16.1M; GAAP net income $0.04M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $16.1M (+53% YoY); brands on platform increased to 182 from 140.","GAAP net income $0.04M ($0.00 EPS) vs loss of $0.3M YoY; non-GAAP net income $1.6M ($0.09 EPS).","Gross margin 56.3% (slight decrease from 57.2%); cash $85M.","RWE solution gaining traction; average client ROI 13:1."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":40979801.0,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":94763624.61065574,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406418,"accession_number":"0001213900-21-053525","cik":1448431,"company_name":"OptimizeRx Corp","ticker":"OPRX","form_type":"8-K","filed_at":"2021-10-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"OptimizeRx CEO William Febbo gets $12.5M PRSU grant, base salary to $450k","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Base salary increased to $450,000 upon signing; 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