secwatch.observer — SEC 8-K summary
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Issuer:     LifeMD, Inc. (LFMD)
CIK:        0000948320
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001493152-26-021520
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

LifeMD Q1 revenue $50.2M beats guidance; adds 42k subscribers, record GLP-1 signups
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- Revenue $50.2M vs guidance $48-49M; adj. EBITDA loss $4.5M in line.
- Gross margin 88% (up ~420 bps YoY) on favorable mix & lower fulfillment costs.
- Record GLP-1 new-patient revenues up ~120% QoQ; Women's Health signups up 657% QoQ with 70% lower CAC.
- Subscribers exceeded 365k, net adds of 42k in Q1 (largest quarterly net addition).
- Affirmed FY2026 revenue guidance $220-230M, adj. EBITDA $12-17M; cash $34.5M, no debt.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/948320/000149315226021520/0001493152-26-021520-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/948320/000149315226021520/form8-k.htm
  HTML page:      https://secwatch.observer/filing/0001493152-26-021520

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