The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Sean Wilfred Dodge - RBC Capital Markets, Research Division - Analyst
: Maybe going back to the MACs. You exited the quarter on a much steeper trajectory than it sounds like you began. Karsten, you said 6.1 million in
March. You pointed out some of the impacts, things like days in a month can have on that calculation. But if we think about that March number,
is that a good jumping off point for kind of how to think about the second quarter? Are there some seasonal aspects or nuances to March that
make that unfair to kind of project into April and May and June?
Question: John Ransom - Raymond James & Associates, Inc. - Analyst
: It's tough to, deep in a call, to be clever, but I'm going to pretend to be clever. Hopefully, you guys will approve of this. So Karsten, as we think
about the Other revenue growing faster than your traditional generic revenue, how do we think about the long-term effect on gross margin, EBITDA
margin, et cetera?
Question: John Ransom - Raymond James & Associates, Inc. - Analyst
: Okay. And then my other question is, as we think about GoodRx Gold prices, I mean, they're roughly half of your kind of best price. So you have
the subscription revenue, then you have basically 50%, as far as we can tell, average off your normal transactions. So how do you think about the
value of a subscription customer, either through Kroger or through your Gold program versus somebody that pops in and pays a price that's roughly
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