Peak NRR of 127% in FY2023-Q3. Latest is 110% - that's -17pp from peak.
OptimizeRx is above the Healthcare SaaS Public median by +0pp (cell median: 110%)
OptimizeRx (OPRX) is a healthcare saas company at the public stage. As of its most recent disclosure (FY2026-Q1), OptimizeRx reported a Net Revenue Retention rate of 110% - a mid-pack result for B2B SaaS at this segment.
OptimizeRx's NRR peaked at 127% in FY2023-Q3, 17pp above today's level. The most recent quarter lost 6pp QoQ.
Within its peer set (healthcare saas companies at public stage in the $100k-$500k acv band), OptimizeRx's NRR is roughly in line with the cell median of 110%. Compare against the full peer cell aggregate for distribution and top performers.
Contract shape and forward-booked revenue.
Revenue, ARR, and team-size denominators for the productivity ratios.
Support tiers: Cadillac support (large manufacturers) · Mid-tier support
CS team segments: Top 20 Pharmaceutical Manufacturer · Mid-tier pharma · Small-cap companies
CSM model: account-named
Education programs: Budget allocation education
Top customer exec: Not Disclosed - Chief Commercial Officer
CCO comp tied to retention: Yes - 50% weighting for revenue and 50% for Adjusted EBITDA in the Cash Bonus Plan
Named CS initiatives across recent disclosures (newest first).
Transitioning from all time-based awards to a mix of performance-based and time-based awards for executives.
"we intend to phase-in changes to our executive compensation program... transitioning from all time-based awards"
Transitioning DAAP and MNT customers to a subscription-based model for the data component of offerings.
"plan to grow a re-occurring revenue component ... convert our DAAP and MNT customers to a subscription-based model"
AI-powered platform using machine-learning algorithms to find best audiences in correct channels.
"broadening our platform with innovative proprietary virtual communication solutions such as our... DAAP"
Moving DAP components from upfront one-time fees to a monthly subscription data fee to increase stickiness.
"migration component is we're moving the DAP pieces from being sort of an upfront one-time fee to more of a subscription"
Enabling demand side platforms (DSPs) to connect directly into proprietary EHR network for programmatic buying.
"We are now enabling demand side platforms that control more than 80% of digital promotional dollars to connect directly"
Shifting revenue mix towards subscription-based models particularly within the AI-enabled DAAP solution.
"making continued progress in shifting a greater portion of our revenue mix towards subscription-based models"
Converting DAAP agreements into subscription revenue to spread revenue more evenly over the year.
"continued to convert more of our DAAP agreements into subscription revenue that spread more evenly"
Board authorized a $10 million share repurchase program reflecting confidence in long-term value.
"our board has authorized a $10 million share repurchase program"
Challenges acknowledged by management. Useful peer signals - your team is probably not alone.
Material weakness in internal control over financial reporting related to data from third-party service organizations.
"material weakness in internal control over financial reporting related to controls ensuring data received"
Top five customers accounted for approximately 47% of revenues.
"during the year ended December 31, 2025, our top five customers accounted for approximately 47% of our revenues."
Controls to ensure data received from third-party service organizations were complete and accurate were ineffective.
"previously identified material weakness in our internal control over financial reporting related to controls"
Market shift away from managed services toward self-service models in the DTC business.
"shortfall with the DTC side of the business... market trend away from managed services... towards a self-service model"
Rising inflation, interest rates, and potential tariffs creating uncertainty in domestic markets.
"macroeconomic events including rising inflation and interest rates have led to economic uncertainty"
Macroeconomic and regulatory factors leading to cautious budget allocations and shorter contract durations.
"short to intermediate term disruption from last year's most favored nation pricing dynamics"
Curated quotes about customer outcomes, retention, renewals.
"Our focus on operational excellence, while ensuring we delight our customers and forge stronger relationships... is bearing fruit."
"Our customers remain deeply embedded within our ecosystem of offerings and it remains our goal to help them stay present through the patient care journey."
"Our strategy for driving revenue growth is also expected to work in tandem with our efforts to increase margin and profitability as revenue drivers such as DAAP have inherently higher margins."
"making sure that we're easy to do business with, that clients have a pleasurable experience with us... enabling them to make it easy to renew and continue to expand footprint."
"Our customers remain deeply embedded within our ecosystem of offerings, and it remains our goal to help them stay present throughout the patient care journey"
"the vast majority of our business comes from renewals. So if you take that into account and then add some of the successes that drove this year on top of it, with more visibility into next year"
Side-by-side NRR, customer cohorts, commercial structure, and CS motion.
OptimizeRx appears on 1 of our retention leaderboards.
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| Period | NRR | GRR | Source type | Filing |
|---|---|---|---|---|
| FY2026-Q1 | 110% | - | earnings-call-transcript | source ↗ |
| FY2025-Q4 | 116% | - | earnings-call-transcript | source ↗ |
| FY-2025 | 116% | - | 10-K | source ↗ |
| FY2025-Q3 | 120% | - | 10-Q-mdna | source ↗ |
| FY2025-Q2 | 121% | - | 10-Q-mdna | source ↗ |
| FY2025-Q1 | 114% | - | earnings-call-transcript | source ↗ |
| FY2024-Q4 | 121% | - | earnings-call-transcript | source ↗ |
| FY-2024 | 121% | - | 10-K | source ↗ |
| FY2024-Q3 | 127% | - | 10-Q-mdna | source ↗ |
| FY2024-Q2 | 124% | - | 10-Q-mdna | source ↗ |
| FY2023-Q4 | 121% | - | earnings-call-transcript | source ↗ |
| FY2023-Q3 | 127% | - | earnings-call-transcript | source ↗ |
Generate a live retention report against OptimizeRx and your full peer cell. Ungated. Downloadable as PDF.