Every material Form 8-K LifeMD, Inc. has filed with the SEC since June 22, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
LifeMD announced an exclusive collaboration with AT&T under which eligible AT&T wireless and fiber customers receive a complimentary LifeMD membership, with the $19 monthly fee waived. The filing does not quantify expected revenue or costs, but it states that LifeMD will initially pay AT&T a fixed fee per lead, and that the agreement runs for an initial one-year term with automatic renewals.
Eligible AT&T customers receive a LifeMD membership with a $228 annual value; the $19 monthly fee is fully waived.
The initial launch covers 29 million AT&T customers in 11 states, with additional markets joining in January 2027 as the program expands nationwide.
LifeMD will pay AT&T a fixed fee per lead, with later compensation to be negotiated; the agreement has a one-year initial term with automatic one-year renewals unless either party gives 90 days' written notice.
LifeMD reported second-quarter 2026 revenue of $47.3 million, down from $49.0 million a year earlier, and a net loss of $7.9 million, or $0.16 per share, compared with a $0.09 per share loss a year earlier. The company cut its full-year 2026 revenue guidance to $205.5 million to $212.5 million from $220 million to $230 million, and its adjusted EBITDA guidance to a loss of $6.0 million to breakeven from $12 million to $17 million, which lowers expectations for shareholders.
Q2 2026 revenue was $47.3 million, within the company's $47 million to $50 million guidance range but below $49.0 million a year earlier.
Adjusted EBITDA loss was approximately $3.5 million, compared with adjusted EBITDA of approximately $3.9 million in the prior-year quarter.
Full-year 2026 revenue guidance was revised to $205.5 million to $212.5 million, from $220 million to $230 million previously.
Cash totaled $25.1 million at June 30, 2026, with no debt and an undrawn $30 million revolving credit facility.
LifeMD entered into agreements with Antares Pharma, a subsidiary of Halozyme, to co-market a direct-to-patient self-pay program for XYOSTED, a testosterone injection. LifeMD will be the exclusive telehealth co-marketing partner, and its pharmacy will be the preferred dispensing pharmacy. The filing does not disclose financial terms or dollar amounts for the deal, so its near-term effect on LifeMD's results cannot be measured from this filing.
The program launches in July 2026 and will initially be available in 37 states.
The company's all-inclusive program price is approximately $249 per month, covering medication and care, per the attached press release.
The agreements have an initial three-year term with automatic one-year renewals unless either party gives 90 days' written notice.
Either party may terminate the Statement of Work if budgeted marketing investments are missed for two consecutive quarters.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every LifeMD, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →