The Beachbody Company, Inc. (BODI) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings call revealed a decline in revenue, adjusted EBITDA, net cash, and free cash flow, indicating financial struggles. The 10% revenue drop and 58% EBITDA decrease signal weak financial performance, likely leading to a negative stock reaction. No positive catalysts or strategic initiatives were discussed to offset these declines. Without a market cap, we assume a moderate reaction, categorizing the stock price movement as 'Negative' within the -2% to -8% range.
Key Financial Performance
Revenue The Beachbody Company reported revenue of $150 million for Q1 2026, which represents a 10% decrease year-over-year. The decline was attributed to lower demand for fitness products and services as the market adjusted post-pandemic.
Adjusted EBITDA Adjusted EBITDA was reported at $5 million, down from $12 million in Q1 2025, marking a 58% decrease. This was primarily due to increased marketing expenses and investments in new product development.
Net Cash Net cash stood at $20 million, a 25% decrease compared to $26.7 million in the same quarter last year. The reduction was due to higher operational costs and lower revenue.
Free Cash Flow Free cash flow was negative $3 million, compared to positive $2 million in Q1 2025. This shift was driven by increased capital expenditures and declining revenue.
You have reached the limit. Sign up to access full content
Get started
Operating Highlights
The selected topic was not discussed during the call.
You have reached the limit. Sign up to access full content
Get started
Risk or Challenges
The selected topic was not discussed during the call.
You have reached the limit. Sign up to access full content
Get started
Guidance & Outlook
The selected topic was not discussed during the call.
You have reached the limit. Sign up to access full content
Get started
Shareholder Return Plan
The selected topic was not discussed during the call.
You have reached the limit. Sign up to access full content
Get started
Key Q&A
Q:Review of Unclear Management Responses
A:
You have reached the limit. Sign up to access full content
Get started
Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Alex Hantman
Anderson Canaccord
Brad Ramberg
CEO Director
Canaccord Genuity
Capital Group
Carl Daikeler
Chairman Carl
Craig Hallum
Daikeler Co
Des Lauriers
Director Brad
Division Alex
Division Eric
Division George
EDT Williams
Eric Des
George Kelly
Group LLC
Hallum Capital
ICR Inc
ICR Today
Inc Goldston
Inc afternoon
LLC PM
LLC Research
Lauriers Craig
Officer Anderson
PM EDT
Ramberg Interim
Research Division
Sidoti LLC
Williams ICR
BODI Transcript
The Beachbody Company, Inc. (BODI) Q1 2026 Earnings Call Transcript
Unknown5-12
The earnings call revealed a decline in revenue, adjusted EBITDA, net cash, and free cash flow, indicating financial struggles. The 10% revenue drop and 58% EBITDA decrease signal weak financial performance, likely leading to a negative stock reaction. No positive catalysts or strategic initiatives were discussed to offset these declines. Without a market cap, we assume a moderate reaction, categorizing the stock price movement as 'Negative' within the -2% to -8% range.
The Beachbody Company, Inc. (BODI) Q4 2025 Earnings Call Transcript
Unknown3-11
The earnings call summary reveals a decline in revenue, adjusted EBITDA, and net cash, with negative free cash flow, indicating financial struggles. The absence of discussions on strategic initiatives or operational updates suggests a lack of positive developments. The acknowledgment of risks adds to the uncertainty. These factors collectively suggest a negative sentiment, likely leading to a stock price decrease of -2% to -8% over the next two weeks.
The Beachbody Company, Inc. (BODI) Q3 2025 Earnings Call Transcript
Unknown11-11
The company's strategic shift from MLM to an omnichannel model led to a significant revenue decline, but improved gross margins and reduced operating expenses. The positive cash position and reduced revenue breakeven point are encouraging, yet the unclear guidance on marketing spend and the decline in digital and nutrition revenues raise concerns. The Q&A session highlighted ongoing product launches and retail expansion plans, but management's vague responses on key details tempered optimism. Overall, the sentiment is neutral, reflecting mixed signals from financial performance and future growth prospects.
The Beachbody Company, Inc. (BODI) Q2 2025 Earnings Call Transcript
Unknown8-6
The earnings call reveals mixed results: positive cash flow and reduced net loss are offset by significant revenue declines in digital and nutrition segments. The transition away from MLM is decreasing costs but also impacting sales. Positive guidance on future product launches and reduced expenses is tempered by unclear management responses and lower digital revenue. The market reaction is likely to be neutral, as improvements are balanced by ongoing challenges.
BODI Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
