The Beachbody Company, Inc. (BODI) Q4 2025 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
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.
Key Financial Performance
Revenue The Beachbody Company reported revenue of $150 million for Q4 2025, which represents a 10% decrease year-over-year. The decline was attributed to a reduction in customer acquisition and retention rates.
Adjusted EBITDA Adjusted EBITDA for Q4 2025 was $5 million, down from $12 million in Q4 2024, marking a 58% decrease. This was primarily due to increased marketing expenses and higher operational costs.
Net Cash Net cash stood at $20 million at the end of Q4 2025, compared to $25 million in the previous year, reflecting a 20% decline. The decrease was driven by investments in technology and infrastructure.
Free Cash Flow Free cash flow was negative $2 million for Q4 2025, compared to positive $3 million in Q4 2024. This shift was due to higher capital expenditures and lower operating cash flow.
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Operating Highlights
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Risk or Challenges
Risks from forward-looking statements: The company acknowledges that actual future results may differ materially from forward-looking statements due to a number of risks and uncertainties. These risks are described in the company's filings with the SEC.
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Alec Legg
Alex Hantman
Brad Ramberg
Canaccord Genuity
Capital Group
Carl Daikeler
Chairman Carl
Craig Hallum
Des Lauriers
Director Brad
Division Eric
Division George
Division Kupinski
EDT Williams
Eric Des
George Kelly
Group LLC
Hallum Capital
Hantman Sidoti
ICR Inc
ICR Today
Inc Goldston
Inc afternoon
Kupinski NOBLE
LLC Alex
LLC PM
Lauriers Craig
Legg Canaccord
Officer Alec
PM EDT
Research Division
BODI Transcript
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.
The Beachbody Company, Inc. (NYSE:BODI) Q1 2025 Earnings Call Transcript
Unknown5-16
The earnings call presents a mixed picture: strong adjusted EBITDA and gross margins, debt reduction, and strategic restructuring are positives. However, significant revenue declines, supply chain challenges, subscriber retention risks, and vague responses in the Q&A indicate potential headwinds. The positive shareholder return plan and improved financial health are offset by weak current performance metrics and uncertainties in transitioning business models. Overall, the sentiment is balanced, suggesting a neutral stock price movement in the short term.
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.
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Why do some answers appear as “Unclear” or “Inaudible”?
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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.
