The Beachbody Co Inc (NAS:BODI)

Q1 2026 Beachbody Company Inc Earnings Call Transcript

May 12, 2026 / 09:00 PM GMT

Release Date Price: $12.95 (+2.94%)

Transcript 10-Q8-K

Key Points

Positve

The Beachbody Co Inc (BODI) reported total revenue of $54.3 million for Q1 2026, exceeding the high end of their guidance.
The company achieved its third consecutive quarter of net income, reporting $2.3 million compared to a net loss of $5.7 million in Q1 2025.
Operating income was $3.1 million, marking the third consecutive quarter of profitability.
The company posted its 10th consecutive quarter of positive adjusted EBITDA at $8 million, up from $3.7 million in the prior year.
The Beachbody Co Inc (BODI) has a strong cash balance of $36.6 million against outstanding debt of approximately $25 million, providing financial flexibility.

Negative

Total revenues declined 25% year-over-year, impacted by the transition from a multi-level marketing platform to an omnichannel model.
Digital revenue decreased 21.8% year-over-year, reflecting continued pressure on digital subscriptions.
Nutrition and other revenue decreased 27.7% year-over-year, with nutrition subscriptions falling 18.5% year-over-year.
Operating expenses for the quarter increased 8.2% sequentially, driven by higher advertising spend and new product launch expenses.
The company anticipates a net income range of negative $3 million to breakeven for Q2 2026, indicating potential challenges in maintaining profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BODI.OQ - Beachbody Company Inc
Q1 2026 Beachbody Company Inc Earnings Call
May 12, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon.

Thank you for attending today's Beachbody Company, Inc. First Quarter 2026 Earnings Conference Call. My name is Elizabeth and I'll be your moderator for today's call. All lines will be muted during the presentation portion of the call with the opportunity for questions and answers at the end. If you would like to ask a question, please press *1 on your telephone keypad. To withdraw your question, please press *1 again. I would now like to pass the conference over to your host, Bruce Williams, Managing Director of ICR. You may proceed, Bruce.

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Unidentified_2 [2]
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