The Beachbody Co Inc (FRA:6K5)

Q3 2025 Beachbody Company Inc Earnings Call Transcript

Nov 10, 2025 / 10:00 PM GMT

Release Date Price: €4.22 (+17.88%)

Transcript 10-Q8-K

Key Points

Positve

The Beachbody Co Inc (BODI) achieved its first net income since going public in 2021, marking a significant milestone in its financial turnaround.
The company has delivered eight consecutive quarters of positive adjusted EBITDA, demonstrating consistent financial performance.
BODI has significantly reduced its revenue break-even point from $900 million in 2022 to $180 million, enhancing operational efficiency.
The company is launching a comprehensive retail initiative in 2026, including the introduction of Shakeology to retail for the first time.
BODI's cash position of $33.9 million exceeds its outstanding debt principal of $25 million, providing financial flexibility.

Negative

Total revenues declined 41.4% year over year, reflecting the impact of transitioning away from a multi-level marketing platform.
Digital revenue decreased 32.2% year over year, with digital subscription counts declining 18.9% compared to the same period a year ago.
Nutrition and other revenues decreased 50.4% year over year, with nutrition subscriptions falling 46.2% year over year.
The company anticipates a decline in nutrition margins due to lower price points and increased promotional activities.
BODI is still in the early stages of its new business model, and it will take time to develop traction in new lines of business.

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

BODI.OQ - Beachbody Company Inc
Q3 2025 Beachbody Company Inc Earnings Call
Nov 10, 2025 / 10:00PM 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. 3rd quarter 2025, Ernie's conference call. My name is Jayla, and I will be your moderator for today's call. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. I'm not to pass the conference over to our host, Bruce Williams, the managing director of ICR. You may pick it, Bruce.

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Unidentified_2 [2]
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Welcome everyone and thank you for joining us for our 3rd quarter earnings call. With me on the call

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