The Beachbody Co Inc (FRA:6K5)

Q4 2025 Beachbody Company Inc Earnings Call Transcript

Mar 10, 2026 / 09:00 PM GMT

Release Date Price: €6.6

Transcript 10-K8-K

Key Points

Positve

The Beachbody Co Inc (BODI) achieved a significant financial turnaround in 2025, reporting positive net income and operating income for the first time since 2021.
The company successfully transitioned from a multi-level marketing model to a five-pronged omni-channel model, including direct-to-consumer, Amazon, retail distribution, and a single-level affiliate program.
BODI launched innovative products like the '10 Minute Body' program and the new P90X Generation Next, targeting a broader audience including those with limited time for exercise.
The company plans to enter the retail market with its nutritional products, including a new P90X line and a revamped Shakeology product, which has historically been a strong revenue driver.
BODI has maintained strong financial discipline, achieving nine consecutive quarters of positive adjusted EBITDA and a cash balance significantly above its debt level, ensuring financial stability.

Negative

Total revenues for Q4 2025 declined 35.7% year over year, reflecting the impact of the transition from the MLM model.
Digital subscriptions decreased by 18.7% compared to the same period a year ago, indicating challenges in retaining digital customers.
Nutrition and other revenue decreased by 39% year over year, highlighting the ongoing impact of the business model shift.
The company faces challenges in achieving immediate revenue growth, with expectations for clean year-over-year comparisons only possible by Q3 2026.
There is uncertainty regarding the full impact of new product launches and retail partnerships, as these initiatives are still in early stages and require time to gain traction.

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

BODI.OQ - Beachbody Company Inc
Q4 2025 Beachbody Company Inc Earnings Call
Mar 10, 2026 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon.

Thank you for attending today's Beachbody Company Inc. 4th quarter 2025 earnings conference call. My name is Tamia 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. If you would like to ask a question, please press star followed by 1 on your telephone keypad. I would now like to pass the conference over to your host, Bruce Williams, managing director of ICR. You may proceed, Bruce.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.