Playboy Inc (NAS:PLBY)

Q1 2026 Playboy Inc Earnings Call Transcript

May 11, 2026 / 09:00 PM GMT

Release Date Price: $1.73 (-3.89%)

Transcript 10-Q8-K

Key Points

Positve

Playboy Inc (PLBY) reported a 5% year-over-year increase in consolidated revenue, reaching $30.2 million.
Adjusted EBITDA increased by 111% compared to the prior year, marking the fifth consecutive quarter of positive adjusted EBITDA.
The company successfully closed the UTG China transaction and reduced gross debt by $15 million, with plans to further deleverage.
Playboy Inc (PLBY) launched a new subscription offering for digital and print content, enhancing its consumer platform.
The H1y Burdette brand delivered six consecutive quarters of double-digit brick-and-mortar comparable store sales growth.

Negative

Licensing revenue decreased slightly year-over-year, reflecting the company's strategy to reposition its brand with fewer and bigger deals.
Net loss for the quarter was $4 million, although this was an improvement from the previous year's $9 million loss.
The company faced challenges with its licensing strategy, having to let some off-brand legacy licenses expire.
Playboy Inc (PLBY) did not sign any new deals in China during the UTG negotiations, impacting potential revenue growth.
The company is still in the early stages of integrating AI and other cost-saving measures, indicating ongoing operational adjustments.

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

PLBY.OQ - Playboy Inc
Q1 2026 Playboy Inc Earnings Call
May 11, 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 standing by.

Welcome to Playboy Inc.'s First Quarter 2026 Earnings Conference Call.

During today's presentation, all parties will be in a listen-only mode.

Following the presentation, the conference will be open for questions.

This conference is being recorded today, May 11, 2026, and the earnings press release and Form 10-Q, from which information may be referenced during this call.

Were issued after the market close today.

On our call today are Playboy Inc.'s Chief Executive Officer, Ben Cohn and Chief Financial Officer and Chief Operating Officer, Mark Crossman.

I would like to remind you that the information discussed today is qualified in

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