earnings
confidence high
sentiment neutral
materiality 0.75
BODi Q4 net income $5.2M, first full-year operating income since IPO; revenue down 36% YoY
Beachbody Company, Inc.
- Q4 revenue $55.5M (down 36% YoY); net income $5.2M vs loss of $34.6M last year, marking second consecutive profitable quarter.
- FY 2025 revenue $251.7M; operating income $5.5M, first full-year operating income since going public in 2021.
- Adjusted EBITDA Q4 $12.9M (up 48% YoY); FY 2025 adjusted EBITDA $30.8M; free cash flow positive at $17.4M for the year.
- Digital subscriptions fell 18.7% to 0.87M; Nutrition & Other revenue dropped 39% YoY to $21.2M in Q4.
- Q1 2026 guidance: revenue $49-54M, adjusted EBITDA $4-7M; cash on balance sheet over $39M.