The earnings call presents a mixed picture. While Beachbody has exceeded its revenue and EBITDA expectations and achieved significant cost reductions and refinancing benefits, it also faces notable challenges, such as substantial revenue declines and decreased digital and nutrition subscriptions. The company's strategic plans for retail expansion and new product launches are positive, but the impact of ongoing revenue declines and subscriber losses weighs on the overall sentiment.

Company Guidance

During the Beachbody Company, Inc. second quarter 2025 earnings call, significant guidance was provided concerning the company's financial performance and strategic direction. The company reported revenues of $63.9 million, surpassing expectations, with a gross margin of 72.3%, marking a 300 basis point improvement from the previous year. Adjusted EBITDA exceeded guidance, representing the seventh consecutive quarter of positive adjusted EBITDA, cumulatively totaling $39.5 million. The company has notably reduced its revenue breakeven point from approximately $900 million in 2022 to $200 million in 2025. Selling and marketing costs have decreased to 39.9% of revenue, with a target of sub-35%. The company refinanced its debt, reducing the overall interest rate by over 40%, and achieved positive free cash flow of $4.1 million year-to-date. Looking forward, the company aims for full-year positive free cash flow for the first time since 2020. In 2026, Beachbody plans to expand into retail markets with its Shakeology brand and later introduce the P90x nutritional line, creating cross-marketing opportunities. Despite temporary revenue declines in 2025 during the business model transition, the company is focused on leveraging its brand portfolio for future growth.

Exceeded Revenue and EBITDA Expectations

Beachbody reported Q2 2025 revenue of $63.9 million, exceeding the guidance range of $51 million to $61 million. Adjusted EBITDA of $4.6 million also exceeded the guidance range of breakeven to $4 million.

Improved Gross Margin

The company achieved a gross margin of 72.3%, which is a 300 basis point improvement over the prior year and exceeded the high end of their previous long-term target of 65% to 70%.

Significant Cost Reductions

Selling and marketing costs decreased from 51.1% of revenue in Q2 last year to 39.9% this quarter, with a target to reach sub-35%.

Debt Refinancing

Beachbody refinanced its debt with Tiger Finance and SG Capital, reducing its overall interest rate by more than 40%, resulting in increased cash balance from $18 million to over $25 million.

Positive Free Cash Flow

Year-to-date positive free cash flow of $4.1 million was generated, with a line of sight to achieving full-year positive free cash flow for the first time since 2020.

Launch of New Retail Products

Starting in late Q1 2026, Beachbody plans to roll out Shakeology in retail markets for the first time, followed by the launch of P90x nutritional line and INSANITY branded nutritional supplements.

New Fitness Program Success

The new 25-minute Speed Train program achieved over 1 million views in 21 days, 50% faster than previous programs.

Beachbody Company (BODI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

BODI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q3)	-0.46 / -	-1.75	―	―	―
Aug 05, 2025	2025 (Q2)	-0.97 / -0.85	-1.59	46.54% (+0.74)	―
May 14, 2025	2025 (Q1)	-1.40 / -0.84	-2.1	60.00% (+1.26)
Mar 27, 2025	2024 (Q4)	-2.74 / -5.04	-10.31	51.12% (+5.27)	―
Nov 12, 2024	2024 (Q3)	-1.58 / -1.75	-5.5	68.18% (+3.75)	―
Aug 06, 2024	2024 (Q2)	-2.18 / -1.59	-4	60.25% (+2.41)	―
May 06, 2024	2024 (Q1)	-1.87 / -2.10	-4.5	53.33% (+2.40)
Mar 11, 2024	2023 (Q4)	-3.46 / -10.31	-7.5	-37.47% (-2.81)
Nov 07, 2023	2023 (Q3)	-3.50 / -5.50	-5.5	0.00% (0.00)	―
Aug 08, 2023	2023 (Q2)	-4.33 / -4.00	-7	42.86% (+3.00)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

BODI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$3.82	$4.51	+18.06%
May 14, 2025	$4.71	$4.60	-2.34%
Mar 27, 2025	$8.00	$7.42	-7.25%
Nov 12, 2024	$6.47	$6.43	-0.62%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Beachbody Company Inc (BODI) report earnings?

Beachbody Company Inc (BODI) is schdueled to report earning on Nov 18, 2025, After Close (Confirmed).

What is Beachbody Company Inc (BODI) earnings time?

Beachbody Company Inc (BODI) earnings time is at Nov 18, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is BODI EPS forecast?

BODI EPS forecast for the fiscal quarter 2025 (Q3) is -0.46.

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