The earnings call presented a largely positive outlook with strong licensing revenue growth, a return to positive EBITDA, and successful new ventures. However, there are some concerns about potential tariff impacts and the longer timeline for new ventures to materialize.

Company Guidance -

Q2 2025

During the PLBY Group's First Quarter 2025 Earnings Conference Call, the company outlined several key metrics and expectations for upcoming quarters. Honey Birdette is anticipated to perform well against an easy comparable in the second quarter, with a projected $1 million impact from Chinese tariffs in the latter half of the year. To mitigate this, a 10% price increase has been implemented in the U.S. market, which represents $35 million of their business. The Byborg partnership guarantees a $20 million annual minimum, with additional payments expected. Licensing revenue increased by 175% year-over-year, driven by the Byborg deal and a recovery in the China licensing business. The company achieved an adjusted EBITDA of $2.4 million, with potential future growth from gaming and hospitality licensing deals. The call also highlighted plans to expand content offerings, including magazines and potential paid voting campaigns, aiming for significant growth in 2026 and beyond.

Positive EBITDA Achievement

Q1 2025 marked the first positive EBITDA quarter since 2023, with an adjusted EBITDA of $2.4 million. This was further improved by $1 million in cost reductions at the end of the quarter, potentially making it $3.4 million.

Significant Licensing Revenue Increase

Licensing revenue was up 175% year-over-year, driven primarily by the Byborg deal and rebuilding the China licensing business.

Honey Birdette Sales Growth

Honey Birdette is ahead of plan in Q2 and is expected to face easy comparables, indicating positive sales growth.

Successful Magazine Launch

The magazine sold out online and had an impressive sell-through at Barnes & Noble, leading to plans for additional issues.

PLBY Group (PLBY) 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 >

PLBY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 12, 2025	2025 (Q2)	-0.04 / -	-0.23	―	―	―
May 15, 2025	2025 (Q1)	-0.10 / -0.10	-0.23	56.52% (+0.13)	―
Mar 13, 2025	2024 (Q4)	-0.11 / -0.15	-0.13	-15.38% (-0.02)	―
Nov 12, 2024	2024 (Q3)	-0.13 / -0.45	-0.2	-125.00% (-0.25)	―
Aug 08, 2024	2024 (Q2)	-0.09 / -0.23	-1.79	87.15% (+1.56)	―
May 09, 2024	2024 (Q1)	-0.10 / -0.23	-0.58	60.34% (+0.35)	―
Mar 27, 2024	2023 (Q4)	-0.12 / -0.13	-0.22	40.91% (+0.09)	―
Nov 09, 2023	2023 (Q3)	-0.13 / -0.20	-5.65	96.46% (+5.45)
Aug 09, 2023	2023 (Q2)	-0.16 / -1.79	-0.18	-894.44% (-1.61)
May 10, 2023	2023 (Q1)	-0.17 / -0.58	0.12	-583.33% (-0.70)

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

PLBY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 15, 2025	$1.17	$1.55	+32.48%
Mar 13, 2025	$1.21	$1.22	+0.83%
Nov 12, 2024	$1.08	$0.95	-12.04%
Aug 08, 2024	$0.79	$0.61	-22.78%

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 PLBY Group (PLBY) report earnings?

PLBY Group (PLBY) is schdueled to report earning on Aug 12, 2025, After Close (Confirmed).

What is PLBY Group (PLBY) earnings time?

PLBY Group (PLBY) earnings time is at Aug 12, 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 PLBY EPS forecast?

PLBY EPS forecast for the fiscal quarter 2025 (Q2) is -0.04.

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