WW International, Inc. (WW)
NASDAQ:WW
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-2.45Last Year’s EPS
-2.11Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a constructive transformation story: the company materially strengthened its balance sheet, exceeded 2025 guidance, and showed strong early traction in its higher-margin clinical Med+ offering (notable subscriber growth, ARPU expansion, high gross margins and improving member outcomes). These positives are tempered by clear ongoing pressure in the legacy behavioral business (substantial subscriber declines and revenue contraction), front-loaded marketing and seasonality causing near-term cash use, interest costs on a new term loan, and transition-related distortions. On balance, the operational and clinical momentum, improved margins, and meaningful debt reduction outweigh the near-term headwinds, supporting a cautiously optimistic outlook for 2026.Company Guidance
Beat 2025 Guidance
Company beat previously provided 2025 revenue and adjusted EBITDA guidance, signaling stronger-than-expected execution following Chapter 11 reorganization.
Major Debt Reduction and Capital Reset
Completed financial reorganization that eliminated over $1.1 billion of debt and reduced legacy debt by more than 70%, freeing capital for strategic investment.
Strong Clinical Momentum and Subscriber Growth
End-of-period clinical subscribers were 130,000 at Q4 2025 and company expects ~200,000 end-of-period clinical subscribers in Q1 2026 (when adjusted for prior compounded semaglutide, roughly 100% year-over-year growth). Clinical revenue grew 32% in Q4.
Improved ARPU and High Margins
Monthly subscription ARPU increased 8% year-over-year to $18.73 in Q4; clinical ARPU remains over 4x higher than behavioral. Adjusted gross margin remained near record highs at 74.4% in Q4.
Positive Profitability Metrics
Q4 adjusted EBITDA was $18 million, representing an adjusted EBITDA margin of 11.1%, demonstrating profitability alongside reinvestment into growth initiatives.
Successful Brand and Product Relaunch
January campaign increased awareness of Med+ by 8 points to 30% and improved brand modernization perception by 9 points. Re-launched mobile app and shipped new features (AI body scanner, personalized modes, weight health score) with rapid iterative releases.
Demonstrated Clinical Efficacy and Member Outcomes
Published data: members in the GLP-1 Success program had 29% more body weight loss at 12 months versus medication-only users; company real-world data showed ~19.4% weight loss at 12 months. Med+ members reported >30% more weight loss vs competitor-reported results.
Evidence of Strong Engagement
Core+ virtual workshop attendance rose nearly 30% year-over-year in January; attendance more than doubled when physician-led sessions were used. 72% of Med+ members reported the GLP-1 success program helped minimize side effects and members guided by a registered dietitian in first 12 weeks were ~30% less likely to discontinue treatment.
Guidance for 2026 and Financial Visibility
Provided 2026 guidance: revenue expected $620 million to $635 million and adjusted EBITDA $105 million to $115 million, and ending Q4 cash of $160 million with a transformed balance sheet (term loan $465M).
WW Earnings History
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
WW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 03, 2026 | $21.80 | $21.78 | -0.09% |
Nov 06, 2025 | $33.20 | $34.37 | +3.52% |
Jul 31, 2025 | $42.19 | $42.31 | +0.28% |
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 WW International, Inc. (WW) report earnings?
WW International, Inc. (WW) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is WW International, Inc. (WW) earnings time?
WW International, Inc. (WW) earnings time is at Apr 30, 2026, 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 WW EPS forecast?
WW EPS forecast for the fiscal quarter 2026 (Q1) is -2.45.
