STOCK TITAN

The Beachbody Company Inc 10-Q Filings

BODI NASDAQ

Every 10-Q that The Beachbody Company Inc (BODI) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 10-Q covers the quarterly report filed between annual reports, so if you follow BODI and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BODI filings page.

Rhea-AI Summary

The Beachbody Company, Inc. reported significantly lower revenue but improved profitability for the quarter and six months ended June 30, 2026. For the quarter, total revenue was $49.6 million, down 22% from 2025, with digital revenue of $31.2 million and nutrition and other revenue of $18.5 million. Gross margin was strong at 72.0%. Operating expenses fell to $34.1 million from $50.2 million, producing operating income of $1.7 million and net income of $1.4 million, the fourth consecutive profitable quarter.

For the first six months of 2026, revenue was $103.9 million, down 24%, while operating income reached $4.8 million and net income $3.7 million. Adjusted EBITDA rose to $6.7 million for the quarter and $14.6 million year-to-date. Cash and cash equivalents were $32.4 million and total debt under the ABL facility was $25.0 million. The company continues to operate a single reportable segment and has transitioned its network business from an MLM model to a single-level affiliate model.

Rhea-AI Summary

The Beachbody Company, Inc. reported a profitable Q1 2026 despite lower sales. Revenue was $54.3 million, down 25% from $72.4 million a year earlier as both digital and nutrition categories declined and connected fitness sales ended.

Gross margin improved slightly to 71.8% as cost of revenue fell faster than sales, and operating expenses dropped to $35.9 million from $55.2 million, producing operating income of $3.1 million. Net income was $2.3 million, compared with a $5.7 million loss, marking a third consecutive profitable quarter, while Adjusted EBITDA rose to $8.0 million from $3.7 million.

Cash and equivalents were $36.6 million and the company reported a net cash position of $13.0 million after $25.0 million outstanding on its asset-based lending facility. Operating cash flow was a modest outflow of $1.0 million, and free cash flow was negative $1.7 million as the company continued to invest in property and equipment.

Rhea-AI Summary

The Beachbody Company (BODI) reported Q3 results. Revenue was $59.9 million, down from $102.2 million a year ago, as digital ($36.4 million) and nutrition ($23.5 million) declined and connected fitness contributed no revenue. Despite lower sales, the company generated operating income of $5.0 million and net income of $3.6 million, helped by reduced operating expenses.

For the first nine months, operating cash flow was $16.8 million. Cash and cash equivalents were $33.9 million at September 30, 2025. The company entered a $35.0 million ABL facility in May and had $25.0 million outstanding; the effective interest rate since inception was 15.21%.

Liquidity risk: Management disclosed anticipated violations of minimum digital subscriptions (at December 31, 2025) and minimum billings (in Q1 2026) covenants under the ABL facility. Discussions to amend are underway, but the uncertainty raises substantial doubt about the company’s ability to continue as a going concern within one year after issuance. Total liabilities were $121.7 million and stockholders’ equity was $24.7 million.