"Revenue -- $608 million, a 4% increase year over year. Subscriber Count -- Nearly 2.6 million, up 9% year over year. Adjusted EBITDA -- $44 million, representing a 7% margin. International Revenue -- $78 million, almost ten times higher year over year, attributed to the ZAVA and LIVWELL acquisitions. GAAP Net Income -- Reported as a $92 million loss, pressured by $33 million in restructuring and other non-recurring charges."
"Gross Margin -- 65% on a GAAP basis; adjusted to 70% excluding $28 million in one-time restructuring costs. Cash Flow from Operations -- $89 million generated in the quarter. Free Cash Flow -- $53 million during the quarter. Cash and Short-term Investments -- $751 million at quarter-end. Share Repurchase Authorization -- $225 million remains available for repurchases."
"Wegovy Shipment Volumes -- Over 125,000 Wegovy product shipments fulfilled within six weeks of launch. New Weight Loss Subscribers -- On pace to add more than 100,000 per month after the branded product launch. Customer Engagement -- Nearly 90% of new weight loss subscribers downloaded the app, and the average subscriber interacted with a provider three times in their first month. Testosterone Specialty -- 95% of users achieved an increase in testosterone levels within two months of starting treatment."
"Marketing Spend Efficiency -- Reduced to 36% of revenue, a three-point improvement year over year and sequentially. 2026 Revenue Outlook -- Raised to $2.8 billion-$3.0 billion, representing a 19%-28% increase year over year. 2026 Adjusted EBITDA Guidance -- Projected at $275 million-$350 million, or 11% margin at midpoint. Q2 2026 Revenue Guidance -- Anticipated at $680 million-$700 million, s"
Revenue rose to $608 million, up 4% year over year, alongside nearly 2.6 million subscribers, up 9% year over year. Adjusted EBITDA reached $44 million, representing a 7% margin, with gross margin at 65% on a GAAP basis and 70% excluding $28 million in one-time restructuring costs. GAAP net income showed a $92 million loss due to $33 million in restructuring and other non-recurring charges. Cash flow from operations totaled $89 million and free cash flow was $53 million, with $751 million in cash and short-term investments at quarter-end. International revenue was $78 million, nearly ten times higher year over year, driven by ZAVA and LIVWELL acquisitions. Wegovy shipments exceeded 125,000 within six weeks, and new weight loss subscribers were on pace to add more than 100,000 per month after the branded launch. 2026 revenue outlook was raised to $2.8 billion-$3.0 billion, with adjusted EBITDA guidance of $275 million-$350 million.
#revenue-growth #subscriber-growth #adjusted-ebitda-and-margins #cash-flow-and-liquidity #weight-loss-and-specialty-treatment-metrics
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