WW
WW International, Inc.27.23
+2.94+12.1%
Dec 16, 4:00:00 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
271.89MP/E (TTM)
2.01Basic EPS (TTM)
13.55Dividend Yield
0%Recent Filings
10-Q
8-K
8-K
WW amends Boyer consulting deal
WW International amended its consulting agreement with former Chief Product Officer Donna Boyer on September 9, 2025, effective September 1, to ensure a smooth transition of her responsibilities. The deal provides her $143,720 in total cash compensation for services ending September 30, 2025. She remains bound by indefinite confidentiality and work product assignment covenants. This extension stabilizes product leadership handover.
8-K
WW cuts debt, clinical grows
WW International emerged from Chapter 11 reorganization on June 24, 2025, slashing debt by $1.15 billion to $465 million and boosting cash to $152 million. Combined Q2 revenues dipped 6% to $189 million amid behavioral subscriber declines, yet clinical revenues surged 55% to $31 million, lifting ARPU 12% to $18.97. Adjusted EBITDA held firm at $65 million with 35% margins, signaling cost discipline. Debt reduction frees $50 million yearly in interest, but subscriber volatility lingers.
10-Q
Q2 FY2025 results
WW International emerged from Chapter 11 bankruptcy on June 24, 2025, slashing debt from $1.4B to $465M under a new term loan due 2030 at ~11% effective rate, while ending Q2 FY2025 with $152M cash and $185M total liquidity. Combined Q2 revenues dipped 6.1% y/y to $188M (derived), driven by 19% fewer behavioral subscribers yet lifted by 56% clinical growth from compounded semaglutide; gross margins held steady at 73.7% q/q through cost shifts to variable structures. Operating income swung to $44M from $36M y/y, with EPS at $14.67 (diluted shares 81K, reconciling to net income). Post-reorg, Q2 successor cash flow turned positive at $12M from operations, minus $0.2M capex for $11.8M FCF (derived). Bankruptcy reset the board and strategy. Competition from GLP-1 drugs erodes behavioral recruitment.
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