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What were the key takeaways from ODDITY Tech’s earnings call?

What were the key takeaways from ODDITY Tech's earnings call?

What is the market's earnings forecast for ODDITY Tech next quarter?

Did ODDITY Tech beat or miss consensus estimates last quarter?

- **Record 2025 Performance**: $810M revenue (+25%), 20.2% EBITDA margin, driven by METHODIQ launch and strong repeat sales (>70% of revenue).
- **Ad Algorithm Crisis**: 2x+ CPA increase threatens Q1/Q2 growth, but 12-month repeat margin remains positive.
- **METHODIQ Momentum**: Early success in medical-grade skincare, with app engagement metrics exceeding expectations.
- **No Strategy Change**: Maintaining direct-to-consumer model despite short-term pain; no retail expansion plans.


**【CEO Opening Remarks】**
- ODDITY achieved record 2025 results: Revenue $810M (+25%), Adjusted EBITDA $163M (20.2% margin), Adjusted EPS $2.21.
- Launched METHODIQ, a medical-grade telehealth platform, with strong early traction in dermatology.
- Despite $776M cash reserves, faced unprecedented user acquisition cost dislocation due to ad partner algorithm changes.
- 70% of revenue from repeat sales, with 12-month net revenue repeat rates >100%.

**【CFO Financial Commentary】**
- Q4 2025: Revenue $153M (+24%), Adjusted EBITDA $13M (8.2% margin), Non-GAAP EPS $0.20.
- Full year 2025: Gross margin 72.7%, free cash flow $84M.
- Q1 2026 guidance: 30% revenue decline due to elevated CPA (>2x historical levels), but 12-month contribution margin remains positive.
- 2026 outlook: No full-year guidance; Q2 likely decline, with potential normalization in H2.

**【Q&A Highlights】**
- **Algorithm Issue**: Root cause identified as ad partner auction dynamics misinterpreting Try-Before-You-Buy model. Remediation efforts include infrastructure fixes, offer adjustments, and signal feeding.
- **Impact on Growth**: Q1/Q2 revenue down 30%+ due to reduced acquisition, but long-term repeat sales at risk. No change to direct-to-consumer strategy or retail expansion plans.
- **METHODIQ Launch**: On track despite headwinds, with early metrics exceeding IL MAKIAGE launch trajectory.
- **Liquidity Management**: $103M remaining under buyback authorization; no plans to alter capital allocation strategy.


Oddity Tech Ltd.(ODD)-20260225-2025 Q4 Earnings call transcript

- **Record Q3 Growth**: 24% YoY revenue to $148M, raising full-year guidance to $806-809M (24-25% YoY). METHODIQ launch marks 3rd brand in ODDITY platform.
- **METHODIQ Breakthrough**: 28-product dermatology platform with 4 proprietary molecules, targeting 50M+ Americans with skin issues. Largest TikTok campaign in company history.
- **International Expansion**: 40% YoY intl growth, testing 10+ new markets. IL MAKIAGE skin category now 40% of brand revenue.
- **Labs Payoff**: 8 products with proprietary molecules launching in 2026, signaling R&D success after 2 years of investment.
- **Financial Strength**: $90M free cash flow, $793M cash on hand. Q3 gross margin 71.0% (up 170bps YoY), EBITDA $29M (vs. $26-28M guidance).

**【CEO Summary Section】**
- **Revenue Growth**: Q3 2025 revenue grew 24% YoY to $148 million, driven by double-digit online growth at IL MAKIAGE and SpoiledChild. Full-year guidance raised to $806-$809 million (24-25% YoY growth).
- **METHODIQ Launch**: Launched METHODIQ, a telehealth platform for dermatology, with 28 products combining prescription and OTC treatments. Soft launch in Q3, full launch in November with a $13 million TikTok campaign targeting 50 million Americans with skin issues.
- **International Expansion**: International revenue grew 40% YoY in first 9 months, with 2% from new markets (France, Italy, Spain). IL MAKIAGE on track for $1 billion by 2028, skin category now 40% of brand revenue.
- **ODDITY LABS Progress**: 8 products with proprietary molecules to launch in 2026 (4 for METHODIQ, 4 for existing brands). Labs R&D investments starting to bear fruit with high-efficacy molecules.
- **AI Investment**: Generative AI initiatives in commerce agents and advertising creative to enhance DTC model. No specific price hikes planned for tariff mitigation.

**【CFO Financial Commentary】**
- **Financial Highlights**: Q3 GAAP net income $420M, Non-GAAP EPS $0.40 (vs. $0.33-$0.36 guidance). Gross margin 71.0% (up 170bps YoY). Free cash flow $90M for first 9 months.
- **Guidance Update**: Full-year 2025: Revenue $806-809M (24-25% YoY), Gross margin ~72.5%, EBITDA $161-163M, EPS $2.10-2.12. Q4 revenue growth 21-23% YoY.
- **Cash Position**: $793M cash on hand, $200M undrawn credit facility. No share buybacks planned in 2025.

**【Q&A Highlights】**
- **International Strategy**: 83% of revenue still U.S.-based, but 40% YoY growth in international. Testing new markets like Japan, Mexico, Korea. Focus on user acquisition efficiency vs. competitors (2/3 revenue from intl for peers vs. 17% for ODDITY).
- **METHODIQ Scaling**: Expect faster growth than SpoiledChild (which did $25M in year 1). Prescription products will have lower gross margins but higher repeat rates. No intl expansion for METHODIQ in first 3 years.
- **Media Costs**: Q3 media spend higher than planned, but media environment improved in Q4. Repeat rate >100% (12-month net revenue repeat cohort). DC margin focus over gross margin.
- **ODDITY LABS Pipeline**: 8 products with Labs molecules in 2026, plus more for future brand launches. Labs now delivering commercial impact after 2 years of R&D.
- **Consumer Health**: Despite industry softness, ODDITY's repeat rate and margin strength offset higher acquisition costs. 2/3 of business from repeat customers, driving resilience.

Oddity Tech Ltd. (ODD) Q3 2025 Earnings Call Transcript

- **Record Q2 Growth**: 25% YoY revenue to $241M, beating guidance, with H1 EBITDA up 125% vs. 2023 full year.
- **Brand 3 Launch**: Q4 2025 medical-grade skincare platform with AI-driven personalization, targeting 50%+ satisfaction improvement.
- **International Expansion**: 40%+ growth in H1 2025, with France/Italy/Spain showing 70%+ LTVs, setting stage for 2028 $1B IL MAKIAGE.
- **2025 Outlook**: 23-24% revenue growth, 20% EBITDA margin, and $2.06-$2.09 EPS, supported by 80%+ free cash flow conversion.
- **2026 Vision**: 20%+ growth sustained via Brand 3/4, ODDITY Labs, and tech innovation, with H1 margin compression offset by H2 efficiency.

**【CEO Summary Section】**
- **Revenue Growth and Financial Performance**: Q2 2025 revenue grew 25% YoY to $241 million, exceeding guidance. First-half 2025 revenue reached $509 million, up 26% YoY, with adjusted EBITDA of $122 million and free cash flow of $99 million. IL MAKIAGE is on track for $1 billion revenue by 2028, while SpoiledChild is expected to surpass $200 million in 2025.
- **Brand Expansion**: Launching Brand 3 (medical-grade skincare) in Q4 2025 and Brand 4 in 2026. Brand 3 focuses on acne and hyperpigmentation, leveraging AI-driven personalization and telehealth for compliance.
- **International Expansion**: International sales grew 40% in H1 2025, representing 15% of total revenue. France, Italy, and Spain are key test markets with strong unit economics.
- **Long-Term Growth Drivers**: ODDITY Labs (pharma-grade R&D) and technology investments to maintain 20%+ revenue growth and 20% EBITDA margin.

**【CFO Financial Commentary】**
- **Q2 Financials**: Gross margin of 72.3%, exceeding guidance. Adjusted EBITDA of $70 million (28.8% margin) and EPS of $0.92 beat estimates. Free cash flow conversion of 80% highlights strong cash generation.
- **2025 Outlook**: Full-year revenue $799-$804 million (23-24% growth), EBITDA $160-$162 million, and EPS $2.06-$2.09. Tariffs expected to impact gross margin by <100bps.
- **Capital Allocation**: $600 million convertible note issuance to fund growth. Buyback authorization remains at $103 million.
- **2026 Guidance**: 20% revenue growth and 20% EBITDA margin, with H1 margin compression due to Brand 3/4 investments.

**【Q&A Highlights】**
- **Brand 3 Launch**: Q4 2025 launch with no 2025 revenue contribution. Q3 testing focuses on compliance and personalization, with 50% satisfaction improvement vs. tretinoin.
- **International Strategy**: 40%+ growth in H1 2025, targeting 70%+ of IL MAKIAGE revenue from international by 2028. France, Italy, Spain show strong metrics.
- **Gross Margin Compression**: Sequential decline due to repeat sales mix and lower AOV. Long-term margin stability expected despite tariffs.
- **Return on Investment**: SpoiledChild ($200M+ revenue in 3 years) demonstrates high ROI. Brand 3/4 investments aim for similar long-term impact.


Oddity Tech Ltd. (ODD) Q2 2025 Earnings Call Transcript

- **Record Q1 Growth**: 27% revenue rise to $268M, $87M free cash flow, and 19.5% EBITDA margin. 
- **Skin Category Dominance**: Skin products now 40% of Il Makiage revenue, driving 4% AOV increase. 
- **Telehealth Breakthrough**: Brand 3 AI tools achieve 94% accuracy vs. dermatologists, set for Q4 launch. 
- **International Expansion**: 20% of revenue from international markets, with 30%+ unit economics advantage. 
- **Tariff Resilience**: 71% gross margin buffer mitigates 50-100bps tariff impact. 
- **2025 Outlook**: $790-798M revenue (22-23% growth), $1.99-2.04 EPS, and 20% EBITDA margin.

**【CEO Summary Section】**
- **Q1 2025 Financial Highlights**: Revenue grew 27% to $268 million, with $52 million adjusted EBITDA (19.5% margin) and $87 million free cash flow. 
- **Growth Drivers**: 
  - **Skin Category Expansion**: Skin products now account for ~40% of Il Makiage revenue, driving higher AOV and repeat rates. 
  - **International Expansion**: 20% of revenue from international markets, with double-digit growth in existing markets and tests in new geographies. 
  - **New Brands**: SpoiledChild on track for $200M+ revenue in 2025, while Brand 3 (telehealth platform) is set for Q4 launch with advanced AI/telemedicine capabilities. 
- **Long-Term Vision**: Target $800M+ 2025 revenue, with 20%+ CAGR through 2028. Focus on high-margin, science-backed products and DTC model scalability.

**【CFO Financial Commentary】**
- **Profitability**: 74.9% gross margin (vs. 73.7% prior), 19.5% EBITDA margin. Free cash flow conversion >90% of EBITDA. 
- **Tariff Mitigation**: 50-100bps headwind to gross margin in 2025, offset by supply chain efficiencies and limited China exposure. 
- **2025 Outlook**: 
  - Revenue: $790-798M (22-23% growth) 
  - EBITDA: $157-161M (20% margin) 
  - EPS: $1.99-2.04 
- **Balance Sheet Strength**: $257M cash, $200M undrawn credit facility. Actively evaluating M&A opportunities in biotech, AI, and adjacent markets.

**【Q&A Key Takeaways】**
- **International Momentum**: 20% of revenue from international markets, with >30% unit economics advantage vs. US. France, Italy, Spain tests showing strong performance. 
- **Brand 3 Technology**: 94% AI acne grading accuracy vs. dermatologists, predictive skin improvement modeling. Telehealth infrastructure positions for future medical category expansion. 
- **Tariff Resilience**: 71% gross margin buffer allows >50% offset of tariff impacts. Europe-based supply chain limits China exposure. 
- **M&A Strategy**: Prioritize biotech, AI, and high-efficacy product platforms. No immediate share buyback plans.

Oddity Tech (ODD)-30 Apr 25-2025 Q1 Earnings call transcript

- **Record Growth**: 2024 revenue up 27% to $647M, EBITDA margin 23.3%. Q4 revenue +27% YoY, beating peers amid macro weakness. 
- **Repeat Dominance**: >60% of revenue from repeat buyers, 12-month repeat rate >100% (vs. <50% industry). 
- **New Frontiers**: Brand 3 telehealth launch Q3 2025, Oddity Labs biotech R&D scaling to 200+ scientists. 
- **Cash Machine**: $134M free cash flow (21% of revenue), $103M buyback authorization. 
- **Global Ambition**: 2025 focus on US + international (UK, Germany, Australia), targeting $1B+ for Il Makiage by 2028. 


**【CEO Summary Section】**
- **Revenue Growth**: 2024 revenue reached $647 million (27% YoY), with adjusted EBITDA of $150 million (23.3% margin). Q4 revenue grew 27% YoY, driven by Il Makiage (crossing $500M) and SpoiledChild ($150M+). 
- **Repeat Sales Strength**: Repeat sales >60% of revenue, with a 12-month net revenue repeat rate >100%, industry-leading for B2C. 
- **Market Expansion**: Accelerating international growth in Q1 2025, testing new markets like UK, Germany, and Australia. 
- **New Brands & Innovation**: Brand 3 (telehealth skincare) set for Q3 soft launch, Brand 4 delayed to 2026. Oddity Labs (biotech R&D) expanded to 60+ scientists, targeting molecule discovery and delivery systems. 

**【CTO Technology Insights】**
- **AI-Powered Personalization**: Il Makiage PowerMatch 3.0 reduced returns by 10% via multimodal AI. SpoiledChild upsell models boosted conversion by 30%. 
- **Platform Scalability**: Modular tech stack enables rapid brand launches (e.g., Brand 3 AI diagnostics, generative models for acne treatment tracking). 
- **Data Advantage**: Proprietary 10M+ user images used to train domain-specific AI models, achieving dermatologist-level accuracy in acne detection. 

**【CFO Financial Highlights】**
- **Q4 2024 Results**: $97M revenue (27% YoY), $15M adjusted EBITDA (12.3% margin). Free cash flow $134M (21% of revenue). 
- **2025 Outlook**: 20% revenue growth, 20% EBITDA margin target. Gross margin ~70% (normalizing product mix). 
- **Investments**: $8M+ in Brand 3/4/Labs R&D, offset by strong free cash flow ($169M cash on hand). 
- **Share Buybacks**: $147M repurchased in 2024, $103M remaining authorization. 

**【Q&A Key Takeaways】**
- **International Strategy**: Localized market entry prioritized over US growth, with no material TikTok exposure. 
- **Consumer Resilience**: Repeat-driven model buffers macro weakness; 12-month repeat rate >100% vs. industry <50%. 
- **Brand 3 Economics**: Lower gross margin (Rx partnerships) offset by high-frequency, personalized treatment plans. 
- **Labs Progress**: 60+ scientists, 20+ R&D programs, partnerships for AI molecule discovery. 
- **2025 Execution**: 20%+ revenue growth via existing brands, international expansion, and Brand 3 launch. 


Actual	0.561	0.06	0.08	0.53	0.73	0.29	0.09	0.63	0.79	0.4	0.2
Forecast		0.1356	0.0924	0.4657	0.6432	0.1987	0.1063	0.5875	0.839	0.3214	0.1414
Surprise	0.00%	-55.75%	-13.42%	+13.81%	+13.50%	+45.95%	-15.33%	+7.23%	-5.84%	+24.46%	+41.44%

Actual	151.31M	94.47M	97.25M	211.63M	192.77M	119.00M	123.64M	268.08M	241.14M	147.90M	152.73M
Forecast	--	90.74M	85.93M	205.06M	188.49M	116.47M	119.63M	260.62M	238.41M	145.53M	151.09M
Surprise	0.00%	+4.12%	+13.17%	+3.20%	+2.27%	+2.17%	+3.35%	+2.86%	+1.14%	+1.63%	+1.08%

ODD

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ODD Q4 2025 Earnings

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ODD

ODD fundamentals

ODD Q4 2025 Earnings

Earnings Call

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ODD Earnings Call Summary for Q4/20248:30 AM on Feb 26, 2025

You can ask Aime