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- **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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