What is WW's gross profit margin?

What factors drove the changes in WW's revenue and profit?

What were the key takeaways from WW's earnings call?

What does WW do and what are its main business segments?

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

What guidance did WW's management provide for the next earnings period?

What is WW's latest dividend and current dividend yield?

What were the key takeaways from WW’s earnings call?

- **Clinical Growth**: 35% YoY revenue increase, 60% YoY subscriber growth, and 19%-26% weight loss success rates.
- **Digital Transformation**: 2026 app/website redesign to unify medical and behavioral programs with AI.
- **Partnerships**: Amazon Pharmacy, NovoCare, and LillyDirect for medication access and delivery.
- **Menopause Program**: Targets 1.3M U.S. women, with strong early engagement.
- **Challenges**: Behavioral subscribers down 20% YoY, but improving from Q2 lows.
- **Upcoming Catalysts**: Oral GLP-1 launch in early 2026 and peak season marketing push.

**【CEO Summary Section】**
- Emphasized integration of medical solutions (e.g., GLP-1 medications) with traditional behavioral programs, achieving 19%-23% weight loss for clinic members vs. 12% for competitors.
- Launched WeightWatchers Clinic (formerly Weekend Health) and Menopause program, targeting 1.3M U.S. women annually.
- Announced app and website redesign for 2026, aiming to unify clinical and behavioral experiences with AI-driven personalization.
- Highlighted strategic partnerships with Novo Nordisk, LillyDirect, and Amazon Pharmacy for medication access and delivery.

**【CFO Financial Commentary】**
- Q3 2025 Revenue: $172M (-11% YoY), with clinical revenue up 35% YoY and behavioral down 16% YoY.
- Clinical subscribers: 124K (+60% YoY), behavioral subscribers: 2.9M (-20% YoY).
- Adjusted EBITDA: $43M (24.9% margin), cash: $170M, and $100M annual run-rate savings.
- ARPU: $18.52 (+9% YoY), driven by clinical mix shift.
- Q4 2025 outlook: Higher marketing spend for peak season, potential EBITDA decline.

**【Q&A Key Highlights】**
- **App Launch**: First version expected early 2026, with modern UI and integrated clinical/behavioral tools.
- **Retention**: Clinic retention exceeded expectations, with 20% of compounded semaglutide users transitioning to branded/oral meds.
- **Menopause Program**: Targeting new and lapsed members, with Queen Latifah campaign boosting brand visibility.
- **GLP-1 Landscape**: Anticipated oral medication launch in early 2026 as key growth driver.
- **Challenges**: Behavioral business still facing headwinds, but improving from Q2 lows.

**【Strategic Priorities】**
- Unified digital experience with AI-driven personalization.
- Expanded medical business (e.g., GLP-1 Companion Program, cash-pay dietitians).
- Brand modernization and value-based pricing strategy.
- Operational efficiency improvements (e.g., AI voice support, clinical/behavioral integration).

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