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Subscriptions
Tracks the number of active subscriptions, highlighting recurring revenue streams and customer retention strength.Subscriptions are now a scaled, multi‑million revenue base that slowed in cadence through 2025, but the latest call points to a clear re‑acceleration catalyst: rapid branded GLP‑1 adoption, management’s target of >100k weight‑loss adds per month, and accelerating international rollouts. That subscriber momentum explains the higher revenue guide and expected H2 EBITDA pickup, yet investors should weigh upside in top‑line growth against near‑term gross‑margin pressure and one‑time restructuring-driven GAAP volatility.
Date | Subscriptions |
|---|---|
Jun 30, 2026 | 2.89M |
Mar 31, 2026 | 2.58M |
Dec 31, 2025 | 2.51M |
Sep 30, 2025 | 2.47M |
Jun 30, 2025 | 2.44M |
Mar 31, 2025 | 2.37M |
Dec 31, 2024 | 2.23M |
Sep 30, 2024 | 2.05M |
Jun 30, 2024 | 1.86M |
Mar 31, 2024 | 1.71M |