Financial Highlights - The company's net revenue reached $815 million (LTM Q2 2025)[11] - The company's adjusted EBITDA reached $130 million (LTM Q2 2025)[11] - The company's cash, cash equivalents & investments reached $752 million as of June 30, 2025[11, 12] - The company's net revenue growth was +26% year-over-year (LTM Q2 2025)[11] - The company's adjusted EBITDA margin was 22% (LTM Q2 2025)[11] Growth and Profitability - The company's net revenue grew from $223 million in FY21 to $647 million in FY24, with an estimated $799-804 million in FY25[14] - The company's adjusted EBITDA grew from $27 million in FY21 to $150 million in FY24, with an estimated $160-162 million in FY25[14] - The company's net revenue growth rates were +57% in FY22, +46% in FY23, and +23-24% in FY24[14] Q2 2025 Performance - The company's Q2 2025 net revenue was $241 million, a +25% increase compared to Q2 2024[21] - The company's Q2 2025 gross margin was 72.3%, a +10 bps increase compared to Q2 2024[21] - The company's Q2 2025 adjusted EBITDA was $70 million, a +12% increase compared to Q2 2024[21] - The company's Q2 2025 adjusted diluted EPS was $0.92, a +12% increase compared to Q2 2024[21] Financial Outlook - The company's FY 2025 net revenue is projected to be $799 to 804 million, representing a 23 to 24% growth[19] - The company's FY 2025 adjusted EBITDA is projected to be $160 to 162 million[19]
Oddity Tech .(ODD) - 2025 Q2 - Earnings Call Presentation