Bark Q2 2025 Earnings Report
Key Takeaways
BARK reported a slight increase in revenue and a significant improvement in net loss. Total revenue reached $126.1 million, a 2.5% increase year-over-year, driven by a 25.6% increase in the commerce segment. Net loss improved by 49.1% to $(5.3) million. Adjusted EBITDA was $3.5 million, a $2.5 million improvement year-over-year.
Total revenue increased by 2.5% year-over-year to $126.1 million, exceeding the company's guidance.
Net loss improved by 49.1% year-over-year, reaching $(5.3) million.
Adjusted EBITDA improved by $2.5 million year-over-year to $3.5 million, also above guidance.
Commerce revenue increased by 25.6% year-over-year.
Bark
Bark
Bark Revenue by Segment
Forward Guidance
For fiscal year 2025, BARK reaffirms total revenue guidance of $490 million to $500 million and Adjusted EBITDA of $1.0 million to $5.0 million. For the fiscal third quarter 2025, the Company expects total revenue of $123.0 million to $126.0 million and Adjusted EBITDA of $(3.0) million to breakeven.
Positive Outlook
- Reaffirming total revenue guidance for fiscal year 2025 of $490 million to $500 million.
- Reaffirming Adjusted EBITDA guidance for fiscal year 2025 of $1.0 million to $5.0 million.
- Expecting total revenue for fiscal third quarter 2025 of $123.0 million to $126.0 million.
- Expecting Adjusted EBITDA for fiscal third quarter 2025 of $(3.0) million to breakeven.
Revenue & Expenses
Visualization of income flow from segment revenue to net income