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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
OneSpaWorld
OneSpaWorld (OSW) investor relations material
OneSpaWorld 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Financial performance and guidance
Achieved record Q3 2025 performance, marking 18 consecutive quarters of year-over-year growth in total revenues and adjusted EBITDA.
Preliminary Q4 results showed a minor revenue guide downtick due to weaker November, but December and New Year cruises were record-breaking, supporting strong Q4 and 2026 guidance.
FY 2025 revenue guidance: $958.5m–$963.5m; adjusted EBITDA: $122m–$124m. FY 2026 revenue guidance: $1.01b–$1.03b; adjusted EBITDA: $128m–$138m.
Fiscal 2025 guidance: total revenues expected to increase 8% and adjusted EBITDA to increase 10% from 2024.
Exiting the Asia land-based operation and reorganizing European operations will reduce reported revenue but not impact EBITDA, as management fees replace revenue in Europe.
Consumer trends and service mix
Wellness, med spa, and acupuncture are growing trends, with wellness and longevity offerings expected to expand in 2026.
Med spa services, though only 8% of revenue, are growing at 10% annually but are limited by space and staffing on ships.
Guest spend is at an all-time high, driven by longer, higher-priced services and strong demand across demographics.
Ongoing rollout of medi-spa and innovative wellness services, with average spend up to 10x traditional services.
New services and expanded offerings drive higher spend and utilization.
Technology and operational initiatives
AI and machine learning pilots for revenue enhancement are expanding from 40 to 185 vessels by Q2, showing positive results.
Dynamic price optimization for pre-booking is being developed, leveraging AI to manage 11,500 itineraries in real time.
AI-powered virtual assistants now answer 80% of onboard manager queries instantly, improving efficiency and scalability.
A steering committee prioritizes hundreds of tech projects based on ROI and organizational impact.
What is AI's impact on revenue and efficiency?
How to overcome MediSpa growth limitations?
How have cruise line relationships changed?
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Next OneSpaWorld earnings date
Q4 202518 Feb, 2026
OneSpaWorld
Next OneSpaWorld earnings date
Q4 202518 Feb, 2026
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Frequently asked questions
OneSpaWorld Holdings Limited operates health and wellness centers onboard cruise ships and at destination resorts worldwide. The company offers private wellness spa treatments, massages, and other wellness services provided by staff members who use a holistic approach in delivering their services.
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