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Jun 30
Marketwise Q2 2025 Earnings Report
MarketWise reported net revenue of $80.0 million and net income of $15.3 million for the second quarter of 2025, with billings increasing 10% year-over-year on an adjusted basis.
Key Takeaways
MarketWise delivered a strong second quarter in 2025, with net revenue reaching $80.0 million and net income at $15.3 million. The company demonstrated robust cash generation, with cash from operating activities significantly improving to $17.8 million. Adjusted billings saw a 10% year-over-year increase, indicating healthy demand for its products.
Total net revenue for Q2 2025 was $80.0 million.
Net income for Q2 2025 was $15.3 million.
Cash from Operating Activities reached $17.8 million in Q2 2025, a substantial improvement of $21.6 million compared to Q2 2024.
Total Billings were $58.2 million in Q2 2025, representing a 10% year-over-year increase on an adjusted basis.
Marketwise
Marketwise
Forward Guidance
MarketWise is on track to achieve its previously communicated full-year 2025 targets, expecting significant improvements in billings, cash from operating activities, and free cash flow, alongside continued shareholder returns through dividends.
Positive Outlook
- Billings are estimated to increase by 20% compared to annualized 2H 2024, reaching approximately $250 million.
- Cash from Operating Activities and Free Cash Flow are estimated to be approximately $30 million, an improvement of over $50 million compared to FY 2024.
- Dividends to Class A shareholders are estimated to be approximately $1.60 to $1.80 per share for FY 2025.
- The company's balance sheet remains strong with $69 million of cash and no debt.
- Management expects cash balances at the end of the year to be materially consistent with June 30, 2025, balances, assuming current trends.
Challenges Ahead
- The company historically has not provided forward-looking information due to inherent variability in its business.
- Forward-looking targets are based on current trends and market conditions, and actual results may differ materially.
- The decline in cash balances in the first half of 2025 was primarily due to dividends and planned tax distribution payments.
- The company acknowledges that its non-GAAP measures may be calculated differently by other companies in the industry.
- Fluctuations in Adjusted CFFO and Adjusted CFFO Margin are expected in future periods due to investments in business growth and non-recurring items.