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Dec 31, 2025
Marketwise Q4 2025 Earnings Report
MarketWise reported Q4 2025 net revenue of $83.4M and net income of $14.0M, while billings increased 42% year-over-year and operating cash flow improved significantly.
Key Takeaways
MarketWise delivered solid Q4 2025 results driven by strong billings growth and improved operating cash flow. While GAAP revenue declined compared to prior-year levels due to deferred revenue dynamics, billings surged 42% YoY, signaling stronger underlying demand and improved customer value through higher-priced offerings.
Q4 net revenue was $83.4M while billings rose 42% YoY to $78.9M, signaling strong underlying sales momentum.
Net income reached $14.0M with diluted EPS of $0.76 for the quarter.
Cash from operating activities surged to $24.2M, up significantly from $6.0M in Q4 2024.
The company ended the quarter with $70.1M in cash and no debt outstanding.
Forward Guidance
MarketWise raised FY2026 guidance following strong billings momentum, targeting approximately $300M in billings and $50M in cash flow from operations while maintaining a significant shareholder return program.
Positive Outlook
- FY2026 billings target increased to approximately $300000000, representing roughly 10% growth.
- Cash from operating activities expected to reach approximately $50000000 in FY2026.
- Year-to-date 2026 billings tracking about 10% higher than the prior year.
- Higher-priced product strategy improving ARPU and customer quality.
- Ongoing capital returns through dividends and resumed share buybacks.
Challenges Ahead
- GAAP net revenue expected to decline in 2026 due to deferred revenue recognition dynamics.
- Quarterly performance may fluctuate due to timing of product launches and marketing campaigns.
- Paid subscriber count has declined as the company prioritizes higher-value customers.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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