Overview
Arena Group Q3 2025 revenue declined, missing analyst expectations
Net income for Q3 2025 rose 73% yr/yr but missed analyst estimates
Adjusted EBITDA for Q3 2025 increased by 6.3% over Q3 2024
Outlook
Company emphasizes growth in data, AI, and e-commerce as future drivers
Arena Group highlights audience volatility as a challenge
Company sees diversified model as resilient against market fluctuations
Result Drivers
NON-ADVERTISING REVENUE - Arena's focus on revenue diversification led to nearly 200% growth in non-advertising revenue for brands like Athlon Sports and Men's Journal
CONTENT SYNDICATION - TheStreet's audience reach grew significantly, with a 200% increase in revenue from content syndication efforts
TRAFFIC AND REVENUE GROWTH - Parade's traffic increased by 25%, with non-advertising revenue more than doubling due to performance marketing and syndication
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Miss | $29.76 mln | $38 mln (1 Analyst) |
Q3 EPS | Miss | $0.14 | $0.16 (1 Analyst) |
Q3 Net Income | Miss | $6.87 mln | $7.80 mln (1 Analyst) |
Q3 Gross Profit | $14.93 mln | ||
Q3 Pretax Profit | $6.56 mln |
Analyst Coverage
The one available analyst rating on the shares is "buy"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Arena Group Holdings Inc is $12.00, about 65.1% above its November 12 closing price of $4.19
The stock recently traded at 3 times the next 12-month earnings vs. a P/E of 8 three months ago
Press Release: ID:nBwbrczv2a
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)