Overview

• MarketWise Q3 2025 revenue declines year-over-year, net income at $17.9 mln

• Billings for Q3 2025 increase 30% year-over-year, reflecting strong demand

• Company announces $0.40 per share dividend, including special dividend

Outlook

• MarketWise expects FY 2025 Billings to be approximately $260 mln

• Company's preliminary target for FY 2026 Billings is approximately $290 mln

• MarketWise preliminary FY 2026 projection for CFFO is $45 mln, a 50% YoY increase

Result Drivers

• STRATEGIC PRICING - Co attributes 30% YoY increase in Billings to strategic pricing adjustments and attracting serious investors

• HIGHER ARPU - Increase in average revenue per user contributed to improved margins despite decline in paid subscribers

• CFFO IMPROVEMENT - Cash from operating activities improved, impacted by IT expenditures recorded in prepaid assets

Key Details

Analyst Coverage

• The one available analyst rating on the shares is "hold"

• The average consensus recommendation for the professional information services peer group is "buy."

• Wall Street's median 12-month price target for MarketWise Inc is $20.00, about 15.8% above its November 5 closing price of $16.84

Press Release: ID:nGNX54WB7z

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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.)