Digital subscription platform MarketWise Q3 revenue declines

Reuters
Nov 07, 2025
Digital subscription platform MarketWise Q3 revenue declines

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

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Revenue

$81.30 mln

Q3 Net Income

$17.90 mln

Q3 Billings

$63.70 mln

Q3 Operating Cash Flow

$2.20 mln

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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10