MarketWise Q4 prelim billings rise 42% on higher-priced products

Reuters
Jan 22
MarketWise Q4 prelim billings rise 42% on higher-priced products

Overview

  • Digital subscription platform's preliminary Q4 billings rose 42% yr/yr, exceeding guidance

  • Q4 operating cash flow improved significantly from last year

  • Company's strategic focus on higher-priced products boosts customer quality and sales

Outlook

  • MarketWise expects FY 2026 tax distributions to decline to $35 mln

  • Company anticipates cash balances to decline in H1 2026, then increase in H2

  • MarketWise continues focus on higher-priced products and improving customer quality

Result Drivers

  • BILLINGS GROWTH - Q4 2025 billings rose 42% yr/yr, driven by focus on higher-priced products and improved customer quality

  • CASH FLOW IMPROVEMENT - Q4 2025 operating cash flow improved significantly from last year, reflecting operational discipline

  • SUBSCRIBER QUALITY - Shift to higher-priced products increased customer quality and lifetime value, aiding sales growth

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Operating Cash Flow

$24 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 24.6% above its January 21 closing price of $16.05

Press Release: ID:nGNX5Dp3sf

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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.)

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