MKTW
MarketWise, Inc.16.11
+0.11+0.69%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
44.45MP/E (TTM)
6.15Basic EPS (TTM)
2.62Dividend Yield
0.05%Recent Filings
8-K
Special Committee hires advisors
MarketWise's Special Committee hired Centerview Partners as financial advisor and Kirkland & Ellis as legal counsel on November 20, 2025, to scrutinize M&C's unsolicited $17.25-per-share buyout proposal, received October 29 and contingent on axing the tax receivable agreement. No deal is assured. Advisors sharpen the review.
8-K
Billings up 30% YoY
MarketWise posted Q3 net revenue of $81.3 million and net income of $17.9 million, with Billings surging 30% YoY to $63.7 million on higher ARPU despite paid subscribers dipping to 379,000. Billings growth proves pricing strategy works. Company declared $0.40 per Class A share dividend, targeting FY2025 Billings at ~$260 million and FY2026 CFFO at $45 million; meanwhile, reviewing buyout proposal from M&C.
10-Q
Q3 FY2025 results
MarketWise posted Q3 revenue of $81.3M, down 16% y/y from $97.2M yet up sequentially (derived), as Legacy Research winds down while new marketing Billings surged 51% y/y to $48.7M. Operating income held at $17.8M (22% margin), off 19% y/y, with EPS at $0.58 (diluted, consistent with 2.6M shares). Cash flow swung positive at $2.2M; quarter-end cash sits at $50.5M, debt-free, after $21M YTD FCF. Repurchases paused post unsolicited M&C buyout proposal. Subscriber churn stays a drag.
8-K
Takeover bid at $17.25/share
MarketWise received an unsolicited non-binding proposal from largest shareholder Monument & Cathedral Holdings (43% voting power) to acquire all remaining equity for $17.25 per share in cash, contingent on terminating the tax receivable agreement. The board is reviewing it with advisors; no deal is certain. M&C insists on no third-party auction. Premium beats recent volatility.
8-K
Mickels named COO/CFO
MarketWise appointed Erik Mickels as Chief Operating and Financial Officer on July 31, 2025, expanding his CFO role with no compensation change. The 49-year-old finance veteran, with Trilogy and KPMG experience, will drive operational excellence and enterprise transformation. Mickels targets growth amid rising demand for investor insights. No family ties or conflicts disclosed.
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