earnings
confidence high
sentiment neutral
materiality 0.60
Gaia Q1 revenue up 2% to $24.3M; net loss $(1.3)M; targets lower churn, higher ARPU
GAIA, INC
2026-Q1 EPS reported
-$0.05
revenue$24,313,000
- Revenue $24.3M (+2% YoY); gross margin 86%; net loss $(1.3)M ($(0.05)/share) vs $(1.0)M in Q1 2025.
- Operating cash flow $1.5M, free cash flow $1.1M – ninth consecutive quarter of positive free cash flow.
- Cash $13.1M with fully available $10M credit line.
- CEO: shifting from third-party platforms to direct membership; targeting ~20% churn reduction and 20-25% ARPU increase for Q4 2026 vs Q4 2025.
- Strategic changes expected to moderate near-term revenue growth but improve lifetime value and unit economics.