earnings
confidence high
sentiment neutral
materiality 0.70
MarketWise Q3 net revenue $81.3M, billings up 30% YoY; receives M&C acquisition proposal; declares $0.40 dividend
MARKETWISE, INC.
2025-Q3 EPS reported
$1.54
revenue$244,728,000
- Net revenue $81.3M, net income $17.9M in Q3 2025, down from $97.2M and $22.7M in Q3 2024.
- Total billings $63.7M (+30% YoY); paid subscribers fell to 379K from 592K but ARPU rose to $566.
- Quarterly and special dividend of $0.40 per Class A share; FY 2025 total dividends expected $1.90/share (13% yield).
- M&C submitted proposal to acquire all outstanding equity not already owned; share repurchases suspended pending review.
- FY 2026 prelim targets: billings ~$290M (+10% YoY), CFFO $45M (+50% vs FY 2025 target of $30M).
item 2.02item 9.01