Highest-materiality recent filing
MarketWise Q2 preliminary billings $91M (+56% YoY); raises FY billings guidance to $330M
Paid subscribers 400k at June 30, 2026, up 7% from Dec 2025.
MarketWise say-on-pay fails; shareholders vote against executive compensation
Say-on-pay proposal failed: 7,476,751 votes against vs. 6,117,351 for (55% against).
MarketWise Q1 net revenue $77M, net loss $0.6M; Billings up 15% YoY; board authorizes $50M buyback
Net revenue $77.0M; net loss $0.6M vs net income $16.8M in Q1 2025.
Cash payment of $12.16M to former CEO Mark Arnold; Arnold surrenders 520,867 Common Units and corresponding Class B shares.
MarketWise Q1 preliminary billings up 15% YoY to ~$81M; paid subscribers return to growth
Paid subscribers 381K at March 31, 2026 (up from 374K at Dec 31, 2025), first growth after stabilization.
MarketWise posts updated investor presentation on its website
Press release dated March 17, 2026 announces availability of updated investor presentation.
MarketWise Q4 Billings up 42% YoY to $78.9M; raises FY2026 guidance, increases dividend 25%
Q4 net revenue $83.4M, net income $14.0M; Billings $78.9M (+42% YoY).
MarketWise boosts regular quarterly dividend 20% to $0.25, adds $0.20 special dividend
Regular quarterly dividend raised 20% to $0.25 per share; special dividend of $0.20 per share declared.
MarketWise confirms $17.25/sh buyout bid withdrawn; Q4 billings +42% YoY
M&C withdrew its unsolicited non-binding proposal to acquire MarketWise at $17.25/share after the Special Committee deemed the price too low.
MarketWise Q4 billings up 42% YoY to $79M; FY 2025 CFFO $45M beats guidance
Q4 billings $79M (+42% YoY, +23% seq); FY 2025 billings $271M beat $250M guidance.
MarketWise Special Committee retains advisors to evaluate $17.25/sh unsolicited bid from M&C
Special Committee retained Centerview Partners (financial) and Kirkland & Ellis (legal) to review the Proposal.
Net revenue $81.3M, net income $17.9M in Q3 2025, down from $97.2M and $22.7M in Q3 2024.
MarketWise gets $17.25/share buyout proposal from 43% shareholder M&C
M&C proposes $17.25/share cash for all outstanding shares not owned by M&C; 18% premium to Oct 27 close.
Erik Mickels, current CFO since August 2023, adds COO duties with no change in compensation.
MarketWise Q2 net revenue $80M, net income $15.3M; cash from ops up $21.6M YoY
Total net revenue $80.0M; net income $15.3M ($0.53 diluted EPS) in Q2 2025.
MarketWise shareholders approve 2021 Incentive Plan amendment adding 1,630,554 shares
Stockholders approved Amendment to 2021 Incentive Award Plan adding 1,630,554 shares to the reserve, effective June 12, 2025.
MarketWise annual meeting: Eifrig & Simmons elected Class I directors; incentive plan amended
Dr. David Eifrig and Van Simmons elected Class I directors with 12.45M and 12.21M votes for, respectively; no material opposition.
MarketWise appoints Dr. David Eifrig as permanent CEO; he had served as interim since Aug 2024
Dr. David Eifrig appointed permanent CEO effective May 23, 2025; interim CEO since August 2024.
MarketWise Q1 net revenue down 23% YoY to $83.5M; provides FY2025 targets
Net revenue $83.5M (down 23% YoY); net income $16.8M vs $22.7M; paid subs 473k (down from 683k).
MarketWise reports Q1 2025 preliminary billings of $70M, up 26% QoQ; commences share buyback
Q1 2025 billings ~$70M, a 26% sequential increase from Q4 2024.
MarketWise faces Nasdaq delisting, files appeal; enacts 1-for-20 reverse split
Received Nasdaq delisting determination on March 25, 2025 for bid price below $1.00 for 30 consecutive days; appealed to Hearings Panel on March 31.
MarketWise stockholders approve 1-for-20 reverse stock split and authorized share reduction
Reverse stock split at 1-for-20 approved with ~99.7% of votes cast in favor.
MarketWise dismisses Deloitte & Touche, engages Grant Thornton as auditor
Audit Committee dismissed Deloitte & Touche on March 14, 2025; no disagreements were reported.
MarketWise FY2024 revenue $408.7M, net income $93.1M; announces $50M buyback and 1:20 reverse split
Full year net revenue $408.7M, net income $93.1M; Q4 revenue $97.5M (-13% YoY), net income $26.4M (up from $1.9M).
MarketWise prelim Q4 billings $55M (+10% QoQ); declares $0.03 special dividend
Preliminary Q4 2024 billings $55M, over 10% sequential increase from Q3 2024.
MarketWise Q3 net income rises to $22.7M; revenue falls to $97.2M, subscribers decline
Net income $22.7M vs $12.0M YoY; revenue $97.2M vs $106.2M YoY (-8.5%).
MarketWise receives Nasdaq notice for non-compliance with minimum bid price requirement
Received Nasdaq notice on Sept 24, 2024 for bid price below $1.00 for 30 consecutive business days.
MarketWise COO Chad Curlett resigns; receives $100K separation payment
Chad Curlett resigned as COO effective August 19, 2024.
MarketWise reports Q2 GAAP net income $21.2M, names interim CEO David Eifrig
Q2 GAAP net revenue $105.0M, net income $21.2M vs prior-year $103.6M and $9.7M.
MarketWise CEO Stansberry resigns; deal for Porter & Co. terminated
F. Porter Stansberry resigns as CEO and Chairman, effective Aug 9, 2024; remains on board.
MarketWise signs non-binding term sheet to acquire Porter & Company for $40M
Acquisition of 100% of Porter & Company, LLC from F. Porter Stansberry for $40M purchase price.
MarketWise stockholders elect four Class III directors and ratify Deloitte as auditor
All four nominees (Stansberry, Palmer, Tongue, Smith) elected with >253M votes for each.
MarketWise CEO details strategic pivot to premium brands, grants stock to all employees
CEO Stansberry outlines shift to customer lifetime value, premium pricing, and brand building over short-term response marketing.
MarketWise approves new compensation structure; CFO salary set at $1M, CIO at $525K
CFO Erik Mickels base salary set at $1,000,000 retroactive to Jan 1, 2024; eligible for annual bonus up to 200% of base.
MarketWise Q1 GAAP revenue $109M (-13% YoY), net income $22.7M, launches compensation overhaul
Net income $22.7M on revenue $109.0M vs $30.6M on $126.2M in Q1 2023.
MarketWise Q4 net income $1.9M; fraud leads to wind-down of Legacy Research unit
Q4 GAAP net income $1.9M vs $27.6M last year; revenue $112.2M vs $127.7M.
MarketWise winds down Legacy Research after former employee charged with securities fraud
Board committed to wind down Legacy Research due to misconduct; former employee Jon Mikula charged with conspiracy to commit securities fraud.
MarketWise appoints Charles Curlett as COO effective Nov 10, 2023
Charles N. Curlett, Jr. named Chief Operating Officer, reporting to CEO F. Porter Stansberry.
MarketWise Q3 2023 net income $12M, revenue $106M; subscriber file down 13% YoY to 774K
Q3 GAAP net income of $12.0M on revenue of $106.2M vs. $16.5M/$119.9M in Q3 2022.
CEO Amber Mason terminated Oct 17, 2023; receives $1,333,000 lump sum plus $266,000 relocation bonus forgiveness.
MarketWise appoints founder Porter Stansberry as CEO; board departures trigger Nasdaq non-compliance
CEO Amber Mason and directors Gerhard/Hodgson resign; founder Stansberry becomes CEO and Chairman.
MarketWise CEO plans to sell Porter & Co. to MarketWise; will run independently
CEO/Chairman Porter Stansberry announced plan to sell his company Porter & Co. to MarketWise.
MarketWise terminates CDO Marco Ferri without cause; transition consulting at $500/hr
Termination of Marco Ferri as Chief Corporate Development Officer without cause, effective October 13, 2023.
Frank Porter Stansberry, founder and former Chairman, appointed as Class III director effective Sept 8, 2023.
MarketWise Q2 revenue falls 19% to $103.6M; paid subscribers drop 16.5% to 750K
Total net revenue $103.6M, down 19.1% YoY; net income $9.7M, down 71.5% from $34.0M.
MarketWise appoints Erik Mickels as CFO effective August 15, 2023
Erik Mickels appointed CFO; succeeds interim CFO Stephen M. Park who steps down on Aug 15, 2023.
MarketWise shareholders elect directors, ratify auditor at 2023 annual meeting
Elected Amber Mason, Mark Gerhard, Matthew Turner as Class II directors with 277M, 275M, 277M votes for, respectively.
MarketWise resolves Nasdaq audit committee deficiency; appoints Tongue
Received Nasdaq notice on May 9 due to audit committee composition after Borges resignation.
MarketWise Q1 revenue down 7.7% to $126.2M; initiates $0.01 quarterly dividend
Revenue $126.2M, down 7.7% YoY; billings $97.2M, down 28.5% YoY.
MarketWise settles proxy contest; appoints four new directors, board to shrink to nine
Directors Eifrig, Tongue, Smith appointed per settlement; Turner added via Voting Agreement; Borges resigned.
On May 23, 2025, the Board voted to appoint Dr. David Eifrig as Chief Executive Officer on a permanent basis.
On August 19, 2024, Chad Curlett, Chief Operating Officer of MarketWise, Inc., a Delaware corporation (the “Company”), resigned from the Company.
On August 10, 2024, the Board appointed Dr. David Eifrig, currently a director of the Company, to serve as interim Chief Executive Officer, effective immediately.
On August 10, 2024, the Board appointed Matthew Turner, currently a director of the Company, to serve as Acting Chairman of the Board, effective immediately.
MarketWise, Inc. (the “Company” or “MarketWise”) has appointed Charles N. Curlett, Jr. to serve as Chief Operating Officer of the Company, effective as of November 10, 2023.
As previously reported, on October 17, 2023, the Board approved the mutual termination of Amber Mason as Chief Executive Officer of the Company, effectively immediately.
In connection with Mr. Stansberry's appointment, the Board and Amber Mason agreed that Ms. Mason would step down as Chief Executive Officer and resign as a member of the Board, effective immediately.
On October 17, 2023, the Board appointed F. Porter Stansberry to serve as Chief Executive Officer of the Company and Chairman of the Board, effective immediately.
On October 18, 2023, Mark Gerhard and Riaan Hodgson resigned from the Board, effective immediately.
On October 18, 2023, Mark Gerhard and Riaan Hodgson resigned from the Board, effective immediately.
On October 18, 2023, MarketWise, Inc. (the “Company”) announced the termination of Marco Ferri as Chief Corporate Development Officer of the Company without cause, effective October 13, 2023.
On September 8, 2023, pursuant to the Agreement, the Company appointed Mr. Stansberry as a Class III member of the Board, effective immediately.
Max materiality 0.85 · Median 0.70 · Most common event earnings