GAIA (GAIA) Company Report

Kiersten Medvedich assumed the CEO role in mid-2025, allowing James Colquhoun to focus on licensing and other opportunities for 2026 and beyond.
The company has achieved positive Free Cash Flow for the last seven quarters (as of Q3 2025) , with double-digit top-line growth, an 86% gross margin, and 93% cash contribution. Full-year 2024 revenue was just over $90 million.
For 2026, GAIA plans to introduce new growth opportunities including AI and content licensing (video training data and linear programming) , a new AI Chat feature , expansion of the Gaia Marketplace , and a price increase in April 2026.
GAIA owns 67% of Ignaton, a privately owned subsidiary that recently raised $6 million at a $106 million post-money valuation , and is projected to reach a $3 million run rate by the end of the year.
The company reported a strong balance sheet with over $14 million in cash and $19.3 million in deferred revenue at the close of Q3 2025 , and has 883,000 members.

Dec 10, 2025, 5:15 PM

Transcript

GAIA Highlights Strong Financials and 2026 Growth Initiatives

GAIA

Revenue Acceleration/Inflection

New Projects/Investments

Guidance Update

Gaia reported positive Free Cash Flow for seven consecutive quarters as of Q3 2025, achieving 86% gross margin and 93% cash contribution while growing its top line in double digits.
For 2026, the company plans to monetize its exclusive content library through AI training data and content licensing, expand its Igniton quantum-enhanced supplement business (projected $3 million run rate by end of 2025), and implement a $2 price increase in Q2 2026.
Gaia's newly launched AI Chat experience, trained on its exclusive content, has surpassed 1 million prompts in its first month, aiming to boost member engagement and retention.
The company maintains a strong balance sheet with over $14 million in cash and $19.3 million in deferred revenue as of Q3 2025, and holds a 67% stake in Igniton, valued at a $106 million post-money valuation.

Dec 10, 2025, 5:15 PM

Transcript

GAIA Outlines 2026 Growth Initiatives and Financial Performance

GAIA

Guidance Update

New Projects/Investments

Revenue Acceleration/Inflection

GAIA reported over $90 million in revenue, $15 million (17%) EBITDA, and $2.7 million (3%) Free Cash Flow for the full year 2024, and projects just under $100 million revenue and $17 million (17%) adjusted EBITDA for the full year 2025. The company has achieved seven consecutive quarters of positive Free Cash Flow.
For 2026, GAIA is launching new growth initiatives including AI and content licensing, an AI Chat feature that has surpassed 1 million prompts, and an expanded Gaia Marketplace.
The company's Ignaton subsidiary, in which GAIA holds 67% ownership, recently raised $6 million at a $106 million post-money valuation and is expected to reach a $3 million run rate by year-end.
GAIA plans a $2 price increase in Q2 2026, raising the monthly subscription to $15.99, building on successful prior increases.
As of Q3, the company held over $14 million in cash and $19.3 million in deferred revenue, serving 883,000 members.

Dec 10, 2025, 5:15 PM

Transcript

GAIA Architecture and G700 SUV Showcased at JETOUR Technology Tour

GAIA

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

The 2025 JETOUR Media Co-creation Alliance (JMA) Technology Tour concluded on November 12, 2025, highlighting JETOUR's latest advancements in new energy and hybrid off-road technology.
The event featured a comprehensive display of the GAIA architecture, which integrates four core modules: GAIA Platform, GAIA Cockpit, GAIA Pilot, and GAIA Travel+, designed to meet new energy all-terrain travel demands.
The G700, a high-end hybrid off-road SUV built on the GAIA architecture, was a core highlight and received widespread recognition for its powerful output and intelligent control system during its global media test drive.
JETOUR is accelerating its global expansion, with its business covering 91 countries and regions and 8 overseas subsidiaries, aiming to become a global leading hybrid off-road brand.

Nov 12, 2025, 3:14 AM

Press Release

Gaia Reports Strong Q3 2025 Revenue Growth and Positive Free Cash Flow

GAIA

Earnings

Guidance Update

New Projects/Investments

Gaia delivered Q3 2025 revenue of $25.0 million, representing a 14% year-over-year increase, with a gross margin expanding to 86.4%.
The company generated $0.9 million in free cash flow for Q3 2025, marking its seventh consecutive quarter of positive free cash flow, and its cash balance increased to $14.2 million as of September 30, 2025.
Gaia launched its new AI Guide in beta for direct members and plans another $2 subscription price increase around mid-April next year, following a previous price increase a year ago.
Gaia's two-thirds ownership interest in its subsidiary Igniton is valued at approximately $71 million, with Igniton product sales on Gaia Marketplace reaching about $300,000 in Q3 2025.
Management expects a low double-digit annual growth rate for 2025 and similar revenue growth for 2026, alongside a 23% increase in content spend from the prior year.

Nov 3, 2025, 9:30 PM

Transcript

Gaia, Inc. Reports Q3 2025 Results and Announces Executive and Board Appointments

GAIA

Earnings

Management Change

Board Change

Gaia, Inc. reported Q3 2025 revenue of $25.0 million, a 14% increase from Q3 2024, contributing to a $100 million annual revenue run-rate.
The company achieved its seventh consecutive quarter of positive free cash flow, reporting $0.9 million for Q3 2025 and $3.2 million for the first nine months of 2025.
Net loss for Q3 2025 was $(1.2) million, or ($0.05) per share, consistent with the prior year quarter, while member count grew by 37,000 to 883,000 as of September 30, 2025.
Yonathan Nuta was appointed Chief Operating Officer effective October 30, 2025, and Kimberly Arem was elected to the Board of Directors effective October 29, 2025.

Nov 3, 2025, 9:08 PM

8-K

Gaia Reports Third Quarter 2025 Financial Results

GAIA

Earnings

Revenue Acceleration/Inflection

Product Launch

Gaia reported revenue of $25.0 million for the third quarter ended September 30, 2025, an increase of 14% from $22.0 million in the prior year quarter, achieving a $100 million revenue run-rate.
The company generated $0.9 million in free cash flow for Q3 2025, representing its seventh consecutive quarter of positive free cash flow, and reported a net loss of $(1.2) million, or $(0.05) per share.
Member count increased by 37,000 to 883,000 as of September 30, 2025, and Gaia launched its proprietary AI Guide during the quarter.

Nov 3, 2025, 9:05 PM

Press Release

Gaia Inc. Announces New CEO, Strong Financial Performance, and New Product Launch

GAIA

CEO Change

Product Launch

Guidance Update

Kiersten Medvedich has been appointed as the new CEO of Gaia Inc..
Gaia reported $90 million in revenue for 2024, with a forecast of $100 million for 2025 (an 11-12% growth), and has achieved positive free cash flow for eight consecutive quarters.
The company successfully implemented an 18% price increase in late Q3/early Q4 last year with lower than expected churn, demonstrating strong pricing power, and plans another increase for March next year.
Gaia has launched Igniton, a new quantum wellness technology, with initial products showing an 80% increase in memory and a 54% decrease in inflammation age markers, and the technology is valued at over $50 million.

Sep 17, 2025, 8:00 PM

Transcript

Gaia Launches Quantum Wellness Supplements

GAIA

Product Launch

New Projects/Investments

Gaia (NASDAQ: GAIA) announced the launch of Igniton™ quantum wellness supplements, IgniCognition™ and IgniLongevity™, on its Gaia Marketplace.
Igniton, a company 66% owned by Gaia, developed these supplements, which are clinically validated to significantly improve cognition and longevity.
IgniCognition improved total memory by over 80% and mental quality of performance by approximately 80% within 30 days.
IgniLongevity reduced inflammatory markers (IL-6 by ~50% and CRP by ~40%) within 60 days.