MARKETWISE (MKTW) Company Report

MarketWise, Inc. reported strong preliminary selected unaudited Q4 2025 results, with Billings of approximately $79 million, marking a 42% year-over-year increase and a 23% sequential increase from Q3 2025.
For the full year 2025, Billings totaled approximately $271 million and Cash Flow from Operating Activities (CFFO) was approximately $45 million, both surpassing the company's guidance of $250 million and $30 million, respectively. This CFFO represents a $65 million improvement over FY 2024.
The company's cash and cash equivalents balance increased to $70 million at December 31, 2025, up from $51 million at September 30, 2025.
Consolidated Paid subscribers stood at 374 thousand at December 31, 2025, remaining relatively flat compared to September 30, 2025.
On October 29, 2025, MarketWise received a proposal from Monument & Cathedral Holdings, LLC to acquire outstanding equity interests for $17.25 per share, leading to the suspension of the stock repurchase program.

Jan 22, 2026, 12:18 PM

MarketWise Reports Preliminary Q4 and FY 2025 Results; Receives Takeover Bid

MKTW

Earnings

Guidance Update

Takeover Bid

MarketWise reported preliminary Q4 2025 Billings of approximately $79 million, marking a 42% year-over-year increase, and full-year 2025 Billings of approximately $271 million, surpassing its guidance of $250 million.
Full-year 2025 Cash from Operating Activities (CFFO) reached approximately $45 million, exceeding the guidance of $30 million, and representing a $65 million improvement over FY 2024.
The company's cash and cash equivalents balance increased to $70 million at December 31, 2025, from $51 million at September 30, 2025.
MarketWise received a proposal on October 29, 2025, to acquire all outstanding equity interests not owned by Monument & Cathedral Holdings, LLC for $17.25 per share, leading to the suspension of its share repurchase program effective October 30, 2025.
As of December 31, 2025, consolidated paid subscribers were 374 thousand, relatively flat compared to September 30, 2025, while active free subscribers totaled 2.0 million.

Jan 22, 2026, 12:15 PM

MarketWise Special Committee Retains Financial and Legal Advisors for Takeover Proposal

MKTW

M&A

Takeover Bid

MarketWise, Inc. (MKTW) announced on November 20, 2025, that the Special Committee of its Board of Directors has retained Centerview Partners LLC as its financial advisor and Kirkland & Ellis LLP as its legal advisor.
The Special Committee's mandate is to evaluate an unsolicited non-binding proposal from Monument & Cathedral Holdings, LLC (M&C) to acquire all outstanding equity interests of MarketWise not owned by M&C.
The proposal offers a cash consideration of $17.25 per share, contingent upon the termination of the Company’s tax receivable agreement.
MarketWise previously disclosed this proposal in its Q3 2025 earnings report on November 6, 2025, and there is no assurance that any transaction will result from the Special Committee's evaluation.

Nov 20, 2025, 1:32 PM

MarketWise Reports Q3 2025 Financial Results and FY 2026 Targets

MKTW

Earnings

Dividends

Guidance Update

MarketWise reported net revenue of $81.3 million and net income of $17.9 million for the third quarter of 2025.
Third quarter Billings increased 30% year-over-year to $63.7 million.
The company announced a quarterly and special dividend totaling $0.40 per Class A share for Q3 2025, contributing to a total of $1.90 per share for FY 2025.
Cash from Operating Activities (CFFO) for Q3 2025 was $2.2 million, an improvement of $8.0 million compared to Q3 2024.
Preliminary targets for FY 2026 include Billings of approximately $290 million, CFFO of $45 million (a 50% year-over-year increase), and dividends of $1.60 per share to Class A shareholders.

Nov 6, 2025, 9:41 PM

MarketWise Reports Q3 2025 Financial Results, Dividend Announcement, and FY 2026 Targets

MKTW

Earnings

Dividends

Takeover Bid

MarketWise reported Q3 2025 net revenue of $81.3 million and net income of $17.9 million, with Total Billings increasing 30% year-over-year to $63.7 million.
The company announced a quarterly and special dividend totaling $0.40 per Class A share on October 30, 2025, bringing the expected total dividends for FY 2025 to $1.90 per share, representing a 13% dividend yield.
Cash from Operating Activities (CFFO) for Q3 2025 improved by $8.0 million compared to Q3 2024, and the company targets FY 2026 CFFO of $45 million, a 50% increase from the FY 2025 target.
MarketWise projects FY 2025 Billings of approximately $260 million and sets a preliminary target of $290 million for FY 2026 Billings.
The company suspended its share repurchase program effective October 30, 2025, following a takeover proposal from Monument & Cathedral Holdings, LLC.

Nov 6, 2025, 9:31 PM

MarketWise Declares Quarterly and Special Dividends

MKTW

Dividends

MarketWise's Board of Directors declared a quarterly cash dividend of $0.20 per share for Class A common stock and a comparable distribution for Class B common stock.
A special dividend of $0.20 per share was also announced for Class A common stock.
These dividends will be paid on December 24, 2025, to shareholders of record as of November 14, 2025.
Total dividends for FY 2025 are projected to be $1.90 per share, resulting in a 13% dividend yield based on the October 29, 2025 stock price.

Nov 3, 2025, 3:10 PM

MarketWise, Inc. Receives Takeover Proposal

MKTW

M&A

Takeover Bid

MarketWise, Inc. (MKTW) announced on October 29, 2025, that it received a proposal from Monument & Cathedral Holdings, LLC (M&C).
M&C proposes to acquire all outstanding equity interests of MarketWise, Inc. and Marketwise, LLC not directly or indirectly owned by M&C.
The proposed cash consideration is $17.25 per share, which is contingent upon the termination of Marketwise, Inc.'s tax receivable agreement.
MarketWise's Board of Directors is currently reviewing the proposal in consultation with its advisors.
The company noted that this proposal may or may not lead to a transaction.