MarketWise Confirms Withdrawal of Acquisition Proposal
- Proposal Withdrawal: MarketWise confirmed that Monument & Cathedral Holdings has withdrawn its proposal to acquire all outstanding securities at $17.25 per share, as the Special Committee deemed the offer undervalued, reflecting a commitment to shareholder interests.
- Strong Financial Performance: For FY 2025, MarketWise reported operating cash flow of $45 million, a 42% year-over-year increase, exceeding guidance, indicating significant success in its sustainable growth strategy focused on high-margin subscription sales.
- Enhanced Shareholder Returns: The company achieved a 13% cash dividend yield in FY 2025, showcasing its robust financial health and commitment to returning capital to shareholders, which also sets the stage for future dividends and potential share repurchases.
- Strategic Priorities: Management remains focused on product innovation, subscriber acquisition and retention, and expanding premium offerings to support long-term shareholder value creation, with plans to release Q4 and FY 2025 financial results in March 2026.
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MarketWise Confirms Withdrawal of Acquisition Proposal
- Proposal Withdrawal: MarketWise confirmed that Monument & Cathedral Holdings has withdrawn its proposal to acquire all outstanding securities at $17.25 per share, as the Special Committee deemed the offer undervalued, reflecting a commitment to shareholder interests.
- Strong Financial Performance: For FY 2025, MarketWise reported operating cash flow of $45 million, a 42% year-over-year increase, exceeding guidance, indicating significant success in its sustainable growth strategy focused on high-margin subscription sales.
- Enhanced Shareholder Returns: The company achieved a 13% cash dividend yield in FY 2025, showcasing its robust financial health and commitment to returning capital to shareholders, which also sets the stage for future dividends and potential share repurchases.
- Strategic Priorities: Management remains focused on product innovation, subscriber acquisition and retention, and expanding premium offerings to support long-term shareholder value creation, with plans to release Q4 and FY 2025 financial results in March 2026.
MarketWise (MKTW) Estimates Q4 Billings at $79M, Up 42% Year-over-Year
- Significant Billing Growth: MarketWise estimates Q4 billings to reach approximately $79 million, reflecting a 23% sequential increase and a 42% year-over-year growth, indicating strong market performance and sustained growth potential.
- Full-Year Performance Exceeds Expectations: For the full year 2025, billings are projected at around $271 million, surpassing the guidance of $250 million, showcasing the company's successful strategies in customer acquisition and revenue growth.
- User Base Expansion: As of December 31, 2025, consolidated paid subscribers reached 374,000, with active free subscribers at 2.0 million, demonstrating effective efforts in user growth and market penetration.
- Robust Cash Flow: The cash and cash equivalents balance increased to $70 million as of December 31, 2025, up from $51 million on September 30, 2025, enhancing the company's financial flexibility and capacity for future investments.
MarketWise Announces Q3 2025 Net Revenue of $81.3 Million and Net Income of $17.9 Million; Billings Up 30% Year-Over-Year; Declares Quarterly and Special Dividends of $0.40 per Class A Share, Reaching $1.90 Total Dividends for FY 2025 with a 13% Cash Yield; Outlines Preliminary FY 2026 Goals, Aiming for 50% Increase in CFFO
Financial Performance: MarketWise, Inc. reported total net revenue of $81.3 million and total billings of $63.7 million for Q3 2025, marking a 30% year-over-year increase in billings. The company also achieved a net income of $17.9 million and improved cash from operating activities by $8 million compared to Q3 2024.
Dividend Announcement: On October 30, 2025, MarketWise declared a quarterly and special dividend totaling $0.40 per Class A share, with total dividends expected to reach $1.90 per share for FY 2025, reflecting a 13% yield based on the stock price at the time.
Strategic Shift: The company has shifted its pricing strategy to attract more serious investors, resulting in higher revenue per user and improved margins, despite a decline in paid subscribers. This strategy aims to stabilize the subscriber base while focusing on efficient growth and maximizing lifetime value.
Future Outlook: MarketWise anticipates continued momentum into Q4 2025, with expectations to meet or exceed FY 2025 targets for billings and cash from operating activities. Preliminary targets for FY 2026 include billings of approximately $290 million and cash from operating activities of $45 million, alongside a disciplined approach to capital allocation.
MarketWise Acknowledges Receipt of Acquisition Offer from Monument & Cathedral
Buyout Proposal: MarketWise has received a buyout offer from Monument & Cathedral Holdings to acquire all remaining shares for $17.25 each, contingent on the termination of its tax receivable agreement.
Board Review: The board of directors is currently reviewing the proposal with advisors, indicating that the outcome may not lead to a transaction and updates will only be provided if a definitive agreement is reached or legally required.
Current Share Performance: MarketWise shares closed at $14.30, reflecting a nearly 26% increase year-to-date.
Recent Financial Results: Following the announcement of Q2 results, MarketWise's stock experienced a ~5% increase, reporting a GAAP EPS of $0.53 and revenue of $80 million, surpassing expectations by $6.38 million.
UBS Maintains Neutral on Marketwise, Raises Price Target to $20
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MarketWise Reports Net Revenue of $80.0 Million for Second Quarter 2025 and Net Income of $15.3 Million; Second Quarter Billings of $58.2 Million Increased 10% YoY, on an Adjusted Basis; Cash From Operating Activities were $17.8 Million, a YoY Improvement of Over $20 Million; Announced Quarterly and Special Dividend Totaling $0.40 per Class A Share
Financial Performance: MarketWise, Inc. reported a total net revenue of $80 million and a net income of $15.3 million for the second quarter of 2025, with cash from operating activities improving significantly to $17.8 million compared to the previous year.
Future Outlook: The company anticipates achieving its FY 2025 targets, including a projected 20% increase in billings and estimated dividends for Class A shareholders between $1.60 to $1.80 per share, while maintaining a strong balance sheet with $69 million in cash and no debt.
MarketWise Confirms Withdrawal of Acquisition Proposal
- Proposal Withdrawal: MarketWise confirmed that Monument & Cathedral Holdings has withdrawn its proposal to acquire all outstanding securities at $17.25 per share, as the Special Committee deemed the offer undervalued, reflecting a commitment to shareholder interests.
- Strong Financial Performance: For FY 2025, MarketWise reported operating cash flow of $45 million, a 42% year-over-year increase, exceeding guidance, indicating significant success in its sustainable growth strategy focused on high-margin subscription sales.
- Enhanced Shareholder Returns: The company achieved a 13% cash dividend yield in FY 2025, showcasing its robust financial health and commitment to returning capital to shareholders, which also sets the stage for future dividends and potential share repurchases.
- Strategic Priorities: Management remains focused on product innovation, subscriber acquisition and retention, and expanding premium offerings to support long-term shareholder value creation, with plans to release Q4 and FY 2025 financial results in March 2026.
MarketWise (MKTW) Estimates Q4 Billings at $79M, Up 42% Year-over-Year
- Significant Billing Growth: MarketWise estimates Q4 billings to reach approximately $79 million, reflecting a 23% sequential increase and a 42% year-over-year growth, indicating strong market performance and sustained growth potential.
- Full-Year Performance Exceeds Expectations: For the full year 2025, billings are projected at around $271 million, surpassing the guidance of $250 million, showcasing the company's successful strategies in customer acquisition and revenue growth.
- User Base Expansion: As of December 31, 2025, consolidated paid subscribers reached 374,000, with active free subscribers at 2.0 million, demonstrating effective efforts in user growth and market penetration.
- Robust Cash Flow: The cash and cash equivalents balance increased to $70 million as of December 31, 2025, up from $51 million on September 30, 2025, enhancing the company's financial flexibility and capacity for future investments.
MarketWise Announces Q3 2025 Net Revenue of $81.3 Million and Net Income of $17.9 Million; Billings Up 30% Year-Over-Year; Declares Quarterly and Special Dividends of $0.40 per Class A Share, Reaching $1.90 Total Dividends for FY 2025 with a 13% Cash Yield; Outlines Preliminary FY 2026 Goals, Aiming for 50% Increase in CFFO
Financial Performance: MarketWise, Inc. reported total net revenue of $81.3 million and total billings of $63.7 million for Q3 2025, marking a 30% year-over-year increase in billings. The company also achieved a net income of $17.9 million and improved cash from operating activities by $8 million compared to Q3 2024.
Dividend Announcement: On October 30, 2025, MarketWise declared a quarterly and special dividend totaling $0.40 per Class A share, with total dividends expected to reach $1.90 per share for FY 2025, reflecting a 13% yield based on the stock price at the time.
Strategic Shift: The company has shifted its pricing strategy to attract more serious investors, resulting in higher revenue per user and improved margins, despite a decline in paid subscribers. This strategy aims to stabilize the subscriber base while focusing on efficient growth and maximizing lifetime value.
Future Outlook: MarketWise anticipates continued momentum into Q4 2025, with expectations to meet or exceed FY 2025 targets for billings and cash from operating activities. Preliminary targets for FY 2026 include billings of approximately $290 million and cash from operating activities of $45 million, alongside a disciplined approach to capital allocation.
MarketWise Acknowledges Receipt of Acquisition Offer from Monument & Cathedral
Buyout Proposal: MarketWise has received a buyout offer from Monument & Cathedral Holdings to acquire all remaining shares for $17.25 each, contingent on the termination of its tax receivable agreement.
Board Review: The board of directors is currently reviewing the proposal with advisors, indicating that the outcome may not lead to a transaction and updates will only be provided if a definitive agreement is reached or legally required.
Current Share Performance: MarketWise shares closed at $14.30, reflecting a nearly 26% increase year-to-date.
Recent Financial Results: Following the announcement of Q2 results, MarketWise's stock experienced a ~5% increase, reporting a GAAP EPS of $0.53 and revenue of $80 million, surpassing expectations by $6.38 million.
UBS Maintains Neutral on Marketwise, Raises Price Target to $20
Fastest News Alerts: Benzinga Pro offers real-time intelligence and news alerts to help traders stay informed and make winning trades in the stock market.
Exclusive Community Access: Joining Benzinga Pro connects users with over 10,000 serious traders and provides access to exclusive stories and insights from Benzinga reporters.
MarketWise Reports Net Revenue of $80.0 Million for Second Quarter 2025 and Net Income of $15.3 Million; Second Quarter Billings of $58.2 Million Increased 10% YoY, on an Adjusted Basis; Cash From Operating Activities were $17.8 Million, a YoY Improvement of Over $20 Million; Announced Quarterly and Special Dividend Totaling $0.40 per Class A Share
Financial Performance: MarketWise, Inc. reported a total net revenue of $80 million and a net income of $15.3 million for the second quarter of 2025, with cash from operating activities improving significantly to $17.8 million compared to the previous year.
Future Outlook: The company anticipates achieving its FY 2025 targets, including a projected 20% increase in billings and estimated dividends for Class A shareholders between $1.60 to $1.80 per share, while maintaining a strong balance sheet with $69 million in cash and no debt.
