The return to subscriber growth and record billings suggest stabilization and renewed demand; traders should monitor full earnings on May 7 for confirmation of margin trends and cash flow trajectory. Reaffirmed guidance provides confidence in full-year execution.
Price Chart
Executive Summary
MarketWise (MKTW) reported preliminary Q1 2026 billings of $81M, a 15% YoY increase and highest since 2023, driven by improved subscriber acquisition and retention. Paid subscribers grew to 381K from 374K in Q4 2025, and full-year guidance for billings ($300M) and operating cash flow ($50M) was reaffirmed.
Key Financial Metrics
Key Facts
- Q1 2026 billings: $81M, up 15% YoY and 3% sequentially
- Paid subscribers increased to 381K from 374K at end of 2025
- Active free subscribers: 2.0M as of March 31, 2026
- Cash balance: $53M at March 31, 2026, down from $70.1M in Q4 2025 due to seasonal outflows
- Full-year 2026 guidance reaffirmed: $300M billings and $50M cash from operations
- Dividend maintained at $1.80 per share annually
Financial Impact
15% year-over-year billings growth to $81M, signaling strong top-line momentum and improved customer trends
Risk Factors
- Seasonal cash outflow in Q1 may pressure liquidity perception despite guidance
- Forward-looking statements include risks related to macroeconomic conditions, subscriber retention, and internal control weaknesses
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3272927 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Press Release | $19.20 | awaiting T+20 | — | $19.58 (+1.98%) |
Sep 24, 2026 4w ago | 8-K | $19.15 $18.47 | ▲ +3.55% | ▲ +3.13% | $19.58 (−2.25%) |
Aug 6, 2026 11w ago | Press Release | $21.34 $18.17 | ▼ −14.85% | ▼ −15.45% | $19.58 (−8.25%) |
Jul 9, 2026 15w ago | Press Release | $20.16 $20.25 | ▲ +0.45% | ▼ −1.98% | $19.58 (−2.88%) |
Jul 2, 2026 16w ago | Insider Cluster | $18.86 $19.93 | ▲ +5.67% | ▲ +6.09% | $19.58 (+3.82%) |
May 7, 2026 24w ago | 8-K | $16.63 $16.53 | ▲ +0.60% | ▲ +3.74% | $19.58 (−17.74%) |
May 7, 2026 24w ago | Press Release | $16.63 $16.53 | ▼ −0.60% | ▼ −3.74% | $19.58 (+17.74%) |
May 5, 2026 25w ago | Press Release | $16.77 $16.53 | ▼ −1.40% | ▼ −4.18% | $19.58 (+16.79%) |
Apr 17, 2026 27w ago | DEFA14A | $17.03 $16.60 | ▼ −2.52% | ▼ −6.73% | $19.58 (+14.97%) |
Apr 13, 2026 28w ago | 8-K | $16.26 $18.64 | ▲ +14.64% | ▲ +8.34% | $19.58 (+20.42%) |
US Market Status
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