MARKETWISE, INC. — Form 8-K
Filed September 24, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 28/100
What the filing says
MarketWise updated its investor presentation on September 24, 2026, highlighting 2Q 2026 billings of $91.2M (up 57% YoY from $58.2M in 2Q 2025), CFFO of $22.4M (vs. $17.8M in 2Q 2025), and paid subscribers of 400K (up from 394K in 2Q 2025). However, 2Q 2026 GAAP net revenue declined to $75.8M from $79.9M YoY, and the company posted a net loss of $2.6M (vs. $15.3M profit in 2Q 2025) as S&M spending surged 35% YoY to $42.8M. The company maintains $32.9M cash (no debt), projects FY 2026 dividend of $1.80/share, and has a $50M share buyback program initiated in early 2025.
Why this rating
Routine presentation update. Strong billings (+57% YoY) is positive but offset by declining GAAP revenue, GAAP loss, and aggressive marketing spend (S&M +35% YoY). Event is administrative disclosure, not material operational change. Small company ($45.4M market cap) with unaudited quarterly results.
See more from September 24, 2026.
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