MARKETWISE, INC.(MKTW)— Stock Profile, AI Score & Financials
Technology · Nasdaq · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
MARKETWISE, INC. (MKTW) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores MKTW at 41.0/100 on a 32-signal composite quality model, placing it at rank #2,082 of 2,962 stocks — the bottom half of the AI-ranked universe. MKTW scores in the top quartile across earnings quality (94.2), institutional flow (84.1). Areas of concern include revenue growth (5.8) and revenue scale (30.4), which score below median versus the broader universe. Shareholder dilution risk is elevated at 30.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), MARKETWISE, INC. reports quarterly revenue of $75.8M, net income of $-629.0K, free cash flow of $22.3M. Top institutional holders of MKTW by reported 13-F value include BARCLAYS PLC, BlackRock, BASS SID R, based on the most recent SEC filings. MKTW trades on the Nasdaq exchange and files with the SEC under CIK 1805651. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MKTW daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MARKETWISE, INC. directly from SEC EDGAR.
AI Quality Score
41.0/100
AI Rank
#2,082
Revenue
$75.8M
Net Income
$-629.0K
Free Cash Flow
$22.3M
MKTW key financials by period
MARKETWISE, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2025
10-K
$328.1M
$5.6M
19.1%
FY 2024
10-K
$408.7M
$7.1M
21.8%
FY 2023
10-K
$448.2M
$1.8M
11.6%
FY 2022
10-K
$512.4M
$18.0M
17.0%
FY 2021
10-K
$549.2M
$-1.0B
-176.2%
FY 2020
10-K
$364.2M
$-538.4M
-147.9%
Institutions holding MKTW
Institutional investors reporting a position in MARKETWISE, INC. on SEC Form 13F.
AI-extracted from the 10-Q filed 2026-08-06 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Q2 revenue declined 5.2% YoY to $75.8M as legacy wind-down offset 56.7% YoY billings growth; net loss of $2.6M vs. net income of $15.3M YoY.
Biggest Revenue Drivers
Membership subscriptions$39.8M-4.8% YoY
Decrease primarily due to Legacy Research wind-down and lower prior-period Billings deferred and recognized.
Term subscriptions$35.6M-4.9% YoY
Decline driven by Legacy Research wind-down and lower prior-period Billings deferred over subscription terms.
Biggest Revenue Drivers
Total revenue: $75.8M-5.2% YoY
Membership subscriptions$39.8M-4.8% YoY
Decrease primarily due to Legacy Research wind-down and lower prior-period Billings deferred and recognized.
Term subscriptions$35.6M-4.9% YoY
Decline driven by Legacy Research wind-down and lower prior-period Billings deferred over subscription terms.
Non-subscription revenue$0.5M-28.6% YoY
Decrease in income related to revenue share agreements with external parties.
Largest Expense Items
Sales and marketing$42.8M+35.4% YoY
$12.8M increase in direct marketing expense from multiple successful product launches and increased customer acquisition efforts.
General and administrative$22.7M+14.9% YoY
$1.4M increase in incentive compensation, $0.8M in professional services, $0.7M in software expense, $1.1M in stock-based compensation.
Cost of revenue$11.1M+1.5% YoY
$1.0M increase in credit card fees, partially offset by $0.4M decrease in stock-based compensation.
Research and development$2.7M+27.1% YoY
$0.4M additional spending on expanded maintenance and SaaS platform enhancements with external technical support.
Margins: Operating margin deteriorated to negative 5.6% in Q2 2026 from positive 18.5% YoY, driven by $11.2M increase in sales and marketing expenses (56.5% of revenue) to fund aggressive customer acquisition campaigns, while revenue recognition lagged billings growth due to multi-year subscription deferrals.
Watch Items from the Filing
Paid Subscribers grew only 1.5% YoY (400K vs 394K) despite 56.7% billings growth; company explicitly states it expects to reduce marketing investments in H2 2026 and focus on monetizing existing base.
Cash declined from $70.1M to $32.9M in first half 2026, driven by $40.4M total distributions to noncontrolling interests and $12.2M settlement payment; company estimates ~$97.2M 'float' but has no debt and operating cash flow of $20.3M YTD.
Net revenue retention improved to 91% in 2025 from 53% in 2024, and ARPU increased 73.3% YoY to $822 per user, reflecting deeper customer monetization across membership and higher-value products.
Active Free Subscribers declined 6.1% YoY to 2.1M as company rationalized free product offerings; historical data shows 52% of new paid subscribers convert from free tier.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
