MarketWise, Inc. reported that its preliminary first‑quarter 2026 billings rose 15 % year‑over‑year to approximately $81 million, the highest quarterly total since 2023. Paid‑subscriber numbers climbed to 381,000 at March 31, 2026, up from 374,000 at the end of 2025, while active free subscribers reached 2.0 million.
The company attributed the growth to a strong cohort of new subscribers and robust retention of existing customers. CEO Dr. David Eifrig said, "We are pleased with the momentum we are seeing in our business with 15% Billings growth to start 2026, which is a continuation of the growth we saw in 2025." He added, "Further, the return to paid subscriber growth reflects the work our teams have done to sharpen our marketing execution, enhance our product offerings, and re‑engage our audience, while maintaining pricing discipline."
MarketWise reaffirmed its fiscal‑2026 guidance, projecting total billings of $300 million and cash from operating activities of $50 million, and maintained a dividend target of $1.80 per Class A share. The reaffirmation signals management confidence in sustaining the current trajectory.
Investors responded positively to the announcement, citing the strong billings growth, the return to paid‑subscriber growth, and the reaffirmed guidance as key drivers.
The results suggest an improving company health and a strengthening competitive position. The return to paid‑subscriber growth, combined with the highest quarterly billings since 2023, indicates that MarketWise’s marketing and product initiatives are resonating with customers. With $53 million in cash and a dividend yield of roughly 10.5 %, the company is positioned to continue investing in growth while delivering shareholder returns.
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