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Company Q2 Paid Subscribers Rise to 400K, Billings Reach $91M
The company reports preliminary Q2 metrics: "Paid Subscribers were 400 thousand at June 30, 2026, compared to 374 thousand at December 31, 2025. Active Free Subscribers were 2.1 million at June 30, 2026. Billings for second quarter totaled approximately $91 million, representing a 56% year over year increase, and the highest quarterly Billings since 2023."
MarketWise Shares Up 4% After Preliminary Q2 Metrics Release
MarketWise up 4% after providing preliminary Q2 metrics, raising FY26 Billings
Company Raises FY 2026 Billings Target to $330 Million
The company states: "As we mentioned previously, for the first quarter, and continuing into the second quarter, we meaningfully increased investment in customer acquisition. This opportunistic marketing investment resulted in a strong increase in Paid Subscribers during the first and second quarters. Consistent with our plans, we now moderate customer acquisition and shift toward disciplined cash generation for the balance of the year. This is the strategic core of our business model, where we toggle between growth and margin, on a near real-time basis, in response to market conditions and opportunity. As such, while margins were lower in the first half of 2026 due to an increase in opportunistic investment in customer acquisition, we expect margins to increase significantly in the second half of the year. Regarding our financial guidance, given the robust growth in the first half of 2026, we are increasing our FY 2026 Billings Target by 10% to $330 million, which represents a 21.7% increase compared to FY 2025."
Investor Sentiment Recovers, Software Stocks Surge
Investor sentiment is proving to be less fragile than feared as traders have shrugged off both the no-deal result from U.S.-Iran negotiations in Pakistan this weekend as well as less-than stellar earnings out of Goldman Sachs - the first mega-cap to post Q1 earnings - which shed 2% on the day. Instead, areas of the market such as Software which have been hit particularly hard in early 2026 were some of the brightest spots on Monday - Oracle, Cadence Design, and Ficoall rallied sharply from their recent multi-week lows. After falling by nearly 30% year-to-date, the iShares Expanded Tech-Software Sector ETF (IGV) was up 5.4% on Monday - the biggest gain in a year.Hopes for continued dialog regarding conflicts in the Middle East are keeping risk-on flows in the opening hour of the evening session as well. S&P e-minis and Nasdaq 100 futures are up 0.1% and 0.2% respectively, while WTI Crude Oil has resumed its retreat, falling below $98 per barrel - this despite spiking 8% above $104 when futures reopened last night.Tuesday morning earnings out of JPMorgan, Citi, Wells Fargo, and Blackrockare keeping the markets focused on the Financials sector.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER -Bloom Energyup 15.5% after announcing expanded partnership with OracleCredo Technology Groupup 9.9% after acquiring DustPhotonicsSandiskup 2.8% after being started a EvercoreMarketWise1.9% after Q1 billings dataDOWN AFTER EARNINGS -FB Financial Corpdown 2.9%ALSO LOWER -Spyre Therapeuticsdown 2.0% after equity offering
MarketWise Paid Subscribers Grow to 381,000 in Q1 2026
Paid Subscribers returned to growth in first quarter 2026 following stabilization in the second half of 2025, reflecting improved customer acquisition and retention. Paid subscribers were 381,000 at March 31, 2026, compared to 374 thousand at December 31, 2025. Active Free subscribers were 2M at March 31, 2026. "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," said Dr. David Eifrig, Chief Executive Officer of MarketWise. "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. The 15% year-over-year increase in Billings to approximately $81 million demonstrates real top-of-funnel momentum, and as a leading indicator, gives us increased visibility into future revenue recognition. We look forward to providing a full discussion of our Q1 2026 financial results in the weeks ahead."
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