get 1 首页 - p / 100 Igor Kutyaev Investment thesis I previously covered MarketWise, Inc. (NASDAQ:MKTW) in April and gave it a Buy recommendation. My bullish arguments were based on the company's capital light and highly profitable business model coupled with its Founder, Porter Stansberry returning as CEO. Subsequently, the company's fundamentals have deteriorated further, but more significantly, Porter has since resigned, as covered by fellow SA Author Daniel Jones. Shares fell nearly 30% yesterday followin ...

BALTIMORE, Aug. 02, 2024 (GLOBE NEWSWIRE) -- MarketWise, Inc. (NASDAQ: MKTW) ("MarketWise" or "the Company"), a leading multi-brand digital subscription services platform that provides premium financial research, software, education, and tools for self-directed investors, today announced that its Board of Directors declared a quarterly cash dividend to holders of Class A common stock of $0.01 per share on August 1, 2024. A comparable distribution of $0.01 per unit has also been approved to holders of Market ...

Cautionary Statement Regarding Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the Company's performance and ability to generate cash flow. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "w ...

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the Company's performance and ability to generate cash flow. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," and similar expressio ...

MarketWise Inc. May 15, 2024 To the Shareholders of MarketWise, Inc.: Ronald Reagan was an optimist. One of his favorite jokes was about a little boy, who, on Christmas morning, came down to discover nothing under the tree but a large pile of manure. His parents were shocked to find him enthusiastically shoveling the manure out from under the tree. The boy, smiling ear to ear, said: "Isn't this great! With all this manure in the house, there's got to be a pony down here somewhere!" I'm an optimist too. Let' ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-39405 MarketWise, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 87-1767914 (State or other jurisdiction of incorpor ...

文章核心观点 - 公司宣布向Class A普通股股东派发每股0.01美元的季度现金股利,同时向MarketWise LLC单位持有者派发每单位0.01美元的分配 [1] - 公司成立宗旨是为自主投资者提供公平的机会,目前已发展成为一家领先的多品牌订阅服务平台,提供优质的金融研究、软件、教育和工具 [2][3] 公司概况 - 公司拥有20多年的运营历史,为数百万免费和付费订阅者提供服务 [3] - 公司的产品是高价值金融研究、教育、可操作投资建议和投资软件的可信来源 [3] - 公司100%数字化,直接面向客户,通过移动、桌面和平板电脑等多种平台提供研究 [3] - 公司拥有经过验证的敏捷和可扩展的平台,目标是成为自主投资者的领先金融解决方案平台 [3]

净收入情况 - 2023年第四季度，MarketWise公司的净收入为1.9百万美元，GAAP净收入为1.122亿美元[16] - 2023年全年，MarketWise公司的净收入为5.43亿美元，GAAP净收入为4.482亿美元[16] 用户情况 - 2023年12月31日，付费订阅用户数量为73.7万，较2022年底的84.1万有所下降[17] 账单情况 - 2023年，MarketWise公司的新“营销”账单为2.783亿美元，净“续订”账单为9680万美元[20] - 2023年，MarketWise公司的其他账单为740万美元[20] 资金情况 - 2023年底，MarketWise公司的现金和证券持有为1.552亿美元[26] - 2023年底，MarketWise公司的估计浮动资金为1.205亿美元[32] 资本分配 - MarketWise公司的主要资本分配用途是投资现有业务的增长[35] - MarketWise公司的第二优先资本使用方式是资助“附加”收购[36] 公司员工情况 - 公司在2023年的减员计划导致全职员工和合同工超过100人离职[49] - 公司总员工数由2022年底的732人减少至2023年底的584人，年度成本减少约1800万美元[51] 账单金额变化 - 公司在2023年的续约账单金额达9680万美元，较2019年的7030万美元有显著增长[69] 股份情况 - 公司公开文件显示，A股为3640万股，B股为约2.88亿股[72] - 公司原始合伙人持有公司70%以上的股份，包括董事长在内[78]

MarketWise业务概况 - MarketWise是一家提供高质量、独立投资研究、软件和分析工具的多品牌订阅业务平台[124] - 2023年，MarketWise开始向A类普通股股东支付股息和向LLC单位持有人分配利润[124] 订阅者情况 - MarketWise致力于通过具有吸引力的单位经济效益增长其订阅者基础，截至2023年12月31日，付费订阅者的平均客户终身销售额约为1494美元，LTV/CAC比率约为2.3倍[126] - MarketWise的付费订阅者基数为73.7万，较2022年底的84.1万减少12.4%；自2021年以来，直接付费获取占年度付费订阅者获取的约58%[126] - MarketWise相信有机会扩大与现有订阅者的关系，截至2023年12月31日，ARPU为503美元，较2022年底的519美元下降3.1%[127] - 2023年末，免费订阅用户达到1644.68万，较2022年末的1570.25万增长0.7%[134] - 2023年末，付费订阅用户为73.71万，较2022年末的84.13万减少12.4%[135] - 平均用户收入（ARPU）为503美元，较2022年末的519美元下降3.1%[135] 财务状况 - 2023年，MarketWise的经营活动现金流为62428千美元，占净收入的13.9%；调整后的经营活动现金流为66368千美元，占总销售额的17.4%[126] - 2023年末，付费订阅用户为73.71万，较2022年末的84.13万减少12.4%[135] - 2023年新营销账单金额为278.26亿美元，较2022年的333.61亿美元减少16.6%[137] - 2023年净续订账单金额为96.77亿美元，较2022年的120.27亿美元减少19.5%[137] - 其他账单金额为7.38亿美元，较2022年的5.60亿美元增长31.8%[137] - 总账单金额为382.41亿美元，较2022年的459.49亿美元减少16.8%[137] - 2023年总股权报酬费用为23,384千美元，较2022年的9,045千美元增长159.2%[139] - 2023年总净收入为448,182千美元，较2022年的512,403千美元下降12.5%[145] - 2023年总营运费用为396,377千美元，较2022年的425,120千美元下降6.8%[145] - 2023年总营运费用占净收入的比例为88.4%，较2022年的83.0%上升5.4%[146] 其他 - 公司可能会与其他业务、产品和技术进行收购或投资安排[161] - 公司可能需要寻求额外的股权或债务融资[162] - 公司的2021年信贷设施担保由MarketWise, LLC的直接和间接主要美国子公司提供[164]

The best way to earn our customers' trust is to deserve it. That's why we have long insisted on testing our good intentions with track records that we review and publish. And that's why we routinely cancel publications that can't meet basic performance standards. We won't publish investment research that we don't believe is useful and reliable. Our culture of putting the subscribers first – even if doing so harms our revenues (in the short term) or even when doing so may put us in jeopardy of offending powe ...