Every 8-K that MarketWise, Inc. (MKTW) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow MKTW and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MKTW filings page.
MarketWise, Inc. filed an amendment detailing the outcome of its 2026 advisory vote on the frequency of stockholder “say-on-pay” votes and the resulting board decision. At the 2026 Annual Meeting, stockholders cast 7,615,818 shares in favor of holding say‑on‑pay votes every one year, 99,163 for every two years, and 5,879,057 for every three years, with 29,690 abstentions and 1,040,623 broker non‑votes. Based on these results, the board has determined that say‑on‑pay votes will be held on an annual basis until the next required advisory vote on frequency, which the company expects to hold at its 2032 Annual Meeting of Stockholders.
MarketWise, Inc. reported strong second quarter 2026 operating activity, with Billings of $91.2 million, a 57% year-over-year increase and the highest quarterly level since 2023. Cash from Operating Activities (CFFO) was $22.4 million, up 25.7% year over year, while Total Net Revenue was $75.8 million, down 5.2%. The company recorded a net loss of $2.6 million, primarily linked to the timing of deferred revenue recognition and higher sales and marketing costs. Paid Subscribers reached 400 thousand at June 30, 2026, up from 381 thousand at March 31, 2026, and Active Free Subscribers were 2.1 million.
Cash and cash equivalents were $33 million at June 30, 2026, after a $12.2 million April 2026 cash disbursement tied to a legal settlement and repurchase of 3% of total shares outstanding. The company raised its FY 2026 Billings target by 10% to $330 million, implying 21.7% growth versus FY 2025, and guided to FY 2026 CFFO of approximately $50 million. MarketWise affirmed its total 2026 dividend target of $1.80 per Class A share, following $0.45 per share dividends paid in the quarter. Management emphasized Billings as a more current indicator of demand than GAAP Net Revenue, noting Billings growth significantly outpaced reported revenue.
MarketWise, Inc. reported preliminary, unaudited operating updates for the second quarter of 2026. Billings were approximately $91 million, a 56% year-over-year increase and the highest quarterly level since 2023, driven by higher customer acquisition, improved retention, and strong uptake of higher-priced products.
Paid Subscribers reached 400 thousand at June 30, 2026, up from 374 thousand at December 31, 2025, with 2.1 million Active Free Subscribers. Preliminary ARPU was $821 at June 30, 2026, up from $474 a year earlier, a 73% increase. Full-year 2026 Billings guidance was raised 10% to $330 million, representing a 21.7% increase versus 2025.
Cash and cash equivalents were $33 million at June 30, 2026 after a $12.2 million legal settlement that included redeeming about 3% of outstanding shares and terminating related Tax Receivable Agreement rights. Dividends to Class A shareholders were $0.45 per share in the quarter, and the $1.80 per share full-year dividend target was reaffirmed. Total Class A and Class B shares outstanding were 15,651,315 as of June 30, 2026.
MarketWise, Inc. held its Annual Meeting of Stockholders on June 4, 2026. Stockholders elected Matthew Turner as a Class II director until the 2029 annual meeting, with 13,366,939 votes for and 256,789 withheld, plus 1,040,623 broker non-votes.
Stockholders did not approve, on an advisory and non-binding basis, the compensation of the company’s named executive officers, with 6,117,351 votes for, 7,476,751 against and 29,626 abstentions, along with 1,040,623 broker non-votes. They supported holding Say-on-Pay votes every year and ratified Grant Thornton LLP as independent auditor for the fiscal year ending December 31, 2026 with 14,415,900 votes for, 2,416 against and 246,035 abstentions.
MarketWise, Inc. reported first quarter 2026 net revenue of $77.0 million and a small net loss of $0.6 million as it stepped up marketing investment. Billings, which reflect current cash sales, rose to $81.4 million, a 15% year-over-year increase and the strongest quarter since 2023, while cash from operating activities was $(2.1) million.
The company ended the quarter with $52.7 million of cash and cash equivalents and 381 thousand paid subscribers, up from 374 thousand at year-end 2025. It declared regular and special dividends totaling $0.45 per Class A share and reaffirmed full-year 2026 targets of roughly $300 million in Billings, $50 million in cash from operating activities, and total dividends of $1.80 per Class A share.
The Board reauthorized a stock repurchase program of up to $50 million of Class A common stock for the next 12 months, and the company repurchased over 3% of total shares outstanding in April 2026 for $12.2 million.
MarketWise, Inc. entered into a Settlement Agreement and Release with former Chief Executive Officer Mark P. Arnold and JAMA 2021, LLC, resolving an arbitration demand previously disclosed in its annual reports. MarketWise will make a one-time cash payment of $12,160,000 to Mr. Arnold.
In exchange, the Arnold Parties will surrender and have redeemed and canceled 520,867 common units of MarketWise, LLC and the related Class B common shares, waive and release their rights to future payments under the July 21, 2021 Tax Receivables Agreement, and grant mutual general releases covering all claims, including those in the arbitration. MarketWise also agrees to indemnify Mr. Arnold for certain possible tax implications tied to his claims. The company states that this settlement avoids the cost, distraction, and uncertainty of continued proceedings and removes exposure to future TRA-related payments.
MarketWise, Inc. reported preliminary, unaudited first quarter 2026 results showing a return to growth in paid subscribers and stronger billings. Paid subscribers rose to 381 thousand at March 31, 2026 from 374 thousand at December 31, 2025, while active free subscribers reached 2.0 million.
Billings for the quarter were approximately $81 million, a 15% year-over-year increase and the highest quarterly billings since 2023. The company affirmed its full-year 2026 guidance for billings of $300 million and cash from operating activities of $50 million, and maintained its dividend target of $1.80 per Class A share after paying $0.45 per share in the quarter.
Cash and cash equivalents were $53 million at March 31, 2026 compared with $70.1 million at December 31, 2025, reflecting seasonal first-quarter cash use tied to marketing, tax distributions, and working capital. MarketWise plans to release full audited first quarter 2026 results on May 7, 2026.
MarketWise, Inc. released an updated investor presentation detailing FY 2025 performance and FY 2026 targets. FY 2025 Billings were $271M, up 13% versus 2024, while GAAP net revenue was $328.1M, down 20%. GAAP net income was $64.0M, a 31% decline, but cash flow from operations improved to $46.0M from a ($22.2M) use in 2024. Q4 2025 Billings of about $79M grew 42% year over year, and year-end cash was $70.1M with no debt. The company highlighted a FY 2026 Billings target of roughly $300M, CFFO of about $50M, and a planned dividend of $1.80 per Class A share, emphasizing a mix of growth, margin expansion, and shareholder returns.
MarketWise, Inc. reported fourth-quarter 2025 net revenue of $83.4 million and net income of $14.0 million, with Billings of $78.9 million, up 42% year over year. Cash from operating activities improved sharply, reaching $24.2 million in the quarter and $46.0 million for full year 2025, compared with $(22.2) million in 2024.
For full year 2025, total net revenue was $328.1 million versus $408.7 million in 2024, while Billings rose to $271.2 million from $239.1 million. Net income was $64.0 million versus $93.1 million a year earlier. Despite fewer paid subscribers, ARPU increased to $670 as the company focused on higher-priced products and higher-value customers.
The company exceeded its 2025 guidance for Billings and CFFO and raised its 2026 targets to Billings of approximately $300 million and CFFO of approximately $50 million. The board increased the regular dividend by 25% and is targeting $1.80 per Class A share in 2026 dividends, alongside resuming a $50 million share repurchase program after filing its 2025 annual report. A prior $17.25-per-share acquisition proposal from Monument & Cathedral Holdings was withdrawn after the board’s special committee concluded it undervalued the company.
MarketWise, Inc. announced that its board declared both a higher regular quarterly cash dividend and a special cash dividend for holders of Class A common stock. The regular dividend is $0.25 per share and the special dividend is $0.20 per share, approved on March 2, 2026.
The new $0.25 regular dividend represents a 20% increase, and cumulative dividends declared over the last twelve months total $1.75 per share, which the company states equates to a 13% dividend yield based on the March 2, 2026 share price. A comparable $0.25 per-unit distribution was also approved for MarketWise, LLC unitholders.
The dividend and corresponding LLC distribution are scheduled to be paid on March 31, 2026 to shareholders and unitholders of record as of March 18, 2026. The company highlights its long-standing, digital subscription-based model serving self-directed investors as the backdrop for these cash returns.
MarketWise, Inc. announced that Monument & Cathedral Holdings has withdrawn its unsolicited, non-binding proposal to acquire all remaining MarketWise securities for $17.25 per share in cash, which had been contingent on terminating the company’s tax receivable agreement.
M&C pulled the offer after the Board’s Special Committee, advised by independent legal and financial advisors, indicated the price undervalued the stock. MarketWise is reaffirming its standalone strategy focused on profitable, high-margin subscription growth, efficiency, and capital returns via dividends and potential buybacks.
The company highlighted preliminary 2025 metrics, including a 42% year-over-year increase in fourth-quarter Billings and full-year Cash Flow from Operating Activities of $45 million, which exceeded guidance. Strong operations and balance sheet support a 13% cash dividend yield for 2025, and management plans to continue investing in product innovation, subscriber growth, and premium offerings.
MarketWise, Inc. filed a current report to let investors know it has released a press release with preliminary, selected unaudited financial and operational updates for the fourth quarter of 2025. The company states that this information is being furnished, not filed, which limits how it is treated under securities law. The press release is included as Exhibit 99.1 and incorporated by reference for those looking for the detailed numbers and performance metrics.
MarketWise, Inc. (MKTW) reported that a Special Committee of its Board has retained Centerview Partners LLC as financial advisor and Kirkland & Ellis LLP as legal advisor. The committee is evaluating an unsolicited, non-binding proposal from Monument & Cathedral Holdings, LLC and its affiliates to acquire all MarketWise equity interests they do not already own for cash consideration of $17.25 per share.
The Special Committee’s mandate is to review this proposal and any alternatives that may be available to the company. MarketWise cautions that there is no assurance any transaction will result from this review or what the timing, terms, or conditions of any transaction might be, and it does not plan to provide further updates unless appropriate or required.
MarketWise, Inc. (MKTW) furnished an earnings press release for Q3 ended September 30, 2025 under Item 2.02. The company announced that its third‑quarter results were released and attached as Exhibit 99.1. The information, including the exhibit, is being furnished and is not deemed filed under the Exchange Act, nor incorporated by reference into Securities Act filings except as specifically referenced.
MarketWise, Inc. received a proposal from Monument & Cathedral Holdings, LLC to acquire all equity interests of MarketWise, Inc. and Marketwise, LLC not already owned by M&C for $17.25 per share in cash. The proposal is contingent upon termination of the Company’s tax receivable agreement concurrent with closing. The Board of Directors is reviewing the proposal with its advisors. The company stated the proposal may or may not lead to a transaction and it does not intend to provide updates unless a definitive agreement is reached or disclosure is otherwise required.
MarketWise, Inc. (Nasdaq: MKTW) filed a Form 8-K to report the results of its 2025 Annual Meeting held on June 12, 2025. Stockholders approved an amendment to the company’s 2021 Incentive Award Plan, increasing the total share pool available for equity-based compensation by 1,630,554 shares. The amendment had been previously adopted by the Board, contingent on stockholder approval, and is now fully effective.
The filing incorporates by reference the detailed discussion contained in the company’s definitive proxy statement dated April 30, 2025. The full, amended plan is provided as Exhibit 10.1. No other material items—such as financial results, mergers, or leadership changes—were disclosed in this report.
Key exhibit list:
- 10.1 – Amendment to the MarketWise, Inc. 2021 Incentive Award Plan
- 104 – Cover Page Interactive Data File (Inline XBRL)
The 8-K was signed by General Counsel Scott Forney on June 18, 2025.