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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
MarketWise
MarketWise (MKTW) investor relations material
MarketWise Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary5 Nov, 2026
Executive summary
Q3 Billings rose 26.8% YoY to $80.7M, while net revenue fell 1.5% to $80.1M; net income was $15.1M.
Paid subscribers increased 2.8% YoY to 389K, while ARPU rose to $860; Q3 marketing spend was moderated as focus shifted to monetization.
Financial highlights
Q3 operating income was $15.9M versus $17.8M YoY; net income was $15.1M versus $17.9M, and diluted EPS was $0.53 versus $0.58.
Nine-month revenue fell 4.8% to $232.9M; operating income was $10.5M versus $49.4M and net income was $11.9M versus $50.1M.
Q3 sales and marketing expense rose 5.5% to $32.9M; G&A fell 6.9% to $17.5M, including a one-time $3.0M legal fee reimbursement.
Nine-month Billings rose 31.7% to $253.3M; nine-month CFFO increased 29.6% to $28.2M.
Outlook and guidance
FY 2026 Billings target was affirmed at ~$330M, up ~$59M or 22% YoY, and CFFO target at $50M.
Q4 marketing investment is planned to remain at current levels, with focus on monetization; paid subscribers could decline further as growth and margin are balanced.
FY 2026 Class A dividend target remains $1.80 per share; FY 2027 planning anticipates continued Billings growth and meaningfully higher cash flow margins.
$386.6M of remaining performance obligations was deferred revenue at September 30; ~48% is expected to be recognized over the next 12 months.
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Latest events from MarketWise
- Billings jumped 57% in Q2 2026 to $91.2M, but higher costs led to a $2.6M net loss.MKTW
Q2 2026 - Matthew Turner elected director; executive pay not approved; annual Say on Pay vote adopted.MKTWAGM 2026
- Net revenue fell 7.8% to $77M, Billings rose 15.5% to $81.4M, and net loss was $0.6M.MKTWQ1 2026
- Key votes include director election, executive pay, and auditor ratification at the 2026 meeting.MKTWProxy filing
- Record Billings growth, strong cash flow, and key governance votes highlight FY 2025.MKTWProxy filing
- Billings and cash flow exceeded guidance, with Q4 billings up 42% YoY and dividends increased.MKTWQ4 2025
- Shareholders to vote on director elections, equity plan amendment, and new auditor ratification.MKTWProxy Filing
- Vote on reverse stock split and share reduction to maintain Nasdaq listing and streamline capital structure.MKTWProxy Filing
- Q4 2024 saw a return to billings growth, improved margins, and renewed strategic focus.MKTWEmerging Growth Conference 78
Next MarketWise earnings date
Q4 20264 Mar, 2027
MarketWise
Next MarketWise earnings date
Q4 20264 Mar, 2027
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MarketWise, Inc. is a U.S.-based subscription services platform providing financial research, analysis, and education. The company offers insights and tools to individual investors, helping them make informed decisions in areas such as stock trading, options, and wealth management. MarketWise operates through a portfolio of independent brands, delivering content via newsletters, webinars, and online courses. The company is headquartered in Baltimore, Maryland, and its shares are listed on the NASDAQ.