Gaia (GAIA) Investor presentation summary

Business overview and market positioning

• Operates a premium SVOD channel offering exclusive, high-engagement content in personal growth, ancient wisdom, and wellness categories, targeting a highly educated, predominantly female demographic aged 45–65 with $75k+ household income.

• Subscription pricing is $15.99/month or $139.99/year, with a premium Gaia+ tier at $299/year for live broadcasts.

• Total addressable market estimated at 26M, with a subscriber target of 5M out of 1.79B global SVOD households by 2029.

Financial performance and efficiency

• Achieved positive free cash flow for eight consecutive quarters, with 87% gross margin and 94% cash contribution.

• LTV-to-CAC efficiency ratio improved from 6.2x in 2020 to 7.6x in 2024.

• Annual revenue grew from $66.8M in 2020 to $99M in 2025, with membership rising from 727,600 to 903,000 in the same period.

• Gross profit per employee increased from $581K in 2020 to $817K in 2025.

Content strategy and production

• 86% of content is exclusive and produced in-house, minimizing reliance on external studios.

• $2M invested in 2014 content has generated $27M in gross profit, with a gross profit-to-content multiple of 2.2x, outperforming major competitors.