Preliminary Q2 Billings Jump 56% to ~$91M; MarketWise Lifts FY26 Guidance 10% to $330M
MKTW sits 46% above its 52-week low of $13.49.
Summary
Preliminary Q2 2026 billings of ~$91M, up 56% YoY, were announced alongside a 10% increase in full-year billings guidance to $330M. Paid subscribers and ARPU reached new highs, and the $1.80 dividend target was reaffirmed.
Key Events · Earnings and Guidance · MKTW
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Preliminary Q2 Billings Surge 56%
Driven by higher customer acquisition and improved retention, billings reached approximately $91 million in Q2 2026—a 56% year-over-year increase and the highest quarterly level since 2023.
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FY 2026 Billings Guidance Raised 10%
Full-year 2026 billings guidance was increased to $330 million, representing a 21.7% rise over FY 2025, reflecting strong first-half momentum and confidence in the second half.
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Paid Subscribers and ARPU Hit New Highs
Paid subscribers grew to 400,000 at June 30, 2026, up 7% from year-end 2025, while ARPU surged 73% year-over-year to $821, indicating successful upselling to higher-value products.
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Dividend Target Affirmed at $1.80 Per Share
Supported by strong billings growth and expected margin expansion, the company reaffirmed its full-year 2026 dividend target of $1.80 per Class A share, with $0.45 paid in Q2.
Analysis · MKTW · Technology
A powerful turnaround in the core subscription business is signaled by preliminary Q2 billings of approximately $91 million—a 56% year-over-year surge and the highest since 2023—fueled by aggressive customer acquisition and strong retention. Paid subscribers climbed to 400,000, while ARPU soared 73% to $821. Reflecting this momentum, management raised full-year 2026 billings guidance by 10% to $330 million and affirmed its $1.80 per share dividend target. With the growth investment phase now pivoting to margin expansion in the second half, cash balances remain solid at $33 million after a $12.2 million legal settlement and share repurchase. This preliminary release sets a bullish tone ahead of the full Q2 report on August 6.
How filings like this one have moved
In the 30 days to Aug 24, 2026, 37.5% of the 3362 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, MKTW was trading at $19.67 on NASDAQ in the Technology sector, with a market capitalization of approximately $317.7M. The 52-week trading range was $13.49 to $21.74. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.