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Stock impact report

Gaia, Inc. Q4 2025 Earnings Call Summary [Yahoo! Finance]

Gaia, Inc. - Class A (GAIA) 
Last gaia, inc. - class a earnings: 4/27 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.gaia.com
Company Research Source: Yahoo! Finance
Gaia, Inc. Q4 2025 Earnings Call Summary - Moby Strategic Pivot and Operational Efficiency Revenue growth of 11% in 2025 was primarily driven by a combination of increased member counts and higher Average Revenue Per User (ARPU). Management is intentionally concentrating capital on the direct platform because third-party distributors do not support the AI and community features central to Gaia's next phase. Direct members demonstrate significantly higher value, yielding approximately double the revenue per member and double the retention compared to third-party channels. Operational efficiency improved as gross profit per employee rose to $827,000, attributed to disciplined expense management and the integration of AI across workflows. The company is transitioning away from reporting total subscriber count as a primary metric, favoring revenue, free cash flow, and lifetime value as more accurate health indicators. A leadership transition was completed with Yonathan Nuta Show less Read more
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