Gaia Inc (GAIA)
NASDAQ:GAIA
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Earnings Data
Report Date
Aug 03, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.13Last Year’s EPS
-0.07Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call outlined a clear strategic pivot toward higher-value direct memberships with concrete ARPU and churn targets, ongoing product/AI and community investments, solid margin and free-cash-flow performance, and a defined path to breakeven and multi-year EBITDA targets. Near-term headwinds include a widened net loss, expected revenue pressure during the transition away from third-party channels, and a modest expected gross margin dip due to mix shift. Overall, the company presents a predominantly constructive long-term outlook supported by strong unit economics (LTV ~6x CPA), positive cash generation, and explicit milestones, while acknowledging short-term pain points tied to the strategic reorientation.Company Guidance
Revenue Growth
Q1 2026 revenue of $24.3M vs $23.8M in Q1 2025, an increase of $0.5M (~+2.1% YoY), driven by increased ARPU.
Strong Margins and Profitability Progress
Gross profit of $20.9M and gross margin of 86% in Q1; company expects to return to ~86% gross margin by 2027 despite a temporary mix shift.
Positive Free Cash Flow Run-Rate
Operating cash flow of $1.5M and free cash flow of $1.1M in Q1; this marks the ninth consecutive quarter of positive free cash flow.
Disciplined Unit Economics
Average member lifetime value (LTV) exceeds $500 pre-price increase, ~6x the current CPA of $85, indicating attractive long-term unit economics.
Price Increase Implementation
Implemented a ~15% price increase in March across ~80% of regions for monthly members (annual members to see increase at renewal), supporting ARPU improvement.
ARPU and Retention Targets
Targeting a ~20% reduction in churn and a 20%–25% increase in ARPU between Q4 2025 and Q4 2026 as part of a strategic refocus on direct members.
Operational Efficiency Improvements
Annualized gross profit per employee increased to $816K from $806K (~+1.2% YoY), signaling improving productivity.
Strategic Product and Marketing Initiatives
Investing in AI (model cost reductions and improved response quality), launching AI-powered tarot and astrology features, new CMO and agency partners, FAST channel partnership with Amagi, and a planned community beta by year-end to deepen engagement.
Brand Recognition and Content Slate
Gaia ranked #2 Mindfulness & Wellness App by Newsweek; recent content includes new seasons and live monthly formats to boost member engagement.
Corporate Milestones and Long-Term Targets
Finished 2025 near first milestone at $99M revenue and $15.8M adjusted EBITDA; targeting $150M revenue and $39.3M adjusted EBITDA by 2029, with objective to reach breakeven in Q4 2026 and become profitable for the year 2027.
Igniton Financial Position
Igniton operating close to breakeven with approximately $5M cash and no debt; product/marketing visibility event planned at Biohacking Conference.
Balance Sheet Liquidity
Cash balance of $13.1M as of March 31, 2026 (flat YoY) and a fully available $10M line of credit; no material debt outside a small campus mortgage.
GAIA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GAIA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $3.12 | $2.56 | -17.95% |
Mar 02, 2026 | $3.32 | $3.18 | -4.22% |
Nov 03, 2025 | $5.05 | $4.61 | -8.71% |
Aug 11, 2025 | $4.38 | $5.09 | +16.21% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Gaia Inc (GAIA) report earnings?
Gaia Inc (GAIA) is schdueled to report earning on Aug 03, 2026, TBA (Confirmed).
What is Gaia Inc (GAIA) earnings time?
Gaia Inc (GAIA) earnings time is at Aug 03, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is GAIA EPS forecast?
GAIA EPS forecast for the fiscal quarter 2026 (Q2) is -0.13.