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Gaia Inc (GAIA)
NASDAQ:GAIA
Earnings Data
Report Date
May 04, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.05Last Year’s EPS
-0.04Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a positive operational and financial trajectory: double-digit annual revenue growth (11%), expanding gross margins (+100bps), stronger cash generation (free cash flow +$2.2M to $4.9M; cash balance up to $13.5M), improved unit economics (gross profit per employee +~13%), member growth (900k+ members) and early AI product traction (2M+ prompts). Management reiterated double-digit revenue guidance for 2026 and a target to reach P&L profitability by Q4 2026. Offsetting these positives are the remaining full-year net loss (-$4.5M), the early-stage and non-material nature of new initiatives (AI licensing/other products), ~20% reliance on third-party distribution, and limited detail on capital deployment or subscriber reporting changes. Overall, the highlights materially outweigh the lowlights, indicating improving financial health and a credible path to profitability, though execution risk and transparency changes remain points to monitor.Company Guidance
Revenue Growth to Nearly $100M Annual Run-Rate
Q4 revenue of $25.5M; full-year 2025 revenue of $99.0M versus $89.3M in 2024, representing 11% year-over-year growth and an annualized run rate ~ $100M.
Strong Gross Margins and Margin Expansion
Q4 gross margin of 87.6% (above the 2025 average of 87.1%); full-year gross margin improved by 100 basis points to 87.1% from 86.1% in 2024.
Improving Cash Generation and Liquidity
Full-year free cash flow increased $2.2M to $4.9M (from $2.7M, ~+81%); Q4 free cash flow improved $1.1M to $1.7M; cash balance increased to $13.5M from $5.9M a year ago (increase of $7.6M, ~+129%); eight consecutive quarters of positive free cash flow.
Operational Efficiency Gains
Gross profit per employee increased to $827,000 from $730,000 (~+13%), reflecting improved productivity and AI-driven efficiencies across code, content production and creative workflows.
Membership Milestones and Direct-Channel Loyalty
Total members surpassed 900,000 for the first time with +20,000 members added in Q4; approximately two-thirds of direct members have been with Gaia for more than one year, and direct members deliver ~2x retention and ~2x revenue per member versus third-party distribution.
AI Product Momentum
Beta AI Guide generated over 2 million prompts in its first 60 days with early engagement showing deeper session activity and higher repeat usage; AI being embedded across personalization, onboarding, search and content workflows.
Product Line and New Initiatives Contribution
Igniton (introduced in H2 2025) contributed $3.2M in 2025 and management expects it to grow faster than the core business, highlighting diversification beyond core SVOD.
Improving Profitability Trajectory
Quarterly net loss improved to -$0.5M (-$0.02/share) from -$0.8M (-$0.03) year-ago quarter; full-year net loss improved to -$4.5M (-$0.18) from -$5.2M (-$0.22); company targets P&L profitability by Q4 2026.
Planned Price Increase to Support ARPU
Company implemented price increases of ~14%–17% (applied to new customers and to existing customers in opt-out countries), with churn tracking favorably relative to prior price increase and management pointing to ARPU as a key 2026 growth driver.
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 |
|---|---|---|---|
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% |
May 12, 2025 | $4.75 | $4.26 | -10.32% |
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 May 04, 2026, TBA (Confirmed).
What is Gaia Inc (GAIA) earnings time?
Gaia Inc (GAIA) earnings time is at May 04, 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 (Q1) is -0.05.