Gaia Reports Third Quarter 2025 Results

Core Insights - Gaia, Inc. reported a revenue growth of 14% year-over-year, reaching a revenue run-rate of $100 million during Q3 2025, compared to $22 million in Q3 2024 [2][4][9] - The company launched a proprietary AI Guide, which is expected to enhance member engagement and strengthen its community platform [3][9] - Gaia's free cash flow for the first nine months of 2025 improved to $3.2 million, up from $1.8 million in the same period last year, marking the seventh consecutive quarter of positive free cash flow [5][9] Financial Performance - Revenue for Q3 2025 increased by $3 million, or 14%, to $25 million, compared to $22 million in Q3 2024 [4][15] - Gross profit rose 14% to $21.6 million, with gross margin improving to 86.4% from 86.1% year-over-year [4][15] - The net loss remained stable at $(1.2) million, or $(0.05) per share, consistent with Q3 2024 [5][15] Membership and Engagement - Member count increased by 37,000 to 883,000 as of September 30, 2025, up from 846,000 a year earlier, driven by both organic growth and acquisitions [4][9] - The average revenue per user (ARPU) also saw an increase, contributing to the overall revenue growth [4] Cash Position - The company's cash position improved to $14.2 million, along with an unused $10 million credit line, compared to $4.4 million a year ago [6][9] - Free cash flow for Q3 2025 was reported at $0.9 million, up from $0.1 million in the same quarter last year [5][17]