Before we go forward, I'd like to take you back, not years, but decades. Picture yourself when you're 5 years old. I know. I'm so cute.What made you feel safe or seen. What made you feel curious or hopeful. We start life full of wonder.And even in that not knowing, we feel the world deeply. We sense when something fits and when it doesn't. When we're five, we have that kind of clarity unclouded by expectation.I'm a developmental psychologist and a professor and for the past 25 years I've tried to carry that ...

you think about it, it's not just um the market anymore. Now, you can bet on kind of anything, right. If you think about these election betting platforms, I I actually think prediction markets are fantastic because, you know, we're in this sort of era of informationational breakdown.It's so hard to sense make about what's true and what's not. Like if I want to know like what's the likelihood that this thing that you know some big political things happened and someone makes this statement about it I would go ...

Summary of Gaia Inc. Conference Call Company Overview - **Company**: Gaia Inc. (GAIA) - **Industry**: Streaming Video on Demand (SVOD) - **Business Model**: Focuses on underserved niches in personal growth, ancient wisdom, and wellness through a subscription-based streaming platform [7][9] Core Financial Highlights - **Subscription Pricing**: Monthly subscription at $13.99 and annual at $119, with a premium tier at $299 [7] - **Subscriber Growth**: - End of last year: 860,000 subscribers - Current: 867,000 subscribers - Target: 5,000,000 subscribers [12][31] - **Revenue Performance**: - FY 2024 revenue: just over $90 million, an 11% year-on-year increase [31] - Projected revenue for 2025: over $100 million, a 12% increase [32] - **Gross Margin**: Stable at 86% with a cash contribution margin over 93% [10][31] - **Customer Acquisition Cost (CAC)**: Remained steady over the past eight years, while Lifetime Value (LTV) has tripled [11] Unique Business Attributes - **Content Production**: - 88% of content is exclusive, produced on-site at a 150,000 square foot campus in Colorado [19] - Content efficiency multiple of 2x compared to Netflix [22] - **International Expansion**: - 98% of the library has international rights, with localization strategies in Spanish, German, and French [23] - Currently operating in 44 countries, aiming for over 50% international membership in three years [24] Growth Initiatives - **Marketplace Launch**: Introduced a marketplace for retreats and curated products, expected to enhance revenue streams [27] - **AI and Community Tech**: Developing a generative AI chatbot and community platform to enhance member engagement [29] - **Private Subsidiary Ignatant**: Anticipated to contribute significantly to revenue, with a recent successful pre-launch [30][42] Challenges and Responses - **Revenue Fluctuations**: Q1 revenue was lower than Q4 due to one-off items and external factors affecting marketplace initiatives [39][40] - **Tour Cancellations**: Travel advisories impacted tours in Egypt, but alternative tours in Peru are being expanded [40] - **Focus on High LTV Markets**: Targeting higher-value customers in regions like the US and DACH to stabilize growth [44][45] Future Outlook - **Free Cash Flow**: Expected to generate over $5 million in free cash flow in 2025, with potential to triple as revenue grows [33] - **Price Increases**: Scheduled for March 2026, following a successful price increase in Q4 2024 [15][28] - **Licensing Opportunities**: Exploring content licensing deals with hyperscalers, expected to contribute additional revenue streams by 2026 [48] Conclusion Gaia Inc. is positioned for growth in the SVOD market with a strong focus on niche content, efficient production, and innovative revenue streams. The company is actively addressing challenges while maintaining a positive outlook for future financial performance and subscriber growth.

Namaste and good morning. This is Dr.. Amya Pangarakar and let me start by welcoming all of you all the human intelligence present here. My warm regards to all of you. Uh let me start by one very fun poll. Please raise your hands for those of you who have used chat GPT or any AI tool for doing home assignment or doing writing a uh love letter or doing a studio Gibli character of yourself. Now great, amazing. Now raise your hands those who have used AI tools for learning something new or restructuring someth ...

[Music] [Applause] [Music] [Applause] [Music] [Applause] Wowch. Good afternoon to you all one and all lovely people of this nation of ours Australia. If it was just you and me guided by old ways, words would come to me in their own time. knowledge was implanted in me to share with you. But today we will tell try to tell this story in just 15 minutes. UAW Sai Gat North Queensland. My name is Taya Mcros Elu. I am a descendant of the Saibby Kadal Chipton clan in the top western islands of the Tor Strait called ...