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Gaia (GAIA) investor relations material
Gaia Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business overview and model
Operates a premium SVOD channel offering exclusive, high-engagement content in personal growth, ancient wisdom, and wellness categories.
Subscription pricing is $15.99/month or $139.99/year, with a premium live broadcast tier at $299/year.
Core demographic is 65% female, aged 45-65, highly educated, and with $75k+ household income.
Financial performance and efficiency
Achieved positive free cash flow for nine consecutive quarters, with 86% gross margin and 94% cash contribution.
LTV to CAC efficiency ratio improved from 6.2x in 2020 to 7.6x in 2025.
Annual revenue grew from $66.8M in 2020 to $99M in 2024, with a slight decrease to $89.3M in 2025.
Member count declined from 903,000 in 2020 to 727,600 in 2025.
Growth strategy and market opportunity
Targets a total addressable market of 26M, with a subscriber goal of 5M.
Global SVOD households projected at 1.79B by 2029, with 660M interested in at least one content topic.
International members make up 40% of the base, expected to reach 50% in three years.
- Revenue up 2% year-over-year, net loss widens, focus shifts to direct members and cash flow.GAIA
Q1 20269 May 2026 - All board nominees were elected, with 88% of votes represented and no other proposals considered.GAIA
AGM 202623 Apr 2026 - April 2026 meeting to elect directors and approve executive pay, with strong governance focus.GAIA
Proxy filing27 Mar 2026 - High-margin SVOD platform leverages exclusive content and global reach for sustained growth.GAIA
Investor presentation5 Mar 2026 - Revenue up 11% to $99M, gross margin 87.1%, and net loss narrowed to $(4.5)M.GAIA
Q4 20252 Mar 2026 - Revenue up 11% to $22.1M, member count and free cash flow grew, with new initiatives boosting outlook.GAIA
Q2 20242 Feb 2026 - Registering 373,333 shares for resale tied to a subsidiary deal, with no proceeds to the company.GAIA
Registration Filing26 Jan 2026 - Streaming platform leverages exclusive content, marketplace, and price hikes to fuel global growth.GAIA
2024 Annual Gateway Conference22 Jan 2026 - Double-digit growth, high margins, and AI-driven expansion position the business for global scale.GAIA
17th Annual LD Micro Main Event Conference18 Jan 2026
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