Gaia (GAIA) Investor presentation summary

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.