GAIA, INC (GAIA) FY2025 10-K Annual Report
GAIA, INC (GAIA) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 6, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
GAIA, INC FY2025 10-K Analysis
Business Overview
- • Core business: global digital video subscription service featuring original and exclusive transformational lifestyle content
- • New emphasis on Gaia+ premium membership and GaiaSphere live event studio launched, enabling digital live and on-demand access to exclusive events
- • Strategic shift: expanded international presence with approx. 40% of members outside U.S., plus multi-language content in Spanish, German, and French
- • Employee count 112 full-time, all U.S.-based; heavy reliance on staffing organizations abroad for content production, customer service, and engineering
- • Noteworthy integration of generative AI to enhance content offerings, user experience, and improve corporate business process efficiency
Management Discussion & Analysis
- • Revenue $99.0M in 2025, up 10.9% YoY from $89.3M in 2024, driven by member growth and higher ARPU
- • Gross profit margin 87.1% in 2025 vs 86.1% in 2024; loss from operations improved to (5.2)% of revenue vs (6.4)%
- • Largest expense segment selling & operating $81.9M (82.7% of revenue), up 9.5% YoY; corporate expenses rose 20.5% to $9.4M (9.5% of revenue)
- • Net loss essentially flat at $(5.4)M in 2025 vs $(5.4)M in 2024; net loss attributable to common shareholders improved to $(4.5)M vs $(5.2)M
- • No cash flow or capital allocation detailed; management highlights content library expansion, international growth, and subscriber acquisition; key risks include competition and economic conditions
Risk Factors
- • Regulatory risk from potential content removal or service ban by government regulators due to controversial or offensive programming, impacting international expansion
- • Macroeconomic impact from inflation reducing member acquisition and retention, with reliance on word-of-mouth growth vulnerable to economic pressure
- • Operational risk from dependence on third-party partners for streaming apps, with contracts 1-3 years and risk of nonrenewal or unfavorable terms
- • Market disruption risk from competitors leveraging advanced generative AI technology for streaming content, possibly lowering Gaia’s market share and revenue
- • Financial risk tied to net losses of $(4.5) million in 2025 and prior years, threatening ability to meet debt service, working capital, and investment needs
GAIA, INC FY2025 Key Financial MetricsXBRL
Revenue
$99M
▲ +9.5% YoY
Net Income
-$4M
▲ +16.7% YoY
Gross Margin
87.1%
▲ +96bp YoY
Operating Margin
-5.2%
▲ +141bp YoY
Net Margin
-4.5%
▲ +143bp YoY
ROE
-5.1%
▲ +158bp YoY
Total Assets
$155M
▲ +9.5% YoY
EPS (Diluted)
$-0.18
▲ +18.2% YoY
Operating Cash Flow
$6M
▼ -18.0% YoY
Source: XBRL data from GAIA, INC FY2025 10-K filing on SEC EDGAR. All figures in USD.
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