Gaia Posts Strong Q4, Tops 900,000 Members as It Bets on Direct and AI for 2026 Profit
Stronger cash generation plus improved liquidity underpin a target of P&L break‑even by Q4 2026.
Overview
- Revenue reached $25.5 million in Q4 2025 and $99.0 million for the year, with gross margin at 87.6% in the quarter and 87.1% for the full year.
- Membership surpassed 900,000 with roughly 20,000 net additions in the quarter as the company pivots to its direct channel, which it says delivers about double retention and revenue per member versus third‑party platforms.
- Free cash flow was $1.7 million in Q4, marking eight consecutive positive quarters, and Gaia ended 2025 with $13.5 million in cash plus a fully available $10 million credit line.
- AI integration advanced across the platform, including an AI guide beta that generated more than 2 million prompts in 60 days.
- Gaia is implementing 14–17% price increases this year with churn tracking favorably and said it will stop reporting total subscriber counts.