Gaia, Inc.
- Open
- 2.12
- Day high
- 2.17
- Day low
- 2.10
- Prev close
- 2.10
- Volume
- 41K
- Mkt cap
- $53M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 0.6
- P/S
- 0.5
- Yield
- —
- Per share
- —
Gaia, Inc. (GAIA) is a Communication Services company listed on NASDAQ. The stock is down 51% over the past year.
Gaia, Inc. (GAIA) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
GAIA earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 4, 2026 | $-0.07 | $-0.05 | +28.6% | $24M | -2.7% |
| Mar 10, 2025 | $-0.03 | $-0.03 | +0.0% | $24M | -0.0% |
| May 1, 2023 | $-0.03 | $-0.05 | -66.7% | $20M | +0.2% |
| Mar 6, 2023 | $-0.02 | $-0.04 | -100.0% | $20M | -2.0% |
| Aug 1, 2022 | — | $0.01 | — | $21M | -6.9% |
| May 2, 2022 | — | $0.01 | — | $22M | +0.3% |
| Feb 28, 2022 | $0.03 | $0.10 | +275.0% | $21M | -0.2% |
| Nov 1, 2021 | $0.03 | $0.03 | +12.5% | $20M | +0.4% |
| May 3, 2021 | $0.01 | $0.02 | +166.7% | $19M | -9.1% |
| Mar 1, 2021 | — | $0.02 | — | $19M | — |
| Apr 27, 2020 | $-0.16 | $-0.19 | -18.8% | $15M | +18.8% |
| Feb 24, 2020 | $-0.19 | $-0.15 | +21.1% | $15M | -21.1% |
GAIA insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 17, 2026 | Sutherland Paul Howarddirector | Grant | 1,750 | $2.40 |
| Jun 15, 2026 | Arem Kimberly Alisondirector | Grant | 6,762 | — |
| Jun 11, 2026 | Sutherland Paul Howarddirector | Grant | 2,500 | $2.66 |
| Jun 4, 2026 | Sutherland Paul Howarddirector | Grant | 5,575 | $2.26 |
| Jun 1, 2026 | Sutherland Paul Howarddirector | Grant | 1,949 | $2.37 |
| May 28, 2026 | Sutherland Paul Howarddirector | Grant | 1,151 | $2.33 |
| May 27, 2026 | Sutherland Paul Howarddirector | Grant | 2,000 | $2.49 |
| May 22, 2026 | Sutherland Paul Howarddirector | Grant | 1,000 | $2.47 |
| May 18, 2026 | Sutherland Paul Howarddirector | Grant | 2,500 | $2.37 |
| May 15, 2026 | Sutherland Paul Howarddirector | Grant | 1,500 | $2.47 |
| May 13, 2026 | RYSAVY JIRKAdirector, 10 percent owner: | Tax | 6,150 | $2.50 |
| May 13, 2026 | Medvedich Kierstenofficer: CEO | Grant | 43,916 | $2.50 |
| May 13, 2026 | Preston Nedofficer: CFO | Tax | 6,312 | $2.50 |
| May 13, 2026 | Preston Nedofficer: CFO | Grant | 18,536 | $2.50 |
| May 13, 2026 | Sutherland Paul Howarddirector | Grant | 5,000 | $2.36 |
Source: GAIA SEC Form 4 filings, latest Jun 17, 2026. For informational purposes only — not investment advice.
See the full GAIA insider & 13F page →Gaia, Inc. company profile
Overview
Gaia, Inc. (NASDAQ:GAIA) is a digital streaming service company founded in 1988 and headquartered in Louisville, Colorado. Originally incorporated as Gaiam, Inc., the company rebranded to Gaia in July 2016 to reflect its focus on conscious media content. Gaia operates as a subscription-based streaming platform serving an underserved audience interested in yoga, spirituality, alternative healing, and consciousness-expanding content. The company has evolved from its origins as a lifestyle products company into a specialized digital media platform with approximately 867,000 subscribers worldwide and a content library of around 10,000 titles available in multiple languages.
Business
Gaia operates in the digital streaming entertainment industry, specifically targeting the conscious living and spiritual wellness market segment. This niche focuses on content that traditional mainstream streaming services typically do not prioritize, creating a specialized ecosystem for viewers interested in alternative perspectives on health, spirituality, and personal development. The company's core offering is a subscription-based video streaming service accessible through internet-connected devices, similar to Netflix but focused exclusively on conscious content. Gaia's digital library contains approximately 10,000 titles available in English, Spanish, German, and French, with the company owning roughly 85% of its content library. Gaia's content is organized into four primary channels: 1. Yoga Channel - Provides access to yoga classes, eastern arts, and movement-based practices. This represents the company's foundational content area, offering instructional videos from various yoga traditions and movement disciplines. 2. Transformation Channel - Features spiritual growth, personal development, and consciousness content. This includes documentaries, interviews, and educational programming focused on expanding awareness and personal evolution. 3. Alternative Healing Channel - Concentrates on holistic health approaches, including content about nutrition, alternative medicine, integrative healing practices, and longevity strategies that differ from conventional medical approaches. 4. Seeking Truth Channel - Offers content from speakers, authors, and experts in alternative media, covering topics that challenge mainstream narratives and explore unconventional perspectives on various subjects. The company also operates Gaia Marketplace, launched in 2024, which serves as an e-commerce platform offering retreats, experiences, and products curated for the conscious living community. Additionally, Gaia has developed Gaia+, a premium subscription tier that provides enhanced features and exclusive content access. Recently, Gaia has been developing Igniton, a health technology subsidiary focused on food supplements and wellness products, planned for launch in 2025. The company is also investing heavily in artificial intelligence development, creating what they term the world's first "conscious" generative AI to enhance content discovery and member engagement.
Revenue model
Gaia generates revenue primarily through monthly and annual subscription fees from its streaming service. The company offers different subscription tiers, with the basic service and the premium Gaia+ tier commanding higher prices. In 2024, Gaia implemented its first-ever price increase for legacy members, demonstrating pricing power within its niche market. The subscription model provides predictable recurring revenue, with annual subscriptions typically preferred due to better unit economics. The company's primary revenue streams include: 1. Subscription Revenue - The core business model generating approximately 90% of total revenue through monthly and annual membership fees. Recent pricing increases have improved average revenue per user (ARPU) without significant subscriber churn. 2. Marketplace Revenue - Launched in 2024, this platform generates commission-based revenue from retreat bookings, experiences, and product sales. While currently a small portion of total revenue, management expects this to become a meaningful contributor by mid-2025. 3. Licensing Revenue - The company monetizes its extensive content library through licensing agreements with third-party platforms, including partnerships with Amazon Mexico and YouTube Primetime. Factors that positively impact margins include: The company's ownership of 85% of its content library provides significant cost advantages over traditional licensing models. Gaia's unique production approach, working directly with content creators and spiritual teachers, results in lower production costs compared to mainstream entertainment. The niche market positioning allows for premium pricing with limited direct competition. High gross margins (approximately 87-88%) are maintained through digital delivery and owned content assets. Factors that could pressure margins include: Increased competition from larger streaming platforms entering the wellness space could pressure pricing power. Rising content production costs or the need to compete for popular spiritual teachers and yoga instructors could increase expenses. International expansion requires investment in localization and dubbing, temporarily impacting margins. Marketing costs to acquire new subscribers in saturated markets could increase customer acquisition expenses. The company's business model benefits from high switching costs within its niche community, as members develop loyalty to specific teachers and content series that are exclusive to Gaia's platform.
Competitive moat
Gaia operates with a moderate but defensible moat built primarily around its specialized content library and community network effects within the conscious living niche. The company's competitive advantages stem from several key factors that create barriers to entry and customer loyalty. Content Library and Creator Relationships represent Gaia's strongest moat component. Owning 85% of its content library, valued at approximately $150 million, provides significant competitive protection. The company has developed exclusive relationships with prominent spiritual teachers, yoga instructors, and alternative healing practitioners who create content specifically for Gaia's platform. These relationships are difficult to replicate quickly, as they've been built over years and are reinforced by the platform's reputation within the conscious community. Network Effects and Community create additional defensive characteristics. Gaia's subscriber base represents a tight-knit community with shared interests and values. The company's investment in community-building features, live events, and the upcoming Gaia Community platform strengthens member engagement and increases switching costs. Members often discover new teachers and practices through the platform, creating deeper engagement than typical entertainment streaming. Niche Market Focus provides protection from larger competitors who may view the conscious living market as too small to warrant significant investment. While companies like Netflix or Amazon Prime could theoretically enter this space, the specialized nature of the content and the need for authentic relationships within the spiritual community create barriers to effective competition. However, potential vulnerabilities exist. The company's moat is not impregnable, as larger platforms could acquire key content creators or launch competing services. YouTube and other free platforms already host significant amounts of yoga and spiritual content, though typically not with the production quality and curation that Gaia provides. The rise of individual creators building direct relationships with audiences through platforms like Patreon could potentially bypass Gaia's aggregation model. The company's planned AI integration and community platform development represent attempts to strengthen its moat by creating more personalized and engaging experiences that would be difficult for competitors to replicate quickly.
Risks & safety
Overall Assessment: Gaia presents a moderate margin of safety with manageable financial risks but some liquidity concerns that require monitoring. Cash and Liquidity Position: - Cash and short-term investments: $13.1 million (Q1 2025) - Current ratio: 0.56 (current assets significantly below current liabilities) - Working capital deficit of approximately $19 million - Positive free cash flow generation: $268K (Q1 2025), though volatile quarterly performance Debt and Solvency: - Low debt-to-equity ratio: 0.13 (minimal debt burden) - Total liabilities: $48.4 million vs. total assets: $148.5 million - No significant debt service requirements - Recent $8 million capital raise in February 2025 improved liquidity position Valuation Metrics: - Price-to-book ratio: 1.08 (reasonable relative to book value) - EV/EBITDA: Negative due to recent EBITDA volatility - Revenue multiple appears reasonable for a niche streaming service with 12% growth - Market cap of approximately $123 million vs. content library valued at $150+ million Other Considerations: - Consistent subscriber growth and successful price increases demonstrate pricing power - High gross margins (87-88%) provide operational flexibility - Concentration risk in niche market could impact growth if trends shift - Working capital management needs attention given current ratio below 1.0
Recent development
Over the past few years, Gaia has undergone significant strategic transformation focused on artificial intelligence integration, community building, and revenue diversification. The company's most ambitious initiative involves developing what management calls the world's first "conscious" generative AI, planned for launch in early 2026. This AI system will be trained on Gaia's proprietary content library to provide personalized content recommendations and enable interactive experiences with spiritual and wellness content. The company has made several key strategic moves: In 2024, Gaia implemented its first-ever price increase for legacy members, successfully raising subscription fees by approximately 18-20% with minimal churn (6.3%), demonstrating significant pricing power within its niche market. The launch of Gaia Marketplace in 2024 marked the company's expansion beyond pure content streaming into e-commerce, offering curated retreats, experiences, and products to its member base. Leadership transitions have accompanied these strategic shifts, with James Colquhoun transitioning from CEO to Chief Business Development Officer and Kiersten Medvedich becoming CEO at the end of Q2 2025. This change reflects the company's evolution toward a more technology and community-focused approach. International expansion has been another key focus, with content now available in Spanish, German, and French languages. The company has leveraged AI-powered translation and dubbing technologies, including partnerships with ElevenLabs, to accelerate global content accessibility without proportionally increasing costs. The development of Igniton, a health technology subsidiary focused on food supplements and wellness products, represents Gaia's move into physical product sales. This initiative, planned for launch in 2025, utilizes proprietary technology involving concentrated quasi-particles from the sun to improve cognition and longevity. Community platform development has become increasingly central to Gaia's strategy, with plans for alpha testing in late 2025 and full launch in Q1 2026. This platform aims to create deeper engagement among members through social features, live events, and interactive experiences that extend beyond passive content consumption.
GAIA company profile · for informational purposes only — not investment advice.
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