Gaia, Inc. (GAIA) runs a digital subscription service for video content and an online community that serves an underserved audience in the United States, Canada, Australia, and beyond. The company’s digital content library contains roughly 10,000 titles in Spanish, German, and French, all of which are available to subscribers on internet-connected devices. In addition to this, the company offers a range of specialized channels that cover various topics, such as the Yoga channel, which provides access to yoga and other movement-based classes, the Transformation channel, which offers content related to personal development, spiritual growth, and consciousness, the Alternative Healing channel, which features content focused on nutrition, holistic healing, and alternative medicines, and the Seeking Truth channel, which brings in category-leading experts in the alternative media world, including speakers, authors, and other professionals. Gaia, Inc. also manages the gaia.com and gaiamtv.com websites. The company supplements its own content with content from long-term licensing agreements.
as of February 17, 2023
Maybe it’s because I’ve been going down the UFO rabbit hole recently, but GAIA popped up on my radar and even though it’s a super small cap and I do not own any of the stock, it’s an interesting player in the content game. 86% gross margins and priced at just 75% of revenue makes it attractive. The content is a little alternative with a focus on spirituality and ancient myths, but that stuff could become more main stream. Only time will tell.
