[8-K] Montauk Renewables, Inc. Reports Material Event

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MarketWise, Inc. (MKTW) Q2-25 10-Q highlights

Revenue: Q2 net revenue fell 24% to $79.95 m (YTD 鈥�24% to $163.46 m) as both membership and term subscriptions declined.
Profitability: Operating income dropped 31% to $14.81 m; net income attributable to MKTW slipped to $1.30 m (-16%). Diluted EPS was $0.53 vs $0.80.
Margins: Cost controls helped trim operating expenses 22% YoY; operating margin held at 18.5% (-1 ppt).
Cash flow: YTD operating cash turned positive at $19.6 m (vs -$22.3 m prior year) despite lower receipts, aided by a $33 m reduction in deferred revenue outflows and working-capital improvements.
Balance sheet: Cash & equivalents fell 29% since FY-24 to $69.1 m, driven by $42.9 m distributions to non-controlling interests and $2.8 m dividends/repurchases. Total assets declined to $211.8 m; stockholders鈥� deficit widened to $227.0 m.
Capital actions: 1-for-20 reverse split effective 2 Apr 2025; new $50 m buyback authorized鈥�117,673 Class A shares repurchased for $1.9 m in Q2. Regular quarterly dividend of $0.20 and special dividends of $0.70 paid YTD.
Ownership: MarketWise, Inc. holds 14.8% of LLC; non-controlling interests received $42.9 m in H1.
Outlook drivers disclosed: management cites subscriber acquisition, marketing efficiency, macro conditions and regulatory compliance as key risks.

MarketWise, Inc. (MKTW) 2025雲� 2攵勱赴 10-Q 欤检殧雮挫毄

毵れ稖: 2攵勱赴靾滊Г於滌澊 24% 臧愳唽頃� 7,995毵� 雼煬(鞐办磮雽€牍� -24% 1鞏�6,346毵� 雼煬)搿� 氅る矂鞁� 氚� 旮瓣皠甑弲氇憪臧愳唽頃�.
靾橃澋靹�: 鞓侅梾鞚挫澋鞚€ 31% 臧愳唽頃� 1,481毵� 雼煬; MKTW 攴€靻� 靾滌澊鞚奠潃 130毵� 雼煬(-16%)搿� 頃橂澖. 頋劃欤茧嫻靾滌澊鞚奠潃 0.53雼煬搿� 0.80雼煬雽€牍� 臧愳唽.
毵堨: 牍勳毄韱奠牅搿� 鞓侅梾牍勳毄鞚� 鞝勲厔雽€牍� 22% 臧愳唽; 鞓侅梾毵堨鞚€ 18.5%搿� 1%p 頃橂澖.
顺勱笀頋愲: 鞐办磮雽€牍� 鞓侅梾順勱笀頋愲鞚€ 1,960毵� 雼煬搿� 頂岆煬鞀る 鞝勴櫂(鞝勲厔 -2,230毵� 雼煬雽€牍�), 靾橃澋臧愳唽鞐愲弰攵堦惮頃橁碃鞚挫棸靾橃澋歆€於� 3,300毵� 雼煬臧愳唽氚� 鞖挫爠鞛愲掣臧滌劆雿曤秳.
鞛靸来儨响�: 順勱笀氚� 順勱笀靹膘瀽靷办潃 FY-24 雽€牍� 29% 臧愳唽頃� 6,910毵� 雼煬, 牍勳氚办攵勳棎 4,290毵� 雼煬攵勲鞍氚� 280毵� 雼煬氚半嫻/鞛愳偓欤� 毵れ瀰鞓來枼. 齑濎瀽靷办潃 2鞏�1,180毵� 雼煬搿� 臧愳唽; 欤检＜歆€攵� 鞝侅瀽電� 2鞏�2,700毵� 雼煬搿� 頇曤寑.
鞛愲掣臁办箻: 2025雲� 4鞗� 2鞚茧秬韯� 1雽€ 20 鞎‰┐氤戫暕鞁滍枆; 鞁犼窚 5,000毵� 雼煬鞛愳偓欤� 毵れ瀰鞀轨澑鈥�2攵勱赴鞐� 韥措灅鞀� A 欤检嫕 117,673欤茧ゼ 190毵� 雼煬鞐� 毵れ瀰. 攵勱赴氤� 鞝曣赴氚半嫻旮� 0.20雼煬氚� 韸闺硠氚半嫻旮� 0.70雼煬歆€旮�.
靻岇湢甓�: MarketWise, Inc.電� LLC鞚� 14.8% 歆€攵� 氤挫湢; 牍勳氚办攵勳潃靸侂皹旮办棎 4,290毵� 雼煬靾橂牴.
鞝勲 鞖旍澑瓿店皽: 瓴届榿歆勳潃臧€鞛呾瀽頇曤炒, 毵堨紑韺� 須湪靹�, 瓯办嫓瓴届牅靸來櫓氚� 攴滌牅欷€靾橂ゼ欤检殧鞙勴棙鞖旍唽搿� 鞏戈笁.

TL;DR 鈥� Revenue down 24%, still profitable; cash flow positive; overall neutral with higher risk.

The quarter shows contracting top-line momentum post-pandemic boom: subscriptions fell sharply, pulling revenue 24% lower. Management contained costs鈥攎arketing spend -26% and G&A -19%鈥攌eeping operating margin near 19% and delivering $1.3 m attributable profit. However, free cash generation improved materially, indicating better billing discipline and lower contract acquisition spend. Cash balance shrank 29% as large distributions to LLC members exceeded cash inflow, a structural drag given the 85% non-controlling ownership. Stockholders鈥� deficit deepened and share count ticked up from Class B conversions. The newly approved $50 m buyback and continued dividends support the share but further pressure liquidity. Key watch-items: ability to stabilize subscriber trends, sustain cost discipline, and manage cash while funding repurchases and dividends. Overall impact is mixed鈥攅arnings remain positive, yet revenue trajectory and capital outflows temper sentiment.

MarketWise, Inc. (MKTW) 2025雲� 2攵勱赴 10-Q 欤检殧雮挫毄

毵れ稖: 2攵勱赴靾滊Г於滌澊 24% 臧愳唽頃� 7,995毵� 雼煬(鞐办磮雽€牍� -24% 1鞏�6,346毵� 雼煬)搿� 氅る矂鞁� 氚� 旮瓣皠甑弲氇憪臧愳唽頃�.
靾橃澋靹�: 鞓侅梾鞚挫澋鞚€ 31% 臧愳唽頃� 1,481毵� 雼煬; MKTW 攴€靻� 靾滌澊鞚奠潃 130毵� 雼煬(-16%)搿� 頃橂澖. 頋劃欤茧嫻靾滌澊鞚奠潃 0.53雼煬搿� 0.80雼煬雽€牍� 臧愳唽.
毵堨: 牍勳毄韱奠牅搿� 鞓侅梾牍勳毄鞚� 鞝勲厔雽€牍� 22% 臧愳唽; 鞓侅梾毵堨鞚€ 18.5%搿� 1%p 頃橂澖.
顺勱笀頋愲: 鞐办磮雽€牍� 鞓侅梾順勱笀頋愲鞚€ 1,960毵� 雼煬搿� 頂岆煬鞀る 鞝勴櫂(鞝勲厔 -2,230毵� 雼煬雽€牍�), 靾橃澋臧愳唽鞐愲弰攵堦惮頃橁碃鞚挫棸靾橃澋歆€於� 3,300毵� 雼煬臧愳唽氚� 鞖挫爠鞛愲掣臧滌劆雿曤秳.
鞛靸来儨响�: 順勱笀氚� 順勱笀靹膘瀽靷办潃 FY-24 雽€牍� 29% 臧愳唽頃� 6,910毵� 雼煬, 牍勳氚办攵勳棎 4,290毵� 雼煬攵勲鞍氚� 280毵� 雼煬氚半嫻/鞛愳偓欤� 毵れ瀰鞓來枼. 齑濎瀽靷办潃 2鞏�1,180毵� 雼煬搿� 臧愳唽; 欤检＜歆€攵� 鞝侅瀽電� 2鞏�2,700毵� 雼煬搿� 頇曤寑.
鞛愲掣臁办箻: 2025雲� 4鞗� 2鞚茧秬韯� 1雽€ 20 鞎‰┐氤戫暕鞁滍枆; 鞁犼窚 5,000毵� 雼煬鞛愳偓欤� 毵れ瀰鞀轨澑鈥�2攵勱赴鞐� 韥措灅鞀� A 欤检嫕 117,673欤茧ゼ 190毵� 雼煬鞐� 毵れ瀰. 攵勱赴氤� 鞝曣赴氚半嫻旮� 0.20雼煬氚� 韸闺硠氚半嫻旮� 0.70雼煬歆€旮�.
靻岇湢甓�: MarketWise, Inc.電� LLC鞚� 14.8% 歆€攵� 氤挫湢; 牍勳氚办攵勳潃靸侂皹旮办棎 4,290毵� 雼煬靾橂牴.
鞝勲 鞖旍澑瓿店皽: 瓴届榿歆勳潃臧€鞛呾瀽頇曤炒, 毵堨紑韺� 須湪靹�, 瓯办嫓瓴届牅靸來櫓氚� 攴滌牅欷€靾橂ゼ欤检殧鞙勴棙鞖旍唽搿� 鞏戈笁.

08/07/2025 - 08:01 AM

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

Form 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d)

OF THE SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): August 7, 2025

Montauk Renewables, Inc.

(Exact Name of Registrant as Specified in Charter)

Delaware

1-39919

85-3189583

(State or other jurisdiction

of incorporation)

(Commission

File Number)

(I.R.S. Employer

Identification No.)

5313 Campbells Run Road

Suite 200

Pittsburgh, PA 15205

(Address of principal executive offices) (ZIP Code)

Telephone: (412) 747-8700

(Registrant’s telephone number, including area code)

N/A

(Former name or former address, if changed since Last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐	Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐	Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐	Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐	Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading

Symbol(s)

Name of each exchange

on which registered

Common Stock, $0.01 par value per share

MNTK

The Nasdaq Capital Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02

Results of Operations and Financial Condition.

On August 7, 2025, Montauk Renewables, Inc. filed a headline earnings per share (“HEPS”) report with the Johannesburg Stock Exchange (“JSE”), a self-regulatory organization in South Africa, that includes certain historical financial information for the six months ended June 30, 2025. The HEPS report was prepared for the purpose of complying with the reporting requirements of the JSE. A copy of the HEPS report is attached as Exhibit 99.1 to this Current Report on Form 8-K.

The information contained in this Item 2.02, including the exhibit attached hereto, is being furnished and shall not be deemed to be filed for purposes of Section 18 of the Securities Exchange Act of 1934 (the “Exchange Act”), or incorporated by reference into any filing under the Securities Act of 1933 or the Exchange Act, unless such subsequent filing specifically references this Current Report on Form 8-K.

Item 9.01

Financial Statements and Exhibits.

(d) Exhibits


Exhibit No.		Description

99.1		HEPS report, as filed with the JSE, for the six months ended June 30, 2025

104		Cover Page Interactive Data File (embedded within the Inline XBRL document).

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Source:

MONTAUK RENEWABLES, INC.

Dated: August 7, 2025

/s/ Kevin A. Van Asdalan

Kevin A. Van Asdalan

Chief Financial Officer