NASDAQ$VMEO

Vimeo Inc. · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Vimeo's topline growth moved in a positive direction and the company returned to profitability.

Vimeo's Q3 2023 showed positive momentum with bookings growth and improved revenue trajectory, particularly in Self-Serve & Add-Ons. The company also achieved net income of $8 million and Adjusted EBITDA of $13 million, demonstrating the profit capacity of the Vimeo model.

  • Total bookings grew 4% in Q3.
  • Total revenue was $106 million, down 2% year-over-year.
  • Vimeo Enterprise bookings growth was 55% and revenue growth was 53% year-over-year.
  • Self-Serve & Add-Ons saw improvement in top line performance with bookings down 4% and revenue down 6% year-over-year.

Headline financials

Total Revenue

$106M

Previous: $108M-1.7%
EPS (adj)

$0.05

Previous: $0.02+150.0%
Capital Expenditures

-$1K

Previous: $40K-102.5%
Free Cash Flow

$17M

Previous: $13.4M+26.9%
Net Income

$8M

Previous: -$21.4M+137.4%
Operating Income

$8M

Previous: -$22.9M+135.0%
Gross Profit

$84M

Previous: $82.9M+1.3%
Cash & Equivalents

$291M

Previous: $273M+6.6%
Total Assets

$610M

Previous: $604M+0.9%
R&D Expense

$23.2M

No prior period
Stock-Based Comp

$7.12M

Previous: $19.4M-63.3%

Revenue & EPS history

Vimeo · Revenue · Quarterly

$106M

Q3 2023-1.7%vs Q3 2022
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Vimeo · $20.8M total across 1 segment · Q3 2023

  • Vimeo Enterprise
    $20.8M

Forward guidance

For Q4 2023, Vimeo expects revenue to be above $100 million and Adjusted EBITDA to be in the high-single digit millions of dollars. They anticipate revenue to be down mid-single digit percentage points for the full year and Adjusted EBITDA to be between $27 million and $30 million. Bookings are expected to decline in the mid-single digits year-over-year.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 13 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

-0.5%

Avg return

Earnings day

+6.7%

Avg return

5 days after

+9.2%

Avg return

30 days after

50%

11 / 22 earnings

Positive

+43.2%

Q3 2024

Best reaction

-28.4%

Q3 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026
Q3 2025-0.4%-0.1%
Q2 2025+8.4%+2.4%+12.1%
Q1 2025-10.1%-9.7%-12.6%
Q4 2024-18.7%-14.6%-19.2%
Q3 2024+43.2%+39.2%+38.4%
Q2 2024+19.0%+30.2%+42.2%
Q1 2024+6.8%+7.4%+4.6%
Q4 2023+4.4%+9.4%+41.8%
Q3 2023+8.5%+8.2%+13.7%
Q2 2023+13.6%+2.9%-3.9%
Q1 2023+10.1%+8.6%+27.5%
Q4 2022+5.8%+8.0%-0.3%
Q3 2022+5.7%+10.6%+16.8%
Q2 2022+6.4%+12.5%-10.6%
Q1 2022-3.9%-14.0%-21.8%
Q4 2019-3.8%
Q4 2021-15.0%
Q3 2020-0.7%
Q3 2021-28.4%
Q4 2020-22.1%
Q2 2020-22.1%
Q2 2021-18.4%
Q1 2021
Q1 2020

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