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What does Wix.com do and what are its main business segments?

What were the key takeaways from Wix.com's earnings call?

What is Wix.com's gross profit margin?

What factors drove the changes in Wix.com's revenue and profit?

What is the revenue and EPS growth rate for Wix.com year over year?

- **Base44 Breakthrough**: $100M ARR in 9 months, enterprise adoption across industries, and 2/3 new user growth vs. Wix. 
- **Wix Harmony Momentum**: Global launch driving conversion, with $20B+ future bookings from existing users. 
- **Aggressive Capital Strategy**: $2B buyback and $250M equity infusion to accelerate growth. 
- **Financial Resilience**: 15% YoY revenue growth, 30% free cash flow margin, and improving Base44 gross margin. 
- **AI-Driven Innovation**: Base44's AI costs declining as conversion rises, with ChatGPT integration enhancing user experience.

**【CEO Summary Section】**
- Wix is entering a new era with AI-driven innovation, highlighted by Wix Harmony and Base44. 
- Base44 achieved $100M ARR within 9 months post-acquisition, with enterprise adoption across tech, banking, and healthcare. 
- Wix Harmony, launched globally, shows early success in conversion and monetization, positioning as the default AI-powered creation experience. 
- Total addressable market (TAM) expansion driven by Base44, with ARR growth of 14% YoY to $1.836B in 2025.

**【President & Co-Founder Summary Section】**
- Core Wix new cohort bookings grew double-digit in Q4, with Base44 accelerating growth. 
- Net revenue retention of 105% in 2025, with projected $20B+ future bookings from existing Wix users. 
- $2B share repurchase plan to be completed in 2026, supported by $250M equity investment from Durable Capital. 
- Base44 user growth outpaces Wix, with new users at 2/3 of Wix's rate, driven by organic adoption and Super Bowl marketing.

**【CFO Financial Commentary】**
- Q4 2025 bookings: $535M (15% YoY), revenue: $524M (14% YoY), driven by Base44 and core Wix retention. 
- Base44 ARR: $59M at year-end, surpassing expectations, with transaction revenue up 18% YoY. 
- Non-GAAP gross margin: 68%, impacted by Base44 AI costs, but improving sequentially. 
- Free cash flow: $156M (30% of revenue) in Q4, with 2026 guidance of low-mid 20% margin amid Base44 investments.

**【Q&A Highlights】**
- **Base44 Usage**: Enterprises building CRM, ERP, and workflow tools alongside personal projects, with no direct competition from Wix. 
- **AI Costs**: 1/3 of Base44 inference costs attributed to free users, expected to decline as conversion improves. 
- **Harmony Impact**: Early cohorts show higher ARPU and faster monetization, with potential long-term retention benefits. 
- **OpenAI Partnership**: Integrating ChatGPT for website navigation and content summarization, with plans for deeper AI collaboration.

Wix.com Ltd.(WIX)-20260304-2025 Q4 Earnings call transcript

- **BASE44 explodes**: 7x user growth in 3 months, 1,000+ new paying subs/day, $50M+ ARR by year-end.
- **Revenue beats expectations**: 14% YoY growth driven by core cohorts and BASE44.
- **AI cost trends**: 20% YoY decline in AI compute costs, with further reductions likely.
- **New product coming early 2026**: AI-powered website builder to complement vibe coding apps.
- **Margins under pressure**: BASE44's 90% monthly sub mix causing 1% gross margin decline, but improving as users convert to annual plans.

**【CEO Summary Section】**
- Introduced **vibe coding** as a revolutionary tool enabling non-coders to build applications, comparing it to Wix's original mission of democratizing website creation.
- Highlighted **BASE44's rapid growth**, with user traffic share increasing from near-zero to over 10% in 4 months.
- Announced a new flagship product for early 2026, emphasizing AI-human collaboration in creation.
- Emphasized Wix's dual focus: advancing vibe coding for app development while maintaining core website creation leadership.

**【COO Summary Section】**
- Core business cohorts showed **14% YoY growth**, driven by higher adoption of premium subscriptions and longer-duration plans.
- **BASE44 achieved 7x user growth** in 3 months, surpassing 2 million users, with 1,000+ new paying subscribers daily.
- Transaction revenue grew 20% YoY, driven by 13% GPV growth and elevated take rates in Wix Payments.
- Projected **BASE44 ARR of $50M+ by year-end**, exceeding initial expectations.

**【CFO Financial Commentary】**
- Q3 **total bookings $515M (14% YoY)**, revenue $505M (14% YoY), beating guidance.
- **Non-GAAP gross margin 69%**, down 1% YoY due to AI compute costs for BASE44.
- Sales & marketing expenses increased 23% QoQ to scale BASE44 demand, with TROI exceeding expectations.
- Free cash flow $159M (32% of revenue), up from 30% last quarter.
- Raised full-year bookings guidance to **$2.06B-$2.08B (13-14% YoY)**, driven by BASE44 outperformance.

**【Q&A Highlights】**
- **BASE44 subscription mix**: 90% monthly vs. Wix's 80% annual, causing short-term margin pressure but expected to stabilize as users convert to annual plans.
- AI compute costs declining 20% YoY, with further reductions expected as LLM efficiency improves.
- Wix Payments take rate up 200bps YoY, capturing share of $1.2T SMB commerce market.
- New product pipeline includes AI-powered website builder and expanded vibe coding capabilities for e-commerce.


Wix.com Ltd. (WIX) Q3 2025 Earnings Call Transcript

- **Record Growth**: Q2 bookings up 10% YoY to $510M, with new cohorts growing 20%+ YoY in early Q3.
- **BASE44 Impact**: Acquired platform on track for $40-50M ARR by year-end, targeting app developers.
- **AI Momentum**: Non-GAAP gross margin improved to 70%, AI tools driving 18% YoY transaction revenue growth.
- **Share Buybacks**: Executed $100M of $400M authorized repurchases, signaling confidence in long-term growth.
- **Vibe Coding Positioning**: Wix maintains leadership in website creation while expanding into app development via BASE44.

**【CEO Opening Remarks】**
- Highlighted AI-driven growth, with new user cohorts growing 14% YoY in Q2 and 20%+ in early Q3.
- Announced BASE44 acquisition, targeting $40-50M ARR by end-2025, with plans to integrate Wix infrastructure (hosting, payments, compliance).
- Emphasized vibe coding as complementary to core drag-and-drop editor, positioning Wix as a full-stack platform for both websites and applications.
- Launched generative engine optimization tool, making Wix the first CMS to offer native AI search visibility.

**【President (Nir Zohar) Financial & Cohort Update】**
- Q2 bookings: $510M (+10% YoY), driven by 6% YoY new user growth and 18% transaction revenue growth.
- New cohort bookings grew 20% YoY in early Q3, highest since peak COVID, excluding BASE44 contribution.
- Transaction revenue up 18% YoY, with GPV +11% and take rate improvements from Wix Payments adoption.
- Existing users opting for longer-term subscriptions, with AI tools (e.g., AI marketing agent) boosting monetization.

**【CFO (Lior Shemesh) Financial Review & Guidance】**
- Q2 revenue: $490M (+12% YoY), partners revenue +24% YoY, transaction revenue +18% YoY.
- Non-GAAP gross margin: 70% (vs. 69% Q1), driven by AI cost savings.
- Full-year bookings guidance raised to $2.04-2.075B (+11-13% YoY), revenue guidance to $1.975-2.0B (+12-14% YoY).
- Free cash flow expected at $595-610M (+30-31% of revenue), with $100M share buybacks executed in Q2.

**【Q&A Highlights】**
- **Vibe Coding Strategy**: CEO clarified vibe coding is complementary to drag-and-drop, with BASE44 targeting app builders while Wix focuses on websites.
- **BASE44 Integration**: Will remain separate product line, with Wix providing backend infrastructure support.
- **Booking Acceleration**: Driven by stronger new cohorts, BASE44 contribution, and AI adoption (e.g., AI onboarding funnel).
- **Capital Allocation**: Plan to repay convertible notes with cash, no immediate plans for additional debt.


Wix.com Ltd. (WIX) Q2 2025 Earnings Call Transcript

- **Product Breakthroughs**: Wixel and Astro launched, expanding AI into visual design and user assistance, targeting 100M+ users across platforms.
- **Strong Financials**: Q1 revenue up 13% YoY to $474M, non-GAAP operating margin 21%, free cash flow $142M (30% of revenue).
- **Growth Drivers**: Partners revenue +24% YoY, new user cohort bookings +12% YoY, TROI 4-5 months (within target range).
- **AI & Innovation Focus**: Investing in generative AI tools (Wixel, MCP) and AI assistants (Astro) to enhance user experience and drive long-term engagement.
- **Shareholder Value**: $400M buyback program reflects confidence in cash flow generation and return on capital.


**【CEO Avishai Abrahami: Product Innovation & Strategy】**
- **Wixel Launch**: Introduced Wixel, a standalone AI-powered visual design platform, integrating generative AI for image and video editing. Partners with Microsoft Copilot to enhance design workflows for small businesses and creators.
- **Astro AI Assistant**: Launched Astro, an AI-powered dashboard assistant to guide users, surface tools, and automate tasks, aiming to boost engagement and reduce churn.
- **AI-Driven Tools Expansion**: Rolled out Wix Functions and Automations for real-time site customization, and Wix Model Context Protocol (MCP) for AI-driven app development.
- **Long-Term Vision**: Democratizing visual design similar to website creation, targeting 100M+ users across Wix and DeviantArt.

**【CFO Lior Shemesh: Financial Highlights】**
- **Q1 2025 Results**: Total bookings $511M (+12% YoY), revenue $474M (+13% YoY). Non-GAAP gross margin 69%, operating income 21% of revenue.
- **Revenue Segments**: Partners revenue $172M (+24% YoY), transaction revenue $59M (+19% YoY). Core GPV (excl. subsidiary) +12% YoY in constant currency.
- **Free Cash Flow**: $142M (30% of revenue), guiding to $590M-$610M for 2025 (30%-31% of revenue).
- **Share Repurchase**: Upsized buyback program to $400M, reflecting confidence in cash flow generation.

**【Q&A Key Takeaways】**
- **Wixel Monetization**: Priced at $79/year, testing standalone subscription. Early traction with Microsoft integration, targeting 100M+ users across Wix and DeviantArt.
- **AI Strategy**: Vibe coding (AI-driven code generation) in early stages, focusing on stabilizing for mass market adoption. Wixel R&D investments to drive long-term growth.
- **Macro Conservatism**: Maintaining 2025 bookings guidance ($2.025B-$2.06B) amid macro uncertainty, but Q1 new user cohort TROI at 4-5 months (within 4-6 month target range).
- **Transaction Growth**: Take rate stabilization as new Wix Payments partner lapped. Core GPV growth expected to drive transaction revenue in line with GPV.


Wix.com (WIX)-21 May 25-2025 Q1 Earnings call transcript

- **Rule of 40 achieved ahead of schedule**: 18% YoY bookings growth, 30% partners revenue surge.
- **AI-driven innovation**: 1M+ AI-built sites, 13% A/BPS growth to $294.
- **2025 roadmap focus**: New design tools (Q2), sales platform (Q4), and AI agents in rollout.
- **Financial strength**: Exceeding EPS expectations, targeting Rule of 45 for 2025.

**【CEO Summary Section】**
- Achieved **Rule of 40** milestone in 2024, a year ahead of target, with 18% YoY bookings growth.
- **Partners revenue grew 30% YoY**, driven by Studio platform adoption (2M+ accounts, 75% created by partners).
- **AI website builder** has created over 1M sites, with strong conversion and purchase behavior.
- 2025 product roadmap includes:
  - Spring launch of new design capabilities beyond websites.
  - Fall launch of transformative sales creator platform.
  - AI assistant and marketing agent rollouts in early 2025.

**【COO Business Growth】**
- 2024 bookings growth of **15%**, accelerating through the year.
- **A/BPS increased 13% YoY** to $294, driven by higher-tier packages and commerce-oriented users.
- 2024 cohort generated $61M in cumulative bookings, second only to COVID-boosted 2021 cohort.
- Take rate improved by >10 basis points, supported by Wix Payments expansion.

**【CFO Financial Highlights】**
- GAAP net income and Non-GAAP EPS exceeded expectations, with strong cost control.
- Rule of 45 target for 2025 reflects confidence in growth and margin expansion.
- AI product monetization (e.g., AI site chat) showing early adoption and potential.


Actual											-0.01	-0.26	-0.14	-0.03	-0.54	-0.28	-0.21	-0.37	-0.72	-0.14	0.06	0.61	0.91	1.26	1.14	1.22	1.29	1.67	1.5	1.93	1.55	2.28	1.68	1.385
Forecast											-0.0303	0.2417	-0.1475	-0.1141	-0.6849	-0.4127	-0.375	-0.3707	-0.6034	-0.4177	-0.225	0.1015	0.1448	0.5905	0.6779	0.9593	1.0285	1.3537	1.4419	1.5871	1.6308	1.7495	1.5447	1.4045
Surprise	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	+67.00%	-207.57%	+5.08%	+73.71%	+21.16%	+32.15%	+44.00%	+0.19%	-19.32%	+66.48%	+126.67%	+500.99%	+528.45%	+113.38%	+68.17%	+27.18%	+25.43%	+23.37%	+4.03%	+21.61%	-4.95%	+30.32%	+8.76%	-1.39%

WIX

WIX fundamentals

WIX Q4 2025 Earnings

Earnings Call

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WIX

WIX fundamentals

WIX Q4 2025 Earnings

Earnings Call

WIX Earnings Call Summary for Q4/20258:30 AM on Mar 4, 2026

WIX Earnings Call Summary for Q3/20258:30 AM on Nov 19, 2025

WIX Earnings Call Summary for Q2/20258:30 AM on Aug 6, 2025

WIX Earnings Call Summary for Q1/20258:30 AM on May 21, 2025

WIX Earnings Call Summary for Q4/20248:30 AM on Feb 19, 2025

You can ask Aime