What is the market's earnings forecast for Fiverr International next quarter?

What is the revenue and EPS growth rate for Fiverr International year over year?

What guidance did Fiverr International's management provide for the next earnings period?

What is Fiverr International's gross profit margin?

What does Fiverr International do and what are its main business segments?

Did Fiverr International beat or miss consensus estimates last quarter?

What is Fiverr International's latest dividend and current dividend yield?

What were the key takeaways from Fiverr International's earnings call?

- **High-Value Work Acceleration**: 23% YoY growth in projects >$1,000, with 2026 investments targeting GMV inflection by 2027.
- **AI-Native Transformation**: $300M+ cash allocated to build AI-native matching and workflows, with one AI-native distribution channel expected to contribute GMV in 2026.
- **Financial Discipline**: 2026 EBITDA margin guidance of 18% (midpoint), with 200bps margin impact from transformational investments. Core marketplace maintains >20% structural profitability despite 2026 revenue decline.

**【CEO Summary Section】**
- **Revenue Growth**: 10% year-over-year in 2025, accelerating from 8% in 2024. Adjusted EBITDA reached $92 million (23% YoY growth) with a 21% margin.
- **Strategic Shift**: Focused on high-value work (> $1,000 projects) growing 23% YoY, targeting expansion into enterprise and AI-native workflows.
- **AI Integration**: Developing AI-native matching and product experiences to enable human-in-the-loop workflows, supported by $300 million in cash for strategic investments.

**【CFO Financial Commentary】**
- **Q4 2025 Results**: Revenue $107.2 million (3% YoY), Adjusted EBITDA $26.5 million (25% margin), Free Cash Flow $21.8 million.
- **2026 Guidance**: Revenue $380-420 million (-12% to -3% YoY), Adjusted EBITDA $60-80 million (18% margin midpoint). Expect 200bps EBITDA margin impact from transformational investments.
- **Capital Allocation**: $67.5 million remaining buyback authorization; M&A focused on high-value, AI-native growth opportunities.

**【Q&A Highlights】**
- **Restructuring Impact**: Deprioritizing low-end transactions to focus on high-value work, expecting 2027 GMV inflection. Core marketplace maintains >20% structural profitability.
- **AI-Native Growth**: Partnering with AI models for human-in-the-loop calibration, e.g., AI model safety testing and workflow automation. Targeting one AI-native distribution channel contributing to GMV in 2026.
- **Fiverr Go Role**: Integrating Go's collaboration tools into high-value workflows, reducing transaction costs for complex projects.
- **FX Risk**: 2026 EBITDA guidance includes $10 million headwind from Israeli Shekel appreciation.

Fiverr International Ltd. (FVRR) Q4 2025 Earnings Call Transcript

- **Revenue Growth**: Q3 2025 revenue $107.9M (+8% YoY), with record 22% EBITDA margin. Services segment up 40% YoY.
- **AI-Driven Expansion**: Programming & Tech vertical +14% YoY, Dynamic Matching GMV +22% YoY, Managed Services GMV +65% YoY.
- **Strategic Restructuring**: 2026 AI-first transformation focuses on AI-powered matching, talent ecosystem, and customer success.
- **Guidance**: 2025 revenue $428-436M (9-11% growth), 2026 EBITDA margin target 25%.
- **Macro Resilience**: Marketplace GMV flat/declining, but upmarket projects (>50% of Marketplace) growing double-digit YoY.

**【CEO Summary Section】**
- Q3 2025 revenue grew 8% YoY to $107.9 million, with a record adjusted EBITDA margin of 22% ($24.2 million). 
- Dynamic Matching GMV rose 22% YoY (avg. $2,200 per project), while Managed Services GMV surged 65% YoY (avg. $17,000 per project). 
- Programming & Tech vertical grew 14% YoY, driven by AI-related demand for workflow automation and vibe coding. 
- Announced strategic restructuring to accelerate AI-first transformation, focusing on 4 pillars: 
  1. AI-powered go-to-market (LLM workflows, native AI channels) 
  2. Agentic matching (recruiting-like talent orchestration) 
  3. Talent ecosystem expansion (human-in-the-loop workflows) 
  4. Customer success & trust (enhanced KYC capabilities)

**【CFO Financial Commentary】**
- Services segment revenue grew 40% YoY to $34.3 million (32% of total), driven by: 
  - Fiverr Go adoption (+20% YoY) 
  - Fiverr Ads double-digit growth (ad load expansion) 
  - AutoDS success with Shopify partnership
- Full-year 2025 guidance: 
  - Revenue: $428-436 million (9-11% YoY growth) 
  - Adjusted EBITDA: $88-93 million (21% margin at midpoint)
- Q4 2025 outlook: 
  - Revenue: $104.3-112.3 million (1-8% YoY growth) 
  - Adjusted EBITDA: $23.9-27.9 million (24% margin at midpoint)
- Marketplace GMV expected to remain flat/decline single-digit due to macro uncertainty, while Services growth moderates post-1-year anniversary of acquisition.

**【Q&A Key Highlights】**
- **AI Transformation**: CEO Micha Kaufman emphasized AI is redefining customer needs (prompting vs. search), enabling more accurate talent matching for complex projects. 15% of Dynamic Matching briefs exceed $1,000, vs. average transaction size of $200.
- **Macro Assumptions**: CFO Ofer Katz stated Q4 guidance reflects flat/declining Marketplace GMV (due to weak SMB hiring), while Services growth continues at ~30% of total revenue.
- **Restructuring Impact**: Q4 2025 will see one-time restructuring benefits, but 2026 EBITDA margin expansion will require reinvesting savings into AI/upmarket initiatives.
- **SMB Recovery**: No assumption of SMB recovery; focus on upmarket projects (transactions >$200 now 50% of Marketplace, growing double-digit YoY).
- **AI Job Displacement**: Low-skill commoditized jobs (e.g., basic graphic design) are being automated, but high-skill projects (e.g., AI workflow orchestration) are growing 20%+ YoY.


Fiverr International Ltd. (FVRR) Q3 2025 Earnings Call Transcript

- **Revenue Growth**: 15% YoY to $108.6M, driven by AI services (5-10x growth in categories like AI agents) and upmarket strategy (>50% GMV from transactions >$200).
- **Services Surge**: 84% YoY growth in services (AutoDS, Fiverr Go, Seller Plus), now 31% of total revenue, with 2025 guidance for ~30% contribution.
- **AI Innovation**: Fiverr Go boosts seller engagement, Neo enables autonomous transactions, and AI partnerships target embedding human expertise into AI workflows.
- **Long-Term Targets**: 25% EBITDA margin by 2027, 40% free cash flow CAGR, supported by disciplined cost management and services expansion.

**【CEO Summary Section】**
- Q2 2025 revenue grew 15% YoY to $108.6 million, with a 20% adjusted EBITDA margin. AI-related services drove 5-10x growth in categories like AI agents and workflow automation.
- Launched Fiverr Go, an AI assistant for freelancers, which boosted seller engagement and conversion rates. AutoDS integration led to a Shopify Store Builder launch, contributing to services revenue growth.
- Focused on upmarket strategy with managed services, where >50% of Marketplace GMV comes from transactions over $200, growing double-digit YoY.
- AI-powered tools like Neo (buyer matching agent) and Fiverr Go are central to the 'agentic experience' vision, enabling autonomous transactions and reducing friction.

**【CFO Financial Commentary】**
- Services segment revenue grew 84% YoY to $34 million, driven by AutoDS, Fiverr Go, and Seller Plus. Services now account for 31% of total revenue, expected to reach ~30% of full-year 2025 revenue.
- Free cash flow of $25 million (21% YoY growth) supports long-term goals: 25% adjusted EBITDA margin by 2027 and 40% CAGR in free cash flow.
- Full-year 2025 guidance: $425-438 million revenue (9-12% growth), $84-90 million adjusted EBITDA. Q3 2025 revenue expected at $105-110 million (5-10% growth).

**【Q&A Key Highlights】**
- **Services Growth**: Double-digit growth expected, with Fiverr Go driving Seller Plus subscriptions. AutoDS integration with Marketplace is a key driver.
- **Marketplace Recovery**: 50% of GMV from transactions >$200, upmarket focus mitigates SMB macro risks. AI adoption is a structural tailwind.
- **AI Partnerships**: Exploring embedding Fiverr's talent network into AI workflows, with discussions on scaled AI solutions requiring human expertise.
- **Margin Resilience**: 2027 targets (25% EBITDA, 40% free cash flow CAGR) achievable regardless of GMV trends, due to cost discipline and services expansion.
- **Freelancer Supply**: AI-native freelancers are meeting demand for complex AI projects, with no supply constraints in high-growth categories.

Fiverr International Ltd. (FVRR) Q2 2025 Earnings Call Transcript

- **Revenue Beats Expectations**: Q1 revenue up 15% YoY to $107.2M, driven by Fiverr Pro deals and services growth (+94% YoY). Services now 27.5% of total, targeting 30%+ in 2025.
- **AI-Powered Growth**: Fiverr Go Personal Assistant boosts seller conversion by 56% in 1 hour, with 6,000+ sellers and 200,000+ buyers engaging early. AI is redefining buyer-seller interaction.
- **Enterprise Momentum**: Q1 closed $200k+ deals with book publishers and online education companies, showcasing Fiverr's ability to scale enterprise projects without traditional sales cycles.
- **Profitability Expansion**: Adjusted EBITDA margin 18% (vs. 17% YoY), free cash flow up 31.6% YoY. Stock buyback program expanded with $100M authorization.
- **Guidance Uptick**: Full-year 2025 revenue raised to $425M-$438M, EBITDA $84M-$90M. Q2 revenue expected +11%-15% YoY.

**【CEO Key Highlights】**
- **Fiverr Pro Success**: Q1 saw large deals like a $200k book editing contract and a YouTube video production partnership, driven by Dynamic Matching and Project Management tools. Fiverr Pro revenue growth accelerated due to higher spend per buyer and large transactions.
- **Fiverr Go Early Wins**: Over 6,000 sellers activated Personal Assistant, with 56% 1-hour conversion uplift and 10% 14-day uplift. Buyers engaged with the Playground, boosting confidence in seller quality. AI-driven engagement is reshaping buyer-seller dynamics.
- **Strategic Focus**: Emphasized going upmarket (enterprise solutions), expanding value-added services (Fiverr Ads, Seller Plus), and AI-driven innovation. Q1 results reflect strong execution across these pillars.

**【CFO Financial Breakdown】**
- **Revenue Growth**: Q1 revenue $107.2M (+15% YoY), driven by 3.5M active buyers and 27.7% take rate. Services revenue ($29.5M, +94% YoY) now 27.5% of total, expected to exceed 30% in 2025.
- **Profitability**: Adjusted EBITDA $19.4M (18% margin), up 100bps YoY. Free cash flow $27.4M (+31.6% YoY). Stock buyback program expanded with $100M authorization.
- **Guidance Update**: Full-year 2025 revenue $425M-$438M (+9%-12% YoY), EBITDA $84M-$90M. Q2 revenue $105M-$109M (+11%-15% YoY), EBITDA margin 20%.

**【Q&A Key Takeaways】**
- **Fiverr Go Scaling**: Plans to expand across more categories while maintaining quality. Early adoption shows AI can reduce seller effort and boost buyer confidence.
- **Services Growth Sustainability**: Seller Plus Premium subscriptions expected to rise as Fiverr Go adoption grows. Services are a key long-term growth engine.
- **Macro Environment**: Freelancing demand stable, with enterprise clients valuing Fiverr's agility and cost-effectiveness. Q1's strong performance reflects opportunistic marketing investments.
- **Tariff Impact**: AutoDS (dropshipping) business unaffected by tariffs as it focuses on software subscriptions rather than volume.
- **Buyer Mix Shift**: Active buyer count declining as focus shifts to high-value enterprise clients, driving higher spend per buyer and better retention.


Fiverr International (FVRR)-7 May 25-2025 Q1 Earnings call transcript

- **Rule of 30 Achieved**: Q4 2024 revenue $103.7M (+13% YoY), adjusted EBITDA margin 20%.\n- **Fiverr Go Innovation**: AI tools enable freelancers to scale with personalized models, driving 3-4x conversion rates.\n- **Freelancer Equity Program**: Industry-first equity shares for top performers, deepening community alignment.\n- **Services Growth Acceleration**: 62% YoY growth in 2024, targeting >30% of total revenue in 2025.\n- **2025 Guidance**: Revenue $422-438M (8-12% YoY), adjusted EBITDA $82-90M (20% margin).\n- **Macro Dependency**: Marketplace growth tied to SMB recovery, with Services leading near-term expansion.

**【CEO Summary Section】**
- Q4 2024 revenue grew 13% YoY to $103.7 million, with adjusted EBITDA margin of 20%, achieving the Rule of 30.\n- Launched **Fiverr Go**, an AI platform enabling freelancers to create personalized AI tools for faster project delivery and customer interaction.\n- Introduced the **Freelancer Equity Program**, offering equity shares to top-performing freelancers, fostering long-term alignment.\n- Marketplace GMV from projects >$500 grew 8% YoY, driven by Fiverr Pro and Dynamic Matching.\n- Services revenue surged 62% YoY to $88.4 million, now 23% of total revenue, with 2025 target of >30% contribution.\n
**【CFO Financial Commentary】**
- Full-year 2024 revenue: $422.1 million (13% YoY growth).\n- Marketplace revenue: $303.1 million (27.6% take rate), Services revenue: $88.4 million (62% YoY growth).\n- 2025 guidance: Revenue $422-438 million (8-12% YoY), adjusted EBITDA $82-90 million (20% margin).\n- Q1 2025 revenue: $103.5-108.5 million (11-16% YoY), adjusted EBITDA $18-20 million (18% margin).\n- Margins expected to improve in H2 2025 as Fiverr Go investments ramp up.\n
**【Q&A Key Highlights】**
- **Fiverr Go Impact**:\n  - AI Assistant conversion rates 3-4x higher than traditional Marketplace.\n  - Creation models reduce sample request friction, boosting freelancer efficiency.\n  - 60 initial categories, with plans to expand via developer ecosystem.\n- **Freelancer Equity Program**:\n  - Industry-first initiative to reward top performers with equity.\n  - Details to be disclosed in F-3 filing.\n- **2025 Growth Drivers**:\n  - Services revenue growth >45% YoY, driven by Fiverr Go, Seller Plus, and AutoDS.\n  - Marketplace recovery contingent on macro improvement, with 2025 GMV outlook cautious.\n  - No material FX impact on guidance.\n

Actual				-0.19	0.1	0.12	0.12	-0.01	0.19	0.19	0.22	0.11	0.12	0.21	0.26	0.36	0.49	0.55	0.56	0.52	0.58	0.64	0.64	0.64	0.69	0.77	0.86
Forecast				-0.2699	-0.1769	0.0615	0.1028	-0.1144	0.1356	0.0161	0.1057	0.0171	0.0586	0.1043	0.1768	0.2416	0.3742	0.4437	0.4778	0.4512	0.5523	0.5884	0.6795	0.5928	0.6689	0.6855	0.6935
Surprise	0.00%	0.00%	0.00%	+29.60%	+156.53%	+95.12%	+16.73%	+91.26%	+40.12%	+1080.12%	+108.14%	+543.27%	+104.78%	+101.34%	+47.06%	+49.01%	+30.95%	+23.96%	+17.20%	+15.25%	+5.02%	+8.77%	-5.81%	+7.96%	+3.15%	+12.33%	+24.01%

FVRR

FVRR fundamentals

FVRR Q4 2025 Earnings

Earnings Call

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FVRR

FVRR fundamentals

FVRR Q4 2025 Earnings

Earnings Call

FVRR Earnings Call Summary for Q4/20258:30 AM on Feb 18, 2026

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FVRR Earnings Call Summary for Q2/20258:30 AM on Jul 30, 2025

FVRR Earnings Call Summary for Q1/20258:30 AM on May 7, 2025

FVRR Earnings Call Summary for Q4/20248:00 AM on Feb 19, 2025

You can ask Aime