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- **Base44 Breakthrough**: Reached $100M ARR in 9 months, with enterprise adoption across tech, banking, and healthcare.
- **Wix Harmony Momentum**: Global rollout shows early success in conversion and monetization, targeting long-term growth.
- **Financial Strength**: Q4 2025 revenue up 14% YoY to $524M, free cash flow $156M (30% of revenue).
- **2026 Growth Plan**: Mid-teens revenue growth, $2B share buyback, and $250M equity investment to fuel expansion.
- **AI Investment Payoff**: Base44 gross margin positive, with AI costs expected to decline as conversion rates improve.

**【CEO Summary Section】**
- Wix is entering a new era with AI-driven innovation, introducing Wix Harmony and Base44 to expand its market opportunity.
- Base44 achieved $100 million ARR within 9 months post-acquisition, with rapid adoption across industries like tech, banking, and healthcare.
- Wix Harmony is being rolled out globally, showing early success in conversion and monetization metrics.
- CEO emphasizes 2026 as a pivotal year for product innovation and growth acceleration.

**【CFO Financial Commentary】**
- Q4 2025: Total bookings $535M (+15% YoY), revenue $524M (+14% YoY), driven by Base44 ($59M ARR at year-end) and core Wix growth.
- Gross margin 68% (down 100bps YoY) due to AI compute costs, with Base44 gross margin positive and improving.
- Free cash flow $156M (30% of revenue) in Q4, $605M annualized (30% of revenue).
- 2026 guidance: Mid-teens bookings/revenue growth, free cash flow margin low to mid-20%.

**【Q&A Highlights】**
- Base44 growth acceleration: 2/3 of new users joining Base44 vs. Wix, with organic adoption by enterprises without sales teams.
- AI costs: 1/3 of Base44's AI inference costs attributed to free users, expected to decline as conversion improves.
- Wix Harmony impact: Early cohorts show higher conversion, ARPU, and retention, with potential to drive long-term monetization.
- Strategic investments: $2B share repurchase program to be completed in 2026, $250M equity investment from Durable Capital.
- GPV challenges: 11% YoY growth but impacted by macro conditions, offset by subscription growth and transaction revenue (+18% Q4).

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