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- **Stabilization & Growth**: Q3 revenue ($71.7M) shows stabilization with paid tickets down 3% YoY (vs. 7% Q2 decline), Eventbrite Ads up 38% YoY.
- **Profitability Boost**: 11.7% EBITDA margin driven by 20% YoY cost reduction, $6.4M net income vs. loss last year.
- **2026 Vision**: AI-powered tools for creators, consumer personalization, and global expansion to drive growth.
- **Debt Reduction**: $125M debt repurchased, targeting $75M debt by end-2025.
- **Guidance**: Q4 $71.5-74.5M revenue, 8-9% EBITDA margin; 2026 YoY growth expected in paid tickets and revenue.

**【CEO Summary Section】**
- Q3 net revenue: $71.7 million, down 8% YoY, with paid tickets down 3% YoY (improvement from Q2's 7% decline). Eventbrite Ads revenue grew 38% YoY.
- Adjusted EBITDA margin: 11.7%, above 7% guidance, driven by structural cost reductions.
- 2026 strategy: AI-powered tools for creators (e.g., dynamic pricing, listing optimization), consumer personalization, and global expansion.
- New paid creator acquisition up 4% YoY, creator retention improved, with 92 million average monthly users.

**【CFO Financial Commentary】**
- Q3 gross margin: 67.9% (down 60bps YoY, up 40bps QoQ due to high-margin ads growth).
- Operating expenses: $49.6 million (down 20% YoY, lowest in 4 years), with $6.4 million net income vs. $3.8 million loss last year.
- Debt reduction: $125 million convertible notes repurchased, reducing total debt to $75 million.
- Q4 guidance: $71.5-74.5 million revenue, 8-9% EBITDA margin. Full-year 2025: $290-293 million revenue, same margin.
- Expect to return to YoY paid ticket growth in early 2026.

**【Q&A Highlights】**
- **Investment Strategy**: Reallocating cost savings into growth areas like performance marketing (28% QoQ growth) and premium creator tools.
- **AI & Product Innovation**: AI for creator marketing ROI (e.g., 200%+ ROAS for ads users), personalized consumer recommendations, and global localization.
- **Regulatory Impact**: FTC lawsuit focused on secondary ticketing; Eventbrite emphasizes transparency and fairness in primary ticketing.
- **Gross Margin Momentum**: Ads-driven margin expansion expected to continue, but EBITDA margin guidance tempered by near-term revenue headwinds.

Eventbrite, Inc. (EB) Q3 2025 Earnings Call Transcript

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