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- **Revenue Stability**: Q3 revenue flat at $240 million, with creative growth offsetting editorial declines.
- **AI Expansion**: New deals with Perplexity and custom content partners highlight AI-driven opportunities.
- **Merger Delay**: Shutterstock merger pushed to 2026 due to regulatory review.
- **Segment Challenges**: Agency down 22% YoY, media segment lagging pre-strike levels.
- **Guidance Update**: Full-year EBITDA expected to decline 3%-2.3% YoY.

**【Management Opening Remarks】**
- CEO Craig Peters highlighted Q3 2025 revenue of $240 million, down 0.2% YoY, with adjusted EBITDA of $78.7 million (-2.4% YoY). Creative segment grew 17% YoY, offsetting editorial declines due to tough comparisons. AI data licensing revenue was down from 2024, but new deals with Perplexity and custom content partners were signed. The merger with Shutterstock faces a Phase 2 regulatory review, delaying close to 2026.

**【CFO Financial Commentary】**
- CFO Jennifer Leyden reported annual subscription revenue growth of 11.2% YoY, driven by premium access renewals. Agency revenue declined 22% YoY due to macro uncertainty. Media segment (broadcast and production) remained below pre-Hollywood strike levels. Adjusted EBITDA margin was 32.8%, with $8 million in one-time SOX compliance costs. Full-year guidance: revenue $942-951 million (0.3%-1.2% YoY growth), adjusted EBITDA $291-293 million (-3% to -2.3% YoY).

**【Q&A Key Highlights】**
- **AI Strategy**: CEO emphasized AI deals as a new revenue stream, with Perplexity partnership and custom content training for AI models. Bundling AI tools with iStock subscriptions may drive retention, though early-stage impact.
- **Customer Segments**: Corporate retention rates remain strong (>90%), while media segment struggles with production lags. Agency business decline reflects macro challenges.
- **Creative Recovery**: Q3 creative growth (17% YoY) due to premium access mix normalization and a large renewal, but agency-driven softness expected to persist in Q4.

Getty Images Holdings, Inc. (GETY) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

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Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

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Operating Income

Non-Operating Income (Loss)

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Income (Loss) from Associates

Income (Loss) from Joint ventures

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Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

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Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

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Other Comprehensive Income

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Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

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Diluted EPS

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Diluted EPS from Discontinued Operations

GETY

GETY fundamentals

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