Fiverr International Ltd. (NYSE:FVRR) Annual JPMorgan Global Technology, Media and Communications Conference May 13, 2025 3:50 PM ET Company Participants Micha Kaufman - Chief Executive Officer Ofer Katz - Chief Financial Officer Conference Call Participants Doug Anmuth - JPMorgan Doug Anmuth All right, we're going to go ahead and get started. I'm Doug Anmuth, J.P. Morgan's Internet Analyst. Very happy to have with us Fiverr's co-founder and CEO, Micha Kaufman, and CFO, Ofer Katz. Fiverr is a global marketp ...

Fiverr (FVRR) FY Conference May 13, 2025 03:50 PM ET Speaker0 Alright. We're going to go ahead and get started. I'm Doug Yammit, JPMorgan's Internet analyst. Very happy to have with us Fiverr's Co Founder and CEO, Michal Kaufman and CFO, Oprah Katz. Fiverr is a global marketplace that connects freelancers and businesses through digital services in more than 700 categories, graphic design and copywriting to voice over music, AI services, many more. In the past twelve months, more than three and a half millio ...

Fiverr's Spring 2025 Business Trends Index reveals an AI paradox as companies are also increasingly seeking to humanize AI, with 641% jump in searches Fiverr 2025 Spring Business Trends Index Businesses Rush to Harness AI Agents, Fueling 18,347% Surge in Freelancer Searches NEW YORK, May 13, 2025 (GLOBE NEWSWIRE) -- The scramble to deploy AI agents has businesses turning to freelancers in record numbers, with searches for this specialized expertise surging 18,347% over the last six months, according to n ...

Amid a very uneven macroeconomic backdrop, investors have shown tremendous relief when companies have lifted or even maintained their full-year outlooks during the Q1 earnings season - even when the guidance boost is only by a speck.With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contribut ...

NEW YORK, May 08, 2025 (GLOBE NEWSWIRE) -- Marketing challenges from brand awareness to customer retention are the top concerns facing small businesses, yet 70% spend less than five hours weekly addressing these issues, according to a survey of nearly 6,000 small businesses across 25 countries by Fiverr International Ltd. (NYSE: FVRR), the global platform for freelance services. The comprehensive report, done in acknowledgement of Small Business Month, reveals three critical digital marketing priorities, wi ...

For the quarter ended March 2025, Fiverr International (FVRR) reported revenue of $107.18 million, up 14.6% over the same period last year. EPS came in at $0.64, compared to $0.52 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $105.53 million, representing a surprise of +1.57%. The company delivered an EPS surprise of -4.48%, with the consensus EPS estimate being $0.67.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings - ...

Fiverr (FVRR) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Jinjin Qian - Executive Vice President of Strategic Finance & IRMicha Kaufman - Founder, CEO & DirectorOfer Katz - President & CFOStefanos Crist - Equity Research AssociateJason Helfstein - Managing Director - Head of Internet ResearchAndrew Boone - Managing DirectorMarvin Fong - Director Conference Call Participants Ronald Josey - AnalystEric Sheridan - AnalystJoshua Chan - Director, Equity Research Analyst Operator Good day ...

Fiverr (FVRR) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Jinjin Qian - Executive Vice President of Strategic Finance & IRMicha Kaufman - Founder, CEO & DirectorOfer Katz - President & CFOStefanos Crist - Equity Research AssociateJason Helfstein - Managing Director - Head of Internet ResearchAndrew Boone - Managing DirectorMarvin Fong - Director Conference Call Participants Ronald Josey - AnalystEric Sheridan - AnalystJoshua Chan - Director, Equity Research Analyst Operator Good day ...

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $107.2 million, up 15% year over year, accelerating from 30% year over year growth in Q4 2024 [15] - Adjusted EBITDA for Q1 was $19.4 million, representing an adjusted EBITDA margin of 18%, an improvement of 100 basis points from a year earlier [15] - Free cash flow totaled $27.4 million, up 31.6% year over year [15] Business Line Data and Key Metrics Changes - Marketplace revenue reached $77.7 million, driven by 3.5 million active buyers and a take rate of 27.7% [16] - Services revenue was $29.5 million, representing year over year growth of 94%, and accounted for 27.5% of total revenue in Q1 [18] Market Data and Key Metrics Changes - The overall demand for freelancing has been stable, with no direct exposure to tariffs [6] - The company has seen strong engagement for Fiverr Go, with over 6,000 sellers activated and over 200,000 buyers interacting with the product [11] Company Strategy and Development Direction - The company’s strategic priorities for 2025 include strengthening the marketplace by going upmarket, expanding value-added services, and investing in AI [7] - Fiverr Pro has been a key focus, with enhancements to product offerings aimed at driving buyer conversion and maximizing customer leads [8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business for the remainder of the year, citing a stable demand environment and successful execution of strategic initiatives [6][19] - The company raised its full-year 2025 revenue guidance to a range of $425 million to $438 million, reflecting a year-over-year growth of 9% to 12% [19] Other Important Information - The Board authorized an additional $100 million for the stock repurchase program, indicating strong confidence in long-term opportunities [16] - The company is on track to reach a 25% adjusted EBITDA target by 2027 and aims for a 14% CAGR in free cash generation for the three years ending in 2027 [20] Q&A Session Summary Question: Insights on Fiverr Go and broader demand environment - Management highlighted that Fiverr Go is designed to enhance customer satisfaction and conversion, with strong initial results and plans for scaling across more categories [24][25] - The demand for freelancing remains stable, with Q1 showing better opportunities than in the past two years [29] Question: Dynamics for buyers using Fiverr Go - Buyers appreciate the always-on nature of Fiverr Go, which provides instant responses and enhances their confidence in decision-making [39] Question: Sustainability of services revenue growth - Management confirmed that services revenue growth is sustainable and expected to increase as a percentage of total revenue [46] Question: Impact of macroeconomic volatility on freelancing - Management noted that enterprises are increasingly seeking freelancers to complement their internal teams, especially during times of market volatility [54] Question: Sales and marketing opportunities in Q1 - The company capitalized on various opportunities across geographies and channels, which contributed to strong performance in Q1 [84] Question: Incentives for Fiverr Pro customers - Customers are incentivized to engage with Fiverr Pro through exclusive access to high-tier sellers and additional services that enhance their experience [85]

Core Viewpoint - Fiverr International (FVRR) reported quarterly earnings of $0.64 per share, missing the Zacks Consensus Estimate of $0.67 per share, but showing an increase from $0.52 per share a year ago, indicating a mixed performance in earnings expectations [1][2]. Financial Performance - The company posted revenues of $107.18 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.57% and showing a year-over-year increase from $93.52 million [2]. - Over the last four quarters, Fiverr has exceeded consensus revenue estimates three times, but has only surpassed EPS estimates once [2]. Stock Performance - Fiverr shares have declined approximately 15.6% since the beginning of the year, contrasting with the S&P 500's decline of 4.7% [3]. - The current Zacks Rank for Fiverr is 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6]. Earnings Outlook - The consensus EPS estimate for the upcoming quarter is $0.70 on revenues of $104.93 million, and for the current fiscal year, it is $2.88 on revenues of $426.19 million [7]. - The trend of estimate revisions for Fiverr is mixed, which could change following the recent earnings report [6]. Industry Context - The Internet - Commerce industry, to which Fiverr belongs, is currently ranked in the top 31% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8]. - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Fiverr's stock performance [5].