Core Insights - Vimeo, Inc. reported revenue of $105.76 million for Q3 2025, reflecting a year-over-year increase of 1.1% and an EPS of -$0.01 compared to $0.05 a year ago, indicating a significant decline in profitability [1] - The revenue fell short of the Zacks Consensus Estimate of $106 million by 0.23%, and the EPS was below the consensus estimate of $0.03 by 133.33% [1] Financial Performance Metrics - Vimeo's stock has returned +0.5% over the past month, underperforming the Zacks S&P 500 composite, which increased by +3.6% [3] - The company holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Key Revenue Metrics - ARPU for Self-Serve was reported at $204.00, exceeding the estimated $198.55 [4] - ARPU for Vimeo Enterprise was $24,567.00, below the estimated $25,850.58 [4] - Revenue from Other was $1.6 million, slightly above the estimated $1.57 million, but showed a significant year-over-year decline of 89.3% [4] - Revenue from Vimeo Enterprise was $25.5 million, below the estimated $27.03 million, but represented a year-over-year increase of 17.7% [4] - Revenue from Add-Ons was $8.03 million, surpassing the estimated $7.69 million [4] - Revenue from Self-Serve was $58.74 million, exceeding the estimated $57.55 million [4] - Revenue from OTT was $11.88 million, slightly below the estimated $12.3 million [4]

Table of Contents As filed with the Securities and Exchange Commission on October 28, 2025 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2025 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from__________to__________ Commission File No. 001-40420 VIMEO, INC. (Exact nam ...

Group 1 - Halper Sadeh LLC is investigating Heidrick & Struggles International, Inc. for potential violations related to its sale to a consortium led by Advent International and Corvex Private Equity for $59.00 per share in cash [1] - Vimeo, Inc. is also under investigation for its sale to Bending Spoons for $7.85 per share in cash [2] - The firm may seek increased consideration for shareholders and additional disclosures regarding the proposed transactions [3] Group 2 - Shareholder involvement is emphasized as a means to improve company policies and enhance shareholder value [4] - Halper Sadeh LLC represents investors globally who have experienced securities fraud and corporate misconduct, recovering millions for defrauded investors [5]

Core Insights - Vimeo has unveiled transformative AI-powered features and creative tools aimed at enhancing professional video production, announced during the second annual REFRAME conference [1][2] - The event featured discussions with notable figures such as Grammy-winning artist 2 Chainz and Emmy-winning entrepreneur Tabitha Brown, emphasizing the importance of collaboration and innovation in video storytelling [1][8] Vimeo's Innovations - The company introduced significant platform capabilities that address challenges faced by video professionals, including content discoverability, streamlined workflows, and preparation for immersive formats [2] - New AI intelligence allows for interactive video libraries, making every frame searchable and actionable, thus moving beyond traditional video hosting [3][4] Creator Tools and Features - Vimeo has launched tools that facilitate seamless collaboration and integration with existing workflows, enabling creators to manage video feedback and enhance discoverability through auto-generated metadata [5][6] - Features like "Ask Your Library" and Vimeo MCP (Model Context Protocol) allow users to search entire libraries using natural language and connect video libraries to AI agents for custom workflows [5] Monetization and Audience Insights - Enhanced streaming capabilities provide creators with advanced analytics and new monetization options, ensuring they maintain ownership of their creative vision while expanding their reach [6] - The platform supports immersive formats, including VR180 content, and plans to integrate with Apple technologies for broader distribution [5] Industry Collaboration - REFRAME 2025 highlighted partnerships with technology brands like Google, Adobe, and Amazon, showcasing how their innovations are shaping new audience experiences [7] - The event underscores Vimeo's commitment to being the platform of choice for serious creators seeking authentic audience connections beyond algorithm-driven platforms [8]

Core Insights - Vimeo continues to gain momentum with multiple industry recognitions and is set to host the REFRAME 2025 conference, reinforcing its position as a leading platform for video innovation and enterprise solutions [1][2][3] Awards and Recognitions - Vimeo has been recognized by Newsweek as one of America's Greatest Companies, evaluated on financial strength, workforce dedication, innovation, and corporate ethics [4] - The MarTech Breakthrough Awards named Vimeo the Best Overall Video Marketing Company, highlighting its impact on how businesses utilize video [5] - Vimeo received the MarCom Gold Award for its presence at the 2025 NAB Show, showcasing its ability to create impactful trade show experiences [6] - In the Streaming Media Readers' Choice Awards, Vimeo was honored in three categories, including Corporate Video/Enterprise Video Content Management Platform, emphasizing its comprehensive video solutions [7] - The Muse Awards recognized Vimeo REFRAME 2024 with a Platinum award in the Corporate Event category, validating its immersive marketing capabilities [8] User Feedback and Market Position - The G2 2025 Fall Report positions Vimeo as a market leader in enterprise live streaming and OTT platforms, reflecting strong user confidence across various sectors [9]

Core Insights - Other World Computing (OWC) is sponsoring and participating in the Vimeo REFRAME video innovation conference, showcasing their high-performance storage solutions tailored for creative professionals [1][2] - The session led by Loren Mally and Jonathan Hensley will focus on building efficient workflows capable of meeting the demands of high-pressure environments like the Oscars, emphasizing the importance of modern shared storage [2][3] Company Overview - OWC, founded in 1988, is recognized as a leader in high-performance storage, memory, and connectivity solutions, aimed at enhancing the workflows of professionals in video production, photography, and business [4] - The OWC Jellyfish product line offers various shared storage systems designed for flexibility and performance, catering to different team sizes and project requirements, from portable solutions to high-bandwidth systems [3][4] Event Details - The Vimeo REFRAME conference will take place on October 23, 2025, in New York, featuring a session titled "Post Video Workflows for Live Content Teams: Capture-to-Publish in 35 Minutes" [2] - The session will demonstrate how OWC Jellyfish technology enables rapid content creation and collaboration under tight deadlines, providing insights applicable to live and near-live projects [2][3]

Group 1 - Middle Coast Investing's third-quarter 2025 investor letter indicates a favorable performance, with its collective portfolio outperforming the S&P 500, returning 9.6% compared to the S&P 500's 7.8% [1] - The Core U.S. portfolios returned 10%, while the Russell 2000 returned 12%, the S&P 600 returned 8.7%, and the Nasdaq generated 11.2% for the same period [1] - European Portfolios appreciated by 5.5% in Q3 2025 [1] Group 2 - Vimeo, Inc. (NASDAQ:VMEO) was highlighted as a significant stock, with a one-month return of 61.54% and a 52-week gain of 58.25% [2] - As of October 6, 2025, Vimeo, Inc. stock closed at $7.77 per share, with a market capitalization of $1.291 billion [2] - Middle Coast Investing noted that the merger story for Vimeo took time to develop, with initial purchases based on merger reports in March 2024, and a subsequent offer of $7.85/share from Bending Spoons [3] Group 3 - Vimeo, Inc. is not among the 30 most popular stocks among hedge funds, with 25 hedge fund portfolios holding its shares at the end of Q2 2025, an increase from 24 in the previous quarter [4] - While acknowledging Vimeo's potential, the company believes certain AI stocks offer greater upside potential and less downside risk [4]

Core Insights - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1][2] Company Overview: Vimeo, Inc. (VMEO) - Vimeo, Inc. currently holds a Momentum Style Score of B and a Zacks Rank of 1 (Strong Buy), indicating strong potential for outperformance [3][4] - Over the past week, VMEO shares increased by 0.13%, while the Zacks Technology Services industry declined by 2.09% [6] - In the last quarter, VMEO shares surged by 93.05%, and over the past year, they gained 60.41%, significantly outperforming the S&P 500, which moved 8.19% and 19.01% respectively [7] - The average 20-day trading volume for VMEO is 7,500,423 shares, indicating strong market interest [8] Earnings Outlook - In the past two months, two earnings estimates for VMEO have been revised upwards, increasing the consensus estimate from $0.01 to $0.09 [10] - For the next fiscal year, two estimates have also moved higher, with no downward revisions noted [10] Conclusion - Considering the positive momentum indicators and earnings outlook, VMEO is positioned as a strong buy candidate for investors seeking short-term opportunities [12]

Group 1 - Class Action Attorney Juan Monteverde's firm has recovered millions for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report [1] - Chart Industries, Inc. is under investigation related to its sale to Baker Hughes Co. for $210.00 per share in cash, with a shareholder vote scheduled for October 6, 2025 [1] - Banco Bilbao Vizcaya Argentaria, S.A. is set to acquire Banco de Sabadell, offering one newly issued share and €0.70 in cash for each 5.5483 shares tendered, with the tender offer expiring on October 7, 2025 [2] - Vimeo, Inc. shareholders will receive $7.85 in cash per share in its sale to Bending Spoons US Inc. [3] - TEGNA Inc. shareholders will receive $22.00 per share in cash in its sale to Nexstar Media Group, Inc. [3] Group 2 - Monteverde & Associates PC is a national class action securities firm with a successful track record in trial and appellate courts, including the U.S. Supreme Court [4] - The firm emphasizes that no company, director, or officer is above the law, encouraging shareholders with concerns to reach out for additional information [5]

Group 1 - Class Action Attorney Juan Monteverde with Monteverde & Associates PC is investigating Vimeo, Inc. related to its proposed sale to Bending Spoons US Inc. [1] - Under the terms of the proposed transaction, Vimeo shareholders will receive $7.85 in cash per share [1] - Monteverde & Associates PC is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report and has recovered millions for shareholders [1] Group 2 - The firm operates from the Empire State Building in New York City and has a successful track record in trial and appellate courts, including the U.S. Supreme Court [2] - The firm encourages shareholders with concerns to visit their website or contact them for additional information free of charge [2]