Table of Contents As filed with the Securities and Exchange Commission on November 3, 2022 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, 2022 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 ...

Financial Data and Key Metrics Changes - In Q2 2022, revenue reached $111 million, representing a 16% year-over-year growth, with gross profit growing by 20% [18][24] - Adjusted EBITDA loss for the quarter was $6.4 million, a significant sequential drop from Q1, with expectations to approach breakeven by Q4 2022 [24][25] - Overall ARPU increased by 10% year-over-year to $264, with sales-assisted ARPU rising while self-serve remained flat [21][24] Business Line Data and Key Metrics Changes - Sales-assisted revenue grew 45% year-over-year, while self-serve revenue growth was only 4% [18][24] - Sales-assisted bookings grew nearly 20%, contrasting with flat overall bookings year-over-year due to a decline in self-serve [19][24] - Self-serve accounted for approximately 65% of revenue, up 4% year-over-year, while sales-assisted made up about 35% of revenue [7][9] Market Data and Key Metrics Changes - International markets grew slightly faster than the U.S. in Q2, with a 1% FX impact on revenue [32] - The self-serve business experienced a 30% decline in traffic year-over-year, indicating challenges in this segment [20][53] - The sales-assisted business, particularly Vimeo Enterprise, showed strong growth, with bookings growing twice as fast as total sales-assisted bookings [6][33] Company Strategy and Development Direction - The company is transitioning into a software provider for businesses, focusing on expanding its product offerings and enhancing user engagement [2][6] - A new monetization model is being rolled out to simplify purchasing and encourage upselling through seat expansion [8][42] - The company aims to stabilize self-serve while leveraging the faster growth of sales-assisted revenue to drive overall growth [18][26] Management's Comments on Operating Environment and Future Outlook - Management acknowledged lower demand in the self-serve business due to post-COVID normalization and macroeconomic conditions, but remains optimistic about sales-assisted growth [3][17] - The company expects to exit 2022 with accelerating sales-assisted bookings growth, while self-serve growth remains difficult to forecast [26][60] - Management is focused on improving operational efficiency and has made structural changes, including a reduction in workforce and reallocating marketing spend [13][24] Other Important Information - The company has welcomed several new executives to enhance its leadership team and improve execution across product, sales, and marketing [12][68] - Cash on hand at the end of Q2 was $268 million, with expectations for improved cash flow in the second half of the year [24][65] Q&A Session Summary Question: Impact of macro environment on business - Management indicated that the self-serve business is experiencing a post-pandemic normalization, while sales-assisted bookings are healthy, particularly in Vimeo Enterprise [31][33] Question: Actions taken to adapt to the new environment - Management emphasized focusing on product, marketing, and sales fundamentals, with a commitment to improving operational efficiency [36][38] Question: State of the sales-assisted effort and product pipeline - The sales team is about 74% ramped, with expectations for improved productivity, and the product pipeline is on track with new features and enhancements [45][49] Question: Self-serve business challenges and recovery timeline - Management noted that traffic decline is the primary challenge for self-serve, but they are confident in their ability to drive improvements and expect recovery in multiple quarters [52][56] Question: Free cash flow outlook - Management expressed confidence in the company's cash generation capabilities, with expectations for reduced EBITDA losses and stable cash flow moving forward [63][65] Question: Enterprise market opportunity and competition - Management highlighted strong growth indicators in the enterprise segment, with confidence in the strategy to capture this market despite post-pandemic transitions [68]

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 June 30, 2022 Table of Contents As filed with the Securities and Exchange Commission on August 4, 2022 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 name of re ...

Financial Data and Key Metrics Changes - Revenue for Q1 reached $108 million, representing a 21% year-over-year growth, with gross profit increasing by 27% year-over-year [9][53] - The company ended the quarter with $291 million in cash and no debt, positioning itself favorably in a volatile market [9][59] - Adjusted EBITDA loss for the quarter was $10 million, with gross margin improving approximately 330 basis points year-over-year to 75% [56][59] Business Line Data and Key Metrics Changes - Sales-assisted revenue grew over 50% year-over-year, while self-serve revenue grew 14% year-over-year, excluding the impact from Magisto [53][54] - The number of paying subscribers increased to 1.69 million, up 6% year-over-year, with an average revenue per user (ARPU) of $260, a 12% increase compared to the previous year [55][53] - The sales-assisted business now represents over 30% of total revenue, up from 16% pre-pandemic, indicating a significant shift towards larger business clients [12][9] Market Data and Key Metrics Changes - Top-of-the-funnel traffic has returned to pre-pandemic levels, impacting self-serve growth [10][88] - The company is experiencing a normalization in self-serve business post-pandemic, with conversion rates more than doubling since 2019 [48][52] Company Strategy and Development Direction - The company aims to enhance its targeting and service for larger customers, which has been the fastest-growing part of the business [18][20] - Vimeo is shifting from storage-based to seat-based pricing to better align with customer success and expand product adoption [25][27] - The company plans to broaden its product suite, with new offerings like Vimeo Interactive and a reimagined live experience [30][31] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the growth potential of the sales-assisted business, despite uncertainties in the self-serve segment [75][76] - The company is not providing full-year revenue guidance due to the volatile environment but expects bookings growth to reaccelerate in the second half of the year [64][66] - Management remains committed to disciplined growth and plans to adjust operating expenses relative to revenue [65][66] Other Important Information - The company has made significant investments in product and sales initiatives to fuel future growth ambitions [10][12] - Management highlighted the importance of retention, noting that retention rates for year-two customers remain stable [51][96] - The geopolitical situation, particularly the invasion of Ukraine, has impacted the company, but most employees in Ukraine are safe and productive [38][40] Q&A Session Summary Question: What is the outlook for full-year revenue? - Management believes they can deliver double-digit revenue growth in 2022 but sees uncertainty in the self-serve business top-of-the-funnel [73][76] Question: Can you elaborate on self-serve issues? - Management noted that self-serve traffic has normalized back to pre-pandemic levels, impacting bookings growth [88][89] Question: What is the guidance philosophy of the new CFO? - The new CFO aims for transparency and flexibility in guidance, focusing on ensuring the company can adjust to business changes [94][95] Question: How is the sales force efficiency currently? - Management is monitoring key metrics across the sales force and expects improvements as they implement enhancements [111][113] Question: What are the long-term growth targets? - Management confirmed that the long-term targets for revenue growth around 30% remain intact, driven by both subscriber growth and ARPU growth [116][121]

Table of Contents As filed with the Securities and Exchange Commission on May 5, 2022 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 March 31, 2022 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 name of regi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 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 Number 001-40420 VIMEO, INC. (Exact Name of Registrant as Specified in its Charter) Delaware (State or Other Jurisdiction of Incorporation or Or ...

Vimeo, Inc. (NASDAQ:VMEO) Q4 2021 Earnings Conference Call February 10, 2022 8:30 AM ET Company Participants Yaoxian Chew - VP of IR Anjali Sud - CEO & Director Narayan Menon - CFO Mark Kornfilt - President and Chief Product Officer Eric Cox - Chief Revenue Officer Crystal Boysen - Chief People Officer Conference Call Participants Brent Thill - Jefferies Cory Carpenter - JPMorgan Justin Patterson - KeyBanc Tom Champion - Piper Sandler Max Spaeth - Cowen Nick Cronin - Truist Yaoxian Chew Good morning, and th ...

Vimeo Inc. (NASDAQ:VMEO) Q3 2021 Earnings Conference Call November 4, 2021 8:30 AM ET Company Participants Anjali Sud - CEO Narayan Menon - CFO Yaoxian Chew - IR Conference Call Participants Brian Fitzgerald - Wells Fargo Tom Champion - Piper Youssef Squali - Truist Brent Thill - Jefferies Justin Patterson - KeyBanc John Blackledge - Cowen Dan Salmon - BMO Operator Good morning, and thank you for joining Vimeo's Q3 Earnings Event. We're excited to be here in front of you. Before we begin, a few comments. Fi ...

Table of Contents As filed with the Securities and Exchange Commission on November 5, 2021 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, 2021 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 ...

Vimeo, Inc. (NASDAQ:VMEO) Q2 2021 Earnings Conference Call August 6, 2021 8:30 AM ET Company Participants Anjali Sud - CEO Narayan Menon - CFO Yaoxian Chew - IR Conference Call Participants Youssef Squali - Truist John Blackledge - Cowen Brent Thill - Jefferies Cory Carpenter - JPMorgan Tom Champion - Piper Sandler Dan Salmon - BMO Justin Patterson - KeyBanc Brian Fitzgerald - Wells Fargo Unidentified Company Representative Good morning, and thank you for joining Vimeo's Q2 earnings event. We're excited to ...