Core Insights - Wix.com Ltd. reported a 14% year-over-year growth in total bookings and revenue for Q3 2025, driven by strong performance in Creative Subscriptions and Business Solutions [4][5][9] - The company is optimistic about its future growth, particularly with the introduction of Base44, an AI-driven platform that is expected to significantly contribute to revenue in 2026 and beyond [2][4][11] Financial Performance - Total revenue for Q3 2025 was $505.2 million, reflecting a 14% increase compared to the same quarter last year [5][22] - Creative Subscriptions revenue reached $356.2 million, up 12% year-over-year, while Business Solutions revenue increased by 18% to $149.0 million [5][22] - Total bookings for Q3 2025 were $514.5 million, also up 14% year-over-year [5][29] Key Metrics - Creative Subscriptions Annualized Recurring Revenue (ARR) increased to $1.457 billion, marking an 11% year-over-year growth [5][19] - The company achieved a total gross margin of 68% on a GAAP basis, with Creative Subscriptions gross margin at 83% [5][22] - Non-GAAP net income for Q3 2025 was $100.2 million, translating to $1.80 per basic share [5][22] Strategic Outlook - Wix raised its full-year bookings outlook to between $2,060 million and $2,078 million, reflecting a growth expectation of 13-14% year-over-year [9][10] - The revenue outlook for the full year has also been updated to $1,990 million to $2,000 million, indicating a similar growth rate [10][11] - The company plans to accelerate marketing investments in Base44 to capture stronger-than-anticipated demand [9][11] Market Position - Wix's market share has grown from low-single digits to over 10% since June 2025, indicating a strong competitive position in the AI application builder market [2][4] - Base44 has quickly gained traction, serving over 2 million users and adding more than 1,000 new paying subscribers daily [4][5]

Core Insights - No Street GP LP has established a new position in Wix.com valued at approximately $97.7 million, representing 6.4% of the fund's U.S. equity holdings as of September 30 [2][6]. Company Overview - Wix.com Ltd. is a leading provider of cloud-based website development and business management solutions, leveraging a scalable subscription model and diversified product suite to capture recurring revenue [5]. - As of the latest market close, Wix's share price is $125.29, with a market capitalization of $7 billion, trailing twelve months (TTM) revenue of $1.9 billion, and TTM net income of $166.3 million [4]. Recent Performance - Wix's second-quarter revenue increased by 12% to $489.9 million, driven by a 14% year-over-year growth in new-cohort bookings [7]. - The company achieved free cash flow of $147.7 million and executed $100 million in share repurchases at an average price of $154.69 [7]. Investment Dynamics - The investment in Wix comes as the stock has declined over 60% since its 2021 highs, indicating a potential recovery phase as the company shows improving cohorts and durable cash flow [6][9]. - The acquisition of Base44 is expected to expand Wix's reach into application development, with management anticipating annual recurring revenue (ARR) from this segment to reach $40 million to $50 million by year-end [7].

Core Insights - Analysts forecast Wix.com (WIX) to report quarterly earnings of $1.45 per share, reflecting a year-over-year decline of 3.3% and revenues of $502.65 million, which is a 13% increase compared to the previous year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a collective reevaluation by analysts [1] Revenue Estimates - 'Revenues - Business Solutions' are expected to reach $147.14 million, indicating a year-over-year increase of 16.9% [4] - 'Revenues - Creative Subscriptions' are projected at $355.56 million, reflecting an 11.5% increase from the year-ago quarter [4] Total Bookings - Analysts estimate 'Total Bookings' to be $509.25 million, up from $449.78 million reported in the same quarter last year [4] - 'Total Bookings - Business Solutions' is expected to be $148.91 million, compared to $123.14 million in the same quarter last year [5] - 'Total Bookings - Creative Subscriptions' is projected at $361.59 million, up from $326.64 million reported in the same quarter last year [6] User Metrics - The number of registered users at period end is expected to reach 303.94 million, up from 278.00 million in the same quarter last year [6] Gross Profit Estimates - 'Non-GAAP Gross Profit - Business Solutions' is projected to be $47.21 million, compared to $38.41 million in the same quarter last year [7] - 'Non-GAAP Gross Profit - Creative Subscriptions' is expected to reach $302.24 million, up from $268.48 million reported in the same quarter last year [7] Stock Performance - Wix.com shares have experienced a decline of 4.2% in the past month, contrasting with a 1.4% increase in the Zacks S&P 500 composite [7]

Core Insights - Wix.com Ltd. is viewed positively by analysts, with a Buy rating and a price target of $200 ahead of its fiscal Q3 2025 results scheduled for November 19, 2025 [1][2] Financial Performance - Revenue figures for the upcoming year are considered achievable, with indications of stabilization in Base44's Annual Recurring Revenue ramp [2] Market Trends - Feedback from the market suggests that the adoption of Wix Studio has exceeded expectations, alongside an increase in lead generation through the Wix marketplace [2] Strategic Partnerships - Wix.com Ltd. has announced a strategic collaboration with PayPal Inc. to enhance AI-powered product discovery and commerce for Wix merchants, allowing them to showcase product catalogs on AI platforms and accept payments via PayPal [3] Company Overview - Wix.com Ltd. offers a cloud-based platform enabling businesses and individuals to create, manage, and grow professional websites using a drag-and-drop editor, eliminating the need for coding skills [4]

Core Insights - Wix.com Ltd. has announced a strategic collaboration with PayPal to enhance AI-powered product discovery and commerce for its merchants [1] - Following the announcement, Wix's stock experienced a 7.1% increase over two trading sessions, and a 26% rise since its low in August, although it remains down 32.2% since the start of 2025 [2] - Wix is set to release its third-quarter financial results on November 19, with expectations of 13% revenue growth to $503 million and non-GAAP earnings per share of $1.49 [3] Company Overview - Wix.com Ltd. operates in the website building sector, primarily targeting small and medium-sized businesses [2] - The company's market capitalization on Nasdaq is $8.1 billion [2] - The CEO of Wix is Avishai Abrahami [2] Financial Performance Expectations - Analysts predict Wix will report a revenue growth of 13% to $503 million for the third quarter [3] - Non-GAAP earnings per share are expected to be $1.49, slightly lower than the corresponding quarter of 2024 [3] - The average price target for Wix shares is $208.6, indicating a potential upside of 43.3% from the current share price [3] Analyst Coverage - A total of 26 analysts are covering Wix's stock, with 23 having a positive outlook and the remainder neutral [3]

Core Insights - Wix.com Ltd. has announced full integration of Royal Mail into its Wix Shipping platform, facilitated by its partner Shippo, allowing UK merchants to automate their shipping processes [1][3] Group 1: Company Developments - The integration enables UK businesses to transition from manual Royal Mail workflows to a fully automated system, enhancing operational efficiency [2] - Wix aims to provide exclusive pricing for merchants, allowing them to concentrate on business growth rather than logistics [2] - The partnership with Shippo enhances Wix's shipping capabilities, offering greater automation and flexibility for merchants in managing their orders [3] Group 2: Industry Context - Royal Mail is highlighted as a fundamental component of UK commerce, and the integration is designed to simplify shipping management for UK merchants [3] - Wix positions itself as a leading platform for digital presence, combining advanced AI and robust business solutions to empower users [4]

Core Insights - Wix merchants will soon be able to enroll in PayPal's agentic commerce solution, enhancing their eCommerce capabilities [1] - The collaboration aims to make product catalogs discoverable through AI channels, allowing merchants to reach new customers [2][4] - Enrollment for the store sync will open soon, with merchant discovery expected to begin before the end of the year and payment acceptance through PayPal's solution launching in early 2026 [3] Company Collaboration - The partnership between Wix and PayPal will enable merchants to sync product data and inventory to PayPal's AI discovery and checkout experiences without additional technical requirements [4] - Merchants will retain brand visibility and manage customer communications for transactions initiated by agents, preserving customer relationships [5] - The integration will allow Wix merchants' products to appear in PayPal's shopping agent, currently being tested in select markets [5] Market Impact - Wix President Nir Zohar emphasized that AI is transforming shopping, and the collaboration will position Wix merchants at the forefront of this shift, expanding their reach to high-intent channels [6] - In addition to the PayPal integration, Wix announced a collaboration in August that allows merchants to promote and sell products directly on Pinterest, opening new social commerce opportunities [7]

Core Insights - Wix.com Ltd. has announced a strategic collaboration with PayPal Inc. to enhance AI-powered product discovery and commerce for Wix merchants [1][2] - The partnership will allow Wix merchants to sync their product data and inventory with PayPal's AI discovery and checkout services, facilitating a seamless integration without additional technical requirements [2][4] Group 1: Collaboration Details - The collaboration aims to position Wix merchants at the forefront of AI-driven shopping experiences, enabling them to reach new, high-intent channels [4][8] - Wix merchants will maintain brand ownership and customer relationships while utilizing PayPal's trusted protections during transactions [8] Group 2: Benefits for Merchants - Merchants will benefit from faster time to value through streamlined integration, making their product catalogs discoverable across supported AI channels [8] - The partnership is expected to enhance discovery and intent-driven purchasing journeys, moving beyond traditional search methods [8] - A single PayPal integration will allow Wix merchants to showcase products across multiple AI shopping experiences, including PayPal's shopping agent and Perplexity [8]

Core Insights - Wix.com Ltd. has announced a strategic collaboration with PayPal Inc. to enable AI-powered product discovery and commerce for Wix merchants, allowing them to make their catalogs discoverable on leading AI platforms and accept payments directly through PayPal's services [1][2] Group 1: Collaboration Details - The collaboration will allow Wix merchants to sync their product data and inventory to AI discovery and checkout experiences via PayPal, requiring no additional technical effort [2] - Wix merchants will be among the first to utilize PayPal's agentic commerce services, which combine payments, identity, risk, and buyer protection [2][4] Group 2: Benefits for Wix Merchants - Merchants will benefit from faster time to value as their product catalogs become discoverable and purchasable across supported AI channels through streamlined integration with PayPal [7] - The collaboration will enable Wix merchants to reach shoppers on AI channels, benefiting from intent-driven purchasing journeys beyond traditional search and browsing [7] - Wix merchants will retain brand visibility and customer communications for transactions initiated through AI agents, maintaining their role as the merchant of record [7] Group 3: Future Developments - Store sync for Wix merchants will open for enrollment soon at PayPal.ai, with discoverability on Perplexity expected before the end of 2025 [4] - PayPal's agentic payments solution is anticipated to launch in early 2026, allowing Wix merchants to accept payments on AI surfaces with built-in fraud detection and buyer protection [4]

Core Viewpoint - Wix.com Ltd. is set to report its third-quarter financial results for 2025 on November 19, 2025, before market opening, followed by a conference call for management to discuss the results [1]. Company Overview - Wix is a leading global platform established in 2006, focused on creating, managing, and growing digital presence for users including self-creators, agencies, and enterprises [2]. - The platform offers advanced AI, flexible design, and robust business solutions, enabling users to build stronger brands and scale their businesses online [2]. - Wix is innovating the future of digital experiences with its AI-powered website builder and no-code application creation through Base44, making sophisticated creation accessible to a wider audience [2].