Core Insights - Wix.com Ltd. has launched Wixel, an AI-driven visual design platform aimed at making professional-grade design accessible to all users [1][2] - Wixel is currently available for free in English, with an option for users to upgrade to a Pro Plan for premium features [2] - The platform simplifies the design process, allowing users to create polished visual assets quickly without advanced design skills [3] Product Features - Wixel enables users, such as small business owners and content creators, to generate high-quality visuals efficiently [3] - The platform supports various functionalities, including background changes, lighting adjustments, and professional template placements for product-based businesses [4] - Future updates are expected to include video editing and story creation features, expanding Wixel's capabilities [4] Business Strategy - Wix is focusing on generative AI as a significant growth driver and is embedding AI assistants across its platform to enhance operational efficiency [5] - The introduction of the Model Context Protocol (MCP) Server allows developers to create production-ready solutions using AI coding assistants [6] - Wix has also launched an AI-powered adaptive content application to personalize website content dynamically, enhancing user engagement [7] Market Performance - Wix's stock has increased by 34.8% over the past year, outperforming the Computers - IT Services industry's growth of 9.7% [9]

Core Viewpoint - Wix.com Ltd. is expected to report first-quarter 2025 results on May 21, with projected revenues indicating a growth of 12-13% year-over-year, and earnings expected to rise by 28.7% compared to the previous year [1][2]. Financial Expectations - Revenues for Q1 2025 are anticipated to be between $469 million and $473 million, with a Zacks Consensus Estimate of $471.8 million, reflecting a 12.4% increase from the prior year [1]. - The Zacks Consensus Estimate for earnings is set at $1.66 per share, indicating a 28.7% rise from the same quarter last year [1]. Recent Performance - Wix has consistently beaten the Zacks Consensus Estimate in the last four quarters, with an average surprise of 18.95% [2]. - The stock has appreciated by 34.8% over the past year, outperforming the Zacks Computers - IT Services industry's growth of 9.7% [2]. Growth Drivers - The adoption of Wix's product portfolio, particularly Wix Studio and AI-driven solutions, is expected to contribute significantly to revenue growth [2]. - The launch of the AI Website Builder in 2024 has transformed user experience and is a key component of Wix's AI offerings [2]. Product Innovations - In January 2025, Wix introduced Business Launcher, an AI tool that helps users develop business ideas based on their skills and goals [3]. - The company has integrated AI assistants across its platform, enhancing operational efficiency and customer conversion rates [4]. - The AI Site-Chat, launched in December 2024, serves as a virtual agent to engage visitors and improve customer experience [4]. User Engagement - Wix Studio, aimed at agencies and professionals, has over two million accounts, with 75% created by new partners, indicating strong market demand [5]. - The strategy to onboard higher-intent users and maximize the lifetime value of existing users is expected to positively impact performance [8]. Revenue Segmentation - The Zacks Consensus Estimate for revenues from Creative Subscriptions and Business Solutions segments is projected at $337 million and $135 million, respectively [8]. Currency Exposure - Approximately 40% of Wix's revenues are generated in non-U.S. dollar currencies, making it vulnerable to foreign exchange fluctuations [9]. - For Q1 2025, revenues are expected to increase by 13-14% at constant currency, accounting for an adverse forex impact of roughly $6 million [9]. Investment and Development - Wix is increasing investments in product development and infrastructure, although the macroeconomic environment remains volatile [10]. - Recent developments include the introduction of Wixel, an AI-driven visual design platform, and Astro, an AI-powered business assistant [11][12].

Core Insights - Wixel is a new standalone AI-powered visual design platform launched by Wix.com Ltd, aimed at democratizing visual design and enabling users to create high-quality designs effortlessly [9][12][14] - The platform integrates advanced AI capabilities with an intuitive user interface, allowing users to perform complex editing tasks such as background removal and image modification with ease [8][12][14] Product Features - Wixel offers powerful editing tools, AI image generation, and a wide range of customizable templates, all designed to enhance user experience [8][9] - Users can generate and transform images, change backgrounds, and create professional-quality visuals quickly, making it suitable for various use cases, including product photography for businesses [13][14] - The platform is currently available in English, with free usage and an optional Pro Plan for enhanced features and premium templates [15] Industry Context - The launch of Wixel comes at a time when studio-quality design is becoming the new standard, and many creators struggle to find the right tools for professional results [11] - Wix has a history of making complex technologies accessible, and Wixel continues this vision by simplifying the design process for users of all skill levels [12][14]

Group 1 - Morgan Stanley's report highlights the mixed performance of GoDaddy, the improvement in Wix.com, and the continued deterioration of LegalZoom's data in April's internet traffic trends [1][2] - GoDaddy acknowledges pressure on its customer base related to economic outlook but emphasizes stable channel trends and historical resilience during macroeconomic headwinds [2] - LegalZoom faces increased pressure on new business formation, with management now expecting a decline in new business formation for fiscal year 2025, despite noting that dissolution rates have not increased [2] Group 2 - April traffic trends indicate that GoDaddy's homepage traffic accelerated while login page traffic declined, reflecting a mixed trend [3] - Wix.com shows an upward trend despite high baseline comparisons, building confidence in the demand for its portfolio ahead of its Q1 earnings report [3] - LegalZoom's month-over-month comparative trend has further deteriorated, although the baseline comparison remains relatively lenient [3] Group 3 - Morgan Stanley maintains a cautious outlook on the potential for downward adjustments in booking guidance for fiscal year 2025, which could negate acceleration expectations for the second half of the year [2] - The strong performance of the tech portfolio and the acceleration of future innovations create a compelling narrative for investors, despite the ongoing search for sustained improvement in network traffic [2] - Recruitment trends across the three companies remain weak, with hiring levels hovering near historical lows, below pre-pandemic trends [2]

Core Insights - Wix.com Ltd. has launched the Wix Model Context Protocol (MCP) Server, allowing users to utilize natural language prompts to connect with AI-powered tools for building custom experiences and managing their businesses [1][2]. Group 1: Product Features - The Wix MCP Server provides access to various business functionalities, enabling users to manage their Wix-based businesses and generate code through AI assistants like Claude, Cursor, and Windsurf [2][9]. - It includes tools for inventory management, staff scheduling, secure checkouts, ticketing, and a flexible CMS, along with built-in CRM capabilities for lead management [2]. - The server acts as a bridge between AI clients and Wix's headless infrastructure, allowing developers to work from familiar Integrated Development Environments (IDEs) with minimal manual integration [3]. Group 2: Developer Support - The MCP Server is designed for a diverse user base, including freelance developers, agency teams, and AI automation experts, enhancing productivity and access to APIs and services [3][4]. - Developers can start using the MCP at no cost, with an option to upgrade to a Premium Plan for additional business functionalities, including online payment acceptance [5]. Group 3: Strategic Vision - The launch of the Wix MCP Server is part of Wix's broader strategy to facilitate AI disruption in the industry, emphasizing the importance of API quality and documentation [4]. - The company aims to enhance its offerings for developers, building on the momentum from the launch of Wix Studio, and providing tools that enable the creation of integrated solutions across various business verticals [4].

Company Announcement - Wix.com Ltd. will report its first quarter results for the period ended March 30, 2025, before the market opens on May 21, 2025 [1] - A conference call will be held on the same day at 8:30 a.m. ET to discuss the financial results and answer questions [1] - Prior to the call, Wix will issue a press release with the results, a shareholder update, and additional materials available on their investor relations website [1] Company Overview - Wix is recognized as the leading SaaS website builder platform globally, enabling users to create, manage, and grow their digital presence [2] - Since its inception in 2006, Wix has evolved from a simple website builder to a comprehensive platform offering enterprise-grade performance, security, and reliable infrastructure [2] - The platform provides a variety of commerce and business solutions, advanced SEO, and marketing tools, allowing users to maintain full ownership of their brand, data, and customer relationships [2] - Wix emphasizes continuous innovation and the delivery of new features and products to help users build a powerful digital presence [2]

Core Insights - The partnership between Wix.com Ltd. and ActiveCampaign aims to empower businesses of all sizes, including franchises and multi-location brands, by providing a seamless solution for customer engagement, marketing automation, and website management [1][7] Company Overview - Wix is recognized as the leading SaaS website builder platform, established in 2006, offering a comprehensive suite of tools for users to create, manage, and grow their digital presence [3] - ActiveCampaign is an AI-first marketing platform that enables teams to automate campaigns and enhance marketing efforts through advanced technology [5][6] Partnership Benefits - The integration allows businesses to manage customer journeys from website interactions to back-office operations, facilitating data synchronization between Wix and ActiveCampaign [2][7] - Key features include scalable marketing automation, enabling businesses to create personalized campaigns based on customer insights, and centralized reporting for performance analysis across multiple locations [7] - The solution is designed to enhance operational efficiency by automating repetitive tasks, ultimately driving growth, profitability, and customer loyalty [2][7]

Users can create websites that adapt in real-time, providing unique messaging and content tailored to each individual site visitor NEW YORK – Wix.com Ltd. (NASDAQ:WIX), the leading SaaS website builder platform globally1, today announced the launch of its AI-powered adaptive content application, designed to personalize website experiences for site visitors by generating dynamic content based on visitor characteristics and instructions, ultimately enhancing engagement and user experience. The app leverages s ...

Core Viewpoint - Wix.com Ltd. (WIX) has experienced a significant stock decline of 30.7% over the past three months, surpassing declines in the broader Computer IT Services Industry and the S&P 500 composite [1][2]. Group 1: Financial Performance and Market Conditions - The stock's decline followed the fourth-quarter 2024 results announcement, with concerns raised over increased forex volatility and broader market sell-offs due to trade tensions and potential supply-chain disruptions [2][3]. - WIX's total bookings for 2025 are projected at $260 million, reflecting an 11-13% year-over-year growth, but are expected to face $45 million in forex headwinds [13]. - Revenue growth for 2025 is anticipated at 14-16% on a constant currency basis, while reported growth is expected to be 12-14% due to a $34 million forex impact [14]. Group 2: AI and Product Innovations - WIX is focusing on generative AI as a key growth driver, with the AI Website Builder launched in 2024 leading to over one million sites created [4][5]. - The introduction of the Business Launcher tool in January 2025 aims to assist users in transforming business ideas into reality, enhancing user engagement and sales potential [5]. - WIX is embedding AI assistants across its platform, including the Astro business assistant, which is designed to improve productivity and streamline operations [6]. Group 3: Growth Catalysts and Strategic Initiatives - WIX Studio, the premium offering for agencies, has over two million accounts, with 75% created by new partners, indicating strong community engagement [7]. - The Self-Creators segment is experiencing growth driven by WIX's AI product suite, with plans for new products to enhance design capabilities and online presence [8]. - The commerce segment has shown robust activity, with bookings up 15% in 2024, supported by the evolution of AI and Studio offerings [9]. Group 4: Operational Efficiency and Financial Strategy - WIX aims to balance sustainable revenue growth with improved operating efficiencies, targeting the "Rule of 45" for its 2025 outlook [11]. - The company is focusing on onboarding higher intent users and maximizing the lifetime value of its current user base, with the first quarter 2024 cohort generating $61 million in cumulative bookings [10]. Group 5: Forex Impact and Market Outlook - Approximately 40% of WIX's revenues come from non-U.S. dollar currencies, making it vulnerable to forex fluctuations, particularly with the strengthening U.S. dollar against the euro and British pound [12]. - The company is facing challenges from increasing costs and forex volatility, which could pressure margins amid broader market uncertainties [15].

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market engagement and confidence [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, helping investors identify stocks likely to outperform the market in the next 30 days [3][4] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [4] Value Score - The Value Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales [4] Growth Score - The Growth Score assesses a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow [5] Momentum Score - The Momentum Score identifies optimal times to invest based on price trends and earnings estimate changes [6] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive rating based on value, growth, and momentum [7] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors in building successful portfolios [8] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +25.41%, significantly outperforming the S&P 500 [9] Stock Example: Wix.com - Wix.com Ltd. is a cloud-based web development platform with a Zacks Rank of 3 (Hold) and a VGM Score of B [13] - The company is appealing to growth investors, with a Growth Style Score of A and a projected year-over-year earnings growth of 18.2% for the current fiscal year [14] - Recent earnings estimates for fiscal 2025 have been revised upward, with the Zacks Consensus Estimate increasing by $0.24 to $7.55 per share [14]