Wix.Com Ltd (NASDAQ:WIX) reported better-than-expected earnings for the third quarter on Wednesday.The company posted quarterly earnings of $1.68 per share which beat the analyst consensus estimate of $1.47 per share. The company reported quarterly sales of $505.194 million which beat the analyst consensus estimate of $502.682 million.Wix.com raised its FY2025 sales guidance from $1.975 billion-$2.000 billion to $1.990 billion-$2.000 billion.“Our goal has always been to give people the power to access advan ...

Core Viewpoint - Wix.com raised its full-year bookings and revenue outlook following strong third-quarter results, driven by increased demand from its AI coding platform Base44, despite a significant drop in share price [1][2]. Financial Performance - For 2025, Wix expects bookings to be between $2.06 billion and $2.08 billion, an increase from the previous range of $2.04 billion to $2.08 billion [2]. - The full-year revenue forecast has been raised to $1.99 billion to $2.00 billion, compared to the earlier guidance of $1.98 billion to $2.00 billion [2]. - Third-quarter revenue was reported at $505.2 million, with total bookings rising to $514.5 million [4]. Growth Metrics - For the fourth quarter, Wix projects revenue between $521 million and $531 million, indicating a year-over-year growth of 13% to 15% [3]. - Creative Subscriptions revenue increased by 12% to $356.2 million, while Business Solutions revenue grew by 18% to $149 million [4]. - Creative Subscriptions annual recurring revenue reached $1.48 billion, reflecting an 11% year-over-year increase [4]. Cost and Margin Expectations - The non-GAAP gross margin for the year is expected to be between 68% and 69%, influenced by increased AI-related costs from Base44 [3]. - Non-GAAP operating expenses are projected to be approximately 50% of revenue, with free cash flow expected to reach about $600 million, or around 30% of revenue [3].

Key Points Wix.com stock fell as much as 21.7% despite beating Q3 earnings expectations and raising full-year guidance. CEO Avishai Abrahami admitted he's "clearly unhappy" about delaying a flagship product from summer 2025 to 2026. Wall Street wanted evidence of accelerating growth from Wix's new initiatives but didn't get it. 10 stocks we like better than Wix.com › Shares of Wix.com (NASDAQ: WIX) took a hard fall on Wednesday, Nov. 19. The Tel Aviv-based company, which provides software-as-a-se ...

Core Insights - Wix.com Ltd. is a leading global platform for creating and managing digital presence, offering services like website building, hosting, and design tools, competing with platforms such as Squarespace and WordPress [1] Financial Performance - On November 19, 2025, Wix reported an earnings per share (EPS) of $1.68, surpassing the estimated $1.45, indicating strong financial health and operational efficiency [2][6] - Wix's revenue for the period was approximately $505.2 million, slightly below the estimated $526 million, suggesting potential market challenges or impacts from strategic investments [2][6] Growth Metrics - The company experienced a 14% year-over-year increase in total bookings and revenue, driven by strong new cohort behavior and the success of its coding platform, Base44 [3] - Base44 has rapidly gained popularity, with over 2 million users and more than a thousand new paying subscribers joining daily, positioning it to achieve at least $50 million in annual recurring revenue (ARR) by year-end [3] Valuation Metrics - Wix's price-to-earnings (P/E) ratio is approximately 42.67, reflecting investor confidence in its earnings potential [4] - The price-to-sales ratio stands at about 3.78, indicating the value placed on each dollar of sales, while the enterprise value to sales ratio is around 3.94 [4] Financial Structure - The company has a negative debt-to-equity ratio of -8.50, suggesting a distinctive capital strategy [5] - Wix's current ratio is approximately 0.81, indicating its ability to cover short-term liabilities with short-term assets [5] - An earnings yield of about 2.34% demonstrates a solid return on investment, underscoring its financial stability and growth potential [5]

Wix.com (NasdaqGS:WIX) Q3 2025 Earnings Call November 19, 2025 08:30 AM ET Company ParticipantsJosh Beck - Managing DirectorAvishai Abrahami - CEONir Zohar - PresidentLior Shemesh - CFOMatt VanVliet - Managing Director and Equity ResearchEmily Liu - Head of Investor RelationsConference Call ParticipantsKen Wong - Managing Director and Senior AnalystYgal Arounian - Managing Director and Senior Equity Research AnalystAndrew Boone - Senior Equity AnalystTrevor Y. - Director and Equity Research AnalystOperatorG ...

Wix.com (NasdaqGS:WIX) Q3 2025 Earnings Call November 19, 2025 08:30 AM ET Speaker5Good day, and thank you for standing by. Welcome to Wix's third quarter 2025 earnings conference call. At this time, all participants are on a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. Please note that today's confer ...

Key Takeaways Wix.com Ltd posted Q3 EPS and revenue above estimates, with both metrics exceeding prior guidance.Base44 drove stronger bookings and revenue, with market share topping 10% and ARR set to reach $50M.Wix.com Ltd raised its 2025 outlook as multi-year plans and solid cohort demand boosted long-term visibility.Wix.com Ltd ((WIX) reported non-GAAP earnings per share (EPS) of $1.68 for third-quarter 2025, exceeding the Zacks Consensus Estimate of 39 cents. The company had reported EPS of $1.50 in the ...

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 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].

Core Insights - The article discusses the rise of AI application generation platforms, highlighting their trend towards specialization and differentiation, leading to a diverse ecosystem where platforms coexist and complement each other [3][4]. Market Dynamics - The AI application generation field is not in a zero-sum competition; instead, platforms are carving out differentiated spaces and coexisting, similar to the foundational model market [4][5]. - Contrary to the belief that models are interchangeable and competition would drive prices down, the market has seen explosive growth with increasing prices, as evidenced by Grok Heavy's subscription price of $300 per month [5][6]. Platform Specialization - The article identifies a trend where platforms are not direct competitors but rather complementary, creating a positive-sum game where using one tool increases the likelihood of using another [6][7]. - The future of the application generation market is expected to mirror the current foundational model market, with many specialized products achieving success in their respective categories [7][17]. User Behavior - Two types of users have emerged: 1. Loyal users who stick to a single platform, such as 82% of Replit users and 74% of Lovable users [8][9]. 2. Active users who engage with multiple platforms, indicating a trend of power users utilizing complementary tools [9][10]. Specialization Categories - The article outlines various categories for application generation platforms, emphasizing that specialization in specific product development is more advantageous than a broad but shallow approach [11][12]. - Categories include Data/Service Wrappers, Prototyping, Personal Software, Production Apps, Utilities, Content Platforms, Commerce Hubs, Productivity Tools, and Social/Messaging Apps [11][12][13][14][15][16]. Future Outlook - As more specialized application generation platforms emerge, the development trajectory is expected to resemble the current foundational model market, with each product attracting distinct user groups while also appealing to power users who may switch between platforms as needed [17].