Wix.com (WIX) reported $505.19 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 13.6%. EPS of $1.68 for the same period compares to $1.50 a year ago.The reported revenue represents a surprise of +0.51% over the Zacks Consensus Estimate of $502.65 million. With the consensus EPS estimate being $1.45, the EPS surprise was +15.86%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Str ...

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]

Wall Street analysts forecast that Wix.com (WIX) will report quarterly earnings of $1.45 per share in its upcoming release, pointing to a year-over-year decline of 3.3%. It is anticipated that revenues will amount to $502.65 million, exhibiting an increase of 13% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. ...

Core Insights - Wix.com Ltd (WIX) reported non-GAAP EPS of $2.28 for Q2 2025, exceeding the Zacks Consensus Estimate of $1.75 and up from $1.67 in the same quarter last year [1] - Quarterly revenues rose 12% year over year to $489.9 million, surpassing the Zacks Consensus Estimate of $487.5 million and management's guidance of $485-$489 million [1][8] Financial Performance - Creative Subscriptions revenues, accounting for 70.5% of total revenues, increased 11% year over year to $345.5 million, while Business Solutions revenues rose 17% to $144.5 million [5] - Annualized recurring revenues for Creative Subscriptions reached $1.41 billion, up 10% year over year, with total bookings jumping 11% to $509.9 million [5] - Non-GAAP gross margin improved to 70% from 68% in the prior year, with Creative Subscriptions achieving a margin of 85% and Business Solutions at 33% [9] Strategic Developments - The acquisition of Base44 allows Wix to enter the application development market, targeting an ARR growth from a few million in June to $40–$50 million by the end of 2025, aiming for a $100 million ARR milestone [3] - The company raised its 2025 revenue guidance to a range of $1.975-$2 billion, reflecting a growth expectation of 12-14% [11] Market Reaction - Following the announcement of strong earnings and the Base44 acquisition, Wix's shares surged approximately 10% in pre-market trading on August 6, 2025 [4] - Over the past year, WIX's shares have increased by 18.1%, contrasting with a 3.1% decline in the Zacks Computer-IT Services sector [4] Cash Flow and Balance Sheet - As of June 30, 2025, Wix had cash and cash equivalents of $693 million, up from $653.3 million at the end of Q1 2025, with cash flow from operations amounting to $150.3 million [10] - Free cash flow for the quarter was reported at $147.7 million, and the company repurchased $100 million worth of shares [10]

Core Insights - Wix.com reported revenue of $489.93 million for the quarter ended June 2025, marking a year-over-year increase of 12.4% and exceeding the Zacks Consensus Estimate by 0.51% [1] - The company's EPS for the same period was $2.28, a significant increase from $1.67 a year ago, resulting in an EPS surprise of 30.29% compared to the consensus estimate of $1.75 [1] Financial Performance Metrics - Total Bookings reached $509.92 million, slightly above the average estimate of $506.41 million from seven analysts [4] - Creative Subscriptions ARR was reported at $1.41 billion, matching the six-analyst average estimate [4] - Total Bookings for Business Solutions were $145.05 million, below the four-analyst average estimate of $147.18 million [4] - The number of registered users at the end of the period was 293 million, slightly below the four-analyst average estimate of 293.4 million [4] - Total Bookings for Creative Subscriptions were $364.87 million, exceeding the four-analyst average estimate of $360.4 million [4] - Revenues from Business Solutions were $144.47 million, surpassing the average estimate of $141.98 million and reflecting a year-over-year increase of 16.9% [4] - Revenues from Creative Subscriptions were $345.46 million, slightly above the average estimate of $345.42 million, with a year-over-year increase of 10.7% [4] - Non-GAAP Gross Profit for Business Solutions was $46.96 million, exceeding the average estimate of $44.88 million [4] - Non-GAAP Gross Profit for Creative Subscriptions was $293.93 million, also above the average estimate of $292.55 million [4] Stock Performance - Wix.com shares have returned -20.8% over the past month, contrasting with the Zacks S&P 500 composite's +0.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Core Insights - Analysts expect Wix.com (WIX) to report quarterly earnings of $1.75 per share, reflecting a year-over-year increase of 4.8% [1] - Projected revenues for the quarter are $487.58 million, which represents an 11.9% increase from the same quarter last year [1] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a reevaluation of initial estimates by analysts [1] Revenue Estimates - 'Revenues - Business Solutions' are projected to reach $141.98 million, indicating a year-over-year change of +14.9% [4] - 'Revenues - Creative Subscriptions' are estimated at $345.42 million, suggesting a +10.7% year-over-year change [4] - Total Bookings are expected to reach $506.41 million, compared to $458.40 million reported in the same quarter last year [4] Annual Recurring Revenue (ARR) and Bookings - The consensus estimate for 'Creative Subscriptions ARR' is $1.41 billion, up from $1.28 billion a year ago [5] - 'Total Bookings - Business Solutions' is expected to be $147.18 million, compared to $129.43 million in the same quarter of the previous year [5] Gross Profit Estimates - 'Total Bookings - Creative Subscriptions' is projected at $360.40 million, compared to $328.97 million from the previous year [6] - 'Non-GAAP Gross Profit - Business Solutions' is estimated at $44.88 million, up from $36.65 million in the same quarter last year [6] - 'Non-GAAP Gross Profit - Creative Subscriptions' is expected to reach $292.55 million, compared to $261.61 million reported in the same quarter last year [7] Stock Performance - Wix.com shares have shown a return of -21.5% over the past month, while the Zacks S&P 500 composite has increased by +0.6% [7] - The company holds a Zacks Rank 3 (Hold), indicating expectations to mirror overall market performance in the near future [7]

Core Insights - Analysts expect Wix.com (WIX) to report quarterly earnings of $1.66 per share, reflecting a year-over-year increase of 28.7% [1] - Revenue projections stand at $471.78 million, which is a 12.4% increase from the same quarter last year [1] - The consensus EPS estimate has been adjusted downward by 0.2% over the past 30 days, indicating a reassessment by analysts [1] Revenue Estimates - 'Revenues - Business Solutions' are projected to reach $135.06 million, marking a 17% increase from the prior-year quarter [4] - 'Revenues - Creative Subscriptions' are expected to be $336.71 million, reflecting a 10.7% increase from the previous year [4] Key Metrics - 'Creative Subscriptions ARR' is anticipated to reach $1.38 billion, up from $1.24 billion reported in the same quarter last year [5] - 'Total Bookings - Business Solutions' are expected to be $142.88 million, compared to $122.64 million in the prior year [5] - 'Total Bookings - Creative Subscriptions' is projected at $368.37 million, an increase from $334.64 million reported last year [6] Profit Estimates - 'Non-GAAP Gross Profit - Business Solutions' is estimated at $42.66 million, up from $34.58 million in the same quarter last year [6] - 'Non-GAAP Gross Profit - Creative Subscriptions' is forecasted to reach $283.35 million, compared to $252.16 million reported in the previous year [7] Stock Performance - Wix.com shares have increased by 14.5% over the past month, outperforming the Zacks S&P 500 composite, which rose by 9.8% [7]