Financial Performance - Total registered users are approximately 299 million[11] - Q3'25 transaction revenue reached $65 million, a 20% year-over-year increase[11] - Q3'25 partners revenue was $192 million, up 24% year-over-year[11] - Creative Subscriptions Annualized Recurring Revenue (ARR) is approximately $1.5 billion[11] - Q3'25 free cash flow (FCF) margin was 32%[11] - Q3'25 gross payment volume (GPV) reached $3.7 billion, a 13% year-over-year increase[11] Revenue and Bookings - Total revenue for 2025 is estimated to be between $1.99 billion and $2 billion[23] - Creative Subscriptions ARR expanded consistently, reaching $1.457 billion in Q3'25, an 11% year-over-year increase[27] - Total bookings for 2025 are projected to be between $2.06 billion and $2.078 billion[30] Strategic Initiatives - Base44, acquired in June 2025, is projected to generate at least $50 million of ARR by the end of 2025[19] - The Q1'25 user cohort is the strongest since the COVID cohort, growing 8% year-over-year and 17% quarter-over-quarter[39] - The company expects approximately $18.4 billion in future bookings over the next 10 years from existing cohorts[46]
Wix(WIX) - 2025 Q3 - Earnings Call Presentation