The earnings call presented a largely positive outlook with significant growth in enterprise bookings driven by AI capabilities, successful price increases in the self-serve segment, and a strategic focus on investment in growth areas. However, challenges remain in sustaining subscriber growth in the self-serve segment and achieving higher overall revenue growth.

Company Guidance

In the Vimeo Q4 and fiscal year 2024 earnings call, guidance was provided regarding key metrics and future strategies. The company plans to invest up to $30 million, resulting in an EBITDA of about $25 to $30 million, to drive growth primarily through their enterprise business, which showed double-digit unit growth in both new subscribers and ARPU (Average Revenue Per User) during 2024. Vimeo's AI capabilities, launched midyear, contributed to 40% of new bookings in Q4, and the company expects these technological advancements to drive further expansion. Revenue growth is projected in the low single digits initially, with acceleration anticipated throughout 2025, aiming for double-digit growth by year-end. Vimeo's self-serve segment faced pressure but benefited from double-digit increases in AOV (Average Order Value) due to price adjustments, with retention rates remaining stable. The company also highlighted its strategic focus on enhancing video formats, security, and integration into customer workflows as significant growth drivers.

Strong AI Impact on Bookings

In Q4, 40% of customer deals were driven by new AI capabilities, highlighting significant customer interest and adoption.

Enterprise Booking Growth

Enterprise bookings showed double-digit unit growth and ARPU growth, with a notable increase in $100,000+ customers.

OTT Streaming Business Recovery

The OTT streaming business returned to bookings growth in Q4, benefiting from new capabilities and faster response to customer demands.

Successful Price Increases in Self-Serve

Price increases in the self-serve segment resulted in double-digit AOV growth with stable retention rates, indicating strong customer willingness to pay.

Investment in Growth Areas

Significant investments planned in formats, security, solutions, and AI, with an expected line of sight to double-digit revenue growth by the end of 2025.

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Vimeo (VMEO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

VMEO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 30, 2025	2025 (Q1)	-0.03 / -	0.04	―	―	―
Feb 19, 2025	2024 (Q4)	0.03 / 0.01	0.05	-80.00% (-0.04)	―
Nov 04, 2024	2024 (Q3)	0.01 / 0.05	0.05	0.00% (0.00)	―
Aug 05, 2024	2024 (Q2)	0.01 / 0.06	0.03	100.00% (+0.03)	―
May 07, 2024	2024 (Q1)	>-0.01 / 0.04	0	―	―
Feb 21, 2024	2023 (Q4)	>-0.01 / 0.05	-0.03	266.67% (+0.08)	―
Nov 06, 2023	2023 (Q3)	-0.04 / 0.05	-0.13	138.46% (+0.18)	―
Aug 01, 2023	2023 (Q2)	-0.10 / 0.03	-0.16	118.75% (+0.19)	―
May 03, 2023	2023 (Q1)	-0.14 / 0.00	-0.16	―	―
Feb 27, 2023	2022 (Q4)	-0.15 / -0.03	-0.15	80.00% (+0.12)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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VMEO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 19, 2025	$6.78	$5.51	-18.73%
Nov 04, 2024	$4.81	$6.96	+44.70%
Aug 05, 2024	$3.68	$3.55	-3.53%
May 07, 2024	$3.80	$3.92	+3.16%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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