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Sep 30, 2025
Vimeo Q3 2025 Earnings Report
Vimeo reported a net loss and lower profitability in Q3 2025 despite slight revenue growth.
Key Takeaways
In Q3 2025, Vimeo posted modest revenue growth but swung to a net loss due to higher operating expenses, restructuring costs, and transaction fees related to its pending acquisition.
Revenue reached $105.8 million, up slightly from $104.6 million in Q3 2024.
Vimeo reported a net loss of $2.3 million, compared to a net income of $9.3 million in the same period last year.
Operating income dropped to a loss of $4.6 million due to increased R&D, sales, and general expenses, including $5.9 million in merger-related costs.
Self-Serve ARPU rose to $204, but subscriber count declined by 11% YoY to 1.13 million.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Management expects continued cost discipline but flagged macro uncertainties and churn in Self-Serve as headwinds.
Positive Outlook
- Enterprise segment grew 18% YoY, indicating strong traction.
- ARPU increased across both Self-Serve and Enterprise segments.
- Free cash flow remained positive at $36.8 million for the quarter.
- Gross margin held strong at 78%.
- Merger transaction with Bending Spoons provides strategic exit opportunity.
Challenges Ahead
- Self-Serve subscribers declined 11% YoY.
- Add-Ons revenue dropped 16% due to reduced bandwidth demand.
- Operating loss of $4.6 million compared to a profit last year.
- Net loss of $2.3 million reversed last year’s net income.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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