Base44
搜索文档
Wix.com Q1 Earnings Call Highlights
MarketBeat· 2026-05-14 03:12
Wix.com NASDAQ: WIX executives said the company delivered solid first-quarter 2026 growth while accelerating investments in artificial intelligence products, including Wix Harmony and Base44, during the company's earnings call. Get Wix.com alerts: The company's first-quarter 2026 user cohort totaled 6.4 million users, including Base44. Zohar said that cohort generated nearly $52 million in bookings in its first three months, a 46% increase from the first-quarter 2025 cohort's first three months. Excluding B ...
Wix (NASDAQ: WIX) Navigates Q1 Earnings Miss with AI Focus and Revenue Growth
Financial Modeling Prep· 2026-05-13 22:00
This growth is supported by strong bookings, which reached $585 million, a 15% increase year-over-year. The company notes this is driven by a 46% increase in bookings from new user cohorts. In a major corporate action, Wix also repurchased approximately 30% of its outstanding shares in April. Wix (NASDAQ: WIX) is a company that provides a popular web-building platform. It helps users create websites without needing to code. The company is also focusing on artificial intelligence (AI) innovation with its Wix ...
Wix(WIX) - 2026 Q1 - Earnings Call Transcript
2026-05-13 21:32
Wix.com (NasdaqGS:WIX) Q1 2026 Earnings call May 13, 2026 08:30 AM ET Company ParticipantsAndrew Boone - Managing DirectorEmily Liu - Head of Investor RelationsJosh Beck - Managing DirectorLior Shemesh - CFONaved Khan - Managing DirectorNir Zohar - President and Co-founderConference Call ParticipantsBrad Erickson - AnalystDeepak Mathur - AnalystJamesmichael Sherman-Lewis - VP of Equity Research AnalystJohn Bryant - AnalystTrevor Young - Director and AnalystNone - AnalystOperatorGood day, and thank you for s ...
Wix(WIX) - 2026 Q1 - Earnings Call Transcript
2026-05-13 21:32
Wix.com (NasdaqGS:WIX) Q1 2026 Earnings call May 13, 2026 08:30 AM ET Company ParticipantsAndrew Boone - Managing DirectorEmily Liu - Head of Investor RelationsJosh Beck - Managing DirectorLior Shemesh - CFONaved Khan - Managing DirectorNir Zohar - President and Co-founderConference Call ParticipantsBrad Erickson - AnalystDeepak Mathur - AnalystJamesmichael Sherman-Lewis - VP of Equity Research AnalystJohn Bryant - AnalystTrevor Young - Director and AnalystNone - AnalystOperatorGood day, and thank you for s ...
Wix(WIX) - 2026 Q1 - Earnings Call Transcript
2026-05-13 21:30
Wix.com (NasdaqGS:WIX) Q1 2026 Earnings call May 13, 2026 08:30 AM ET Speaker10Good day, and thank you for standing by. Welcome to Wix's 1st quarter 2026 earnings conference call. At this time, all participants on a listen only mode. After the speaker's presentation, there'll 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 hear an automated message advising that your hand is raised. Please note that today's conference is bein ...
Wix(WIX) - 2026 Q1 - Earnings Call Presentation
2026-05-13 20:30
业绩总结 - 截至2026年3月31日,注册用户总数约为310万[12] - 2026年第一季度总收入为1.265亿美元,同比增长14%[25] - 2026年第一季度交易收入为7000万美元,同比增长19%[12] - 2026年第一季度合作伙伴收入为2.03亿美元,同比增长19%[12] - 2026年第一季度自由现金流(FCF)为3.8亿美元,自由现金流率为21%[12] - 截至2026年3月31日,总合并年化经常性收入(ARR)约为19亿美元[12] 用户数据 - 2026年第一季度新用户群体产生的预订金额为5200万美元,较2025年第一季度新用户群体增长约46%[41] - 2025年净收入留存率为105%[56] - 2026年第一季度约40%的收入来自北美以外地区[12] 未来展望 - 2023年总预订金额为1,121百万美元,预计2024年将增长至1,175百万美元,2025年达到1,315百万美元,2026年预计为1,477百万美元,年增长率分别为+13%和+15%[32] - 2023年合作伙伴收入为469百万美元,预计2024年将增长至610百万美元,2025年达到750百万美元,年增长率为+19%[35] - 2023年交易收入为178百万美元,预计2024年将增长至215百万美元,2025年达到255百万美元,年增长率为+19%[38] 新产品和新技术研发 - 2023年第四季度研发支出(GAAP)为125,743千美元,占收入的23%,预计2024年将降至21%[72] 市场扩张和并购 - 2025年6月收购的Base 44在2026年3月初达到了1亿美元的年化经常性收入(ARR)[20] - 2026年第一季度北美市场收入占总收入的61%,年增长率为+12%[54] - 2026年第一季度亚洲及其他地区收入占总收入的11%,年增长率为+16%[54] 财务健康 - 2023财年自由现金流为182,197千美元,2022财年为负33,512千美元[74] - 2023财年自由现金流占收入的比例为16%,相比2022年的2%有显著提升[74] - 2025年自由现金流为605百万美元,占收入的30%[66] 其他新策略和有价值的信息 - 2026年第一季度总员工人数约为5280人[12] - 2023年末流通普通股数量为57,172,595股,较2022年的56,305,462股略有增加[74] - 2023财年流通稀释股数为64,365,393股,较2022年的63,760,503股有所增加[74]
Wix Reports First Quarter 2026 Results
Globenewswire· 2026-05-13 13:00
Q1 bookings of $585 million, up 15% y/y, and revenue of $541 million, up 14% y/y, driven by new cohort momentum powered by Base44 strength New user cohort bookings increased ~46% year-over-year Wix Harmony now running on its own proprietary AI model, built by Wix for speed without sacrificing accuracy when applied to Harmony websites Powerful new features further position Base44 as a leader in AI-powered innovation, including Superagents, a native AI assistant, and new Figma to Base44 integration Achieved ...