Loading...
01/11 03:16
Loading...
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call highlights robust growth in services revenue, a strong performance in the Programming and Tech vertical, and strategic AI-driven initiatives. Despite flat GMV trends, the company's focus on larger projects and AI integration is promising. The management's confidence in AI driving future growth, alongside a significant increase in spend per buyer, suggests optimism. However, the wide guidance range due to macroeconomic conditions tempers expectations slightly. Overall, the positive aspects outweigh the negatives, projecting a positive stock price movement.
The earnings call summary indicates strong financial performance, with growth in both Marketplace and Services segments, particularly in AI-related services. The improved EBITDA margin and free cash flow are positive signs. The Q&A section reveals optimism about future growth through AI and upmarket strategies, despite some uncertainties. The guidance for revenue and EBITDA growth is also positive, suggesting confidence in achieving targets. Overall, the strong financial metrics, optimistic guidance, and strategic focus on AI and upmarket efforts suggest a positive stock price reaction.
The company presented strong financial performance with 15% YoY revenue growth and improved margins. Positive guidance for revenue and EBITDA indicates optimism. The stock repurchase program reflects confidence in long-term prospects. However, stable demand without inflection and competitive pressures pose risks. The Q&A highlighted satisfaction with Fiverr Go and growth in services revenue, although some answers lacked clarity. Overall, the combination of financial strength, positive guidance, and shareholder returns supports a positive sentiment, likely leading to a stock price increase of 2% to 8% over the next two weeks.
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
