VMEO Earnings Prediction
The chart below shows how VMEO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, VMEO sees a +2.46% change in stock price 10 days leading up to the earnings, and a +14.12% change 10 days following the report. On the earnings day itself, the stock moves by -1.43%. This data can give you a slight idea of what to expect for the next quarter's release.
VMEO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
104.56M
-1.59%
0.18%
Gross Margin
78.81%
-0.24%
1.31%
Operating Margin
7.04%
31.59%
-1.54%
Net Margin
8.88%
11.42%
-8.45%
EPS
0.05
0.00%
-16.67%
No Data Available
VMEO Earnings Analysis
Vimeo, Inc. Common Stock Corporation (VMEO.O) Earnings Conference Call
Positive
Enterprise Business Growth: The Enterprise business is experiencing growth, with a significant increase in customer engagement and demand for video solutions.
Cost Management Success: In Q3, Vimeo reported a 100 million dollar reduction in operating expenses on an annualized basis, showcasing effective cost management.
E-commerce Partnerships Expansion: The company has successfully signed large e-commerce sites, bringing millions of videos to its platform, enhancing its content library.
Product Development Success: Vimeo's product development efforts are yielding positive results, with new features and integrations that improve customer experience and engagement.
Positive Growth Trajectory: The overall growth trajectory for Vimeo Enterprise is positive, with expectations for continued expansion and increased market share in the coming quarters.
Negative
Enterprise Revenue Momentum: 3Q enterprise revenue and bookings were above our estimates. Could you just talk about the key drivers of the Enterprise momentum in 3Q, and as we round to 4Q and looking out into 2025?
Enterprise Video Growth: We’re really excited about the Enterprise business. Increasingly in the consumer market place, video has arrived for consumers and it’s arriving right now for the Enterprise. We like to say that on the public Internet, it’s about 82% of all the Internet is video. And we see that exact same trend coming into the Enterprise.
Pipeline Growth and Strategy: The AOV of our pipeline has gotten to a larger size. This already in Q3 and for Q4 and beyond. And I think that a lot of what we’re doing in the business, to improve our go-to-market fundamentals, a lot of the work we’ve been doing around packaging and pricing.
Cost Reduction and Investment: We’ve taken about $100 million in operating expenses annually out of the business, and yet the gross profit dollars have stayed roughly the same, which has given us such good EBITDA results. But we think that the second piece of that story. Is that that’s making room for us to make investments and, because we see the opportunity is so big. Because we have such a strong balance sheet, we think we can apply more capital to investing in the business.
Growth Momentum Strategy: We’re looking for forward to building on our compounding momentum, and working to return Vimeo to growth.
VMEO FAQs
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Is Vimeo, Inc. (VMEO) Q3 2024 Earnings Call Summary positive or negative?
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VMEO Earning Call Sentiment
Vimeo, Inc. (VMEO) Q3 2024 Earnings Call Transcript
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00:00
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VMEO.O
1.97%Positive
Vimeo's earnings call summary reveals positive financial performance, including a 10% revenue increase, improved gross margins, and a shift to net income. The Q&A highlights strong enterprise momentum and strategic investments, particularly in AI and security, boosting confidence. Despite some risks and vague guidance, the overall sentiment is optimistic, with a focus on growth and customer engagement. The positive financials and strategic initiatives outweigh the risks, suggesting a stock price increase of 2% to 8% over the next two weeks.
