财务数据和关键指标变化 - 总订单额增长10%至4.57亿美元,超出预期 [7][26][30] - 总收入增长12%至4.2亿美元,超出预期 [7][28] - 自由现金流增长至1.11亿美元,创下新高,占收入26% [7][29][33] 各条业务线数据和关键指标变化 - 合作伙伴业务收入增长33%,占总收入贡献增加 [28] - 电子商务交易额增长14%,同时交易费率提升至1.58%创新高 [21] - 合作伙伴贡献了约一半的电子商务交易额 [21] 各个市场数据和关键指标变化 - 新用户获取成本回报期维持在4-5个月的水平 [19] - 2023年第一季度新用户群体的订单额优于2022年同期,成为历史最强非疫情时期新用户群体 [17][18] - 2023年第一季度新用户群体的订单额较2022年第一季度新用户群体增长6% [17] 公司战略和发展方向及行业竞争 - 公司持续推进AI技术产品创新,包括AI网站构建工具、AI图像编辑工具、AI作品集生成工具等 [9][10][11][12] - Wix Studio平台发展良好,已有超过100万个账户注册,大型代理商加入平台,转化率超预期 [13][14] - 公司持续提升产品功能和定价,以提升用户价值和收益 [20] - 公司预计未来将继续在AI和Wix Studio方面进行创新和投入 [14] 管理层对经营环境和未来前景的评论 - 公司认为宏观环境保持稳定和积极,未见明显变化 [22] - 预计2024年下半年订单增速将加快至16%,2025年将大幅超越"收入增长+自由现金流率"40%的目标 [26][27][35] - 2025年收入增长加速和成本控制将推动公司大幅超越"收入增长+自由现金流率"40%的目标 [35] 问答环节重要的提问和回答 问题1 **Ygal Arounian提问** 询问2025年收入增长加速的具体驱动因素,以及Wix Studio在其中的贡献 [38][39] **Avishai Abrahami回答** 2025年收入增长加速主要来自于: 1) AI产品带来的自创作者订单增长 [40][41] 2) Wix Studio带来的合作伙伴订单增长 [40][41][42][43][44] 3) 之前的价格优化措施 [40][41] 问题2 **Ken Wong提问** 询问公司调整合作伙伴补偿政策的初步效果 [49] **Nir Zohar回答** 初步效果很鼓舞,合作伙伴更积极采用Wix Studio并带动更多业务功能使用,有助于提升ARPS [50] 问题3 **Andrew Boone提问** 询问AI产品对附加产品销售的影响 [73][74][75][79][80] **Avishai Abrahami回答** AI产品通过以下方式提升附加产品销售: 1) AI网站构建工具会根据用户需求推荐相关业务应用 2) 垂直行业AI助手会根据业务情况推荐合适工具 3) 这些AI工具会在用户日常使用网站时持续推荐新产品 [79][80]

For the quarter ended March 2024, Wix.com (WIX) reported revenue of $419.78 million, up 12.2% over the same period last year. EPS came in at $1.29, compared to $0.91 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $417.71 million, representing a surprise of +0.50%. The company delivered an EPS surprise of +25.24%, with the consensus EPS estimate being $1.03. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Israeli website creator Wix (NASDAQ:WIX) beat earnings estimates, sending WIX stock up 20%. Wix earned $24 million, 41 cents per share fully diluted, on revenue of almost $420 million during the quarter. WIX stock opened today at $150 per share, a market cap of over $8 billion. That means shares are now up 27% for 2024. Why WIX Stock Popped WIX stock popped after the company raised its estimates for the rest of the year. It now expects revenue growth of 11-13% for 2024 and total revenues of $1.75 billion. T ...

It is not too yet too late to build a position in Wix.com Ltd (NASDAQ: WIX), says Mark Zgutowicz – a Benchmark analyst. Are you looking for signals & alerts from pro-traders? Sign-up to Invezz Signals™ for FREE. Takes 2 mins. Wix stock could climb further to $175 Copy link to section Wix stock is up 10% this morning after beating Street estimates in its fiscal first quarter. But shares of the website creator could extend their rally all the way up to $175, as per Zgutowicz. His price objective suggests anot ...

Wix.com (WIX) came out with quarterly earnings of $1.29 per share, beating the Zacks Consensus Estimate of $1.03 per share. This compares to earnings of $0.91 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 25.24%. A quarter ago, it was expected that this cloud- based web development company would post earnings of $0.98 per share when it actually produced earnings of $1.22, delivering a surprise of 24.49%. Over the last four ...

Exhibit 99.1 Wix Reports First Quarter 2024 Results Record increase to FCF outlook driven by Q1 outperformance and expected 2H bookings acceleration – now anticipating 26% FCF margin in FY2024, one year ahead of plan and within clear sight of hitting Rule of 40 milestone already this year • Strong start to year with total bookings of $457.3 million, up 10% y/y driven by reacceleration of Creative Subscriptions growth • Total revenue of $419.8 million exceeded expectations, up 12% y/y driven by continued mom ...

Record increase to FCF outlook driven by Q1 outperformance and expected 2H bookings acceleration – now anticipating 26% FCF margin in FY2024, one year ahead of plan and within clear sight of hitting Rule of 40 milestone already this year Strong start to year with total bookings of $457.3 million, up 10% y/y driven by reacceleration of Creative Subscriptions growth Total revenue of $419.8 million exceeded expectations, up 12% y/y driven by continued momentum in the Partners business – reflecting market share ...

Wix.com (WIX) introduced three new AI-based image enhancement and creation tools to assist users in improving, customizing, and personalizing visual content for their websites. These tools include the AI Image Creator, Object Eraser and AI Image Editor. The new AI-based tools complement Wix's existing suite of AI features. Customers can now leverage the Wix platform alongside the AI Website Builder to streamline the process of creating and managing their online presence. The AI Image Creator utilizes Stabil ...

Wix.com Ltd (WIX) is slated to report first-quarter 2024 results on May 20. The company expects first-quarter revenues to be between $415 million and $419 million, suggesting 11-12% growth from the prior-year quarter's reported figure. The Zacks Consensus Estimate is pegged at $417.7 million, indicating an increase of 11.7% from a year ago. The Zacks Consensus Estimate for earnings is pegged at $1.03 per share. The company reported earnings of 91 cents in the year-earlier quarter. WIX’s earnings beat the Za ...

Analysts on Wall Street project that Wix.com (WIX) will announce quarterly earnings of $1.03 per share in its forthcoming report, representing an increase of 13.2% year over year. Revenues are projected to reach $417.71 million, increasing 11.7% from the same quarter last year. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Ahead of a company's earni ...