Wix.com Ltd. Releases Transcript of Q4 2025 Earnings Call Prepared Remarks

Reuters03-04 23:51
Wix.com Ltd. Releases Transcript of Q4 2025 Earnings Call Prepared Remarks

Wix.com Ltd. published the transcript of its fourth quarter and full year 2025 earnings call. The call was attended by CEO and Co-Founder Avishai Abrahami, President and Co-Founder Nir Zohar, CFO Lior Shemesh, and Investor Relations representative Emily Liu. Management highlighted 2026 as a major inflection year driven by AI-led product expansion and the integration of Base44. Abrahami said, “2026 is shaping up to be a defining year and the start of a new chapter,” and pointed to a significantly larger market opportunity “primarily driven by our expansion into the application space, facilitated by our acquisition of Base44.” He also introduced Wix Harmony, describing it as “a first-of-its-kind website creation platform that blends intuitive visual editing with the flexibility and power of vibe coding,” adding that the company is “very pleased with the early performance… particularly across conversion and monetization metrics.” Zohar said new user cohorts exited 2025 with “strong momentum,” noting core Wix new cohort bookings maintained double-digit growth in Q4 and that including Base44, growth accelerated meaningfully. He also cited 2025 net revenue retention of 105% and said Wix now projects “over $20 billion in future bookings over the next decade from current Wix users.” On capital strategy, he said Wix expects to complete “the large majority” of its $2 billion share repurchase program in 2026 and announced a $250 million equity investment led by Durable Capital Partners, calling it “a powerful endorsement of our long-term vision.” Shemesh reviewed Q4 results, reporting bookings of $535 million (up 15% year over year) and revenue of $524 million (up 14%). He said Base44 ended 2025 with about $59 million of ARR and “recently reached approximately $100 million in ARR,” while discussing near-term margin pressure from AI compute costs and expectations for improvement through optimization. For 2026, Shemesh guided to mid-teens year-over-year growth in bookings and revenue, with free cash flow margin expected in the low- to mid-20% range, reflecting variability tied to Base44’s rapid growth. The full transcript can be accessed through the link below.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Wix.com Ltd. published the original content used to generate this news brief on March 04, 2026, and is solely responsible for the information contained therein.

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