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Vimeo, Inc.

Vimeo, Inc.

NASDAQ•VMEO
CEO: Ms. Gillian Munson
セクター: Technology
業種: Software - Application
上場日: 2021-05-21
Vimeo, Inc., together with its subsidiaries, provides video software solutions worldwide. It provides the video tools through a software-as-a-service model, which enables its users to create, collaborate, and communicate with video on a single platform. The company also offers over-the-top OTT streaming and monetization services; AI-driven video creation and editing tools; and interactive and shoppable video tools. It serves large organizations, small businesses, creative professionals, marketers, and digital agencies. The company was founded in 2004 and is headquartered in New York, New York.
連絡先情報
330 West 34th Street, 5th Floor, New York, NY, 10001, United States
212-524-8791
vimeo.com
時価総額
$1.31B
PER (TTM)
306.0
64.7
配当利回り
--
52週高値
$7.90
52週安値
$3.64
52週レンジ
99%
順位58Top 85.6%
2.3
F-Score
改良版 Piotroski 分析
6年ファンダメンタル
弱い • 2.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2020-2025

財務ダッシュボード

Q3 2025 データ

売上高

$105.76M+1.14%
直近4四半期の推移

EPS

-$0.00-105.89%
直近4四半期の推移

フリーCF

$19.48M-6.14%
直近4四半期の推移

2025 Q3 決算ハイライト

主なハイライト

Quarterly Revenue Edges Higher Quarterly revenue totaled $105.8M, up 1%, fueled by Vimeo Enterprise revenue surging 18% year-to-date.
Enterprise Segment Strong Growth Vimeo Enterprise revenue increased 18% for the quarter, showing strong 10% growth in both ARPU and subscribers.
Strong Cash Position Maintained Cash and equivalents stand at $320.6M as of September 30, 2025; company reports zero outstanding debt obligations.
Q3 Swings to Net Loss Q3 net loss was $(2.3)M compared to $9.3M income last year; 9M net earnings dropped to $33K.

リスク要因

Merger Completion Uncertainty Pending $1.38B merger with Bending Spoons carries risk of $40.1M termination fee if closing conditions fail.
Profitability Metrics Declining Q3 operating income swung to a $(4.6)M loss from $7.4M income; Adjusted EBITDA fell 23% to $12.4M.
Add-Ons Revenue Declines Add-Ons revenue declined 16% quarterly and 19% year-to-date due to falling demand for bandwidth services.
Global Economic Vulnerability Business performance remains vulnerable to global macroeconomic uncertainties, including inflation, trade relations, and potential recession risks.

見通し

Focus on Merger Finalization Management focus remains on completing the acquisition by Bending Spoons; transaction costs of $5.9M incurred this quarter.
Restructuring Costs Incurred Restructuring costs totaled $4.4M this quarter from reduction-in-force actions; R&D expenses increased 17% quarterly.
Potential Future Capital Needs Liquidity may require additional capital through debt or equity financings for future acquisitions or investments planned.
New Operating Metrics Adopted New operating metrics implemented in Q1 2025 provide clearer insight into segment performance for management review.

同業比較

売上高 (TTM)

Upbound Group, Inc.UPBD
$4.58B
+7.5%
Alight, Inc.ALIT
$2.29B
-12.4%
Verint Systems Inc.VRNT
$893.84M
-2.3%

粗利益率 (最新四半期)

PagerDuty, Inc.PD
85.3%
+2.3pp
A10 Networks, Inc.ATEN
78.7%
-0.3pp
Vimeo, Inc.VMEO
77.7%
-1.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
JAMF$1.75B-42.0-5.5%36.0%
KARO$1.58B24.731.9%15.3%
ATEN$1.50B35.520.6%34.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
0.8%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年2月18日
|
EPS:$0.05
|
売上高:-
財務レポート
財務データ
全年度

  • Form 10-Q - Q3 2025

    会計期末: 2025年9月30日|提出日: 2025年10月28日|
    売上高: $105.76M+1.1%
    |
    EPS: $-0.00-105.9%
    予想を下回る

  • Form 10-Q - Q2 2025

    会計期末: 2025年6月30日|提出日: 2025年8月4日|
    売上高: $104.65M+0.3%
    |
    EPS: $0.04-36.5%
    予想を上回る

  • Form 10-Q - Q1 2025

    会計期末: 2025年3月31日|提出日: 2025年5月5日|
    売上高: $103.03M-1.8%
    |
    EPS: $-0.02-152.6%
    予想を上回る

  • Form 10-K - FY 2024

    会計期末: 2024年12月31日|提出日: 2025年2月19日|
    売上高: $417.01M-0.1%
    |
    EPS: $0.16+23.1%
    予想を上回る

  • Form 10-Q - Q3 2024

    会計期末: 2024年9月30日|提出日: 2024年11月5日|
    売上高: $104.56M-1.6%
    |
    EPS: $0.06+10.7%
    予想を上回る

  • Form 10-Q - Q2 2024

    会計期末: 2024年6月30日|提出日: 2024年8月6日|
    売上高: $104.38M+2.5%
    |
    EPS: $0.06+69.5%
    予想を上回る

  • Form 10-Q - Q1 2024

    会計期末: 2024年3月31日|提出日: 2024年5月7日|
    売上高: $104.91M+1.3%
    |
    EPS: $0.04-939.5%
    予想を上回る

  • Form 10-K - FY 2023

    会計期末: 2023年12月31日|提出日: 2024年2月22日|
    売上高: $417.21M-3.7%
    |
    EPS: $0.13+126.5%
    予想を上回る