Vimeo, Inc.

Informe acción NasdaqGS:VMEO

Capitalización de mercado: US$1.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Vimeo Dirección

Dirección controles de criterios 0/4

El CEO de Vimeo es Phil Moyer , nombrado en Apr 2024, tiene una permanencia de 1.58 años. compensación anual total es $8.18M, compuesta por 5.2% salario y 94.8% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.29% de las acciones de la empresa, por valor de $3.77M. La antigüedad media del equipo directivo y de la junta directiva es de 0.9 años y 2.4 años, respectivamente.

Información clave

Phil Moyer

Chief Executive Officer (CEO)

US$8.2m

Compensación total

Porcentaje del salario del CEO5.22%
Permanencia del CEO1.6yrs
Participación del CEO0.3%
Permanencia media de la direcciónless than a year
Promedio de permanencia en la Junta Directiva2.4yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización del análisis Sep 13

AI Video Capabilities Will Expand Global Enterprise Reach

Vimeo’s consensus price target has increased to $7.23, primarily reflecting a higher future P/E multiple, while the discount rate held steady. What's in the News Bending Spoons US Inc.
Seeking Alpha Sep 11

Vimeo: Bending Spoons Gives This Struggling Video Platform A Lifeline

Summary Vimeo, Inc. is being acquired by Bending Spoons for $1.38 billion, a ~61% premium to its pre-deal price. Vimeo's consumer segment had been struggling with revenue and subscriber declines, while enterprise growth was not enough to offset overall weakness. Bending Spoons likely sees cross-sell opportunities with its portfolio and plans significant cost-cutting to boost VMEO's profitability, given its pattern with other recent acquisitions. Read the full article on Seeking Alpha
Artículo de análisis Aug 07

Investors Appear Satisfied With Vimeo, Inc.'s (NASDAQ:VMEO) Prospects

NasdaqGS:VMEO 1 Year Share Price vs Fair Value Explore Vimeo's Fair Values from the Community and select yours With a...
Artículo de análisis May 12

Some Investors May Be Willing To Look Past Vimeo's (NASDAQ:VMEO) Soft Earnings

Investors were disappointed with the weak earnings posted by Vimeo, Inc. ( NASDAQ:VMEO ). Despite the soft profit...
Artículo de análisis Apr 01

Is Now The Time To Put Vimeo (NASDAQ:VMEO) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Artículo de análisis Feb 20

Returns On Capital Are Showing Encouraging Signs At Vimeo (NASDAQ:VMEO)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis Jan 31

Vimeo, Inc.'s (NASDAQ:VMEO) Intrinsic Value Is Potentially 77% Above Its Share Price

Key Insights Vimeo's estimated fair value is US$12.03 based on 2 Stage Free Cash Flow to Equity Vimeo is estimated to...
Seeking Alpha Jan 27

Vimeo: Cost Control Worked, But Profit Growth Trajectory Unproven

Summary Vimeo has shown impressive EBITDA improvements from cost control, but growth will need more marketing investments. VMEO is focusing on being an enterprise video repository, where video repositories could have some benefits for training AI and for integration with AI. But that is just lip service, and we are concerned about whether or not Vimeo has enough capacity for profit growth to justify its valuation, especially when costs will rise. They have not been benefiting from mix effects, so they will require their marketing investments to produce sufficient ROI. Read the full article on Seeking Alpha
Artículo de análisis Dec 26

Here's Why Vimeo (NASDAQ:VMEO) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Dec 03

Vimeo, Inc.'s (NASDAQ:VMEO) 36% Share Price Surge Not Quite Adding Up

Vimeo, Inc. ( NASDAQ:VMEO ) shareholders would be excited to see that the share price has had a great month, posting a...
Artículo de análisis Nov 07

Earnings Beat: Vimeo, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Vimeo, Inc. ( NASDAQ:VMEO ) defied analyst predictions to release its third-quarter results, which were ahead of market...
Seeking Alpha Nov 05

Vimeo: Beware This Phantom Rally, There's Little Substance Behind This Company

Summary Vimeo surged 15% post-Q3 earnings, but its consumer segment's decline and enterprise growth aren't enough to justify the rally; I reiterate my sell rating. Vimeo's enterprise pivot shows traction but can't compensate for consumer subscription losses, which are outclassed by free alternatives like YouTube. Q3 results show revenue decline of -1.6% y/y; enterprise revenue grew 42% y/y, but consumer revenue fell -6% y/y, highlighting ongoing challenges. Despite a 25% y/y growth in adjusted EBITDA, Vimeo's future profitability is uncertain due to continued consumer segment losses and high enterprise support costs. Read the full article on Seeking Alpha
Seeking Alpha Oct 22

Vimeo: A Hidden Gem In Enterprise Video

Summary Vimeo's enterprise video segment is growing rapidly, expected to reach a $100 million annualized run rate, with strong profitability and a solid balance sheet. Despite competition from YouTube and declining consumer segment revenues, the market is undervaluing Vimeo's enterprise potential, presenting a 140% upside opportunity. The company's disciplined financial management and strategic shift towards enterprise investments support a buy rating, with a target price of $12. Read the full article on Seeking Alpha
Artículo de análisis Oct 04

Some Confidence Is Lacking In Vimeo, Inc.'s (NASDAQ:VMEO) P/S

It's not a stretch to say that Vimeo, Inc.'s ( NASDAQ:VMEO ) price-to-sales (or "P/S") ratio of 1.9x right now seems...
Seeking Alpha Sep 30

Vimeo: Enterprise Growth Isn't Enough To Stanch The Decay

Summary Vimeo's recent rally, driven by better-than-expected Q2 results and Fed rate cuts, is unsustainable due to fundamental issues and lack of long-term recovery prospects. The enterprise segment's growth isn't sufficient to offset losses in the consumer subscription segment, which competes with free alternatives like YouTube. Vimeo's product lacks stickiness, making it easy for users to switch to competitors, undermining the subscription model's viability. Despite strong Q2 performance, Vimeo's core issues remain unresolved, making it a poor investment choice. I reiterate my sell rating here. Read the full article on Seeking Alpha
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Nuevo análisis Sep 24

Robust Enterprise Growth And AI Investments Paint A Mixed Picture Amid Analysts' Cautious Outlook

Expanding Vimeo Enterprise and introducing AI improvements suggest a strategic focus on enhancing enterprise solutions and user experience to drive revenue growth.
Artículo de análisis Aug 07

Vimeo (NASDAQ:VMEO) Is Experiencing Growth In Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Seeking Alpha Jul 21

Vimeo: Struggling For Relevance

Summary Vimeo's stock has barely moved this year, missing out on market gains. The company is losing subscribers as it struggles to justify its value proposition versus YouTube, which offers very similar functionality for free. The company is betting its future on enterprise, but at <20% of overall revenue, growth in enterprise deals is only able to offset continual declines in self-serve users. Though cheap at <1x forward revenue, Vimeo is a value trap that is unlikely to recover its value. Read the full article on Seeking Alpha
Seeking Alpha May 08

Vimeo: Profitability Improvements, But No Rebound Just Yet

Summary Vimeo is a US-based video hosting and services platform that has seen weak share performance since going public. The company is focusing on growing its enterprise business and scaling back on marketing spend to maintain profitability. Revenue has been declining, but there has been positive margin expansion and cash flow generation in recent quarters. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Phil Moyer en comparación con los beneficios de Vimeo?
FechaCompensación totalSalarioIngresos de la empresa
Sep 30 2025n/an/a

US$551k

Jun 30 2025n/an/a

US$13m

Mar 31 2025n/an/a

US$17m

Dec 31 2024US$8mUS$427k

US$26m

Compensación vs. Mercado: La compensación total de Phil($USD8.18M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD5.52M).

Compensación vs. Ingresos: Datos insuficientes para comparar la compensación de Phil con los resultados de la empresa.


CEO

Phil Moyer (59 yo)

1.6yrs
Permanencia
US$8,184,912
Compensación

Mr. Philip D. Moyer, also known as Phil, is CEO & Director of Vimeo, Inc. from April 8, 2024. He previously served as Global VP of Applied AI Engineering and Business Development and VP of Strategic Indust...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Philip Moyer
CEO & Director1.6yrsUS$8.18m0.29%
$ 3.8m
Robert Petrocelli
Chief Product &Technology Officer1.2yrsUS$4.70m0.11%
$ 1.5m
Jessica Tracy
Senior VP2.8yrsUS$1.21m0.066%
$ 860.6k
Austin Kaplicer
Controller & Interim CFOless than a yearsin datos0.028%
$ 373.9k
Narmina Conzatti
Chief Operating Officerless than a yearsin datossin datos
Charlie Ungashick
Chief Marketing Officer1.1yrssin datossin datos
Rose Frawley
Chief People Officerless than a yearsin datossin datos
Ryan Weeks
Chief Information Security Officerless than a yearsin datossin datos
Javier Ortega-Estrada
Chief Revenue Officerless than a yearsin datossin datos
Lindsey Evans
Acting Co-General Counselno datasin datossin datos
0.9yrs
Permanencia media
54yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de VMEO no se considera experimentado ( 0.9 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Philip Moyer
CEO & Director1.6yrsUS$8.18m0.29%
$ 3.8m
Adam Gross
Independent Director4.5yrsUS$1.79m0.14%
$ 1.8m
Jay Herratti
Independent Director3.9yrsUS$234.32k0.061%
$ 796.6k
Glenn Schiffman
Independent Non-Executive Chairman4.5yrssin datos0.063%
$ 821.3k
Moshe Koyfman
Independent Director4.5yrsUS$247.00k0.057%
$ 749.5k
Alexander Von Furstenberg
Director2.4yrsUS$222.00k0.11%
$ 1.4m
Adam Cahan
Independent Directorless than a yearsin datossin datos
Lydia Bly Jett
Independent Directorless than a yearsin datossin datos
Kirsten Kliphouse
Independent Directorless than a yearsin datossin datos
2.4yrs
Permanencia media
55yo
Promedio de edad

Junta con experiencia: La junta directiva de VMEO no se considera experimentada (2.4 años de permanencia promedio), lo que sugiere una nueva junta directiva.


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/11/25 14:44
Precio de las acciones al final del día2025/11/21 00:00
Beneficios2025/09/30
Ingresos anuales2024/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Vimeo, Inc. está cubierta por 7 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Daniel SalmonBMO Capital Markets Equity Research
Cory CarpenterJ.P. Morgan
Douglas AnmuthJ.P. Morgan