Vimeo, Inc.

Report azionario NasdaqGS:VMEO

Capitalizzazione di mercato: 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 Gestione

Criteri Gestione verificati 0/4

Vimeo Il CEO è Phil Moyer, nominato in Apr2024, e ha un mandato di 1.58 anni. la retribuzione annua totale è $ 8.18M, composta da 5.2% di stipendio e 94.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.29% delle azioni della società, per un valore di $ 3.77M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 0.9 anni e 2.4 anni.

Informazioni chiave

Phil Moyer

Amministratore delegato

US$8.2m

Compenso totale

Percentuale dello stipendio del CEO5.22%
Mandato del CEO1.6yrs
Proprietà del CEO0.3%
Durata media del managementless than a year
Durata media del Consiglio di amministrazione2.4yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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
Articolo di analisi 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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Nuova narrazione 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.
Articolo di analisi 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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Phil Moyer rispetto agli utili di Vimeo?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Phil ($USD 8.18M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.35M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Phil con le performance aziendali.


AMMINISTRATORE DELEGATO

Phil Moyer (59 yo)

1.6yrs
Mandato
US$8,184,912
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
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 yearNessun dato0.028%
$ 373.9k
Narmina Conzatti
Chief Operating Officerless than a yearNessun datoNessun dato
Charlie Ungashick
Chief Marketing Officer1.1yrsNessun datoNessun dato
Rose Frawley
Chief People Officerless than a yearNessun datoNessun dato
Ryan Weeks
Chief Information Security Officerless than a yearNessun datoNessun dato
Javier Ortega-Estrada
Chief Revenue Officerless than a yearNessun datoNessun dato
Lindsey Evans
Acting Co-General Counselno dataNessun datoNessun dato
0.9yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di VMEO non è considerato esperto (durata media 0.9 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
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 Chairman4.5yrsNessun dato0.063%
$ 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 yearNessun datoNessun dato
Lydia Bly Jett
Independent Directorless than a yearNessun datoNessun dato
Kirsten Kliphouse
Independent Directorless than a yearNessun datoNessun dato
2.4yrs
Durata media
55yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di VMEO non è considerato esperto (durata media del mandato 2.4 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/11/25 20:22
Prezzo dell'azione a fine giornata2025/11/21 00:00
Utili2025/09/30
Utili annuali2024/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Vimeo, Inc. è coperta da 7 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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