Vimeo, Inc.

NasdaqGS:VMEO 株式レポート

時価総額: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 マネジメント

マネジメント 基準チェック /04

Vimeoの CEO はPhil Moyerで、 Apr2024年に任命され、 の在任期間は 1.58年です。 の年間総報酬は$ 8.18Mで、 5.2%給与と94.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.29%を直接所有しており、その価値は$ 3.77M 。経営陣と取締役会の平均在任期間はそれぞれ0.9年と2.4年です。

主要情報

Phil Moyer

最高経営責任者

US$8.2m

報酬総額

CEO給与比率5.22%
CEO在任期間1.6yrs
CEOの所有権0.3%
経営陣の平均在職期間less than a year
取締役会の平均在任期間2.4yrs

経営陣の近況

Recent updates

ナラティブ更新 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
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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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新しいナラティブ 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.
分析記事 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

CEO報酬分析

Vimeo の収益と比較して、Phil Moyer の報酬はどのように変化したか?
日付総報酬給与会社業績
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

報酬と市場: Philの 総報酬 ($USD 8.18M ) は、 US市場 ($USD 5.52M ) の同規模の企業の平均を上回っています。

報酬と収益: Philの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Phil Moyer (59 yo)

1.6yrs
在職期間
US$8,184,912
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
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 yearデータなし0.028%
$ 373.9k
Narmina Conzatti
Chief Operating Officerless than a yearデータなしデータなし
Charlie Ungashick
Chief Marketing Officer1.1yrsデータなしデータなし
Rose Frawley
Chief People Officerless than a yearデータなしデータなし
Ryan Weeks
Chief Information Security Officerless than a yearデータなしデータなし
Javier Ortega-Estrada
Chief Revenue Officerless than a yearデータなしデータなし
Lindsey Evans
Acting Co-General Counselno dataデータなしデータなし
0.9yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: VMEOの経営陣は 経験豊富 とはみなされません ( 0.9年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
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 Chairman4.5yrsデータなし0.063%
$ 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 yearデータなしデータなし
Lydia Bly Jett
Independent Directorless than a yearデータなしデータなし
Kirsten Kliphouse
Independent Directorless than a yearデータなしデータなし
2.4yrs
平均在職期間
55yo
平均年齢

経験豊富なボード: VMEOの 取締役会経験豊富 ではない ( 2.4年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2025/11/25 23:00
終値2025/11/21 00:00
収益2025/09/30
年間収益2024/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Vimeo, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7

アナリスト機関
Daniel SalmonBMO Capital Markets Equity Research
Cory CarpenterJ.P. Morgan
Douglas AnmuthJ.P. Morgan