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 過去の業績

過去 基準チェック /16

Vimeoは、平均年間48.3%の収益成長を遂げていますが、 Interactive Media and Services業界の収益は、年間 成長しています。収益は、平均年間18% 6%収益成長率で 成長しています。 Vimeoの自己資本利益率は0.4%であり、純利益率は0.1%です。

主要情報

48.32%

収益成長率

48.93%

EPS成長率

Interactive Media and Services 業界の成長6.15%
収益成長率5.97%
株主資本利益率0.40%
ネット・マージン0.13%
前回の決算情報30 Sep 2025

最近の業績更新

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...

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

収支内訳

Vimeo の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NasdaqGS:VMEO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
30 Sep 254171205115
30 Jun 2541513200113
31 Mar 2541517200110
31 Dec 2441726196107
30 Sep 2441934195106
30 Jun 2442132202102
31 Mar 2441928202102
31 Dec 2341722201102
30 Sep 23417821699
30 Jun 23419-21228108
31 Mar 23428-54255117
31 Dec 22433-80278123
30 Sep 22434-98286131
30 Jun 22426-89277125
31 Mar 22411-83265117
31 Dec 21392-53240104
30 Sep 21369-3521191
30 Jun 21344-3318981
31 Mar 21316-2716570
31 Dec 20283-5115664
30 Sep 20254-6014461
31 Dec 19196-7612247

質の高い収益: VMEOには$7.5M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が30th September, 2025に影響を及ぼしています。

利益率の向上: VMEOの現在の純利益率 (0.1%)は、昨年(8.2%)よりも低くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: VMEO過去 5 年間で収益を上げており、収益は年間48.3%増加しています。

成長の加速: VMEOは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。

収益対業界: VMEOは過去 1 年間で収益成長率がマイナス ( -98.4% ) となったため、 Interactive Media and Services業界平均 ( -1.3% ) と比較することが困難です。


株主資本利益率

高いROE: VMEOの 自己資本利益率 ( 0.4% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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 10:01
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