Vimeo, Inc.

NasdaqGS:VMEO 주식 리포트

시가총액: 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 경영진

경영진 기준 점검 0/4

Vimeo CEO는 Phil Moyer, Apr2024 에 임명되었습니다 의 임기는 1.58 년입니다. 총 연간 보상은 $8.18M, 5.2% 급여 및 94.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $3.77M 가치에 해당하는 회사 주식의 0.29% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 0.9 년과 2.4 년입니다.

핵심 정보

Phil Moyer

최고경영자

US$8.2m

총 보수

CEO 급여 비율5.22%
CEO 재임 기간1.6yrs
CEO 지분 보유율0.3%
경영진 평균 재임 기간less than a year
이사회 평균 재임 기간2.4yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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
User avatar
새 내러티브 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.
분석 기사 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 보수 분석

Phil Moyer의 보수는 Vimeo의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Phil의 총 보수(USD8.18M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.52M)보다 높습니다.

보상과 수익: Phil의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Phil Moyer (59 yo)

1.6yrs
재임 기간
US$8,184,912
보수

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...


리더십 팀

이름직위재임 기간보수지분
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 year데이터 없음0.028%
$ 373.9k
Narmina Conzatti
Chief Operating Officerless than a year데이터 없음데이터 없음
Charlie Ungashick
Chief Marketing Officer1.1yrs데이터 없음데이터 없음
Rose Frawley
Chief People Officerless than a year데이터 없음데이터 없음
Ryan Weeks
Chief Information Security Officerless than a year데이터 없음데이터 없음
Javier Ortega-Estrada
Chief Revenue Officerless than a year데이터 없음데이터 없음
Lindsey Evans
Acting Co-General Counselno data데이터 없음데이터 없음
0.9yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: VMEO의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 0.9 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
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 Chairman4.5yrs데이터 없음0.063%
$ 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 year데이터 없음데이터 없음
Lydia Bly Jett
Independent Directorless than a year데이터 없음데이터 없음
Kirsten Kliphouse
Independent Directorless than a year데이터 없음데이터 없음
2.4yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 이사회: VMEO의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.4 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/11/25 10:03
종가2025/11/21 00:00
수익2025/09/30
연간 수익2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Vimeo, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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