Vimeo, Inc. (VMEO)

In February 2025, Vimeo's Q4 2024 results led to an approximate 15% drop in its share price due to a decline in revenue and self-service subscribers. In Q1 2025, there was a slowdown in Enterprise segment bookings. In August 2025, Vimeo's Q2 2025 earnings surpassed analyst forecasts, leading to a 5.07% rise in the stock price in aftermarket trading. In September 2025, Bending Spoons announced an all-cash deal of approximately $1.38 billion to acquire Vimeo and take it private, with the deal expected to close in Q4 2025.

While specific recurring seasonal demand patterns for Vimeo's products and services are not explicitly detailed in publicly available information, company management has indicated that seasonality should be considered when evaluating quarterly revenue and EBITDA guidance. The company's self-serve business was notably impacted by the surge in demand during the COVID-19 pandemic in 2020 and 2021, which, while not a recurring seasonal event, illustrates how external factors can significantly influence subscriber cohorts and retention. Recent quarters have shown relatively flat year-over-year revenue, with some segments experiencing subscriber declines, while bookings have seen growth, influenced by factors such as pricing changes and product enhancements.

Vimeo, Inc. is a technology company that operates within the Software - Application and Internet Software/Services industries, providing cloud-based tools for video creation, hosting, management, distribution, and monetization. Its major products and services include the Vimeo SaaS Platform, which offers Core, Advanced, and Enterprise plans. Vimeo also provides specialized offerings like Vimeo OTT for video monetization solutions, Vimeo Livestream, Vimeo Stock for stock footage, Vimeo Create for video editing, and Vimeo Record for screen recording. The company primarily generates revenue through its subscription-based SaaS model, targeting small and medium businesses (SMBs), large enterprises, marketing teams, HR/communications departments, and serious creators.

Headquartered in New York City, United States, Vimeo serves an international user base. While it operates worldwide, the company has faced restrictions in certain regions, having been blocked in countries like China and Turkey, and previously in India. The United States is a significant contributor to Vimeo's revenue.

In the past year, Vimeo has received positive recognition for its video innovation, earning accolades from G2, Digiday, and The Webby Awards in May 2025, and further distinctions from Newsweek, G2, MarTech Breakthrough, Streaming Media, and The Muse Awards in October 2025. However, the company's reputation has also faced challenges, with a bearish analysis in February 2025 highlighting a decline in paid subscribers and intense competition from platforms like YouTube, contributing to a significant stock drop after Q4 results. Vimeo is actively working to enhance its offerings through AI integration and product innovation. In September 2025, Vimeo announced plans to implement Age Verify for users in the UK and EU to comply with the Online Safety Act and EU Digital Service.

Vimeo, Inc. is a publicly traded company listed on the NASDAQ stock exchange under the ticker symbol VMEO, indicating a widely dispersed ownership structure among public and institutional investors. Major institutional holders of Vimeo stock include prominent investment firms such as Vanguard Group, BlackRock, Divisar Capital Management, Robeco Investment Management, Renaissance Technologies, Thrive Capital Management, Dimensional Fund Advisors, State Street Corporation, Goldman Sachs Group, Geode Capital Management, Arrowstreet Capital, Limited Partnership, Acadian Asset Management, Harvey Partners, and Millennium Management.