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Trevor Y.

Managing Director and Senior Research Analyst at Barclays

Trevor Young is a Managing Director and Senior Research Analyst at Barclays, specializing in U.S. internet and digital media companies. He provides in-depth coverage of major firms such as Meta Platforms, Alphabet, Snap, Pinterest, and Spotify, and is known for rigorous, data-driven analysis that has contributed to informed investment decisions. Young joined Barclays in 2018, following roles at Jefferies and Sanford C. Bernstein, where he honed his expertise in technology and media research. He holds FINRA Series 7, 63, 86, and 87 licenses, and has been recognized by industry platforms like TipRanks for generating strong returns and maintaining a high success rate on stock recommendations.

Trevor Y.'s questions to Wix.com (WIX) leadership

Question · Q3 2025

Trevor Y. asked about the delays in the new self-creator tool, which was initially expected in summer, then fall, and now early 2026, inquiring if there's a reimagination of the tool or what's causing the repeated pushbacks. He also asked for clarification on the Q3 cohort commentary, specifically if the 'low teens growth territory' should be assumed, and if anything changed in August and September to cause a step down from the 20% growth flagged in July.

Answer

CEO Avishai Abrahami explained that the delay for the new self-creator tool is primarily due to fine-tuning the technology, solving technical challenges, and ensuring stability and speed, especially given the use of new AI technologies. He expressed confidence in an early 2026 launch with a much better product. President Nir Zohar clarified that there wasn't a significant step down in Q3 cohort behavior; rather, it showed expected seasonality and ongoing strength into Q4, behaving as anticipated.

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