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    William Kerr • TD Cowen

    William Kerr's questions to Vimeo Inc (VMEO) leadership

    William Kerr's questions to Vimeo Inc (VMEO) leadership • Q1 2025

    Question

    William Kerr of TD Cowen asked about the role of Generative AI in customer conversations and the future product roadmap, particularly around new AI features. He also inquired about industry-specific trends, seeking to identify verticals demonstrating notable strength or weakness.

    Answer

    Philip Moyer (Executive) highlighted strong interest in AI features like translations, which recently rolled out to self-serve customers with robust security. He introduced the concept of 'agentic video' for workflows and noted strong interest from marketing, education, and regulated industries due to compliance and discovery capabilities. Gillian Munson (Executive) added that AI features introduce a consumable revenue stream, which is key to driving ARPU growth over the long term.

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    William Kerr's questions to Vimeo Inc (VMEO) leadership • Q4 2024

    Question

    William Kerr of TD Cowen asked for details on the drivers behind strong Q4 enterprise booking growth and the 2025 outlook for enterprise ARPU vs. subscribers. He also inquired about the impact of pricing changes on the Self-Serve business and its subscriber trends for 2025.

    Answer

    Executive Gillian Munson explained that enterprise growth is driven by double-digit increases in both new subscribers and ARPU, highlighting a mix shift to higher-end products. Executive Philip Moyer added that a 'land and expand' strategy, fueled by new AI features and cross-departmental use cases, is accelerating adoption. Regarding Self-Serve, Munson noted that significant price increases have boosted AOVs with stable retention, providing a bridge while they work to return subscriber counts to growth. Moyer attributed recent Self-Serve challenges to 'self-inflicted wounds' and stated a new single-threaded leadership team is focused on improving user flows and rolling out AI features to this segment.

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