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Wix Beats on EPS, Guides 2026 Mid-Teens Growth as Base44 Hits $100 Million ARR

The company highlights early conversion gains from its Harmony AI product, with plans to complete most of a $2 billion buyback this year.

Overview

  • Wix posted Q4 2025 revenue of $524.3 million, up 14% year over year and slightly below the $528.13 million consensus, while non-GAAP EPS of $1.81 topped expectations.
  • Quarterly bookings rose 15% to about $534.5 million, total ARR reached $1.836 billion, and the platform ended 2025 with roughly 304 million registered users and 6.11 million premium subscriptions.
  • Base44 surpassed $100 million in ARR roughly nine months after acquisition, which management says expands Wix’s reach beyond website building into broader no-code application development.
  • Wix announced a $250 million private placement led by Durable Capital Partners, with units priced at a 5% discount and three-year warrants set at a 25% premium, expected to close March 5, 2026.
  • Management reiterated 2026 targets for mid-teens top-line growth and low- to mid-20% free-cash-flow margins, noting front-loaded AI compute costs as Harmony and Base44 scale, and plans to execute most of its $2 billion share repurchase program this year.