Wix Q4 EPS Tops Estimates by 23%, Revenue Hits $524.3M
Wix reported Q4 EPS of $1.81—23% above estimates—with revenue up 13.9% to $524.3 million and billings rising 16.1% to $539.3 million, as operating income topped forecasts despite a GAAP margin decline. The company’s Base 44 acquisition reached $100 million ARR in nine months and its AI-driven Wix Harmony supported 105% net revenue retention.
1. Strong Q4 Financial Performance
In Q4 2025, Wix delivered EPS of $1.81—23% above analyst targets—and revenue rose 13.9% year-over-year to $524.3 million. Billings climbed 16.1% to $539.3 million, while operating income exceeded consensus despite a decline in GAAP operating margin.
2. AI Initiatives and Subscription Upsell
Management described 2026 as a new chapter where AI investments shift from experiments to revenue drivers. The AI-powered Wix Harmony integrates visual editing with Vibe coding to boost conversion, contributing to 105% net revenue retention and higher-tier subscription growth.
3. Base 44 Acquisition Accelerates ARR and TAM Expansion
Since its acquisition, Base 44 achieved roughly $100 million in ARR within nine months and attracted nearly two-thirds of new users compared to Wix’s core platform. This deal broadens the company’s addressable market beyond website building into broader software applications.