Wayfair Inc. reported strong financial results for the second quarter of 2025, with revenue reaching $3.27 billion, surpassing analysts' estimates of $3.12 billion and marking a 5% year-over-year increase. Adjusted earnings per share (EPS) were $0.87, significantly higher than the consensus estimate of $0.33. The company posted a net income of $15 million, a turnaround from a net loss of $42 million in the same quarter last year. Gross profit stood at $984 million, with a gross margin of 30.1%, and adjusted EBITDA was $205 million, reflecting an EBITDA margin of 6.3%. This quarter represented Wayfair's highest revenue growth and profitability since 2021. Following the earnings release, an analyst doubled Wayfair's price target to $83. Match Group reported second-quarter revenue of $863.7 million, beating estimates of $853.39 million but showing a 1% decline year-over-year. Adjusted EPS was $0.49, in line with expectations. The company had 14.1 million payers, down 5% year-over-year, but revenue per payer increased by 5% to $20. Match Group provided third-quarter revenue guidance of $910 million to $920 million, above the estimated $889.8 million, and forecasted adjusted operating income between $330 million and $335 million. Net earnings for the quarter were $125.5 million, down from $133.3 million in the prior year. Klaviyo Inc. also reported strong second-quarter results with revenue of $293.1 million, exceeding estimates of $266.2 million and representing a 32% increase year-over-year. Adjusted EPS was $0.16, beating the estimate of $0.13. The company raised its full-year 2025 revenue guidance to between $1.195 billion and $1.203 billion, up from the previous estimate of $1.17 billion. Klaviyo's adjusted operating income was $40.9 million, with a 14% margin. Total customers increased by 17% year-over-year to over 176,000, and customers with annual recurring revenue above $50,000 grew by 38% to 3,291. Wix.com reported second-quarter revenue of $489.9 million, slightly above estimates of $487.3 million and up 12% year-over-year. Adjusted EPS was $2.28, beating the estimate of $1.75. Bookings rose 11% year-over-year to $509.9 million. For the third quarter, Wix.com expects revenue between $498 million and $504 million, close to the estimated $502 million, and projects full-year 2025 revenue between $1.975 billion and $2.00 billion.
$WIX.com Q2’25 Earnings Highlights 🔹 Revenue: $489.9M (Est. $487.3M) 🟢; +12% YoY 🔹 Adj. EPS: $2.28 (Est. $1.75) 🟢 🔹 Bookings: $509.9M; +11% YoY 🔹 Sees Q3 Revenue: $498M–504M (Est. $502M) 🟡
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$WIX.com Q2’25 Earnings Highlights 🔹 Revenue: $489.9M (Est. $487.3M) 🟢; +12% YoY 🔹 Adj. EPS: $2.28 (Est. $1.75) 🟢 🔹 Bookings: $509.9M; +11% YoY 🔹 Sees Q3 Revenue: $498M–504M (Est. $502M) 🟡 FY25 Guidance 🔹 Revenue: $1.975B–2.00B (Est. $1.986B) 🟡 🔹 Bookings: