Equity Profile

WIX

Wix.com Ltd.

Information TechnologyInternet Services & Infrastructure$2.2B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Wix.com Ltd. is a technology company that provides a platform for users to create and manage websites easily....

Key Metrics to Watch

User Growth

An increase in user growth indicates greater adoption of Wix's platform, which can drive revenue.

10% YoY growth

Average Revenue Per User (ARPU)

ARPU reflects how much revenue Wix generates from each user, critical for understanding profitability.

$15

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

WIX Q2-2026 Earnings Preview

Context

Company Snapshot

Wix.com Ltd. is a technology company that provides a platform for users to create and manage websites easily. As part of the Information Technology sector, Wix is significant in the growing trend of digital presence for businesses and individuals, especially as online services continue to expand.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+262.78%

Avg Stock Reaction

-5.13%

Last Quarter Recap

In Q1 2026, Wix reported an impressive earnings surprise with an EPS of $0.68, significantly above expectations. However, the stock price fell by 27.10% the following day, indicating market skepticism despite strong performance.

Management Promises & Guidance

Focus on enhancing user experience and platform features.
Commitment to expanding marketing efforts to attract new users.
Plans to improve customer support services.

Expectations

Wall Street Expectations

Overall, investors are cautiously optimistic about Wix's upcoming earnings, given its strong past performance but wary of potential volatility. The market is looking for continued growth in user engagement and revenue.

Bull Case

If Wix shows strong user growth and ARPU increases, it could signal a robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if user growth stagnates or ARPU declines, it may raise concerns about Wix's ability to sustain its business model, resulting in a negative reaction.

Key Metrics to Watch

User Growth

10% YoY growth

An increase in user growth indicates greater adoption of Wix's platform, which can drive revenue.

Average Revenue Per User (ARPU)

$15

ARPU reflects how much revenue Wix generates from each user, critical for understanding profitability.

Subscription Revenue

$200 million

As a subscription-based service, growth in subscription revenue is vital for Wix's financial health.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected user growth rate for Q2 2026?

User growth is crucial for Wix's revenue and overall business health, and any slowdown could raise concerns.

How has the Average Revenue Per User (ARPU) changed this quarter?

ARPU is a key indicator of Wix's profitability and customer engagement, impacting future revenue projections.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Wix's ability to maintain user growth and ARPU due to its recent strategic investments in marketing and customer support.

Supporting Evidence

Wix's past performance shows a strong EPS beat rate of 88%, indicating potential for continued success.

Options pricing suggests a high level of volatility, reflecting uncertainty that could be resolved positively.

The recent focus on enhancing user experience may lead to higher retention and new user acquisition.

Key Risk

If user growth comes in below 5%, it could challenge the optimistic outlook currently held by the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on user engagement and revenue metrics, which are critical for Wix's growth narrative.

Bull Confirmed If

User growth exceeding 10% YoY and ARPU rising above $15 would confirm the bull case.

Bear Confirmed If

User growth below 5% and ARPU declining would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±41.56%

Historical Avg

±12.0%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect either strong performance or notable disappointment.

Options are pricing ±41.6% while WIX has averaged ±12.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

113.1%

Calls (88K)P/C Ratio: 0.38Puts (65K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Wix beats expectations, history suggests a potential stock move of around -7.91%, confirming strong demand for its services.

In-Line / Cautious

A cautious in-line report could lead to muted reactions, as investors weigh management's commentary on future growth.

Miss

If Wix misses expectations, history suggests a potential stock drop of around +14.31%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on user acquisition strategies and their effectiveness.
2Details on improvements in customer support and user experience.
3Any commentary on competitive pressures in the website-building market.
4Insights into how subscription revenue is trending this quarter.
5Management's outlook on future growth and potential challenges.

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Company Snapshot

Wix.com Ltd. is a technology company that provides a platform for users to create and manage websites easily....

Key Metrics to Watch

User Growth

An increase in user growth indicates greater adoption of Wix's platform, which can drive revenue.

10% YoY growth

Average Revenue Per User (ARPU)

ARPU reflects how much revenue Wix generates from each user, critical for understanding profitability.

$15

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

WIX Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

88%

Avg EPS Surprise

+262.78%

Avg Stock Reaction

-5.13%

Last Quarter Recap

Management Promises & Guidance

Focus on enhancing user experience and platform features.
Commitment to expanding marketing efforts to attract new users.
Plans to improve customer support services.

Expectations

Wall Street Expectations

Bull Case

If Wix shows strong user growth and ARPU increases, it could signal a robust demand for its services, leading to a positive market reaction.

Bear Case

Conversely, if user growth stagnates or ARPU declines, it may raise concerns about Wix's ability to sustain its business model, resulting in a negative reaction.

Key Metrics to Watch

User Growth

10% YoY growth

An increase in user growth indicates greater adoption of Wix's platform, which can drive revenue.

Average Revenue Per User (ARPU)

$15

ARPU reflects how much revenue Wix generates from each user, critical for understanding profitability.

Subscription Revenue

$200 million

As a subscription-based service, growth in subscription revenue is vital for Wix's financial health.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected user growth rate for Q2 2026?

User growth is crucial for Wix's revenue and overall business health, and any slowdown could raise concerns.

How has the Average Revenue Per User (ARPU) changed this quarter?

ARPU is a key indicator of Wix's profitability and customer engagement, impacting future revenue projections.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Wix's ability to maintain user growth and ARPU due to its recent strategic investments in marketing and customer support.

Supporting Evidence

Wix's past performance shows a strong EPS beat rate of 88%, indicating potential for continued success.

Options pricing suggests a high level of volatility, reflecting uncertainty that could be resolved positively.

The recent focus on enhancing user experience may lead to higher retention and new user acquisition.

Key Risk

If user growth comes in below 5%, it could challenge the optimistic outlook currently held by the market.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on user engagement and revenue metrics, which are critical for Wix's growth narrative.

Bull Confirmed If

User growth exceeding 10% YoY and ARPU rising above $15 would confirm the bull case.

Bear Confirmed If

User growth below 5% and ARPU declining would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±41.56%

Historical Avg

±12.0%

Pricing rich

The options market is pricing in a significant potential move, suggesting that investors expect either strong performance or notable disappointment.

Options are pricing ±41.6% while WIX has averaged ±12.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

113.1%

Calls (88K)P/C Ratio: 0.38Puts (65K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Information Technology

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Wix beats expectations, history suggests a potential stock move of around -7.91%, confirming strong demand for its services.

In-Line / Cautious

A cautious in-line report could lead to muted reactions, as investors weigh management's commentary on future growth.

Miss

If Wix misses expectations, history suggests a potential stock drop of around +14.31%, raising concerns about its growth trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on user acquisition strategies and their effectiveness.
2Details on improvements in customer support and user experience.
3Any commentary on competitive pressures in the website-building market.
4Insights into how subscription revenue is trending this quarter.
5Management's outlook on future growth and potential challenges.