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AUTHOR
DATE
SUBJECT
15
member
5/22/22 8:07AM
Re: Author Exit Recommendation
14
We are not going to take a position anytime soon.
The company just had their analyst day. Interesting but marketing is still a black box-Editor X is still to small to judge-The company is way to... login to read the rest
Wix partners with Amazon fulfillment taking on SFN
Huge development here
Wix announced a partnership with Amazon where Wix merchants can now use Amazon Multi-Channel Fulfillment for all goods, even those not sold through Amazon and those who do not sell on Amazon. This... login to read the rest
Squarespace reported today.
I want to reiterate here that Squarespace is a significant proof of concept in that this business we expect can be highly profitable can be. Squarespace is expecting about 20% FCF margins which... login to read the rest
Nails4, thanks for emphasizing this point; that is THE big question here.
First, I am going to disagree with you on this. Wix S''M costs have gone from 67% of revenues in 2012 down consistently to... login to read the rest
Thanks BigbetBarmouth
The fact that all of these DIY services have many bad reviews is telling.
From a high level, Users are much more likely to leave complaints when having a bad Exp than a good one... login to read the rest
Maybe I'm misunderstanding, but aren't these mostly small business websites? I'd think the only time those churn is when the business fails - it's a big pain to design a new site.
Take your pt on... login to read the rest
Hey Daycin,
thanks for the interesting write up. I always like to see how customers are reacting to the product and Truspilot is a relatively easy way of gathering some feedback. The feedback on trustpilot for... login to read the rest
I meant less efficiency in their spending than SS. SS CEO owns 30+% of the company, so much more aligned than Wix.
Yes, I agree they will not cut but doubtfully have to with expected growth.
Two... login to read the rest
by less control you mean they may not have a good grip on their spending?
it's a bit of the twitter problem I'd guess - they probably can't cut their way to profit because that would wreak havoc... login to read the rest
On your question regarding Webflow.
Webflow is not a competitor to their current revenue base. Wix is entirely a DIY website builder. Webflow is trying to lead the leader in open source CMS, WordPress. That market... login to read the rest
They are not money-losing, but they are much less profitable than SquareSpace. The question is whether that is because of a structural difference or, worse, company control. Or because of heavier investments.
I just spoke to... login to read the rest
They are modestly EBITDA profitable, and inclusive of stock comp guided positive free cash flow this year and go fwd, so not quite money losing (if you add back stock comp) - they are a... login to read the rest
Just to be clear we do believe it is a good buy.
However at the end of the day when buying a money losing company you must be extra careful. We are trying to get a
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