Wix | Investor Day Presentation Deck | 121 slides

Wix · 2022-05
arc beats above · slides in the middle · loops below · scroll → 4 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

120
every slide · same image gating as the playbook
01
Slide 1
The slide features a collage of website designs created with Wix, emphasizing the platform's design capabilities.front_matter
02
This is a standard financial disclosure slide found in investor presentations.other
04
summarize
05
establish_context
Open slide detailLoop · Golden Circle
06
The slide uses a grid of 8 cards to present key metrics.summarize
Open slide detailLoop · Golden Circle
07
transition
Open slide detailLoop · Golden Circle
08
The slide uses a dual bar chart layout to visualize user and subscription growth over an 11-year period.analyze_data
Open slide detailLoop · Golden Circle
09
transition
Open slide detailLoop · Golden Circle
10
The slide uses a bar chart to contrast historical CAGR with recent annual growth spikes.establish_context
Open slide detailBeat · ProblemLoop · Cost Of Inaction
11
The slide uses a chronological progression to frame the market evolution.frame_situation
Open slide detailBeat · ProblemLoop · Cost Of Inaction
12
The chart uses bubble sizes to represent the total count of active websites at two points in time.analyze_data
Open slide detailBeat · ProblemLoop · Cost Of Inaction
13
Uses bubble-style visualization to represent market share growth.analyze_data
Open slide detailBeat · ProblemLoop · Cost Of Inaction
14
Uses nested circles to represent market share growth.quantify_opportunity
Open slide detailBeat · ProblemLoop · Cost Of Inaction
15
analyze_data
Open slide detailBeat · ProblemLoop · Cost Of Inaction
16
summarize
Open slide detailBeat · ProblemLoop · Cost Of Inaction
17
The slide uses a layered architecture diagram to show the breadth of the Wix platform.present_solution
Open slide detailBeat · Solution
18
The slide uses a dark background with a collage of UI/UX design mockups on the right side.transition
Open slide detailBeat · Solution
19
The diagram uses a hub-and-spoke style layout to show how different Wix layers integrate.present_framework
Open slide detailBeat · Solution
20
The chart tracks 'Origins having good CWV' over time for Wix, WordPress, Shopify, Squarespace, and Weebly.summarize
Open slide detailBeat · Solution
21
The slide uses social proof (tweets and SEJ article snippets) to validate the claim of 24 new SEO features.illustrate_case
Open slide detailBeat · Solution
22
The chart uses a combination of bar (revenue) and line (percentage) to show correlation between investment and performance.analyze_data
Open slide detailBeat · Solution
23
The slide uses a curved upward-trending line to represent growth over time.summarize
Open slide detailBeat · Solution
24
establish_context
Open slide detailBeat · Solution
25
The slide uses a simple comparison of two data points to highlight market expansion.size_opportunity
Open slide detailBeat · Market SizeLoop · Hypothesis Test
26
The chart uses a waterfall-style bridge to show how different business segments contributed to the TAM expansion.size_opportunity
Open slide detailBeat · Market SizeLoop · Hypothesis Test
27
analyze_data
Open slide detailBeat · Market SizeLoop · Hypothesis Test
28
The slide uses a split-screen layout with a black background on the left and a 3D-rendered perspective view of website mockups on the right.appendix
Open slide detailBeat · Market SizeLoop · Hypothesis Test
29
This slide provides technical definitions for revenue, bookings, unbilled contractual obligations, GPV, and transaction revenue.other
30
This slide provides technical definitions for 'Partners', 'Partners revenue', 'Partners cohort bookings', and explains a prior year financial adjustment.appendix
31
analyze_data
32
front_matter
Open slide detailBeat · Business Model
33
other
Open slide detailBeat · Business Model
34
other
Open slide detailBeat · Business Model
35
summarize
Open slide detailBeat · Business Model
36
transition
Open slide detailBeat · Business Model
37
establish_context
Open slide detailBeat · Business Model
38
The chart demonstrates cohort monetization performance over 49 quarters.analyze_data
Open slide detailBeat · Business Model
39
The chart displays cohort performance over time, with each line representing a specific year's cohort. The upward slope of the lines indicates net revenue retenanalyze_data
Open slide detailBeat · Business Model
40
The slide uses a screenshot of a website (Barbaro Brand Studio) as a visual element to represent marketing/branding work.summarize
Open slide detailBeat · Business Model
41
TROI is defined as the time it takes to collect dollars from new premium subscriptions to equal dollars spent on direct acquisition marketing costs.analyze_data
Open slide detailBeat · Business Model
42
TROI likely stands for Total Return on Investment or similar marketing efficiency metric.analyze_data
Open slide detailBeat · Business Model
43
The chart illustrates the return on marketing investment (ROMI) over time for the Q2 2021 cohort.analyze_data
Open slide detailBeat · Business Model
44
The chart uses a combination of bar charts for investment and dot plots for ROI percentages across 20 quarters.analyze_data
Open slide detailBeat · Business Model
45
frame_situation
Open slide detailBeat · Business Model
46
The slide uses a grid-like layout of screenshots to showcase different customer segments.illustrate_case
Open slide detailBeat · Business Model
47
establish_context
Open slide detailBeat · Business Model
48
The slide is a full-screen video frame with no text content other than the footer.introduce_nominees
Open slide detailBeat · Business Model
49
summarize
Open slide detailBeat · Business Model
50
Includes both Creative Subscriptions and Business Solutions revenue.analyze_data
Open slide detailBeat · Business Model
51
The chart displays a steady upward trend in ARPS over 21 quarters.analyze_data
Open slide detailBeat · Business Model
52
analyze_data
Open slide detailBeat · Business Model
53
summarize
Open slide detailBeat · Business Model
54
The chart tracks bookings in millions of dollars against the number of years passed since the cohort year.analyze_data
Open slide detailBeat · Business Model
55
establish_context
Open slide detailBeat · Business Model
56
The chart displays cohort-based growth in bookings over time, with a note excluding specific business segments.analyze_data
Open slide detailBeat · Business Model
57
Note: Excludes bookings from B2B partnerships, DeviantArt, Wix Answers, or recent acquisitions.analyze_data
Open slide detailBeat · Business Model
58
TROI stands for Time to Return on Investment.present_framework
Open slide detailBeat · Business Model
59
The chart uses color-coded segments to represent different cohort years, with a disclaimer regarding the inclusion of Wix Payments and exclusions of specific buanalyze_data
Open slide detailBeat · Business Model
60
The chart uses a dashed box to delineate the forecast period (2022-2031).analyze_data
Open slide detailBeat · Business Model
63
Provides technical definitions for 'Partners', 'Partners revenue', 'Partners cohort bookings', and explains a $5M revenue adjustment for 2021.appendix
64
analyze_data
65
Includes presenter name and title.front_matter
67
The chart uses an arrow annotation to highlight the growth trend over the last two years.analyze_data
68
The chart includes an annotation indicating ~100% growth over the past 2 years.analyze_data
69
The chart displays cohort-based growth over time, excluding specific business segments like B2B partnerships and acquisitions.analyze_data
71
The slide serves as a visual proof point for Wix's evolution from a portfolio builder to a robust e-commerce platform.illustrate_case
72
The chart highlights a significant acceleration in growth starting around Q1'20.analyze_data
74
transition
75
present_framework
76
summarize
77
transition
78
illustrate_case
79
The slide uses a social media post as social proof to validate the platform's professional adoption.illustrate_case
80
establish_context
81
Includes a quote from the founder and a screenshot of the agency's case study page.illustrate_case
82
The slide features a screenshot of a 'Positively Green' website as a case study example.illustrate_case
83
summarize
84
illustrate_case
85
The chart uses a combination of bar and line to show absolute growth vs relative share.analyze_data
86
The chart uses an area-fill style to emphasize the growth trend over time.analyze_data
87
The slide uses a screenshot of the Velo code editor overlaying a Wix website design interface.summarize
88
The slide serves as a visual proof point for Wix's enterprise or complex site-building capabilities.illustrate_case
89
The slide highlights the efficiency gains (3x faster) and business growth (50% YoY) for a specific agency partner.illustrate_case
90
present_solution
91
Includes branding and visual examples of Wix websites.front_matter
92
illustrate_case
93
establish_context
94
summarize
95
present_solution
96
This is a revenue recognition process flow.present_framework
97
illustrate_case
98
The slide features a background of various website design mockups created on the Wix platform.front_matter
99
This is a standard financial disclosure slide found in investor presentations.other
101
summarize
Open slide detailBeat · The AskLoop · Quick Win Big Bet
102
The slide features a visual mockup of a website builder interface (Wix) on the right side.summarize
Open slide detailBeat · The AskLoop · Quick Win Big Bet
103
establish_context
Open slide detailBeat · The AskLoop · Quick Win Big Bet
104
The slide highlights the 'Rule of 40' metric, which is defined in the footer as the sum of revenue growth % and FCF margin.analyze_data
Open slide detailBeat · The AskLoop · Quick Win Big Bet
105
The slide uses a 'Rule of 40' framework to demonstrate financial health.analyze_data
Open slide detailBeat · The AskLoop · Quick Win Big Bet
106
The table includes historical data (2019A-2021A), estimates (2022E-2025E), and long-term targets.analyze_data
Open slide detailBeat · The AskLoop · Quick Win Big Bet
107
The 75% figure for 2021A Revenue Growth is highlighted with a dashed box.analyze_data
Open slide detailBeat · The AskLoop · Quick Win Big Bet
108
Gross margin and operating expenses are non-GAAP figures.analyze_data
Open slide detailBeat · The AskLoop · Quick Win Big Bet
109
The table compares historical data (2019-2021), estimates (2022-2025), and long-term targets.analyze_data
Open slide detailBeat · The AskLoop · Quick Win Big Bet
110
The table uses a mix of historical actuals (A) and estimates (E). Includes a specific definition for Rule of 40 in the footnote.analyze_data
Open slide detailBeat · The AskLoop · Quick Win Big Bet
111
The chart shows a clear trend of high margins in Creative Subscriptions and a gradual improvement in Business Solutions margins.analyze_data
112
The chart compares two business segments over time, highlighting long-term margin expansion.analyze_data
113
The chart compares two segments (Self Creators and Partners) across five time periods (2019-2022, By 2025, Long-term).analyze_data
114
summarize
115
appendix
116
Standard financial disclosure slide defining revenue and booking segments.appendix
117
This slide provides technical definitions for 'Partners', 'Partners revenue', 'Partners cohort bookings', and a disclosure regarding a prior year financial adjuappendix
118
analyze_data
119
analyze_data
120
The table shows adjustments for share-based compensation, acquisition-related expenses, amortization, and other G&A expenses.analyze_data