Wix.com Ltd. Q2 2026 Earnings Recap

Shares rose 13.6% following better-than-expected demand growth in BASE44 and margin improvement driven by the proprietary Base1 AI platform, which supports a more sustainable profitability profile and underpins increased investment confidence.

Key Takeaways

• Bookings grew 12% year-over-year and revenue increased 15% year-over-year, supported by strong BASE44 and core Wix business performance.
• BASE44 margin improved substantially, moving from roughly 0% earlier in the year to an expected 60% margin in the second half, powered by shifting inference to Base1, Wix’s in-house large language model (LLM).
• Self-creators revenue growth accelerated sequentially to 14% year-over-year with stable retention and improving free-to-paid conversion rates.
• Partners revenue increased 17% year-over-year, despite organizational realignment including the wind down of InkFrog, which improved GPV mix and monetization.
• Management raised its total return on investment (TROI) target for BASE44, signaling confidence in capturing market share in the evolving AI-powered app creation space.