Wix.com Ltd. Q3 2026 Earnings Recap

Wix shares fell 2.0% after earnings, a roughly flat reaction. The call highlighted rapid expansion in newer AI products, while management also said it is accelerating Base44 marketing investment; the excerpt does not provide enough detail on consolidated results or guidance to identify a clear source of disappointment.

Key Takeaways

• Base44 is nearing $250 million in ARR, with demand in the second half running ahead of the company’s model and conversion from new free users to paid improving.
• Base44 gross margin reached almost 60% in Q3. Wix is increasing marketing investment to capture demand, which could weigh on near-term economics.
• Symphony, launched in August, has ARR in the millions of dollars, though management described it as still small.
• Studio Two is live with partners and is designed to connect Wix’s workflow with external AI tools; management sees it as a potential route into an enterprise offering and a new upgrade path.
• The provided transcript excerpt ends mid-sentence during management’s discussion of Base44 retention and does not include consolidated financial results or company guidance.