VMEO: Email Intelligence indicates declining new user growth

   01 Sep 2021

With COVID lockdowns in the rearview mirror and Americans leaving their home desktops  to return to restaurants, travel and concerts our email intelligence captured several inflections. In Vimeo(VMEO) our tracking indicated that perhaps engagement was boosted due to lockdowns with growth in several of our predictive data series.  ‘Welcome’ confirmations and ‘your video is live’ confirmations dramatically decelerated this summer as consumer behavior changed.  Our investors were alerted to this changing behavior before Vimeo reported slower than consensus key subscriber and operating growth metrics.