Getty Images beats Q4 revenue estimates on strength across segments
Overview
US visual content marketplace's Q4 revenue rose 14%, beating analyst expectations
Adjusted EBITDA for Q4 beat consensus, rising 29% yr/yr
Company reported Q4 net loss due to higher litigation and merger-related expenses
Outlook
Getty Images sees 2026 revenue between $948 mln and $988 mln
Company expects 2026 adjusted EBITDA of $279 mln to $295 mln
Getty Images anticipates one-off SG&A increases for SOX compliance in 2026
Result Drivers
LICENSING AGREEMENTS - Co said two significant licensing deals, including display rights for pre-shot content and use of data and creative content, drove accelerated Q4 revenue
EDITORIAL & OTHER SEGMENTS - Strong year-over-year growth in Editorial (up 21.4%) and Other revenue (up 61.3%) contributed to overall Q4 revenue increase
Company press release: ID:nGNX5nL8RC
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $282.3 mln | $246.22 mln (4 Analysts) |
Q4 Net Income |
| -$90.90 mln |
|
Q4 Adjusted EBITDA | Beat | $104.10 mln | $74.70 mln (4 Analysts) |
Q4 Adjusted EBITDA Margin |
| 36.90% |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the online services peer group is "buy"
Wall Street's median 12-month price target for Getty Images Holdings Inc is $3.50, about 381.6% above its March 13 closing price of $0.73
The stock recently traded at 7 times the next 12-month earnings vs. a P/E of 21 three months ago
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