Vimeo’s monthly metrics are a case study in… something. Maybe trusting management teams? Not a joke - guided to 5y sales CAGR of 30% in March 2021. https://i.imgur.com/V6CRBto.jpg

For the record, here’s the slide from their investor day then https://i.imgur.com/bjti9pH.jpg

So what went wrong here? I think price increases weren’t received well https://www.theverge.com/2022/3/15/22979126/vimeo-patreon-creators-price-increase , ARPU gains didn’t outpace sub loss, maybe also just not as big a market as people thought / maybe YouTube is a real competitor