Getty Images shares jump as revenue beat overshadows earnings miss

Getty Images (NYSE:GETY) shares climbed astir 18% pursuing the company’s 4th fourth results, arsenic a important gross bushed offset weaker-than-expected net and a softer 2026 outlook.

For Q4 2025, Getty reported gross of $282.3 million, up 14.1% twelvemonth implicit twelvemonth and good supra expert estimates of astir $246 million.

Growth was driven crossed each segments, with Creative gross rising 4.6% to $149 million, Editorial expanding 21.4% to $109.4 million, and Other gross jumping 61.3% to $23.9 million.

Profitability metrics were besides beardown connected an adjusted basis. Adjusted EBITDA came successful astatine $104.1 million, up 29.1% twelvemonth implicit twelvemonth and importantly up of expectations of astir $74.7 million, with margins expanding to 36.9% from 32.6% a twelvemonth earlier.

However, the institution missed connected the bottommost line, reporting an adjusted nonaccomplishment of $0.01 per stock versus expectations for a nett of $0.03.

Getty said results were besides influenced by 2 important multi-year licensing agreements signed during the quarter, which contributed meaningful gross recognized connected an accelerated basis. These deals boosted reported gross but reduced the proportionality of subscription gross to 48.6% from 54.9% a twelvemonth earlier, a displacement the institution said was mechanical alternatively than indicative of underlying request trends.

For the afloat year, Getty reported grounds gross of $981.3 million, up 4.5%, supported by continued request crossed its contented marketplace and editorial offerings.

Looking ahead, the institution guided 2026 gross to a scope of $948 cardinal to $988 million, with a midpoint somewhat beneath statement estimates. Getty noted that astir $40 cardinal successful gross recognized aboriginal from the Q4 licensing agreements creates a hard year-over-year comparison, masking underlying maturation that it expects to stay affirmative connected a normalized basis.

Adjusted EBITDA for 2026 is projected betwixt $279 cardinal and $295 million, implying a year-over-year diminution connected a reported basis, again owed chiefly to timing effects from the accelerated revenue.

“We participate 2026 with a resilient business, a beardown pipeline of semipermanent deals and a differentiated offering which makes Getty Images the spouse of prime present and into the future,” Getty Images CEO Craig Peters said.

Separately, Getty said its projected merger with Shutterstock has received regulatory clearance successful each jurisdictions but the UK, wherever a last determination from the Competition and Markets Authority is expected by June 14.