Fiverr (FVRR) investor relations material

Evolution of the platform and AI integration

• Transitioned from a marketplace for microservices to a comprehensive platform serving larger businesses and complex projects.

• Introduced a business suite of tools, with a growing share of larger clients using the platform for more sophisticated needs.

• AI adoption has shifted the focus from automating simple tasks to enabling high-skilled professionals to leverage AI in workflows.

• AI is integrated into platform workflows, driving 10x growth in technology and marketing verticals.

• Investment in AI-native teams and tools is accelerating innovation and operational efficiency.

Impact of AI on service mix and freelancer roles

• Simple, low-value tasks are increasingly automated, while demand for complex, high-skilled services is rising.

• New roles have emerged, such as AI agent designers and workflow optimizers, which did not exist a few years ago.

• AI is viewed as a positive force, creating more opportunities for skilled professionals and enhancing platform value.

• Tools like Fiverr Go integrate AI to streamline freelancer workflows, improve service quality, and boost conversion rates.

• Specialized tools reduce repetitive tasks for freelancers, increasing ROI and professional output.

Macro environment and client strategy

• Professional staffing remains depressed, but platform GMV is stable, benefiting from increased supply and selectivity.

• Strategic focus has shifted toward acquiring larger, higher-value clients, resulting in higher spend per buyer despite a slight decline in active buyers.

• Larger clients are more resilient in high-interest, inflationary environments, while SMBs are more affected.

• In a better macro environment, organic SMB growth is expected to accelerate, further boosting active buyers and revenue.

• The platform is highly sensitive to macro trends, enabling early identification and response to market shifts.