Eventbrite (EB) Morgan Stanley Technology, Media & Telecom Conference summary

Strategic changes and business model evolution

• Reverted to a ticket fee-based pricing model after 2023 changes confused creators, demonstrating adaptability and responsiveness to feedback.

• Advertising revenue, particularly from promoted listings, is growing rapidly, up 83% year-over-year, and is now a key monetization channel.

• Focused on expanding Eventbrite Ads and operational efficiency for both creators and consumers.

• Streamlined creator experience and improved analytics, reporting, and payout systems to enhance usability and attract high-value creators.

• Product roadmap centers on efficiency and audience reach, with significant investment in the consumer app and contextual discovery.

Market trends and consumer demand

• Consumer demand for live events remains strong and stable, with Gen Z, millennials, and baby boomers all actively participating.

• 90 million monthly active users, with app-driven ticket sales up 10% year-over-year and app usage up 17%.

• New event formats, such as culinary pop-ups and silent disco yoga, are emerging as digital communities seek real-life experiences.

• 95% of surveyed 18–35-year-olds want more in-person experiences with their digital communities, driving the rise of 'fourth spaces.'

• Music, food and drink, and cultural events are leading categories for sustainable growth.

Competitive landscape and differentiation

• The market is highly fragmented, with vertical ticketing players, DIY solutions, and social selling as main competitors.

• Breadth of event offerings and audience reach are key differentiators, leading to large creators returning to the platform.

• Deep integration with social media platforms enhances transaction capabilities, but Eventbrite's high-intent audience drives superior conversion.

• The platform's mission is to combat social isolation by connecting people through live experiences.