Shutterstock, Inc. 2026: Revenue $221.8M, EPS ($4.25) — 10-Q Summary
Shutterstock, Inc. (SSTK) reported 2026-quarter revenue of $221.8M, down 16.9% year over year. It posted a net loss of $155.94M and diluted EPS of ($4.25), versus revenue of $266.99M and EPS of $0.82 in the prior-year quarter. Revenue fell with weaker new customer acquisition, subscriber count dropped to ~951K, and a $173.7M goodwill impairment followed the Getty merger termination.
How this was made
The 30-second read
Why it matters
Revenue fell 16.9% year over year and the company swung to a large net loss, with a major $173.7M goodwill impairment and elevated legal/merger costs. Traders may reprice near-term earnings risk and monitor whether customer acquisition weakness and AI-related hosting/fee costs continue.
Market read
Material quarterly financial deterioration plus a large impairment from a terminated deal is likely to drive negative sentiment and raise uncertainty around forward profitability.
What to watch
ARPC rose to $292 and subscriber count is still near 951K, suggesting mix improvement that could offset some revenue pressure if churn stabilizes.
Background
The piece is a brief 10-Q summary for Shutterstock’s 2026 quarter, highlighting revenue decline, subscriber/ARPC changes, cost ratio increases, and a Getty merger termination impairment.
Ticker impact
Shutterstock reported 2026-quarter revenue of $221.8M, diluted EPS of -$4.25, and a $173.7M goodwill impairment tied to a Getty merger termination.
Near-term pressure likely, with traders focusing on whether customer acquisition weakness and AI-related cost pressures persist.
The article provides concrete financial results (revenue down 16.9%, net loss vs prior-year net income) and a specific impairment driver ($173.7M), which are typically material for valuation and risk repricing.
Market effects
Weak new customer acquisition and higher AI-linked cost ratios may reinforce caution on digital content licensing and stock-photo/media demand.
No specific regional impact described.
No explicit global macro linkage beyond company-specific results.
Counterpoint
The impairment is merger-related and may be non-recurring, so operating trends could stabilize if acquisition weakness reverses.
Key entities
- companyShutterstock, Inc.
Reported 2026-quarter revenue of $221.8M, diluted EPS of -$4.25, and a $173.7M goodwill impairment tied to Getty merger termination.
- counterpartyGetty
Merger termination with Shutterstock led to the $173.7M goodwill impairment and higher legal/merger-related costs.
