SSTKHIGH SIGNALREGULATORY10-K

Shutterstock's pending merger with Getty Images faces extended regulatory scrutiny with DOJ requests and UK CMA Phase 2 review, while stockholder approval has been secured.

The merger timeline appears significantly delayed due to regulatory hurdles, with both U.S. and UK authorities conducting thorough antitrust reviews of this major consolidation in the stock imagery market. The extensive regulatory process creates meaningful uncertainty around deal completion and timing, though stockholder approval removes one key condition.

Comparing 2026-02-17 vs 2025-02-25View on EDGAR →
FINANCIAL ANALYSIS

Shutterstock demonstrated solid financial performance with cash position increasing substantially to $178.2M and net income growing to $45.5M. Current assets expanded meaningfully to $338.6M while accounts receivable grew modestly, and stockholders' equity strengthened to $581.0M. The overall financial picture shows a company building cash reserves and maintaining profitability during the extended merger process.

FINANCIAL STATEMENT CHANGES
Cash & Equivalents
Balance Sheet
+60.2%
$111.3M$178.2M

Cash position surged 60.2% — strong cash generation or capital raise providing significant financial cushion.

Current Assets
Balance Sheet
+32.3%
$256.0M$338.6M

Current assets grew 32.3% — improving short-term liquidity or inventory/receivables build.

Net Income
P&L
+26.6%
$35.9M$45.5M

Net income grew 26.6% — bottom-line growth signals improving overall business health.

Accounts Receivable
Balance Sheet
+18.3%
$95.2M$112.6M

Receivables grew 18.3% — monitor days sales outstanding for collection efficiency.

Stockholders Equity
Balance Sheet
+12.1%
$518.4M$581.0M

Equity base grew 12.1% — retained earnings accumulation or equity issuance strengthening the balance sheet.

LANGUAGE CHANGES
NEW — 2026-02-17
PRIOR — 2025-02-25
ADDED
On February 13, 2026, 35,546,755 shares of the registrant s common stock were outstanding.
If no election is made by a holder, each of such holder s shares of Shutterstock common stock shall be treated as having made a Mixed Election.
A majority of Shutterstock stockholders approved the adoption of the Merger Agreement at a special meeting of stockholders held on June 10, 2025 (the Shutterstock Stockholder Approval ).
The Merger is subject to the satisfaction of customary closing conditions, further described below, including receipt of required regulatory approvals.
On April 2, 2025, the Company and Getty Images each received a Request for Additional Information and Documentary Material from the U.S.
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REMOVED
On February 21, 2025, 34,893,659 shares of the registrant s common stock were outstanding.
The closing of the Merger is subject to the satisfaction of closing conditions, including receipt of required regulatory approvals, the approval of Getty Images and Shutterstock stockholders and the extension or refinancing of Getty Images existing debt obligations.
Our Content is distributed to customers under the following brands: Shutterstock; Envato; Pond5; TurboSquid; PicMonkey; PremiumBeat; Splash News; Backgrid; Bigstock; and Offset.
Envato, which was acquired by the Company on July 22, 2024, also offers a variety of digital assets and templates.
Pond5 is a video-first content marketplace which expands the Company s content offerings across footage, image and music.
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