Last 7 days
0.5%
Last 30 days
4.0%
Last 90 days
-16.1%
Trailing 12 Months
-40.6%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
ADP | 86.4B | 17.7B | -5.49% | -4.41% | 26.5 | 4.89 | 9.65% | 13.95% |
FISV | 70.3B | 18.1B | -7.62% | 11.99% | 29.01 | 3.88 | 9.25% | 42.67% |
SQ | 38.0B | 18.6B | 0.28% | -30.99% | -70.35 | 2.17 | 12.05% | -340.94% |
CTSH | 31.7B | 19.4B | 4.43% | -15.27% | 13.73 | 1.63 | 2.55% | 5.10% |
VRSN | 23.3B | 1.4B | 1.79% | 27.94% | 33.51 | 16.15 | 6.77% | -12.24% |
MID-CAP | ||||||||
CACI | 6.8B | 6.6B | -5.38% | 6.72% | 18.44 | 1.03 | 8.44% | -9.95% |
DXC | 5.5B | 14.8B | 4.86% | -28.93% | 7.64 | 0.37 | -10.79% | 217.70% |
SAIC | 5.3B | 7.7B | -5.66% | 12.90% | 17.52 | 0.68 | 4.19% | 8.30% |
PRFT | 2.6B | 914.4M | 19.77% | -21.90% | 25.1 | 2.86 | 12.36% | 58.54% |
SMALL-CAP | ||||||||
FSLY | 2.1B | 447.9M | 10.52% | 24.75% | -12.06 | 4.61 | 20.45% | 27.54% |
CSGS | 1.5B | 1.1B | -8.84% | -22.49% | 35.45 | 1.35 | 6.27% | -28.34% |
TCX | 336.9M | 320.5M | 43.91% | -35.77% | -7.72 | 1.05 | 1.88% | -2317.40% |
INOD | 279.1M | 76.6M | 51.65% | 58.28% | -25 | 3.64 | 2.22% | -131.47% |
UIS | 265.7M | 2.0B | 20.92% | -67.06% | -2.51 | 0.13 | 2.93% | 35.91% |
BCOV | 177.5K | 206.7M | 3.98% | -40.62% | -0.02 | 8e-4 | -1.41% | -1293.58% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Revenue | -2.0% | 207 | 211 | 214 | 213 | 210 |
Gross Profit | -4.2% | 128 | 134 | 139 | 138 | 137 |
Operating Expenses | 2.2% | 145 | 142 | 140 | 139 | 137 |
S&GA Expenses | 1.6% | 75.00 | 74.00 | 74.00 | 73.00 | 73.00 |
R&D Expenses | 4.9% | 35.00 | 34.00 | 32.00 | 32.00 | 32.00 |
EBITDA | -72.4% | 2.00 | 6.00 | 7.00 | - | - |
EBITDA Margin | -72.2% | 0.01* | 0.03* | 0.03* | - | - |
Earnings Before Taxes | -98.6% | -18.01 | -9.07 | -3.30 | -2.36 | -1.53 |
EBT Margin | -179.3% | -0.04* | -0.02* | -0.01* | -0.01* | - |
Net Income | -111.8% | -19.09 | -9.01 | -3.20 | -2.54 | -1.37 |
Net Income Margin | -186.2% | -0.04* | -0.01* | -0.01* | -0.01* | - |
Free Cahsflow | -4.4% | 15.00 | 15.00 | 14.00 | 16.00 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Assets | -1.0% | 225 | 228 | 231 | 227 | 227 |
Current Assets | -3.8% | 74.00 | 77.00 | 83.00 | 82.00 | 83.00 |
Cash Equivalents | -60.9% | 12.00 | 32.00 | 31.00 | 28.00 | 27.00 |
Net PPE | 6.2% | 42.00 | 40.00 | 37.00 | 33.00 | 26.00 |
Goodwill | 0% | 75.00 | 75.00 | 75.00 | 75.00 | 75.00 |
Liabilities | 4.5% | 131 | 125 | 128 | 124 | 127 |
Current Liabilities | 6.3% | 110 | 104 | 106 | 102 | 104 |
Shareholder's Equity | -7.9% | 94.00 | 102 | 103 | 103 | 100 |
Retained Earnings | -5.6% | -221 | -210 | -204 | -202 | -202 |
Additional Paid-In Capital | 1.1% | 318 | 315 | 311 | 308 | 305 |
Shares Outstanding | 0.6% | 0.00 | 0.00 | 0.00 | - | - |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 |
Cashflow From Operations | -47.0% | 13.00 | 25.00 | 25.00 | 21.00 | 19.00 |
Share Based Compensation | 0.5% | 14.00 | 14.00 | 13.00 | 12.00 | 11.00 |
Cashflow From Investing | 34.6% | -24.71 | -37.77 | -36.07 | -32.54 | -27.26 |
Cashflow From Financing | -2439.8% | -2.11 | -0.08 | 0.00 | 1.00 | 0.00 |
88.8%
76.5%
51.5%
Y-axis is the maximum loss one would have experienced if Brightcove was unfortunately bought at previous high price.
-5.6%
-6.6%
-16.7%
-19.6%
FIve years rolling returns for Brightcove.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-05-18 | JPMORGAN CHASE & CO | reduced | -11.2 | -231,000 | 714,000 | -% |
2023-05-18 | NEW YORK STATE COMMON RETIREMENT FUND | reduced | -77.55 | -110,000 | 26,000 | -% |
2023-05-16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | new | - | 152,332 | 152,332 | -% |
2023-05-16 | JANE STREET GROUP, LLC | sold off | -100 | -52,739 | - | -% |
2023-05-15 | HSBC HOLDINGS PLC | new | - | 62,123 | 62,123 | -% |
2023-05-15 | JACOBS LEVY EQUITY MANAGEMENT, INC | reduced | -38.2 | -806,616 | 894,468 | -% |
2023-05-15 | MORGAN STANLEY | added | 8.28 | -101,856 | 1,192,690 | -% |
2023-05-15 | Tudor Investment Corp Et Al | reduced | -9.61 | -71,000 | 237,000 | -% |
2023-05-15 | Tenzing Global Management, LLC | reduced | -62.00 | -4,423,750 | 2,113,750 | 1.29% |
2023-05-15 | Quadrature Capital Ltd | new | - | 132,058 | 132,058 | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Mar 20, 2023 | edenbrook capital, llc | 14.36% | 0 | SC 13D/A | |
Feb 14, 2023 | lynrock lake lp | 7.5% | 3,146,959 | SC 13G | |
Feb 13, 2023 | archon capital management llc | 5.76% | 2,424,129 | SC 13G/A | |
Feb 10, 2023 | trigran investments, inc. | 16.4% | 6,878,602 | SC 13G/A | |
Feb 09, 2023 | vanguard group inc | 6.64% | 2,795,661 | SC 13G/A | |
Feb 01, 2023 | blackrock inc. | 6.2% | 2,606,687 | SC 13G/A | |
Nov 16, 2022 | edenbrook capital, llc | 13.33% | 0 | SC 13D/A | |
Oct 17, 2022 | tenzing global management, llc | 4.9% | 2,040,000 | SC 13D/A | |
Sep 23, 2022 | edenbrook capital, llc | 12.21% | 0 | SC 13D/A | |
Aug 22, 2022 | tenzing global management, llc | 5.9% | 2,500,000 | SC 13D/A |
Date Filed | Form Type | Document | |
---|---|---|---|
May 18, 2023 | 4 | Insider Trading | |
May 17, 2023 | S-8 | Employee Benefits Plan | |
May 11, 2023 | 4 | Insider Trading | |
May 11, 2023 | 8-K | Current Report | |
May 11, 2023 | 4 | Insider Trading | |
May 11, 2023 | 4 | Insider Trading | |
May 11, 2023 | 4 | Insider Trading | |
May 11, 2023 | 4 | Insider Trading | |
May 11, 2023 | 4 | Insider Trading | |
May 11, 2023 | 4 | Insider Trading |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-05-17 | DeBevoise Marc | bought | 194,344 | 3.53 | 55,055 | chief executive officer |
2023-05-16 | DeBevoise Marc | bought | 51,111 | 3.42 | 14,945 | chief executive officer |
2023-05-10 | HAROIAN GARY E | acquired | - | - | 21,841 | - |
2023-05-10 | Neeley Tsedal | acquired | - | - | 21,841 | - |
2023-05-10 | Hessan Diane | acquired | - | - | 21,841 | - |
2023-05-10 | Ranjan Ritcha | acquired | - | - | 21,841 | - |
2023-05-10 | KURNIT SCOTT | acquired | - | - | 21,841 | - |
2023-05-10 | WHEELER THOMAS E | acquired | - | - | 21,841 | - |
2023-05-10 | Frank Kristin E. | acquired | - | - | 21,841 | - |
2023-04-26 | Edenbrook Capital, LLC | bought | 38,494 | 3.8494 | 10,000 | - |
Condensed Consolidated Statements of Operations - USD ($) $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2023 | Mar. 31, 2022 | |
Revenue: | ||
Revenue | $ 49,063 | $ 53,379 |
Cost of revenue: | ||
Cost of revenue | 20,267 | 18,980 |
Gross profit | 28,796 | 34,399 |
Operating expenses: | ||
Research and development | 9,866 | 8,237 |
Sales and marketing | 19,465 | 18,288 |
General and administrative | 10,064 | 8,089 |
Merger-related | 145 | 594 |
Other expense | 0 | 1,149 |
Total operating expenses | 39,540 | 36,357 |
Loss from operations | (10,744) | (1,958) |
Other expense, net | (543) | (387) |
Loss before income taxes | (11,287) | (2,345) |
Provision (benefit) for income taxes | 427 | (708) |
Net loss | $ (11,714) | $ (1,637) |
Net loss per share-basic and diluted | ||
Basic | $ (0.28) | $ (0.04) |
Diluted | $ (0.28) | $ (0.04) |
Weighted-average shares-basic and diluted | ||
Basic | 42,528 | 41,436 |
Diluted | 42,528 | 41,436 |
Subscription and Support Revenue [Member] | ||
Revenue: | ||
Revenue | $ 47,102 | $ 51,601 |
Cost of revenue: | ||
Cost of revenue | 18,265 | 16,982 |
Professional Services and Other Revenue [Member] | ||
Revenue: | ||
Revenue | 1,961 | 1,778 |
Cost of revenue: | ||
Cost of revenue | $ 2,002 | $ 1,998 |
Condensed Consolidated Balance Sheets - USD ($) $ in Thousands | Mar. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 12,478 | $ 31,894 |
Accounts receivable, net of allowance of $343 and $294 at March 31, 2023 and December 31, 2022, respectively | 40,623 | 26,004 |
Prepaid expenses | 9,786 | 8,700 |
Other current assets | 11,513 | 10,722 |
Total current assets | 74,400 | 77,320 |
Property and equipment, net | 42,155 | 39,677 |
Operating lease right-of-use asset | 18,025 | 18,671 |
Intangible assets, net | 9,261 | 10,279 |
Goodwill | 74,859 | 74,859 |
Other assets | 6,750 | 7,007 |
Total assets | 225,450 | 227,813 |
Current liabilities: | ||
Accounts payable | 13,014 | 11,326 |
Accrued expenses | 21,692 | 26,877 |
Operating lease liability | 4,218 | 4,157 |
Deferred revenue | 71,537 | 61,597 |
Total current liabilities | 110,461 | 103,957 |
Operating lease liability, net of current portion | 19,740 | 20,528 |
Other liabilities | 959 | 981 |
Total liabilities | 131,160 | 125,466 |
Commitments and contingencies (Note 8) | ||
Stockholders' equity: | ||
Undesignated preferred stock, $0.001 par value; 5,000,000 shares authorized; no shares issued | ||
Common stock, $0.001 par value; 100,000,000 shares authorized; 42,992,371 and 42,449,677 shares issued at March 31, 2023 and December 31, 2022, respectively | 43 | 42 |
Additional paid-in capital | 318,293 | 314,825 |
Treasury stock, at cost; 135,000 shares | (871) | (871) |
Accumulated other comprehensive loss | (1,405) | (1,593) |
Accumulated deficit | (221,770) | (210,056) |
Total stockholders' equity | 94,290 | 102,347 |
Total liabilities and stockholders' equity | $ 225,450 | $ 227,813 |