Thinkific Labs Dirección
Dirección controles de criterios 1/4
El CEO de Thinkific Labs es Greg Smith , nombrado en Apr 2012, tiene una permanencia de 14.08 años. compensación anual total es $301.27K, compuesta por 86.7% salario y 13.3% primas, incluidas acciones y opciones de la empresa. posee directamente un 29.88% de las acciones de la empresa, por valor de CA$29.68M. La antigüedad media del equipo directivo y de la junta directiva es de 1.1 años y 1.7 años, respectivamente.
Información clave
Greg Smith
Chief Executive Officer (CEO)
US$301.3k
Compensación total
| Porcentaje del salario del CEO | 86.73% |
| Permanencia del CEO | 14.1yrs |
| Participación del CEO | 29.9% |
| Permanencia media de la dirección | 1.1yrs |
| Promedio de permanencia en la Junta Directiva | 1.7yrs |
Actualizaciones recientes de la dirección
Recent updates
THNC: Enterprise Shift And Buybacks Will Support Future Rerating
Narrative Update on Thinkific Labs The consolidated analyst price target for Thinkific Labs has moved lower by CA$0.25 to CA$2.25, as analysts cite reduced visibility from the shift toward higher value enterprise customers and weaker EBITDA margin guidance, with growth reacceleration now expected later in the year. Analyst Commentary Recent research updates signal a more cautious stance on Thinkific Labs, with lower price targets and a shift in ratings that reflect both execution risk around the upmarket transition and questions around near term profitability.
THNC: Enterprise Shift And H2 Reacceleration Expectations May Support Upside Potential
Narrative Update Analysts have cut their average price targets on Thinkific Labs to a range of about CA$2 to CA$2.25, reflecting caution around the company's transition toward higher-value enterprise customers and its weaker EBITDA margin guidance. Analyst Commentary Recent Street research on Thinkific Labs points to a more cautious stance, with price targets reset to around CA$2 to CA$2.25 and ratings moved to Neutral or Hold.THNC: Upmarket Enterprise Focus And Buybacks Will Support Future Repricing
Analysts have trimmed their average price target for Thinkific Labs from CA$2.25 to CA$2.00, citing reduced fair value estimates, a higher discount rate, more modest revenue growth assumptions, and updated expectations for profit margins and future P/E levels, as reflected in recent research from CIBC and Canaccord. Analyst Commentary Analysts are recalibrating their views on Thinkific Labs, with recent research pointing to both potential opportunities and clear execution risks as the company focuses more on larger, higher-value enterprise customers.THNC: Upmarket Enterprise Shift And Neutral Rating Outlook May Support Upside
Analysts have trimmed their average price targets on Thinkific Labs to a range of about CA$2 to CA$2.25, down from prior levels near CA$2.50 to CA$4.25. This reflects reduced fair value estimates, slightly higher discount rates, and more cautious views on growth, margins, and future P/E.
THNC: Higher Margin Outlook Will Support Improved Earnings Multiple Potential
Analysts have trimmed their price target on Thinkific Labs by CA$0.07 to CA$2.43, citing updated assumptions around revenue growth, profit margins, and a slightly higher discount rate, while keeping future P/E expectations broadly in line with prior views. Valuation Changes Fair Value: CA$2.50 to CA$2.43, a modest reduction in the modelled estimate.THNC: Share Repurchases And Market Perform Rating Will Support Future Repricing
Analysts have trimmed their price target for Thinkific Labs to C$3.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and a much higher future P/E that also supported a recent downgrade to Market Perform. Analyst Commentary Bullish Takeaways Bullish analysts still see upside to the revised C$3.00 target, indicating they view the current market price as already reflecting many of the known execution risks.THNC: Share Buybacks And Neutral Rating Outlook May Support Future Upside
Analysts have reduced their fair value estimate for Thinkific Labs from about $5.01 to roughly $4.19 per share. This reflects a lower price target following a recent downgrade to Market Perform and updated assumptions for growth, margins, discount rate, and future P/E.THNC: Share Repurchases And Market Perform Rating Will Support Future Upside
Analysts have trimmed their price target on Thinkific Labs to C$3.01 from C$3.05, citing slightly lower profit margin assumptions and a modestly higher future P/E. This adjustment is consistent with a recent downgrade to Market Perform and a C$3 target from Street research.THNC: Share Repurchases Will Support Future Upside After Market Perform Downgrade
Narrative Update on Thinkific Labs Analysts have reduced their price target on Thinkific Labs to C$3.00, citing a more cautious outlook that offsets modest improvements in profit margin expectations and a slightly lower assumed future price to earnings multiple. Analyst Commentary Analysts have taken a more balanced stance on Thinkific Labs, reflecting both the company’s progress and the constraints on its near term growth and valuation potential at the current price target.THNC: Share Repurchases Will Support Future Upside Despite Market Perform Downgrade
Analysts have maintained their price target on Thinkific Labs at C$3.05, reflecting slightly higher discount rate assumptions and more modest revenue growth expectations following a recent sector-wide reassessment. Analyst Commentary Analysts acknowledge that the recent downgrade to Market Perform reflects a more balanced risk reward profile for Thinkific Labs at current levels, rather than a fundamental shift in the company’s long term prospects.Thinkific Labs Inc. (TSE:THNC) Not Doing Enough For Some Investors As Its Shares Slump 26%
Dec 03
THNC: Share Repurchase Program Will Support Long-Term Margin Stability
Narrative Update on Thinkific Labs Analysts have lowered their price target for Thinkific Labs from $3.46 to $3.05, citing moderated revenue growth expectations and a recent downgrade in rating. Analyst Commentary Following the recent revision to a Market Perform rating, analysts have provided insights highlighting both optimistic and cautious perspectives regarding Thinkific Labs' outlook and valuation.AI Integration And Upmarket Shift Will Empower Digital Education
Thinkific Labs' consensus price target has been revised downward, primarily reflecting slower expected revenue growth and a higher future P/E ratio, now implying a fair value of CA$3.46 per share. What's in the News Thinkific Labs provided Q3 2025 revenue guidance of $18.1–$18.4 million.Shareholders Will Probably Hold Off On Increasing Thinkific Labs Inc.'s (TSE:THNC) CEO Compensation For The Time Being
Jun 13Results: Thinkific Labs Inc. Confounded Analyst Expectations With A Surprise Profit
May 08There's Reason For Concern Over Thinkific Labs Inc.'s (TSE:THNC) Massive 72% Price Jump
May 06
AI Tools And New Features Will Improve Future Customer Retention
Accelerated adoption of Thinkific Commerce and expanded payment features are driving revenue growth through higher transaction sizes and increased commerce usage.Most Shareholders Will Probably Find That The Compensation For Thinkific Labs Inc.'s (TSE:THNC) CEO Is Reasonable
Jun 13Thinkific Labs Inc.'s (TSE:THNC) 26% Jump Shows Its Popularity With Investors
Feb 13Here's Why We're Not At All Concerned With Thinkific Labs' (TSE:THNC) Cash Burn Situation
Jan 23Thinkific Labs Inc.'s (TSE:THNC) 27% Jump Shows Its Popularity With Investors
Nov 24Thinkific Labs Inc. (TSE:THNC) Shares Could Be 22% Below Their Intrinsic Value Estimate
Nov 09Is It Too Late To Consider Buying Thinkific Labs Inc. (TSE:THNC)?
Jul 08Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$224k |
| Dec 31 2025 | n/a | n/a | US$1m |
| Sep 30 2025 | n/a | n/a | US$266k |
| Jun 30 2025 | n/a | n/a | US$675k |
| Mar 31 2025 | n/a | n/a | US$1m |
| Dec 31 2024 | US$301k | US$261k | -US$237k |
| Sep 30 2024 | n/a | n/a | US$741k |
| Jun 30 2024 | n/a | n/a | -US$770k |
| Mar 31 2024 | n/a | n/a | -US$4m |
| Dec 31 2023 | US$335k | US$258k | -US$10m |
| Sep 30 2023 | n/a | n/a | -US$14m |
| Jun 30 2023 | n/a | n/a | -US$23m |
| Mar 31 2023 | n/a | n/a | -US$31m |
| Dec 31 2022 | US$336k | US$302k | -US$36m |
| Sep 30 2022 | n/a | n/a | -US$42m |
| Jun 30 2022 | n/a | n/a | -US$42m |
| Mar 31 2022 | n/a | n/a | -US$37m |
| Dec 31 2021 | US$223k | US$223k | -US$26m |
Compensación vs. Mercado: La compensación total de Greg($USD301.27K) está por encima de la media de empresas de tamaño similar en el mercado Canadian ($USD151.90K).
Compensación vs. Ingresos: La compensación de Greg ha sido consistente con los resultados de la empresa en el último año.
CEO
Greg Smith
Mr. Greg Smith, B.Com., L.L.B., is a Co-Founder of Thinkific Labs Inc. and serves as its Chief Executive Officer and Director since April 11, 2012. He is responsible for the overall strategic direction of...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 14.1yrs | US$301.27k | 29.88% CA$ 29.7m | |
| Chief Revenue Officer | 1.9yrs | US$891.75k | 0.088% CA$ 87.4k | |
| Interim Chief Financial Officer | less than a year | sin datos | sin datos | |
| Chief People Officer | less than a year | sin datos | 0.0043% CA$ 4.3k | |
| Investor Relations Contact | no data | sin datos | sin datos |
Equipo directivo experimentado: El equipo directivo de THNC no se considera experimentado ( 1.1 años antigüedad media), lo que sugiere un nuevo equipo.
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 14.1yrs | US$301.27k | 29.88% CA$ 29.7m | |
| Independent Director | 1.7yrs | US$44.47k | sin datos | |
| Director | less than a year | sin datos | sin datos | |
| Independent Chairman of the Board | 1.7yrs | US$41.34k | sin datos | |
| Independent Director | 1.7yrs | US$32.15k | sin datos | |
| Independent Director | 3.9yrs | US$125.71k | sin datos |
Junta con experiencia: La junta directiva de THNC no se considera experimentada (1.7 años de permanencia promedio), lo que sugiere una nueva junta directiva.
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/06 02:11 |
| Precio de las acciones al final del día | 2026/05/06 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Thinkific Labs Inc. está cubierta por 5 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Martin Toner | ATB Cormark |
| Thanos Moschopoulos | BMO Capital Markets Equity Research |
| Robert Young | Canaccord Genuity |