Verimatrix（VMX）株式概要Verimatrix SAは、デジタルコンテンツ、アプリケーション、デバイスを保護するセキュリティソリューションを世界中に提供しています。 詳細VMX ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績0/6財務の健全性3/6配当金0/6報酬同業他社や業界と比較して、良好な取引価格 リスク分析現在は利益が出ておらず、今後3年間で利益が出る見込みはない 意味のある時価総額がありません ( €16M )すべてのリスクチェックを見るVMX Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€0.1872.7% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-79m98m2016201920222025202620282031Revenue US$44.1mEarnings US$5.3mAdvancedSet Fair ValueView all narrativesVerimatrix SA 競合他社LightOnSymbol: ENXTPA:ALTAIMarket cap: €23.3mActeosSymbol: ENXTPA:EOSMarket cap: €3.1mWALLIX GROUPSymbol: ENXTPA:ALLIXMarket cap: €156.7mSA EnergismeSymbol: ENXTPA:ALNRGMarket cap: €11.9m価格と性能株価の高値、安値、推移の概要Verimatrix過去の株価現在の株価€0.1852週高値€0.2852週安値€0.14ベータ1.531ヶ月の変化2.56%3ヶ月変化-6.49%1年変化-30.50%3年間の変化-74.10%5年間の変化-91.45%IPOからの変化-98.04%最新ニュースお知らせ • May 07Verimatrix SA, Annual General Meeting, Jun 11, 2026Verimatrix SA, Annual General Meeting, Jun 11, 2026. Location: 6 rue general foy, paris FranceMajor Estimate Revision • Mar 19Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$46.3m to US$40.6m. Forecast losses increased from -US$0.085 to -US$0.097 per share. Software industry in France expected to see average net income growth of 9.5% next year. Consensus price target down from €0.23 to €0.21. Share price fell 9.5% to €0.16 over the past week.Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: US$46.5m (down 19% from FY 2024). Net loss: US$78.6m (loss widened US$68.3m from FY 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Software industry in France.お知らせ • Mar 12Verimatrix SA to Report First Half, 2026 Results on Jul 27, 2026Verimatrix SA announced that they will report first half, 2026 results on Jul 27, 2026お知らせ • Feb 06Guardsquare NV completed the acquisition of Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX).Guardsquare NV entered into an agreement to acquire Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) for $8.5 million on December 8, 2025. The $8.5 million initial offer will be adjusted at the closing. The agreement will take effect in a few weeks, once the usual regulatory checks have been completed. Guardsquare NV completed the acquisition of Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) on February 5, 2026.分析記事 • Jan 06Verimatrix SA (EPA:VMX) Stock Catapults 27% Though Its Price And Business Still Lag The IndustryVerimatrix SA ( EPA:VMX ) shareholders would be excited to see that the share price has had a great month, posting a...最新情報をもっと見るRecent updatesお知らせ • May 07Verimatrix SA, Annual General Meeting, Jun 11, 2026Verimatrix SA, Annual General Meeting, Jun 11, 2026. Location: 6 rue general foy, paris FranceMajor Estimate Revision • Mar 19Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$46.3m to US$40.6m. Forecast losses increased from -US$0.085 to -US$0.097 per share. Software industry in France expected to see average net income growth of 9.5% next year. Consensus price target down from €0.23 to €0.21. Share price fell 9.5% to €0.16 over the past week.Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: US$46.5m (down 19% from FY 2024). Net loss: US$78.6m (loss widened US$68.3m from FY 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Software industry in France.お知らせ • Mar 12Verimatrix SA to Report First Half, 2026 Results on Jul 27, 2026Verimatrix SA announced that they will report first half, 2026 results on Jul 27, 2026お知らせ • Feb 06Guardsquare NV completed the acquisition of Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX).Guardsquare NV entered into an agreement to acquire Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) for $8.5 million on December 8, 2025. The $8.5 million initial offer will be adjusted at the closing. The agreement will take effect in a few weeks, once the usual regulatory checks have been completed. Guardsquare NV completed the acquisition of Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) on February 5, 2026.分析記事 • Jan 06Verimatrix SA (EPA:VMX) Stock Catapults 27% Though Its Price And Business Still Lag The IndustryVerimatrix SA ( EPA:VMX ) shareholders would be excited to see that the share price has had a great month, posting a...お知らせ • Dec 10Guardsquare NV entered into an agreement to acquire Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) ) for $8.5 million.Guardsquare NV entered into an agreement to acquire Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) for $8.5 million on December 8, 2025. The $8.5 million initial offer will be adjusted at the closing. The agreement will take effect in a few weeks, once the usual regulatory checks have been completed.New Risk • Dec 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$7.0m net loss in 2 years). Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (€17.4m market cap, or US$20.2m).分析記事 • Nov 22Benign Growth For Verimatrix SA (EPA:VMX) Underpins Stock's 26% PlummetVerimatrix SA ( EPA:VMX ) shareholders that were waiting for something to happen have been dealt a blow with a 26...分析記事 • Oct 28Is Verimatrix (EPA:VMX) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Oct 23Verimatrix SA to Report Fiscal Year 2025 Results on Mar 12, 2026Verimatrix SA announced that they will report fiscal year 2025 results After-Market on Mar 12, 2026お知らせ • Oct 22Verimatrix SA Confirms Revenue Guidance for the Year 2025Verimatrix SA confirmed revenue guidance for the year 2025. For the full 2025 financial year, the Group confirms its ambition to achieve another year of double-digit growth in its subscription ARR compared to 2024.お知らせ • Sep 02Verimatrix Announces Chief Executive Officer ChangesVERIMATRIX announced the appointment, with immediate effect, of Laurent Dechaux as Chief Executive Officer, replacing Amedeo D'Angelo. Amedeo D'Angelo remains Chairman of the Board of Directors of VERIMATRIX. Laurent DECHAUX has held several senior management positions in major international companies. He was CEO of Enablon, a global leader in risk management, compliance and sustainability solutions, where he oversaw the company's transformation while maintaining sustained growth. Previously, he also headed Sage France and Southern Europe and held senior positions at Oracle in Europe. Throughout his career, Laurent has demonstrated his commitment to combining performance and customer satisfaction, while mobilizing his teams around ambitious and sustainable transformation projects.分析記事 • Aug 22The Market Doesn't Like What It Sees From Verimatrix SA's (EPA:VMX) Revenues Yet As Shares Tumble 28%Verimatrix SA ( EPA:VMX ) shares have had a horrible month, losing 28% after a relatively good period beforehand. The...New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$6.8m net loss in 2 years). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (€17.9m market cap, or US$20.8m).Reported Earnings • Jul 29First half 2025 earnings releasedFirst half 2025 results: Revenue: US$26.5m (down 14% from 1H 2024). Net loss: US$65.0m (loss widened US$60.6m from 1H 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Software industry in France.Buy Or Sell Opportunity • Jul 14Now 22% overvaluedOver the last 90 days, the stock has fallen 4.8% to €0.26. The fair value is estimated to be €0.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.分析記事 • Jun 29Health Check: How Prudently Does Verimatrix (EPA:VMX) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Major Estimate Revision • Apr 27Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$58.5m to US$54.4m. Losses expected to increase from US$0.085 per share to US$0.10. Software industry in France expected to see average net income growth of 21% next year. Consensus price target down from €0.40 to €0.33. Share price fell 2.3% to €0.26 over the past week.分析記事 • Apr 06The Market Doesn't Like What It Sees From Verimatrix SA's (EPA:VMX) Revenues Yet As Shares Tumble 29%Verimatrix SA ( EPA:VMX ) shares have had a horrible month, losing 29% after a relatively good period beforehand...Reported Earnings • Mar 14Full year 2024 earnings releasedFull year 2024 results: Revenue: US$57.2m (down 7.2% from FY 2023). Net loss: US$10.3m (loss narrowed 28% from FY 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Software industry in France.分析記事 • Jan 25Verimatrix SA (EPA:VMX) Held Back By Insufficient Growth Even After Shares Climb 25%Verimatrix SA ( EPA:VMX ) shareholders are no doubt pleased to see that the share price has bounced 25% in the last...New Risk • Jan 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$6.5m net loss in 2 years). Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (€26.4m market cap, or US$27.5m).お知らせ • Jan 15Verimatrix Announces Release of DVB ReAccess Over-the-Air CAS Retrofit SolutionVerimatrix announced general availability of its new DVB ReAccess solutions that serves as a uniquely powerful over-the-air (OTA) Conditional Access System (CAS). The solution also provides users with added peace of mind following the recent completion of Cartesian’s Farncombe Security® Audit. DVB ReAccess addresses a notable hurdle for one-way networks such as broadcast satellite providers that lack bidirectional handshakes to identify and authenticate client devices authorized to decrypt content. In one-way networks, the security of content relies almost exclusively on the resistance and resilience of the CAS, the most secure of which have a client software deeply anchored within the device’s hardware, leveraging a number of security features provided by the chipset. Consequently, once a CAS is integrated on a device, it’s typically very challenging to replace it by a simple OTA software update, whilst maintaining the same level of security. Verimatrix DVB ReAccess is a well-tested OTA CAS retrofit solution that can be downloaded over the air into deployed devices as a replacement of an incumbent CAS, without requiring any device swap, nor any physical intervention. To mitigate all the constraints related to its OTA nature, DVB ReAccess implements a number of white box cryptography and code protection techniques, areas on which Verimatrix has long-established experience. Verimatrix engaged Cartesian to conduct a Farncombe Security® Audit of DVB ReAccess which confirmed that DVB ReAccess has comparable security levels to the best-in-class software CAS solutions.Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Censor Jacopo Meneguzzo was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Oct 18Verimatrix SA to Report Fiscal Year 2024 Results on Mar 13, 2025Verimatrix SA announced that they will report fiscal year 2024 results After-Market on Mar 13, 2025Reported Earnings • Oct 02First half 2024 earnings released: US$0.051 loss per share (vs US$0.086 loss in 1H 2023)First half 2024 results: US$0.051 loss per share (improved from US$0.086 loss in 1H 2023). Revenue: US$30.8m (flat on 1H 2023). Net loss: US$4.39m (loss narrowed 40% from 1H 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Software industry in France. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.お知らせ • Sep 17Verimatrix XTD Network Monitoring Enhances In-App Protection with Advanced Threat DetectionVerimatrix announced the general availability of its Verimatrix XTD Network Monitoring™ feature, expanding its suite of application cybersecurity solutions to combat evolving network-related threats. Verimatrix XTD has long been at the forefront of identifying and neutralizing mobile app cyberthreats. The new Verimatrix XTD Network Monitoring™ feature builds on this expertise, offering advanced capabilities to detect and prevent communication with malicious servers. By performing in-depth DNS cache analysis, monitoring for phishing sites, and implementing malware command-and-control (C2) detection, Verimatrix XTD Network Monitoring™ provides a robust defense against sophisticated network attacks. These features work together to protect users and their data from threats specific to smartphone applications. DNS cache analysis in this context involves examining the app's record of internet addresses of servers it has contacted, helping to identify if the app has communicated with potentially nefarious actors. Monitoring for phishing is crucial for mobile apps, especially those handling sensitive information like banking apps, as it helps detect and prevent the app from connecting to certain internet addresses that could potentially steal user credentials. Malware command-and-control (C2) detection for mobile apps focuses on detecting and preventing waves of attacks from devices that have been compromised to steal data and control applications. These security measures are particularly important for mobile apps because smartphones often contain a wealth of personal data and are frequently used for sensitive operations like online banking or shopping. This new feature significantly enhances the protective measures available to Verimatrix customers, ensuring their networks remain secure against modern cyberthreats. By leveraging cutting-edge technology and Verimatrix's commitment to proactive security, Verimatrix XTD Network Monitoring™ offers a multi-layered approach to safeguarding critical network infrastructure and sensitive data. Verimatrix XTD Network Monitoring™ seamlessly integrates with existing Verimatrix XTD services, offering a comprehensive security solution that addresses multiple aspects of application cybersecurity.お知らせ • Sep 04Verimatrix to Ride the Waves of Innovation at IBC 2024 with Counterspy ShowcaseVerimatrix announced its plans for IBC 2024 taking place from September 13-17 in Amsterdam. Verimatrix’s IBC booth 1.C65 is set to become "Broadcast Beach," a vibrant, surf and sand-themed experience designed to transport attendees to the sunny shores of San Diego (home of Verimatrix’s U.S. office), while showcasing the company’s robust suite of security solutions, including its latest anti-piracy solution, Counterspy. Counterspy, a new product in the Verimatrix Streamkeeper family, is a solution designed to tackle the escalating threat of digital video piracy in bold new ways. It offers unparalleled protection with a focus on tangible revenue-saving benefits for customers. IBC attendees will be able to experience a live demonstation that showcases how Counterspy customers can: Reduce Video Piracy: Counterspy provides a formidable defense against unauthorized access, significantly cutting down on piracy incidents and securing content across platforms. Protect Media Apps: With its advanced app protection and telemetry features, Counterspy shields media apps from reverse engineering, man-in-the-middle attacks, and other malicious activities, ensuring that only legitimate users can access content – and providing customers with a way to monitor and respond to piracy threats in real-time. Unlock Access to More Premium Content: By safeguarding content with Counterspy, operators can confidently expand their premium content offerings, meeting studio security requirements. - Reduce CDN Costs: Counterspy directly addresses the issue of CDN leeching, enabling operators to cut CDN costs dramatically (one Verimatrix customer saw their CDN expenses drop by 50% after implementing Counterspy). Boost Paid Subscribers: By enhancing content security and reducing piracy, Counterspy helps customers maintain a trustworthy service vs. pirate services, which in turn helps drive subscriber growth and revenue. The Verimatrix Broadcast Beach-themed booth at IBC 2024 will feature: Surfside Check-In: The first stop in the serene beachfront oasis where attendees can check in with a host and grab some wave-breaking Verimatrix swag. Counterspy Cove: Grab a seat at one of the high-back deck tables and interact with a live demo for Verimatrix Counterspy, the ultimate in video security defense, seamlessly shielding media apps from piracy, preventing CDN leeching, reducing credential theft, and ensuring substantial revenue protection. Revenue Protection Cabanas: Reserve a cabana equipped with hammocks and interactive displays to comfortably engage with and learn about Verimatrix Streamkeeper solutions. Cyber Surf Shack: Dive into a surf-themed espresso bar adorned with surfboards and beach cruisers, symbolizing Verimatrix’s agility and adaptability.Reported Earnings • Jul 29First half 2024 earnings releasedFirst half 2024 results: Revenue: US$30.8m (flat on 1H 2023). Net loss: US$4.40m (loss narrowed 40% from 1H 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Software industry in France.分析記事 • Jul 28Earnings Update: Verimatrix SA (EPA:VMX) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsThe interim results for Verimatrix SA ( EPA:VMX ) were released last week, making it a good time to revisit its...Buy Or Sell Opportunity • Jul 23Now 24% overvaluedOver the last 90 days, the stock has fallen 12% to €0.41. The fair value is estimated to be €0.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 84%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.分析記事 • Jun 27Why Investors Shouldn't Be Surprised By Verimatrix SA's (EPA:VMX) 27% Share Price PlungeVerimatrix SA ( EPA:VMX ) shares have had a horrible month, losing 27% after a relatively good period beforehand...お知らせ • Jun 19Verimatrix Announces Major Enhancements to Its Xtd DashboardVerimatrix announced major enhancements to its XTD dashboard, providing customers with greater visibility into application security risks and more actionable insights to better protect mobile apps and users. First launched in early 2022, the updated XTD dashboard introduces an all new risk classification model that replaces numerical scores with four clear implication classifications -- Informational, Low, Suspicious and High. This allows security teams to quickly understand the severity and context around detected threats. Detailed explanations accompany each risk level, ensuring transparency. In addition to the new risk scoring model, the XTD dashboard provides specific remediation guidance mapped to each risk level. Teams can immediately see recommended steps for investigating, applying protections or addressing vulnerabilities based on the evaluated threats. The redesigned dashboard UI streamlines information delivery with optimized layouts and intuitive navigation: Main Dashboard Page offers an at-a-glance view of the overall app security posture, key metrics and critical detection requiring attention; App Instance View enables drill-down analysis of individual application instances to identify patterns and focus risk mitigation efforts. The company has also introduced Verimatrix User Identity Tag™?, a new XTD feature that associates a unique identification with each individual app user. This makes it possible to trace compromised app instances back to the account source, empowering more effective threat containment and forensic investigation processes.分析記事 • Jun 16Verimatrix (EPA:VMX) Is Carrying A Fair Bit Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jun 06Verimatrix Announces General Availability of Its Verimatrix Xtd Accessibility Abuse Detector ServiceVerimatrix announced the general availability of its Verimatrix XTD Accessibility Abuse Detector™? service that builds upon its ongoing successful discoveries of notable Android security threats and provides much-needed GDPR protections. Verimatrix XTD and its suite of cybersecurity solutions have been helping customers identify Android mobile app threats such as tampering and abuse of Android's accessibility feature for many years. However, the company has now enhanced its offerings by adding proactive capabilities leveraging AI and ML to detect keylogging, credit card data theft, and comprehensive anti-overlay attack protection. These vital capabilities fortify the protective shield built into mobile apps, ensuring Verimatrix XTD accessibility Abuse Detector™? provides robust, multi-layered security against modern mobile app threats. With its innovative technology and commitment to staying ahead of bad actors, Verimatrix products combined with monitoring and threat investigation services provided by XTD Labs, helps customers safeguard their applications and protect their customers' sensitive data. As an added benefit, the Verimatrix XTD accessibility Detector™? feature, combined with all the other features and benefits included in its offerings helps customers address 9 out of 10 OWASP Top 10 Mobile Risks. The OWASP Mobile Security Project aims to educate developers and security teams on building secure mobile apps. Understanding mobile app risks helps avoid pitfalls and protect user data. The OWASP Mobile security Testing Guide provides comprehensive security testing guidelines for iOS and Android apps. The Mobile Application Security Verification Standard offers development guidance and testing standards.分析記事 • Apr 24Lacklustre Performance Is Driving Verimatrix SA's (EPA:VMX) Low P/SWith a price-to-sales (or "P/S") ratio of 0.7x Verimatrix SA ( EPA:VMX ) may be sending bullish signals at the moment...お知らせ • Apr 20Verimatrix SA, Annual General Meeting, Jun 13, 2024Verimatrix SA, Annual General Meeting, Jun 13, 2024.お知らせ • Mar 20Verimatrix Announces General Availability of its New Verimatrix Counterspy Anti-Piracy SolutionVerimatrix announced general availability of its new Verimatrix Counterspy anti-piracy solution -- the most advanced anti-piracy technology seen in the past decade. Counterspy leverages technology first developed by the company's cybersecurity team back in 2021 to offer an innovative new way to counter the rise in video piracy in an era where streaming apps are prevalent. Counterspy is a standalone product within Verimatrix's anti-piracy team, engineered to prevent video content theft, shield apps from attack, and provide ongoing piracy threat prediction, detection and response services. Counterspy goes beyond traditional methods to ensure top-tier security for media app subscribers, safeguarding content across various devices. It fills the gap in authentication created by the shift from operator-controlled set top box hardware to retail or app-based OTT clients, allowing operators to distribute content confidently while preventing piracy. With Counterspy, each app instance is authenticated and tied to a specific subscriber, ensuring transparency and control over access. By safeguarding the authentication token from theft or manipulation, Counterspy prevents abuse and ensures legitimate access to content, going above and beyond traditional DRM vendors. What makes Counterspy stand out: Unique Protection and Threat Detection from the Video Service Provider to the Consumer Device: Verimatrix Counterspy effortlessly brings security into the unmanaged consumer device via the video app, something that has been lacking since the explosion of OTT streaming services that use consumers’ own devices. Verimatrix combined the best of its anti-piracy technologies with its cybersecurity innovations to create a bold new approach to tackling the piracy problem – a breakthrough leap forward. AI/ML-Driven Real-Time Protection: Leveraging the latest in artificial intelligence and machine learning, Counterspy can quickly identify piracy signals and cybersecurity threats, allowing for the real-time deployment of countermeasures. Multi-Layered Security Approach: Counterspy builds on proven technologies such as DRM and watermarking, with a new generation of sophisticated app protection and piracy monitoring tools to detect suspicious activity. This allows video service providers to pinpoint suspicious behavior at its source – as it’s happening – to thwart bad actors without impacting the experience of legitimate service subscribers. By shielding the app, Counterspy also protects personal information and payment card details belonging to video service subscribers. This multi-layered approach to video content + app security, along with the ability to deploy real-time anti-piracy countermeasures, allows streaming operators to continuously evolve their response to emerging threats – staying one step ahead of the pirates. For operators, Counterspy targets piracy and revenue leakage, enhances content security and app protections, and helps prevent the compromise of user data. A Verimatrix telco customer who deployed an early release version of Counterspy realized an OPEX savings of $300,000, and they prevented direct piracy losses of $21 million in one year. Counterspy's design for speedy and straightforward integration into streaming video clients allows operators to detect and efficiently counteract piracy directly at its source – serving as an autonomous security solution that stands in stark contrast to traditional methods. Counterspy is part of the Verimatrix Streamkeeper suite of security solutions and can be flexibly deployed alongside other Verimatrix technologies, including Multi-DRM and Watermarking.Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: US$61.6m (up 1.0% from FY 2022). Net loss: US$14.3m (loss narrowed 19% from FY 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Software industry in France.お知らせ • Feb 01Verimatrix SA to Report Q2, 2024 Results on Jul 25, 2024Verimatrix SA announced that they will report Q2, 2024 results After-Market on Jul 25, 2024お知らせ • Oct 21Verimatrix SA to Report Second Half, 2023 Results on Mar 14, 2024Verimatrix SA announced that they will report second half, 2023 results on Mar 14, 2024Reported Earnings • Oct 01First half 2023 earnings released: US$0.086 loss per share (vs US$0.085 loss in 1H 2022)First half 2023 results: US$0.086 loss per share (further deteriorated from US$0.085 loss in 1H 2022). Revenue: US$30.6m (up 6.0% from 1H 2022). Net loss: US$7.34m (flat on 1H 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Software industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.Major Estimate Revision • Jul 31Consensus EPS estimates fall by 125%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$65.0m to US$62.3m. Losses expected to increase from US$0.06 per share to US$0.14. Software industry in France expected to see average net income growth of 17% next year. Consensus price target up from €0.79 to €0.80. Share price fell 3.9% to €0.69 over the past week.Reported Earnings • Jul 26First half 2023 earnings releasedFirst half 2023 results: Revenue: US$30.6m (up 5.9% from 1H 2022). Net loss: US$7.30m (flat on 1H 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.Major Estimate Revision • Apr 21Consensus EPS estimates fall by 57%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$62.0m to US$65.0m. Forecast EPS reduced from -US$0.115 to -US$0.18 per share. Software industry in France expected to see average net income decline 12% next year. Consensus price target broadly unchanged at €0.79. Share price rose 9.1% to €0.66 over the past week.Reported Earnings • Mar 10Full year 2022 earnings releasedFull year 2022 results: Revenue: US$61.0m (down 31% from FY 2021). Net loss: US$17.6m (down US$21.3m from profit in FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Software industry in France.お知らせ • Feb 09Verimatrix Société anonyme, Annual General Meeting, Jun 08, 2023Verimatrix Société anonyme, Annual General Meeting, Jun 08, 2023.お知らせ • Jan 07Verimatrix Société anonyme to Report First Half, 2023 Results on Jul 24, 2023Verimatrix Société anonyme announced that they will report first half, 2023 results on Jul 24, 2023Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Vice Chairman of the Board Joerg Zirener was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Major Estimate Revision • Oct 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$0.13 to -US$0.09 per share. Revenue forecast unchanged from US$63.0m at last update. Software industry in France expected to see average net income growth of 9.4% next year. Consensus price target of €1.25 unchanged from last update. Share price fell 2.6% to €0.59 over the past week.お知らせ • Oct 27Verimatrix Société anonyme to Report Fiscal Year 2022 Results on Mar 09, 2023Verimatrix Société anonyme announced that they will report fiscal year 2022 results After-Market on Mar 09, 2023Reported Earnings • Oct 04First half 2022 earnings released: US$0.085 loss per share (vs US$0.096 profit in 1H 2021)First half 2022 results: US$0.085 loss per share (down from US$0.096 profit in 1H 2021). Revenue: US$28.9m (down 45% from 1H 2021). Net loss: US$7.30m (down 189% from profit in 1H 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in France. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down US$8.17m from profit in 1H 2021). Profit margin: (down from 16% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in France.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Vice Chairman of the Board Joerg Zirener was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Major Estimate Revision • Mar 16Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$78.0m to US$68.9m. Forecast loss of -US$0.12, down from profit of US$0.01 per share profit previously. Software industry in France expected to see average net income growth of 19% next year. Consensus price target down from €1.76 to €1.70. Share price rose 7.0% to €1.01 over the past week.Reported Earnings • Mar 10Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: US$88.5m (down 6.8% from FY 2020). Net income: US$3.67m (up US$5.03m from FY 2020). Profit margin: 4.2% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 19% compared to a 11% growth forecast for the industry in France.Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Vice Chairman of the Board Joerg Zirener was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.分析記事 • Jan 28Estimating The Fair Value Of Verimatrix Société anonyme (EPA:VMX)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Verimatrix Sociét...分析記事 • Aug 10Investors Shouldn't Be Too Comfortable With Verimatrix Société anonyme's (EPA:VMX) Robust EarningsVerimatrix Société anonyme's ( EPA:VMX ) robust earnings report didn't manage to move the market for its stock. We did...Reported Earnings • Aug 03First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$52.2m (up 18% from 1H 2020). Net income: US$8.17m (up US$9.94m from 1H 2020). Profit margin: 16% (up from net loss in 1H 2020). The move to profitability was primarily driven by higher revenue.分析記事 • Aug 01These 4 Measures Indicate That Verimatrix Société anonyme (EPA:VMX) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Apr 07Does Verimatrix Société anonyme (EPA:VMX) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Mar 14Full year 2020 earnings releasedThe company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: US$94.9m (down 3.3% from FY 2019). Net loss: US$1.36m (loss narrowed 77% from FY 2019).Analyst Estimate Surprise Post Earnings • Mar 14Revenue misses expectationsRevenue missed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 5.0%, compared to a 7.7% growth forecast for the Software industry in France.分析記事 • Mar 13Earnings Update: Verimatrix Société anonyme (EPA:VMX) Just Reported And Analysts Are Trimming Their ForecastsThere's been a notable change in appetite for Verimatrix Société anonyme ( EPA:VMX ) shares in the week since its...Is New 90 Day High Low • Mar 11New 90-day low: €2.75The company is down 6.0% from its price of €2.91 on 11 December 2020. The French market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 13% over the same period.分析記事 • Mar 11Is There Now An Opportunity In Verimatrix Société anonyme (EPA:VMX)?While Verimatrix Société anonyme ( EPA:VMX ) might not be the most widely known stock at the moment, it saw a...Is New 90 Day High Low • Feb 08New 90-day high: €3.30The company is up 25% from its price of €2.64 on 10 November 2020. The French market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 20% over the same period.分析記事 • Feb 04Did You Participate In Any Of Verimatrix Société anonyme's (EPA:VMX) Incredible 333% Return?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, you...分析記事 • Jan 08Is Verimatrix Société anonyme (EPA:VMX) Popular Amongst Institutions?If you want to know who really controls Verimatrix Société anonyme ( EPA:VMX ), then you'll have to look at the makeup...分析記事 • Dec 18Does Verimatrix Société anonyme (EPA:VMX) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 03Has Verimatrix Société anonyme's (EPA:VMX) Impressive Stock Performance Got Anything to Do With Its Fundamentals?Verimatrix Société anonyme (EPA:VMX) has had a great run on the share market with its stock up by a significant 18...Is New 90 Day High Low • Nov 19New 90-day high: €2.98The company is up 13% from its price of €2.65 on 21 August 2020. The French market is also up 13% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Software industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.95 per share.分析記事 • Nov 18When Should You Buy Verimatrix Société anonyme (EPA:VMX)?While Verimatrix Société anonyme (EPA:VMX) might not be the most widely known stock at the moment, it saw a...株主還元VMXFR SoftwareFR 市場7D-2.7%1.2%-0.7%1Y-30.5%-40.5%-2.5%株主還元を見る業界別リターン: VMX過去 1 年間で-40 % の収益を上げたFrench Software業界を上回りました。リターン対市場: VMXは、過去 1 年間で-2.9 % のリターンを上げたFrench市場を下回りました。価格変動Is VMX's price volatile compared to industry and market?VMX volatilityVMX Average Weekly Movement7.4%Software Industry Average Movement6.8%Market Average Movement5.4%10% most volatile stocks in FR Market10.8%10% least volatile stocks in FR Market2.9%安定した株価: VMX 、 French市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: VMXの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1994249Laurent Dechauxwww.verimatrix.comベリマトリックス社は、世界中のデジタルコンテンツ、アプリケーション、デバイスを保護するセキュリティソリューションを提供している。海賊版の収益源を断つことでOTTコンテンツ配信のエコシステムを保護するStreamkeeper Pro、あらゆる画面やプラットフォームで安全なコンテンツを提供するStreamkeeper Multi-DRM 、海賊版を検出することができる不可視のクライアントおよびサーバー側の電子透かしでコンテンツを保護するStreamkeeper Watermarking、進化するネットワーク向けのVideo Content Authority System (VCAS)などの海賊版対策製品を提供している。また、アンドロイドやiOSのアプリを保護するApp Shield、エンタープライズグレードのセキュリティツールキットでコードを保護するCode Shield、アルゴリズムを保護し安全な暗号アーキテクチャを構築するKey Shield、サイバーセキュリティソリューションのExtended Threat Defenseなどの脅威防御ソリューションも提供している。自動車、eスポーツとゲーム、金融サービス、ヘルスケア、モノのインターネット、ライブ・スポーツ、メディアとエンターテインメント、有料テレビ、ストリーミング・メディアなどのさまざまな市場や、コンテンツ・オーナー向けにセキュリティ・ソリューションを提供している。同社は以前はInside Secure S.A.として知られていたが、2019年7月にVerimatrix SAに社名を変更した。Verimatrix SAは1994年に法人化され、フランスのMeyreuilに本社を置いている。もっと見るVerimatrix SA 基礎のまとめVerimatrix の収益と売上を時価総額と比較するとどうか。VMX 基礎統計学時価総額€15.72m収益（TTM）-€67.44m売上高(TTM)€39.90m0.4xP/Sレシオ-0.2xPER（株価収益率VMX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計VMX 損益計算書（TTM）収益US$46.50m売上原価US$17.00m売上総利益US$29.50mその他の費用US$108.10m収益-US$78.60m直近の収益報告Dec 31, 2025次回決算日Jul 27, 2026一株当たり利益（EPS）-0.90グロス・マージン63.44%純利益率-169.03%有利子負債／自己資本比率79.2%VMX の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/18 02:03終値2026/05/18 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Verimatrix SA 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Jerome RamelBNP ParibasEmmanuel MatotODDO BHF Corporate & MarketsNicolas ThorezODDO BHF Corporate & Markets3 その他のアナリストを表示
お知らせ • May 07Verimatrix SA, Annual General Meeting, Jun 11, 2026Verimatrix SA, Annual General Meeting, Jun 11, 2026. Location: 6 rue general foy, paris France
Major Estimate Revision • Mar 19Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$46.3m to US$40.6m. Forecast losses increased from -US$0.085 to -US$0.097 per share. Software industry in France expected to see average net income growth of 9.5% next year. Consensus price target down from €0.23 to €0.21. Share price fell 9.5% to €0.16 over the past week.
Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: US$46.5m (down 19% from FY 2024). Net loss: US$78.6m (loss widened US$68.3m from FY 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Software industry in France.
お知らせ • Mar 12Verimatrix SA to Report First Half, 2026 Results on Jul 27, 2026Verimatrix SA announced that they will report first half, 2026 results on Jul 27, 2026
お知らせ • Feb 06Guardsquare NV completed the acquisition of Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX).Guardsquare NV entered into an agreement to acquire Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) for $8.5 million on December 8, 2025. The $8.5 million initial offer will be adjusted at the closing. The agreement will take effect in a few weeks, once the usual regulatory checks have been completed. Guardsquare NV completed the acquisition of Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) on February 5, 2026.
分析記事 • Jan 06Verimatrix SA (EPA:VMX) Stock Catapults 27% Though Its Price And Business Still Lag The IndustryVerimatrix SA ( EPA:VMX ) shareholders would be excited to see that the share price has had a great month, posting a...
お知らせ • May 07Verimatrix SA, Annual General Meeting, Jun 11, 2026Verimatrix SA, Annual General Meeting, Jun 11, 2026. Location: 6 rue general foy, paris France
Major Estimate Revision • Mar 19Consensus revenue estimates fall by 12%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$46.3m to US$40.6m. Forecast losses increased from -US$0.085 to -US$0.097 per share. Software industry in France expected to see average net income growth of 9.5% next year. Consensus price target down from €0.23 to €0.21. Share price fell 9.5% to €0.16 over the past week.
Reported Earnings • Mar 13Full year 2025 earnings releasedFull year 2025 results: Revenue: US$46.5m (down 19% from FY 2024). Net loss: US$78.6m (loss widened US$68.3m from FY 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Software industry in France.
お知らせ • Mar 12Verimatrix SA to Report First Half, 2026 Results on Jul 27, 2026Verimatrix SA announced that they will report first half, 2026 results on Jul 27, 2026
お知らせ • Feb 06Guardsquare NV completed the acquisition of Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX).Guardsquare NV entered into an agreement to acquire Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) for $8.5 million on December 8, 2025. The $8.5 million initial offer will be adjusted at the closing. The agreement will take effect in a few weeks, once the usual regulatory checks have been completed. Guardsquare NV completed the acquisition of Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) on February 5, 2026.
分析記事 • Jan 06Verimatrix SA (EPA:VMX) Stock Catapults 27% Though Its Price And Business Still Lag The IndustryVerimatrix SA ( EPA:VMX ) shareholders would be excited to see that the share price has had a great month, posting a...
お知らせ • Dec 10Guardsquare NV entered into an agreement to acquire Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) ) for $8.5 million.Guardsquare NV entered into an agreement to acquire Extended Threat Defense assets of Verimatrix SA (ENXTPA:VMX) for $8.5 million on December 8, 2025. The $8.5 million initial offer will be adjusted at the closing. The agreement will take effect in a few weeks, once the usual regulatory checks have been completed.
New Risk • Dec 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 8.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$7.0m net loss in 2 years). Share price has been volatile over the past 3 months (8.7% average weekly change). Market cap is less than US$100m (€17.4m market cap, or US$20.2m).
分析記事 • Nov 22Benign Growth For Verimatrix SA (EPA:VMX) Underpins Stock's 26% PlummetVerimatrix SA ( EPA:VMX ) shareholders that were waiting for something to happen have been dealt a blow with a 26...
分析記事 • Oct 28Is Verimatrix (EPA:VMX) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Oct 23Verimatrix SA to Report Fiscal Year 2025 Results on Mar 12, 2026Verimatrix SA announced that they will report fiscal year 2025 results After-Market on Mar 12, 2026
お知らせ • Oct 22Verimatrix SA Confirms Revenue Guidance for the Year 2025Verimatrix SA confirmed revenue guidance for the year 2025. For the full 2025 financial year, the Group confirms its ambition to achieve another year of double-digit growth in its subscription ARR compared to 2024.
お知らせ • Sep 02Verimatrix Announces Chief Executive Officer ChangesVERIMATRIX announced the appointment, with immediate effect, of Laurent Dechaux as Chief Executive Officer, replacing Amedeo D'Angelo. Amedeo D'Angelo remains Chairman of the Board of Directors of VERIMATRIX. Laurent DECHAUX has held several senior management positions in major international companies. He was CEO of Enablon, a global leader in risk management, compliance and sustainability solutions, where he oversaw the company's transformation while maintaining sustained growth. Previously, he also headed Sage France and Southern Europe and held senior positions at Oracle in Europe. Throughout his career, Laurent has demonstrated his commitment to combining performance and customer satisfaction, while mobilizing his teams around ambitious and sustainable transformation projects.
分析記事 • Aug 22The Market Doesn't Like What It Sees From Verimatrix SA's (EPA:VMX) Revenues Yet As Shares Tumble 28%Verimatrix SA ( EPA:VMX ) shares have had a horrible month, losing 28% after a relatively good period beforehand. The...
New Risk • Aug 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$6.8m net loss in 2 years). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (€17.9m market cap, or US$20.8m).
Reported Earnings • Jul 29First half 2025 earnings releasedFirst half 2025 results: Revenue: US$26.5m (down 14% from 1H 2024). Net loss: US$65.0m (loss widened US$60.6m from 1H 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Software industry in France.
Buy Or Sell Opportunity • Jul 14Now 22% overvaluedOver the last 90 days, the stock has fallen 4.8% to €0.26. The fair value is estimated to be €0.21, however this is not to be taken as a sell recommendation but rather should be used as a guide only. For the next 3 years, revenue is forecast to grow by 1.3% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
分析記事 • Jun 29Health Check: How Prudently Does Verimatrix (EPA:VMX) Use Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Major Estimate Revision • Apr 27Consensus EPS estimates fall by 18%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$58.5m to US$54.4m. Losses expected to increase from US$0.085 per share to US$0.10. Software industry in France expected to see average net income growth of 21% next year. Consensus price target down from €0.40 to €0.33. Share price fell 2.3% to €0.26 over the past week.
分析記事 • Apr 06The Market Doesn't Like What It Sees From Verimatrix SA's (EPA:VMX) Revenues Yet As Shares Tumble 29%Verimatrix SA ( EPA:VMX ) shares have had a horrible month, losing 29% after a relatively good period beforehand...
Reported Earnings • Mar 14Full year 2024 earnings releasedFull year 2024 results: Revenue: US$57.2m (down 7.2% from FY 2023). Net loss: US$10.3m (loss narrowed 28% from FY 2023). Revenue is forecast to grow 6.6% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Software industry in France.
分析記事 • Jan 25Verimatrix SA (EPA:VMX) Held Back By Insufficient Growth Even After Shares Climb 25%Verimatrix SA ( EPA:VMX ) shareholders are no doubt pleased to see that the share price has bounced 25% in the last...
New Risk • Jan 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of French stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$6.5m net loss in 2 years). Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (€26.4m market cap, or US$27.5m).
お知らせ • Jan 15Verimatrix Announces Release of DVB ReAccess Over-the-Air CAS Retrofit SolutionVerimatrix announced general availability of its new DVB ReAccess solutions that serves as a uniquely powerful over-the-air (OTA) Conditional Access System (CAS). The solution also provides users with added peace of mind following the recent completion of Cartesian’s Farncombe Security® Audit. DVB ReAccess addresses a notable hurdle for one-way networks such as broadcast satellite providers that lack bidirectional handshakes to identify and authenticate client devices authorized to decrypt content. In one-way networks, the security of content relies almost exclusively on the resistance and resilience of the CAS, the most secure of which have a client software deeply anchored within the device’s hardware, leveraging a number of security features provided by the chipset. Consequently, once a CAS is integrated on a device, it’s typically very challenging to replace it by a simple OTA software update, whilst maintaining the same level of security. Verimatrix DVB ReAccess is a well-tested OTA CAS retrofit solution that can be downloaded over the air into deployed devices as a replacement of an incumbent CAS, without requiring any device swap, nor any physical intervention. To mitigate all the constraints related to its OTA nature, DVB ReAccess implements a number of white box cryptography and code protection techniques, areas on which Verimatrix has long-established experience. Verimatrix engaged Cartesian to conduct a Farncombe Security® Audit of DVB ReAccess which confirmed that DVB ReAccess has comparable security levels to the best-in-class software CAS solutions.
Board Change • Nov 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. Censor Jacopo Meneguzzo was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Oct 18Verimatrix SA to Report Fiscal Year 2024 Results on Mar 13, 2025Verimatrix SA announced that they will report fiscal year 2024 results After-Market on Mar 13, 2025
Reported Earnings • Oct 02First half 2024 earnings released: US$0.051 loss per share (vs US$0.086 loss in 1H 2023)First half 2024 results: US$0.051 loss per share (improved from US$0.086 loss in 1H 2023). Revenue: US$30.8m (flat on 1H 2023). Net loss: US$4.39m (loss narrowed 40% from 1H 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Software industry in France. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 34% per year, which means it has not declined as severely as earnings.
お知らせ • Sep 17Verimatrix XTD Network Monitoring Enhances In-App Protection with Advanced Threat DetectionVerimatrix announced the general availability of its Verimatrix XTD Network Monitoring™ feature, expanding its suite of application cybersecurity solutions to combat evolving network-related threats. Verimatrix XTD has long been at the forefront of identifying and neutralizing mobile app cyberthreats. The new Verimatrix XTD Network Monitoring™ feature builds on this expertise, offering advanced capabilities to detect and prevent communication with malicious servers. By performing in-depth DNS cache analysis, monitoring for phishing sites, and implementing malware command-and-control (C2) detection, Verimatrix XTD Network Monitoring™ provides a robust defense against sophisticated network attacks. These features work together to protect users and their data from threats specific to smartphone applications. DNS cache analysis in this context involves examining the app's record of internet addresses of servers it has contacted, helping to identify if the app has communicated with potentially nefarious actors. Monitoring for phishing is crucial for mobile apps, especially those handling sensitive information like banking apps, as it helps detect and prevent the app from connecting to certain internet addresses that could potentially steal user credentials. Malware command-and-control (C2) detection for mobile apps focuses on detecting and preventing waves of attacks from devices that have been compromised to steal data and control applications. These security measures are particularly important for mobile apps because smartphones often contain a wealth of personal data and are frequently used for sensitive operations like online banking or shopping. This new feature significantly enhances the protective measures available to Verimatrix customers, ensuring their networks remain secure against modern cyberthreats. By leveraging cutting-edge technology and Verimatrix's commitment to proactive security, Verimatrix XTD Network Monitoring™ offers a multi-layered approach to safeguarding critical network infrastructure and sensitive data. Verimatrix XTD Network Monitoring™ seamlessly integrates with existing Verimatrix XTD services, offering a comprehensive security solution that addresses multiple aspects of application cybersecurity.
お知らせ • Sep 04Verimatrix to Ride the Waves of Innovation at IBC 2024 with Counterspy ShowcaseVerimatrix announced its plans for IBC 2024 taking place from September 13-17 in Amsterdam. Verimatrix’s IBC booth 1.C65 is set to become "Broadcast Beach," a vibrant, surf and sand-themed experience designed to transport attendees to the sunny shores of San Diego (home of Verimatrix’s U.S. office), while showcasing the company’s robust suite of security solutions, including its latest anti-piracy solution, Counterspy. Counterspy, a new product in the Verimatrix Streamkeeper family, is a solution designed to tackle the escalating threat of digital video piracy in bold new ways. It offers unparalleled protection with a focus on tangible revenue-saving benefits for customers. IBC attendees will be able to experience a live demonstation that showcases how Counterspy customers can: Reduce Video Piracy: Counterspy provides a formidable defense against unauthorized access, significantly cutting down on piracy incidents and securing content across platforms. Protect Media Apps: With its advanced app protection and telemetry features, Counterspy shields media apps from reverse engineering, man-in-the-middle attacks, and other malicious activities, ensuring that only legitimate users can access content – and providing customers with a way to monitor and respond to piracy threats in real-time. Unlock Access to More Premium Content: By safeguarding content with Counterspy, operators can confidently expand their premium content offerings, meeting studio security requirements. - Reduce CDN Costs: Counterspy directly addresses the issue of CDN leeching, enabling operators to cut CDN costs dramatically (one Verimatrix customer saw their CDN expenses drop by 50% after implementing Counterspy). Boost Paid Subscribers: By enhancing content security and reducing piracy, Counterspy helps customers maintain a trustworthy service vs. pirate services, which in turn helps drive subscriber growth and revenue. The Verimatrix Broadcast Beach-themed booth at IBC 2024 will feature: Surfside Check-In: The first stop in the serene beachfront oasis where attendees can check in with a host and grab some wave-breaking Verimatrix swag. Counterspy Cove: Grab a seat at one of the high-back deck tables and interact with a live demo for Verimatrix Counterspy, the ultimate in video security defense, seamlessly shielding media apps from piracy, preventing CDN leeching, reducing credential theft, and ensuring substantial revenue protection. Revenue Protection Cabanas: Reserve a cabana equipped with hammocks and interactive displays to comfortably engage with and learn about Verimatrix Streamkeeper solutions. Cyber Surf Shack: Dive into a surf-themed espresso bar adorned with surfboards and beach cruisers, symbolizing Verimatrix’s agility and adaptability.
Reported Earnings • Jul 29First half 2024 earnings releasedFirst half 2024 results: Revenue: US$30.8m (flat on 1H 2023). Net loss: US$4.40m (loss narrowed 40% from 1H 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Software industry in France.
分析記事 • Jul 28Earnings Update: Verimatrix SA (EPA:VMX) Just Reported Its Half-Yearly Results And Analysts Are Updating Their ForecastsThe interim results for Verimatrix SA ( EPA:VMX ) were released last week, making it a good time to revisit its...
Buy Or Sell Opportunity • Jul 23Now 24% overvaluedOver the last 90 days, the stock has fallen 12% to €0.41. The fair value is estimated to be €0.33, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 21% over the last 3 years. Earnings per share has declined by 84%. For the next 3 years, revenue is forecast to grow by 4.1% per annum. Earnings are also forecast to grow by 39% per annum over the same time period.
分析記事 • Jun 27Why Investors Shouldn't Be Surprised By Verimatrix SA's (EPA:VMX) 27% Share Price PlungeVerimatrix SA ( EPA:VMX ) shares have had a horrible month, losing 27% after a relatively good period beforehand...
お知らせ • Jun 19Verimatrix Announces Major Enhancements to Its Xtd DashboardVerimatrix announced major enhancements to its XTD dashboard, providing customers with greater visibility into application security risks and more actionable insights to better protect mobile apps and users. First launched in early 2022, the updated XTD dashboard introduces an all new risk classification model that replaces numerical scores with four clear implication classifications -- Informational, Low, Suspicious and High. This allows security teams to quickly understand the severity and context around detected threats. Detailed explanations accompany each risk level, ensuring transparency. In addition to the new risk scoring model, the XTD dashboard provides specific remediation guidance mapped to each risk level. Teams can immediately see recommended steps for investigating, applying protections or addressing vulnerabilities based on the evaluated threats. The redesigned dashboard UI streamlines information delivery with optimized layouts and intuitive navigation: Main Dashboard Page offers an at-a-glance view of the overall app security posture, key metrics and critical detection requiring attention; App Instance View enables drill-down analysis of individual application instances to identify patterns and focus risk mitigation efforts. The company has also introduced Verimatrix User Identity Tag™?, a new XTD feature that associates a unique identification with each individual app user. This makes it possible to trace compromised app instances back to the account source, empowering more effective threat containment and forensic investigation processes.
分析記事 • Jun 16Verimatrix (EPA:VMX) Is Carrying A Fair Bit Of DebtHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jun 06Verimatrix Announces General Availability of Its Verimatrix Xtd Accessibility Abuse Detector ServiceVerimatrix announced the general availability of its Verimatrix XTD Accessibility Abuse Detector™? service that builds upon its ongoing successful discoveries of notable Android security threats and provides much-needed GDPR protections. Verimatrix XTD and its suite of cybersecurity solutions have been helping customers identify Android mobile app threats such as tampering and abuse of Android's accessibility feature for many years. However, the company has now enhanced its offerings by adding proactive capabilities leveraging AI and ML to detect keylogging, credit card data theft, and comprehensive anti-overlay attack protection. These vital capabilities fortify the protective shield built into mobile apps, ensuring Verimatrix XTD accessibility Abuse Detector™? provides robust, multi-layered security against modern mobile app threats. With its innovative technology and commitment to staying ahead of bad actors, Verimatrix products combined with monitoring and threat investigation services provided by XTD Labs, helps customers safeguard their applications and protect their customers' sensitive data. As an added benefit, the Verimatrix XTD accessibility Detector™? feature, combined with all the other features and benefits included in its offerings helps customers address 9 out of 10 OWASP Top 10 Mobile Risks. The OWASP Mobile Security Project aims to educate developers and security teams on building secure mobile apps. Understanding mobile app risks helps avoid pitfalls and protect user data. The OWASP Mobile security Testing Guide provides comprehensive security testing guidelines for iOS and Android apps. The Mobile Application Security Verification Standard offers development guidance and testing standards.
分析記事 • Apr 24Lacklustre Performance Is Driving Verimatrix SA's (EPA:VMX) Low P/SWith a price-to-sales (or "P/S") ratio of 0.7x Verimatrix SA ( EPA:VMX ) may be sending bullish signals at the moment...
お知らせ • Apr 20Verimatrix SA, Annual General Meeting, Jun 13, 2024Verimatrix SA, Annual General Meeting, Jun 13, 2024.
お知らせ • Mar 20Verimatrix Announces General Availability of its New Verimatrix Counterspy Anti-Piracy SolutionVerimatrix announced general availability of its new Verimatrix Counterspy anti-piracy solution -- the most advanced anti-piracy technology seen in the past decade. Counterspy leverages technology first developed by the company's cybersecurity team back in 2021 to offer an innovative new way to counter the rise in video piracy in an era where streaming apps are prevalent. Counterspy is a standalone product within Verimatrix's anti-piracy team, engineered to prevent video content theft, shield apps from attack, and provide ongoing piracy threat prediction, detection and response services. Counterspy goes beyond traditional methods to ensure top-tier security for media app subscribers, safeguarding content across various devices. It fills the gap in authentication created by the shift from operator-controlled set top box hardware to retail or app-based OTT clients, allowing operators to distribute content confidently while preventing piracy. With Counterspy, each app instance is authenticated and tied to a specific subscriber, ensuring transparency and control over access. By safeguarding the authentication token from theft or manipulation, Counterspy prevents abuse and ensures legitimate access to content, going above and beyond traditional DRM vendors. What makes Counterspy stand out: Unique Protection and Threat Detection from the Video Service Provider to the Consumer Device: Verimatrix Counterspy effortlessly brings security into the unmanaged consumer device via the video app, something that has been lacking since the explosion of OTT streaming services that use consumers’ own devices. Verimatrix combined the best of its anti-piracy technologies with its cybersecurity innovations to create a bold new approach to tackling the piracy problem – a breakthrough leap forward. AI/ML-Driven Real-Time Protection: Leveraging the latest in artificial intelligence and machine learning, Counterspy can quickly identify piracy signals and cybersecurity threats, allowing for the real-time deployment of countermeasures. Multi-Layered Security Approach: Counterspy builds on proven technologies such as DRM and watermarking, with a new generation of sophisticated app protection and piracy monitoring tools to detect suspicious activity. This allows video service providers to pinpoint suspicious behavior at its source – as it’s happening – to thwart bad actors without impacting the experience of legitimate service subscribers. By shielding the app, Counterspy also protects personal information and payment card details belonging to video service subscribers. This multi-layered approach to video content + app security, along with the ability to deploy real-time anti-piracy countermeasures, allows streaming operators to continuously evolve their response to emerging threats – staying one step ahead of the pirates. For operators, Counterspy targets piracy and revenue leakage, enhances content security and app protections, and helps prevent the compromise of user data. A Verimatrix telco customer who deployed an early release version of Counterspy realized an OPEX savings of $300,000, and they prevented direct piracy losses of $21 million in one year. Counterspy's design for speedy and straightforward integration into streaming video clients allows operators to detect and efficiently counteract piracy directly at its source – serving as an autonomous security solution that stands in stark contrast to traditional methods. Counterspy is part of the Verimatrix Streamkeeper suite of security solutions and can be flexibly deployed alongside other Verimatrix technologies, including Multi-DRM and Watermarking.
Reported Earnings • Mar 15Full year 2023 earnings releasedFull year 2023 results: Revenue: US$61.6m (up 1.0% from FY 2022). Net loss: US$14.3m (loss narrowed 19% from FY 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 8.7% growth forecast for the Software industry in France.
お知らせ • Feb 01Verimatrix SA to Report Q2, 2024 Results on Jul 25, 2024Verimatrix SA announced that they will report Q2, 2024 results After-Market on Jul 25, 2024
お知らせ • Oct 21Verimatrix SA to Report Second Half, 2023 Results on Mar 14, 2024Verimatrix SA announced that they will report second half, 2023 results on Mar 14, 2024
Reported Earnings • Oct 01First half 2023 earnings released: US$0.086 loss per share (vs US$0.085 loss in 1H 2022)First half 2023 results: US$0.086 loss per share (further deteriorated from US$0.085 loss in 1H 2022). Revenue: US$30.6m (up 6.0% from 1H 2022). Net loss: US$7.34m (flat on 1H 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Software industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 61 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • Jul 31Consensus EPS estimates fall by 125%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$65.0m to US$62.3m. Losses expected to increase from US$0.06 per share to US$0.14. Software industry in France expected to see average net income growth of 17% next year. Consensus price target up from €0.79 to €0.80. Share price fell 3.9% to €0.69 over the past week.
Reported Earnings • Jul 26First half 2023 earnings releasedFirst half 2023 results: Revenue: US$30.6m (up 5.9% from 1H 2022). Net loss: US$7.30m (flat on 1H 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in France. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 81 percentage points per year, which is a significant difference in performance.
Major Estimate Revision • Apr 21Consensus EPS estimates fall by 57%, revenue upgradedThe consensus outlook for fiscal year 2023 has been updated. 2023 revenue forecast increased from US$62.0m to US$65.0m. Forecast EPS reduced from -US$0.115 to -US$0.18 per share. Software industry in France expected to see average net income decline 12% next year. Consensus price target broadly unchanged at €0.79. Share price rose 9.1% to €0.66 over the past week.
Reported Earnings • Mar 10Full year 2022 earnings releasedFull year 2022 results: Revenue: US$61.0m (down 31% from FY 2021). Net loss: US$17.6m (down US$21.3m from profit in FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Software industry in France.
お知らせ • Feb 09Verimatrix Société anonyme, Annual General Meeting, Jun 08, 2023Verimatrix Société anonyme, Annual General Meeting, Jun 08, 2023.
お知らせ • Jan 07Verimatrix Société anonyme to Report First Half, 2023 Results on Jul 24, 2023Verimatrix Société anonyme announced that they will report first half, 2023 results on Jul 24, 2023
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Vice Chairman of the Board Joerg Zirener was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Major Estimate Revision • Oct 28Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 losses forecast to reduce from -US$0.13 to -US$0.09 per share. Revenue forecast unchanged from US$63.0m at last update. Software industry in France expected to see average net income growth of 9.4% next year. Consensus price target of €1.25 unchanged from last update. Share price fell 2.6% to €0.59 over the past week.
お知らせ • Oct 27Verimatrix Société anonyme to Report Fiscal Year 2022 Results on Mar 09, 2023Verimatrix Société anonyme announced that they will report fiscal year 2022 results After-Market on Mar 09, 2023
Reported Earnings • Oct 04First half 2022 earnings released: US$0.085 loss per share (vs US$0.096 profit in 1H 2021)First half 2022 results: US$0.085 loss per share (down from US$0.096 profit in 1H 2021). Revenue: US$28.9m (down 45% from 1H 2021). Net loss: US$7.30m (down 189% from profit in 1H 2021). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in France. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down US$8.17m from profit in 1H 2021). Profit margin: (down from 16% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in France.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Vice Chairman of the Board Joerg Zirener was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Major Estimate Revision • Mar 16Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$78.0m to US$68.9m. Forecast loss of -US$0.12, down from profit of US$0.01 per share profit previously. Software industry in France expected to see average net income growth of 19% next year. Consensus price target down from €1.76 to €1.70. Share price rose 7.0% to €1.01 over the past week.
Reported Earnings • Mar 10Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: US$88.5m (down 6.8% from FY 2020). Net income: US$3.67m (up US$5.03m from FY 2020). Profit margin: 4.2% (up from net loss in FY 2020). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Over the next year, revenue is expected to shrink by 19% compared to a 11% growth forecast for the industry in France.
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Vice Chairman of the Board Joerg Zirener was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
分析記事 • Jan 28Estimating The Fair Value Of Verimatrix Société anonyme (EPA:VMX)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Verimatrix Sociét...
分析記事 • Aug 10Investors Shouldn't Be Too Comfortable With Verimatrix Société anonyme's (EPA:VMX) Robust EarningsVerimatrix Société anonyme's ( EPA:VMX ) robust earnings report didn't manage to move the market for its stock. We did...
Reported Earnings • Aug 03First half 2021 earnings releasedThe company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: US$52.2m (up 18% from 1H 2020). Net income: US$8.17m (up US$9.94m from 1H 2020). Profit margin: 16% (up from net loss in 1H 2020). The move to profitability was primarily driven by higher revenue.
分析記事 • Aug 01These 4 Measures Indicate That Verimatrix Société anonyme (EPA:VMX) Is Using Debt Reasonably WellLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Apr 07Does Verimatrix Société anonyme (EPA:VMX) Have A Healthy Balance Sheet?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Mar 14Full year 2020 earnings releasedThe company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2020 results: Revenue: US$94.9m (down 3.3% from FY 2019). Net loss: US$1.36m (loss narrowed 77% from FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 14Revenue misses expectationsRevenue missed analyst estimates by 5.5%. Over the next year, revenue is forecast to grow 5.0%, compared to a 7.7% growth forecast for the Software industry in France.
分析記事 • Mar 13Earnings Update: Verimatrix Société anonyme (EPA:VMX) Just Reported And Analysts Are Trimming Their ForecastsThere's been a notable change in appetite for Verimatrix Société anonyme ( EPA:VMX ) shares in the week since its...
Is New 90 Day High Low • Mar 11New 90-day low: €2.75The company is down 6.0% from its price of €2.91 on 11 December 2020. The French market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 13% over the same period.
分析記事 • Mar 11Is There Now An Opportunity In Verimatrix Société anonyme (EPA:VMX)?While Verimatrix Société anonyme ( EPA:VMX ) might not be the most widely known stock at the moment, it saw a...
Is New 90 Day High Low • Feb 08New 90-day high: €3.30The company is up 25% from its price of €2.64 on 10 November 2020. The French market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 20% over the same period.
分析記事 • Feb 04Did You Participate In Any Of Verimatrix Société anonyme's (EPA:VMX) Incredible 333% Return?The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But on the bright side, you...
分析記事 • Jan 08Is Verimatrix Société anonyme (EPA:VMX) Popular Amongst Institutions?If you want to know who really controls Verimatrix Société anonyme ( EPA:VMX ), then you'll have to look at the makeup...
分析記事 • Dec 18Does Verimatrix Société anonyme (EPA:VMX) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 03Has Verimatrix Société anonyme's (EPA:VMX) Impressive Stock Performance Got Anything to Do With Its Fundamentals?Verimatrix Société anonyme (EPA:VMX) has had a great run on the share market with its stock up by a significant 18...
Is New 90 Day High Low • Nov 19New 90-day high: €2.98The company is up 13% from its price of €2.65 on 21 August 2020. The French market is also up 13% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Software industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.95 per share.
分析記事 • Nov 18When Should You Buy Verimatrix Société anonyme (EPA:VMX)?While Verimatrix Société anonyme (EPA:VMX) might not be the most widely known stock at the moment, it saw a...
