View Future GrowthThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsKnowBe4 過去の業績過去 基準チェック /36主要情報77.07%収益成長率149.04%EPS成長率Software 業界の成長17.33%収益成長率31.15%株主資本利益率6.32%ネット・マージン5.02%前回の決算情報30 Sep 2022最近の業績更新Reported Earnings • Nov 16Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: US$0.037 (up from US$0.009 loss in 3Q 2021). Revenue: US$85.8m (up 34% from 3Q 2021). Net income: US$6.52m (up US$8.10m from 3Q 2021). Profit margin: 7.6% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.Reported Earnings • Aug 05Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: US$0.019 (up from US$0.14 loss in 2Q 2021). Revenue: US$80.8m (up 36% from 2Q 2021). Net income: US$3.35m (up US$20.2m from 2Q 2021). Profit margin: 4.1% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 30%, compared to a 18% growth forecast for the industry in the US.お知らせ • Jul 22KnowBe4, Inc. to Report Q2, 2022 Results on Aug 04, 2022KnowBe4, Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022Reported Earnings • May 10First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: US$0.008 (down from US$0.052 in 1Q 2021). Revenue: US$75.0m (up 40% from 1Q 2021). Net income: US$1.36m (down 38% from 1Q 2021). Profit margin: 1.8% (down from 4.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 31%, compared to a 32% growth forecast for the industry in the US.Reported Earnings • Feb 18Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: US$0.10 loss per share (up from US$2.31 loss in FY 2020). Revenue: US$246.3m (up 41% from FY 2020). Net loss: US$11.8m (loss widened 387% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 25%, compared to a 216% growth forecast for the industry in the US.お知らせ • Feb 01KnowBe4, Inc. to Report Q4, 2021 Results on Feb 16, 2022KnowBe4, Inc. announced that they will report Q4, 2021 results After-Market on Feb 16, 2022すべての更新を表示Recent updatesお知らせ • Feb 03KnowBe4, Inc.(NasdaqGS:KNBE) dropped from NASDAQ Composite IndexKnowBe4, Inc. has been removed from NASDAQ Composite Index .お知らせ • Feb 02+ 1 more updateKnowBe4, Inc.(NasdaqGS:KNBE) dropped from S&P Global BMI IndexKnowBe4, Inc.(NasdaqGS:KNBE) dropped from S&P Global BMI Indexお知らせ • Jan 20Andrews & Springer LLC Files Lawsuit Against KnowBe4, IncAndrews & Springer LLC announced that a lawsuit has been filed by another law firm on behalf of shareholders of KnowBe4, Inc. for possible corporate misconduct and violations of federal securities laws. On October 11, 2022, KnowBe4 and Vista Equity Partners (Vista) publicly announced the signing of a definitive merger agreement pursuant to which Vista will acquire KnowBe4 in a merger worth $4.6 billion. As a result of the merger, KnowBe4 shareholders are only anticipated to receive $24.90 per share in cash in exchange for each share of KnowBe4 (the Merger). While the Company claims that shareholders will receive a premium for their shares, the merger price is 11% less than the $28.00 per share price target set by Cowen and Company and Truist Securities in August and September 2022, just months prior to the announcement of the Merger. The consideration is also less than KnowBe4’s 52-week high of $27.40 per share. A KnowBe4 shareholder represented by another law firm has filed a complaint against KnowBe4 for federal securities violations. The complaint was filed in the United States District Court, Southern District of New York, Case No. 1:22-cv-09727. According to the lawsuit, which was filed on November 15, 2022, defendants filed a proxy statement (the Proxy) with the United States Securities and Exchange Commission (SEC) in connection with the Merger. The Proxy omits material information with respect to the Merger, which renders the Proxy false and misleading. Accordingly, plaintiff seeks that the Merger should be enjoined until defendants disclose more information to stockholders.Recent Insider Transactions Derivative • Dec 08Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of December. If the sale is conducted around the recent share price of US$24.69, it would amount to US$251k. As of today, Kevin currently holds no shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Dec 05Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from US$0.06 to US$0.06. Revenue forecast steady at US$333.6m. Net income forecast to grow 43% next year vs 13% growth forecast for Software industry in the US. Consensus price target of US$24.58 unchanged from last update. Share price was steady at US$24.65 over the past week.お知らせ • Nov 29KnowBe4 Launches New Mobile Learner App for Anytime, Anywhere Cybersecurity LearningKnowBe4 announced it is launching the new KnowBe4 Mobile Learner App to empower end users by introducing security awareness and compliance training on the go at no additional cost to customers, improving user engagement and strengthening security culture. With a large majority of the world's population using smartphones, mobile training revolutionizes the way people learn. This new app will enable end users to complete their security awareness and compliance training conveniently from their tablets or smartphones, giving them 24/7/365 access. Based on subscription levels, KnowBe4 offers 100+ Mobile-First training modules that were designed specifically for mobile. The KnowBe4 Learner App supports push notifications for custom announcements, updates on assigned training as well as KnowBe4 newsletters. The app is available for iOS and Android, and free to all KnowBe4 customers with a KnowBe4 training platform subscription.Reported Earnings • Nov 16Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: US$0.037 (up from US$0.009 loss in 3Q 2021). Revenue: US$85.8m (up 34% from 3Q 2021). Net income: US$6.52m (up US$8.10m from 3Q 2021). Profit margin: 7.6% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.お知らせ • Nov 08KnowBe4's New SecurityCoach Helps to Reduce Risky Behavior With Real-Time Security CoachingKnowBe4 announced it is introducing SecurityCoach, a new, first of its kind product which offers real-time security coaching aimed at reducing risky behavior. HDR correlates, identifies and responds to the tens of thousands of detected events related to the risky security behavior of an organization's users being generated within their existing security infrastructure. Social engineering techniques like phishing, spear phishing and impersonation are being used by cybercriminals to manipulate an organization's employees in attempts to hack into their organization, causing significant downtime and security breach risks. The human factor is involved in 82% of data breaches, according to the 2022 Verizon Data Breach Investigations Report. However, according to IDC, less than 3% of IT spending is allocated to help secure the human layer. SecurityCoach helps IT/security professionals to develop a strong security culture by enabling real-time security coaching of their users in response to risky security behavior. Leveraging an organization's existing security stack, IT/security professionals can configure their real-time coaching campaigns to immediately deliver a SecurityTip to their users related to a detected event. SecurityCoach provides an organization's users with contextual, real-time coaching that reinforces security awareness training and policies, improves knowledge retention and helps them understand the risks associated with their behaviors.Recent Insider Transactions Derivative • Nov 05Independent Director exercised options and sold US$322k worth of stockOn the 1st of November, Kevin Klausmeyer exercised options to acquire 13k shares at no cost and sold these for an average price of US$24.63 per share. This trade did not impact their existing holding. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Oct 20Director exercised options and sold US$322k worth of stockOn the 18th of October, Shrikrishna Venkataraman exercised options to acquire 13k shares at no cost and sold these for an average price of US$24.50 per share. This trade did not impact their existing holding. Since December 2021, Shrikrishna's direct individual holding has increased from 164.71k shares to 216.28k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Oct 13Independent Director exercised options and sold US$167k worth of stockOn the 6th of October, Kevin Klausmeyer exercised options to acquire 7k shares at no cost and sold these for an average price of US$23.00 per share. This trade did not impact their existing holding. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • Oct 12KnowBe4 jumps 12% after report Vista Equity nears deal for about $4.5BKnowBe4 Inc. (NASDAQ:KNBE) soared 12% in premarket trading on a report that private equity firm Vista Equity is nearing a deal to purchase the cybersecurity firm for about $4.5 billion. The transaction, expected to be announced on Wednesday, is likely to value KnowBe4 shares at about $25, according to a WSJ report. The report comes after Vista Equity offered to purchase the cybersecurity firm for $24/share last month, which sent KnowBe4 shares up 28% on Sept. 19. The $24/share offer represents a 45% premium to KnowBe4's (KNBE) closing price on Sept. 16, before the original offer was disclosed. Vista Equity reported a 17.4% stake in a 13/D filing at the time it reported it's offer. KnowBe4 (KNBE) short interest is 3.6%. Last month a Truist analyst said said he believed KNBE may need to see an offer of $28 to $30/share to get a deal done.Recent Insider Transactions Derivative • Oct 07Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 29k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of October. If the sale is conducted around the recent share price of US$20.81, it would amount to US$604k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Sep 28KnowBe4, Inc. Simplifies Overwhelming Compliance Requirements for Healthcare PrivacyKnowBe4 launched a new version of its Compliance Audit Readiness Assessment that now covers select requirements for the Health Insurance Portability and Accountability Act Security Rule to address healthcare privacy requirements. Healthcare organizations around the world continue to inadequately protect sensitive protected health information. Between 2009 and 2021, 4,419 healthcare data breaches of 500 or more records have been reported to the U.S. Health and Human Services' Office for Civil Rights. Those breaches have resulted in the loss, theft, exposure or impermissible disclosure of 314,063,186 healthcare records. CARA is a complimentary, web-based tool that helps organizations assess their readiness for meeting compliance requirements. With this new version, IT and security professionals are guided through specific select requirements from the Health Insurance Portability and Accountability Act Security Rule outlined by HHS. CARA asks security professionals to rate their readiness for each requirement and then provides an analysis of the results to help them define the controls they need in place before a compliance audit. The HIPAA Security Rule contains the standards to safeguard and protect electronically created, accessed, processed or stored PHI. The rule applies to any organization or system that has access to confidential patient data.Recent Insider Transactions Derivative • Sep 23President exercised options and sold US$4.3m worth of stockOn the 19th of September, Lars Letonoff exercised options to acquire 199k shares at no cost and sold these for an average price of US$21.83 per share. This trade did not impact their existing holding. Since September 2021, Lars' direct individual holding has increased from 544.50k shares to 589.70k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Sep 20Vista Equity Partners Management, LLC proposed to acquire remaining stake in KnowBe4, Inc. (NasdaqGS:KNBE) for $4.2 billion.Vista Equity Partners Management, LLC proposed to acquire remaining stake in KnowBe4, Inc. (NasdaqGS:KNBE) for $4.2 billion on September 16, 2022. KnowBe4 received a non-binding proposal from Vista Equity Partners to acquire all outstanding shares of KnowBe4 for $24 per share in cash. In response to an inquiry from Vista, the Board of Directors of KnowBe4 formed a special committee of the Board, comprised solely of independent directors to engage with Vista and take other actions that it deems appropriate. Morgan Stanley & Co. LLC is serving as financial advisor to the Special Committee of the Board of Directors of KnowBe4, Wilson Sonsini Goodrich & Rosati, Professional Corporation is serving as KnowBe4’s legal advisor and Potter Anderson & Corroon is serving as legal advisor to the Special Committee of the Board of Directors of KnowBe4.Seeking Alpha • Sep 19KnowBe4 jumps 29% after Vista Equity offers $24/share in takeoverKnowBe4 (NASDAQ:KNBE) surged 29% after private equity firm Vista Equity offered to purchase the cybersecurity firm for $24/share. In response to an inquiry from Vista, the board of directors of KnowBe4 (KNBE) formed a special committee, comprised solely of independent directors to engage with Vista, according to an 8-K filing, The special committee will review the offer and determine if its in the best interest of shareholders. The $24/share offer represents a 39% premium to KnowBe4's (KNBE) closing price on Friday. Vista Equity reported a 17.4% stake in a 13/D filing. KnowBe4 has a market cap of $3.04 billion. Developing story ...Recent Insider Transactions Derivative • Sep 14Independent Director exercised options and sold US$107k worth of stockOn the 8th of September, Kevin Klausmeyer exercised 11.22k options at around US$5.71, then sold 6k of the shares acquired at an average of US$19.04 per share and kept the remainder. Company insiders have collectively sold US$6.8m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Sep 09Independent Director exercised options and sold US$54k worth of stockOn the 1st of September, Kevin Klausmeyer exercised options to acquire 3k shares at no cost and sold these for an average price of US$17.43 per share. This trade did not impact their existing holding. Kevin now holds 11.81k shares directly in their own name. Company insiders have collectively sold US$6.8m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Sep 07Ani Banerjee Joins KnowBe4 as Chief Human Resources OfficerAni Banerjee has joined KnowBe4 as Chief Human Resources Officer (CHRO). A leader in Human Resources for the global technology sector, Banerjee will oversee KnowBe4's HR operations across 11 countries, and will be responsible for developing new initiatives to enhance the company's organizational culture, its recruitment channels, and its diversity, inclusion, and equity (DIE) strategies. Banerjee's 30 years' experience in innovation and global HR leadership has been at Dell, Yahoo and AOL, throughout North America, Asia and Europe. Prior to joining KnowBe4, he was at VMware for 8 years in a variety of international HR leadership roles, which culminated in his most recent one, as the company's Global HR Head for SaaS Transformation Business Units.Buying Opportunity • Sep 01Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be US$23.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 59% in 2 years. Earnings is forecast to grow by 114% in the next 2 years.Recent Insider Transactions Derivative • Aug 29President notifies of intention to sell stockLars Letonoff intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of August. If the sale is conducted around the recent share price of US$19.67, it would amount to US$984k. Since September 2021, Lars' direct individual holding has decreased from 544.50k shares to 216.19k. Company insiders have collectively sold US$7.5m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Aug 22Returns At KnowBe4 (NASDAQ:KNBE) Are On The Way UpDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Major Estimate Revision • Aug 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 forecast for profit of -US$0.01 instead of a loss of US$0.06 per share previously. Revenue forecast unchanged at US$333.9m. Software industry in the US expected to see average net income growth of 5.6% next year. Consensus price target down from US$24.31 to US$23.77. Share price rose 13% to US$19.47 over the past week.Recent Insider Transactions Derivative • Aug 08Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of August. If the sale is conducted around the recent share price of US$16.24, it would amount to US$660k. Company insiders have collectively sold US$53m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Aug 05Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: US$0.019 (up from US$0.14 loss in 2Q 2021). Revenue: US$80.8m (up 36% from 2Q 2021). Net income: US$3.35m (up US$20.2m from 2Q 2021). Profit margin: 4.1% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 30%, compared to a 18% growth forecast for the industry in the US.お知らせ • Aug 05KnowBe4, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2022KnowBe4, Inc. provided earnings guidance for the third quarter and full year of 2022. For the quarter, the company expects revenues, net to be in the range of $85 million and $86 million. For the full year, the company expects revenues, net to be in the range of $333 million and $334 million.Seeking Alpha • Aug 03KnowBe4 Q2 2022 Earnings PreviewKnowBe4 (NASDAQ:KNBE) is scheduled to announce Q2 earnings results on Thursday, August 4th, before market open. The consensus EPS Estimate is $0.02 (flat Y/Y) and the consensus Revenue Estimate is $79.37M (+33.7% Y/Y). Over the last 1 year, KNBE has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 5 upward revisions and 2 downward. Revenue estimates have seen 4 upward revisions and 2 downward.分析記事 • Jul 27KnowBe4, Inc. (NASDAQ:KNBE) Shares Could Be 21% Below Their Intrinsic Value EstimateToday we'll do a simple run through of a valuation method used to estimate the attractiveness of KnowBe4, Inc...Buying Opportunity • Jul 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 38%. The fair value is estimated to be US$18.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last year. Meanwhile, the company became loss making. Revenue is forecast to grow by 32% in a year. Earnings is forecast to grow by 69% in the next year.お知らせ • Jul 22KnowBe4, Inc. to Report Q2, 2022 Results on Aug 04, 2022KnowBe4, Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022お知らせ • Jun 28KnowBe4 Kicks Off Ransomware Awareness Month With Resource KitKnowBe4 announced the release of a resource kit for IT managers as part of a month-long effort in July to increase awareness of ransomware, its many forms and methods used by cyber criminals to extort funds. Some of the resources for download include a Ransomware Master Class, Ransomware Rescue Manual, infographics, posters, digital signage and more. Ransomware is a type of malicious attack where attackers encrypt an organization's data and demand payment to restore access. This has evolved to include the exfiltration and threatened exposure of valuable information, compounding the extortion. This is one of the many ways bad actors take advantage of the human element in cybersecurity, which is involved in 82% of cyber attacks according to Verizon's 2022 Data Breach Investigations Report. Globally ransomware costs are escalating from a reported$325 million loss in 2015 to a potential of $265 billion in 2031, making it one of the most predominate and dangerous forms of cyberattacks. In 2021, the FBI's Internet Crime Complaint Center (IC3) received a record number of 847,376 reported complaints with potential losses exceeding $6.9 billion. This has led to multiple warnings by government agencies, including the European Union Agency for Cybersecurity (ENISA) heralding ransomware as a prime threat.Seeking Alpha • Jun 08KnowBe4 Grows While Producing Profits And Free Cash FlowKnowBe4 went public in April 2021, raising $152 million in an IPO. The firm provides cybersecurity technologies to organizations seeking to defend themselves against phishing and other social engineering attacks. KNBE has grown revenue, is earnings positive and generates free cash flow while being reasonably valued. My outlook on KNBE is a Buy at around $18.80 per share.Recent Insider Transactions Derivative • Jun 06Independent Director exercised options and sold US$162k worth of stockOn the 2nd of June, Kevin Klausmeyer exercised options to acquire 9k shares at no cost and sold these for an average price of US$18.59 per share. This trade did not impact their existing holding. Company insiders have collectively sold US$53m more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 forecast for profit of -US$0.04 instead of a loss of US$0.01 per share previously. Revenue forecast unchanged at US$332.4m. Software industry in the US expected to see average net income growth of 7.4% next year. Consensus price target down from US$31.25 to US$24.83. Share price was steady at US$15.86 over the past week.Breakeven Date Change • May 12Forecast breakeven date moved forward to 2023The 12 analysts covering KnowBe4 previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 24% to 2022. The company is expected to make a profit of US$2.14m in 2023. Average annual earnings growth of 119% is required to achieve expected profit on schedule.お知らせ • May 12KnowBe4, Inc. Provides Revenue Guidance for the Second Quarter and Full Year of 2022KnowBe4, Inc. provided revenue guidance for the second quarter and full year of 2022. For the second quarter, the Company expects total Revenue of $78.5 million - $79.5 million. For full year 2022, the Company expects total Revenue of $331 million - $333 million.Price Target Changed • May 11Price target decreased to US$26.92Down from US$31.25, the current price target is an average from 12 analysts. New target price is 67% above last closing price of US$16.10. Stock is down 8.3% over the past year. The company is forecast to post a net loss per share of US$0.0091 next year compared to a net loss per share of US$0.10 last year.Reported Earnings • May 10First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: US$0.008 (down from US$0.052 in 1Q 2021). Revenue: US$75.0m (up 40% from 1Q 2021). Net income: US$1.36m (down 38% from 1Q 2021). Profit margin: 1.8% (down from 4.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 31%, compared to a 32% growth forecast for the industry in the US.Seeking Alpha • May 10KnowBe4: Moving To The SidelinesKnowBe4 stands to benefit from the long-term growth in security budgets amid a rising threat environment. While the growth initiatives outlined at the investor day were positive, the CFO transition adds uncertainty. The valuation also remains lofty on a relative basis, keeping me on hold.Recent Insider Transactions Derivative • May 06Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 58k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of May. If the sale is conducted around the recent share price of US$23.80, it would amount to US$1.4m. Since June 2021, Kevin has not owned shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$53m more than they bought, via options and on-market transactions in the last 12 months.Board Change • Apr 27High number of new directorsDirector Krish Venkataraman was the last director to join the board, commencing their role in 2022.Recent Insider Transactions Derivative • Apr 10Independent Director exercised options and sold US$377k worth of stockOn the 4th of April, Kevin Klausmeyer exercised options to acquire 16k shares at no cost and sold these for an average price of US$23.60 per share. This trade did not impact their existing holding. Since June 2021, Kevin has not owned shares directly. Company insiders have collectively sold US$60m more than they bought, via options and on-market transactions in the last 12 months.Breakeven Date Change • Feb 23Forecast breakeven date pushed back to 2024The 12 analysts covering KnowBe4 previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 77% per year to 2023. The company is expected to make a profit of US$28.9m in 2024. Average annual earnings growth of 83% is required to achieve expected profit on schedule.分析記事 • Feb 21Calculating The Fair Value Of KnowBe4, Inc. (NASDAQ:KNBE)In this article we are going to estimate the intrinsic value of KnowBe4, Inc. ( NASDAQ:KNBE ) by taking the expected...Breakeven Date Change • Feb 19Forecast breakeven date moved forward to 2022The 12 analysts covering KnowBe4 previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$694.0k in 2022. Earnings growth of 95% is required to achieve expected profit on schedule.Reported Earnings • Feb 18Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: US$0.10 loss per share (up from US$2.31 loss in FY 2020). Revenue: US$246.3m (up 41% from FY 2020). Net loss: US$11.8m (loss widened 387% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 25%, compared to a 216% growth forecast for the industry in the US.お知らせ • Feb 17+ 2 more updatesKnowBe4, Inc. Announces CFO ChangesKnowBe4 announced that Krish Venkataraman will be stepping down from his role as Chief Financial Officer. Mr. Venkataraman will remain with the Company in his current capacity through filing of the Company's Form 10-K for the year ended December 31, 2021, at which time he will be appointed to the Company's Board of Directors. In addition, KnowBe4 announced that Bob Reich, who brings over 25 years of financial leadership including prior CFO experience, will assume the Chief Financial Officer role at the Company after Mr. Venkataraman's departure.Recent Insider Transactions Derivative • Feb 06Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 39k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of February. If the sale is conducted around the recent share price of US$23.92, it would amount to US$931k. Since June 2021, Kevin has not owned shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$59m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Feb 01KnowBe4, Inc. to Report Q4, 2021 Results on Feb 16, 2022KnowBe4, Inc. announced that they will report Q4, 2021 results After-Market on Feb 16, 2022Seeking Alpha • Dec 18KnowBe4: Widening The Moat With SecurityAdvisor AcquisitionKnowBe4 has completed the acquisition of SecurityAdvisor for c. $50 million upfront and an additional c. $30 million earnout. With the acquisition set to extend KnowBe4's security awareness platform, the strategic rationale makes good sense. The financial terms also screen favorably, with shares likely to benefit from the improved longer-term growth prospects.Recent Insider Transactions Derivative • Dec 06Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 39k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of December. If the sale is conducted around the recent share price of US$22.56, it would amount to US$884k. Since June 2021, Kevin has not owned shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$59m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Nov 22Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 217k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of November. If the sale is conducted around the recent share price of US$25.80, it would amount to US$5.6m. Since June 2021, Kevin has not owned shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$55m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Nov 05Are KnowBe4, Inc. (NASDAQ:KNBE) Investors Paying Above The Intrinsic Value?In this article we are going to estimate the intrinsic value of KnowBe4, Inc. ( NASDAQ:KNBE ) by estimating the...Reported Earnings • Nov 05Third quarter 2021 earnings released: US$0.009 loss per shareThe company reported a soft third quarter result with weaker control over costs, although losses were stable and revenues were flat. Third quarter 2021 results: Revenue: US$64.1m (flat on 3Q 2020). Net loss: US$1.58m (flat on 3Q 2020).Recent Insider Transactions Derivative • Aug 27Co-President notifies of intention to sell stockShrikrishna Venkataraman intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of August. If the sale is conducted around the recent share price of US$23.00, it would amount to US$2.3m. Shrikrishna now holds 314.71k shares directly in their own name. Company insiders have collectively sold US$54m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Aug 21Founder exercised options and sold US$39m worth of stockOn the 16th of August, Sjoerd Sjouwerman exercised options to acquire 2m shares at no cost and sold these for an average price of US$19.92 per share. This trade did not impact their existing holding. For the year to December 2020, Sjoerd's total compensation was 49% salary and 51% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2021, Sjoerd's direct individual holding has decreased from 6.41m shares to 4.44m. Company insiders have collectively sold US$52m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Aug 18KnowBe4, Inc. Adds Six Languages to Its Platform and Launches Automated Security Awareness Program 2.0KnowBe4, Inc. announced the launch of its updated Automated Security Awareness Program (ASAP) 2.0 and availability in six new languages. ASAP’s refreshed user interface and updated questionnaire was designed to make the process easier and faster for IT admins to get their security awareness training programs started. After answering some simple questions, ASAP will create a user-friendly program and schedule of tasks automatically. This robust cybersecurity tool helps IT admins build a comprehensive security awareness training program quickly. It is one of KnowBe4’s tools offered at no charge.Seeking Alpha • Aug 17KnowBe4, Inc.: A Play On Strong Trends For CyberSecurity Training As-A-ServiceKnowBe4 launched its IPO in April of this year as a leader in the emerging segment of cybersecurity awareness. The company reported Q2 results highlighted by strong growth and firming financials. While shares trade at a lofty valuation, the long-term outlook is positive supported by solid fundamentals.Breakeven Date Change • Aug 05Forecast breakeven pushed back to 2023The 12 analysts covering KnowBe4 previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 51% per year to 2022. The company is expected to make a profit of US$16.2m in 2023. Average annual earnings growth of 120% is required to achieve expected profit on schedule.お知らせ • Aug 04KnowBe4, Inc. Provides Revenue Guidance for the Third Quarter and Full Year of 2021KnowBe4, Inc. provided revenue guidance for the third quarter and full year of 2021. For the quarter, the company expects total revenue to be in the range of $60.5 million to $61.5 million. For the full year, the company expects total revenue to be in the range of $237.5 million to $239.5 million.Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to US$27.43, the stock trades at a trailing P/E ratio of 26.9x. Average forward P/E is 62x in the Software industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$19.71 per share.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$21.79, the stock trades at a trailing P/E ratio of 21.4x. Average forward P/E is 61x in the Software industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$18.78 per share.お知らせ • Jun 09KnowBe4 Launches New Compliance Plus Training ModuleKnowBe4 announced the launch of new training content called Compliance Plus. To minimize risk and possible threats in certain sectors, government and regulatory bodies have enacted an avalanche of legislation and compliance controls. Compliance training has been a continuing challenge: out-of-date and generic, boring content, low employee engagement and the training modules are simply too long. Many organizations also struggle with the problem of not being able to easily customize content relevant for their specific needs. Consequently, very few have been able to move compliance training beyond a tick-box approach. Compliance Plus training offers an interactive and engaging experience with real-life simulated scenarios to help teach employees how to respond in a challenging situation. The content addresses difficult topics like sexual harassment, diversity and inclusion, discrimination and business ethics. Compliance Plus includes various types of media formats and reinforcement materials to support compliance training programs.お知らせ • May 21KnowBe4, Inc. Provides Revenue Guidance for the Second Quarter and Full Year 2021KnowBe4, Inc. provided revenue guidance for the second quarter and full year of 2021. For the second quarter, the company expects total revenue in the range of $55.5 million to $56.5 million, growth range 34% to 36%. For the full year, the company expects total revenue in the range of $229 million to $231 million, growth range 31% to 32%.お知らせ • May 19KnowBe4 Launches PhishFlip to Turn Active Phishing Attacks into Safe TemplatesKnowBe4 announced a new product feature called PhishFlipTM, which turns real-world phishing attacks into safe, simulated phishing templates. PhishFlip, which is included as a feature of KnowBe4's PhishER product, responds in real time to turn dangerous attacks into an immediate, real-world training opportunity for end users. PhishFlip quickly analyzes a user-reported message and then identifies and removes both malicious links and dangerous attachments, replacing them with safe alternatives for testing purposes. All end users who received the real email threat but did not report it may then have the dangerous phishing email replaced with the safe simulation in their mailbox automatically. Admins may also choose to send the same simulated phishing campaign to other groups of end users.お知らせ • May 05KnowBe4 Launches Artificial Intelligence-Driven Phishing FeatureKnowBe4 announced a new feature – AI-Driven Phishing. The KnowBe4 phishing platform now leverages machine learning to recommend and deliver informed and personalized phishing campaigns based on users' training and phishing history. Using data from KnowBe4's Artificial Intelligence Driven Agent (AIDA), a new recommendation engine enables admins to automate the selection of unique phishing security test templates for their users. It analyzes user data such as the number of failed phishing security tests, the types of attack vectors in those failures, how often suspicious emails are reported through the Phish Alert Button, the frequency and recency of training completions and more.収支内訳KnowBe4 の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史NasdaqGS:KNBE 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費30 Sep 22311162163530 Jun 2228982043331 Mar 22268-132053131 Dec 21246-121902830 Sep 21226-161802630 Jun 21207-161672331 Mar 2118911382131 Dec 20175-21302031 Dec 19121-1282151131 Dec 1871-9663質の高い収益: KNBEは 高品質の収益 を持っています。利益率の向上: KNBE過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: KNBE過去 5 年間で収益を上げており、収益は年間77.1%増加しています。成長の加速: KNBEは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: KNBE昨年収益を上げたため、昨年の収益成長をSoftware業界 ( 11.8% ) と比較することは困難です。株主資本利益率高いROE: KNBEの 自己資本利益率 ( 6.3% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2023/02/02 04:30終値2023/01/31 00:00収益2022/09/30年間収益2021/12/31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KnowBe4, Inc. 8 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。15 アナリスト機関Jonathan RuykhaverBairdJoshua TiltonBerenbergTal LianiBofA Global Research12 その他のアナリストを表示
Reported Earnings • Nov 16Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: US$0.037 (up from US$0.009 loss in 3Q 2021). Revenue: US$85.8m (up 34% from 3Q 2021). Net income: US$6.52m (up US$8.10m from 3Q 2021). Profit margin: 7.6% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.
Reported Earnings • Aug 05Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: US$0.019 (up from US$0.14 loss in 2Q 2021). Revenue: US$80.8m (up 36% from 2Q 2021). Net income: US$3.35m (up US$20.2m from 2Q 2021). Profit margin: 4.1% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 30%, compared to a 18% growth forecast for the industry in the US.
お知らせ • Jul 22KnowBe4, Inc. to Report Q2, 2022 Results on Aug 04, 2022KnowBe4, Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022
Reported Earnings • May 10First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: US$0.008 (down from US$0.052 in 1Q 2021). Revenue: US$75.0m (up 40% from 1Q 2021). Net income: US$1.36m (down 38% from 1Q 2021). Profit margin: 1.8% (down from 4.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 31%, compared to a 32% growth forecast for the industry in the US.
Reported Earnings • Feb 18Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: US$0.10 loss per share (up from US$2.31 loss in FY 2020). Revenue: US$246.3m (up 41% from FY 2020). Net loss: US$11.8m (loss widened 387% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 25%, compared to a 216% growth forecast for the industry in the US.
お知らせ • Feb 01KnowBe4, Inc. to Report Q4, 2021 Results on Feb 16, 2022KnowBe4, Inc. announced that they will report Q4, 2021 results After-Market on Feb 16, 2022
お知らせ • Feb 03KnowBe4, Inc.(NasdaqGS:KNBE) dropped from NASDAQ Composite IndexKnowBe4, Inc. has been removed from NASDAQ Composite Index .
お知らせ • Feb 02+ 1 more updateKnowBe4, Inc.(NasdaqGS:KNBE) dropped from S&P Global BMI IndexKnowBe4, Inc.(NasdaqGS:KNBE) dropped from S&P Global BMI Index
お知らせ • Jan 20Andrews & Springer LLC Files Lawsuit Against KnowBe4, IncAndrews & Springer LLC announced that a lawsuit has been filed by another law firm on behalf of shareholders of KnowBe4, Inc. for possible corporate misconduct and violations of federal securities laws. On October 11, 2022, KnowBe4 and Vista Equity Partners (Vista) publicly announced the signing of a definitive merger agreement pursuant to which Vista will acquire KnowBe4 in a merger worth $4.6 billion. As a result of the merger, KnowBe4 shareholders are only anticipated to receive $24.90 per share in cash in exchange for each share of KnowBe4 (the Merger). While the Company claims that shareholders will receive a premium for their shares, the merger price is 11% less than the $28.00 per share price target set by Cowen and Company and Truist Securities in August and September 2022, just months prior to the announcement of the Merger. The consideration is also less than KnowBe4’s 52-week high of $27.40 per share. A KnowBe4 shareholder represented by another law firm has filed a complaint against KnowBe4 for federal securities violations. The complaint was filed in the United States District Court, Southern District of New York, Case No. 1:22-cv-09727. According to the lawsuit, which was filed on November 15, 2022, defendants filed a proxy statement (the Proxy) with the United States Securities and Exchange Commission (SEC) in connection with the Merger. The Proxy omits material information with respect to the Merger, which renders the Proxy false and misleading. Accordingly, plaintiff seeks that the Merger should be enjoined until defendants disclose more information to stockholders.
Recent Insider Transactions Derivative • Dec 08Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 10k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of December. If the sale is conducted around the recent share price of US$24.69, it would amount to US$251k. As of today, Kevin currently holds no shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$15m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Dec 05Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from US$0.06 to US$0.06. Revenue forecast steady at US$333.6m. Net income forecast to grow 43% next year vs 13% growth forecast for Software industry in the US. Consensus price target of US$24.58 unchanged from last update. Share price was steady at US$24.65 over the past week.
お知らせ • Nov 29KnowBe4 Launches New Mobile Learner App for Anytime, Anywhere Cybersecurity LearningKnowBe4 announced it is launching the new KnowBe4 Mobile Learner App to empower end users by introducing security awareness and compliance training on the go at no additional cost to customers, improving user engagement and strengthening security culture. With a large majority of the world's population using smartphones, mobile training revolutionizes the way people learn. This new app will enable end users to complete their security awareness and compliance training conveniently from their tablets or smartphones, giving them 24/7/365 access. Based on subscription levels, KnowBe4 offers 100+ Mobile-First training modules that were designed specifically for mobile. The KnowBe4 Learner App supports push notifications for custom announcements, updates on assigned training as well as KnowBe4 newsletters. The app is available for iOS and Android, and free to all KnowBe4 customers with a KnowBe4 training platform subscription.
Reported Earnings • Nov 16Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: US$0.037 (up from US$0.009 loss in 3Q 2021). Revenue: US$85.8m (up 34% from 3Q 2021). Net income: US$6.52m (up US$8.10m from 3Q 2021). Profit margin: 7.6% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in the US.
お知らせ • Nov 08KnowBe4's New SecurityCoach Helps to Reduce Risky Behavior With Real-Time Security CoachingKnowBe4 announced it is introducing SecurityCoach, a new, first of its kind product which offers real-time security coaching aimed at reducing risky behavior. HDR correlates, identifies and responds to the tens of thousands of detected events related to the risky security behavior of an organization's users being generated within their existing security infrastructure. Social engineering techniques like phishing, spear phishing and impersonation are being used by cybercriminals to manipulate an organization's employees in attempts to hack into their organization, causing significant downtime and security breach risks. The human factor is involved in 82% of data breaches, according to the 2022 Verizon Data Breach Investigations Report. However, according to IDC, less than 3% of IT spending is allocated to help secure the human layer. SecurityCoach helps IT/security professionals to develop a strong security culture by enabling real-time security coaching of their users in response to risky security behavior. Leveraging an organization's existing security stack, IT/security professionals can configure their real-time coaching campaigns to immediately deliver a SecurityTip to their users related to a detected event. SecurityCoach provides an organization's users with contextual, real-time coaching that reinforces security awareness training and policies, improves knowledge retention and helps them understand the risks associated with their behaviors.
Recent Insider Transactions Derivative • Nov 05Independent Director exercised options and sold US$322k worth of stockOn the 1st of November, Kevin Klausmeyer exercised options to acquire 13k shares at no cost and sold these for an average price of US$24.63 per share. This trade did not impact their existing holding. Company insiders have collectively sold US$19m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Oct 20Director exercised options and sold US$322k worth of stockOn the 18th of October, Shrikrishna Venkataraman exercised options to acquire 13k shares at no cost and sold these for an average price of US$24.50 per share. This trade did not impact their existing holding. Since December 2021, Shrikrishna's direct individual holding has increased from 164.71k shares to 216.28k. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Oct 13Independent Director exercised options and sold US$167k worth of stockOn the 6th of October, Kevin Klausmeyer exercised options to acquire 7k shares at no cost and sold these for an average price of US$23.00 per share. This trade did not impact their existing holding. Company insiders have collectively sold US$12m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • Oct 12KnowBe4 jumps 12% after report Vista Equity nears deal for about $4.5BKnowBe4 Inc. (NASDAQ:KNBE) soared 12% in premarket trading on a report that private equity firm Vista Equity is nearing a deal to purchase the cybersecurity firm for about $4.5 billion. The transaction, expected to be announced on Wednesday, is likely to value KnowBe4 shares at about $25, according to a WSJ report. The report comes after Vista Equity offered to purchase the cybersecurity firm for $24/share last month, which sent KnowBe4 shares up 28% on Sept. 19. The $24/share offer represents a 45% premium to KnowBe4's (KNBE) closing price on Sept. 16, before the original offer was disclosed. Vista Equity reported a 17.4% stake in a 13/D filing at the time it reported it's offer. KnowBe4 (KNBE) short interest is 3.6%. Last month a Truist analyst said said he believed KNBE may need to see an offer of $28 to $30/share to get a deal done.
Recent Insider Transactions Derivative • Oct 07Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 29k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of October. If the sale is conducted around the recent share price of US$20.81, it would amount to US$604k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Sep 28KnowBe4, Inc. Simplifies Overwhelming Compliance Requirements for Healthcare PrivacyKnowBe4 launched a new version of its Compliance Audit Readiness Assessment that now covers select requirements for the Health Insurance Portability and Accountability Act Security Rule to address healthcare privacy requirements. Healthcare organizations around the world continue to inadequately protect sensitive protected health information. Between 2009 and 2021, 4,419 healthcare data breaches of 500 or more records have been reported to the U.S. Health and Human Services' Office for Civil Rights. Those breaches have resulted in the loss, theft, exposure or impermissible disclosure of 314,063,186 healthcare records. CARA is a complimentary, web-based tool that helps organizations assess their readiness for meeting compliance requirements. With this new version, IT and security professionals are guided through specific select requirements from the Health Insurance Portability and Accountability Act Security Rule outlined by HHS. CARA asks security professionals to rate their readiness for each requirement and then provides an analysis of the results to help them define the controls they need in place before a compliance audit. The HIPAA Security Rule contains the standards to safeguard and protect electronically created, accessed, processed or stored PHI. The rule applies to any organization or system that has access to confidential patient data.
Recent Insider Transactions Derivative • Sep 23President exercised options and sold US$4.3m worth of stockOn the 19th of September, Lars Letonoff exercised options to acquire 199k shares at no cost and sold these for an average price of US$21.83 per share. This trade did not impact their existing holding. Since September 2021, Lars' direct individual holding has increased from 544.50k shares to 589.70k. Company insiders have collectively sold US$11m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Sep 20Vista Equity Partners Management, LLC proposed to acquire remaining stake in KnowBe4, Inc. (NasdaqGS:KNBE) for $4.2 billion.Vista Equity Partners Management, LLC proposed to acquire remaining stake in KnowBe4, Inc. (NasdaqGS:KNBE) for $4.2 billion on September 16, 2022. KnowBe4 received a non-binding proposal from Vista Equity Partners to acquire all outstanding shares of KnowBe4 for $24 per share in cash. In response to an inquiry from Vista, the Board of Directors of KnowBe4 formed a special committee of the Board, comprised solely of independent directors to engage with Vista and take other actions that it deems appropriate. Morgan Stanley & Co. LLC is serving as financial advisor to the Special Committee of the Board of Directors of KnowBe4, Wilson Sonsini Goodrich & Rosati, Professional Corporation is serving as KnowBe4’s legal advisor and Potter Anderson & Corroon is serving as legal advisor to the Special Committee of the Board of Directors of KnowBe4.
Seeking Alpha • Sep 19KnowBe4 jumps 29% after Vista Equity offers $24/share in takeoverKnowBe4 (NASDAQ:KNBE) surged 29% after private equity firm Vista Equity offered to purchase the cybersecurity firm for $24/share. In response to an inquiry from Vista, the board of directors of KnowBe4 (KNBE) formed a special committee, comprised solely of independent directors to engage with Vista, according to an 8-K filing, The special committee will review the offer and determine if its in the best interest of shareholders. The $24/share offer represents a 39% premium to KnowBe4's (KNBE) closing price on Friday. Vista Equity reported a 17.4% stake in a 13/D filing. KnowBe4 has a market cap of $3.04 billion. Developing story ...
Recent Insider Transactions Derivative • Sep 14Independent Director exercised options and sold US$107k worth of stockOn the 8th of September, Kevin Klausmeyer exercised 11.22k options at around US$5.71, then sold 6k of the shares acquired at an average of US$19.04 per share and kept the remainder. Company insiders have collectively sold US$6.8m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Sep 09Independent Director exercised options and sold US$54k worth of stockOn the 1st of September, Kevin Klausmeyer exercised options to acquire 3k shares at no cost and sold these for an average price of US$17.43 per share. This trade did not impact their existing holding. Kevin now holds 11.81k shares directly in their own name. Company insiders have collectively sold US$6.8m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Sep 07Ani Banerjee Joins KnowBe4 as Chief Human Resources OfficerAni Banerjee has joined KnowBe4 as Chief Human Resources Officer (CHRO). A leader in Human Resources for the global technology sector, Banerjee will oversee KnowBe4's HR operations across 11 countries, and will be responsible for developing new initiatives to enhance the company's organizational culture, its recruitment channels, and its diversity, inclusion, and equity (DIE) strategies. Banerjee's 30 years' experience in innovation and global HR leadership has been at Dell, Yahoo and AOL, throughout North America, Asia and Europe. Prior to joining KnowBe4, he was at VMware for 8 years in a variety of international HR leadership roles, which culminated in his most recent one, as the company's Global HR Head for SaaS Transformation Business Units.
Buying Opportunity • Sep 01Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be US$23.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue is forecast to grow by 59% in 2 years. Earnings is forecast to grow by 114% in the next 2 years.
Recent Insider Transactions Derivative • Aug 29President notifies of intention to sell stockLars Letonoff intends to sell 50k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of August. If the sale is conducted around the recent share price of US$19.67, it would amount to US$984k. Since September 2021, Lars' direct individual holding has decreased from 544.50k shares to 216.19k. Company insiders have collectively sold US$7.5m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Aug 22Returns At KnowBe4 (NASDAQ:KNBE) Are On The Way UpDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Major Estimate Revision • Aug 11Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 forecast for profit of -US$0.01 instead of a loss of US$0.06 per share previously. Revenue forecast unchanged at US$333.9m. Software industry in the US expected to see average net income growth of 5.6% next year. Consensus price target down from US$24.31 to US$23.77. Share price rose 13% to US$19.47 over the past week.
Recent Insider Transactions Derivative • Aug 08Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 41k shares in the next 90 days after lodging an Intent To Sell Form on the 4th of August. If the sale is conducted around the recent share price of US$16.24, it would amount to US$660k. Company insiders have collectively sold US$53m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Aug 05Second quarter 2022 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2022 results: EPS: US$0.019 (up from US$0.14 loss in 2Q 2021). Revenue: US$80.8m (up 36% from 2Q 2021). Net income: US$3.35m (up US$20.2m from 2Q 2021). Profit margin: 4.1% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 30%, compared to a 18% growth forecast for the industry in the US.
お知らせ • Aug 05KnowBe4, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2022KnowBe4, Inc. provided earnings guidance for the third quarter and full year of 2022. For the quarter, the company expects revenues, net to be in the range of $85 million and $86 million. For the full year, the company expects revenues, net to be in the range of $333 million and $334 million.
Seeking Alpha • Aug 03KnowBe4 Q2 2022 Earnings PreviewKnowBe4 (NASDAQ:KNBE) is scheduled to announce Q2 earnings results on Thursday, August 4th, before market open. The consensus EPS Estimate is $0.02 (flat Y/Y) and the consensus Revenue Estimate is $79.37M (+33.7% Y/Y). Over the last 1 year, KNBE has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 5 upward revisions and 2 downward. Revenue estimates have seen 4 upward revisions and 2 downward.
分析記事 • Jul 27KnowBe4, Inc. (NASDAQ:KNBE) Shares Could Be 21% Below Their Intrinsic Value EstimateToday we'll do a simple run through of a valuation method used to estimate the attractiveness of KnowBe4, Inc...
Buying Opportunity • Jul 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 38%. The fair value is estimated to be US$18.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 41% over the last year. Meanwhile, the company became loss making. Revenue is forecast to grow by 32% in a year. Earnings is forecast to grow by 69% in the next year.
お知らせ • Jul 22KnowBe4, Inc. to Report Q2, 2022 Results on Aug 04, 2022KnowBe4, Inc. announced that they will report Q2, 2022 results Pre-Market on Aug 04, 2022
お知らせ • Jun 28KnowBe4 Kicks Off Ransomware Awareness Month With Resource KitKnowBe4 announced the release of a resource kit for IT managers as part of a month-long effort in July to increase awareness of ransomware, its many forms and methods used by cyber criminals to extort funds. Some of the resources for download include a Ransomware Master Class, Ransomware Rescue Manual, infographics, posters, digital signage and more. Ransomware is a type of malicious attack where attackers encrypt an organization's data and demand payment to restore access. This has evolved to include the exfiltration and threatened exposure of valuable information, compounding the extortion. This is one of the many ways bad actors take advantage of the human element in cybersecurity, which is involved in 82% of cyber attacks according to Verizon's 2022 Data Breach Investigations Report. Globally ransomware costs are escalating from a reported$325 million loss in 2015 to a potential of $265 billion in 2031, making it one of the most predominate and dangerous forms of cyberattacks. In 2021, the FBI's Internet Crime Complaint Center (IC3) received a record number of 847,376 reported complaints with potential losses exceeding $6.9 billion. This has led to multiple warnings by government agencies, including the European Union Agency for Cybersecurity (ENISA) heralding ransomware as a prime threat.
Seeking Alpha • Jun 08KnowBe4 Grows While Producing Profits And Free Cash FlowKnowBe4 went public in April 2021, raising $152 million in an IPO. The firm provides cybersecurity technologies to organizations seeking to defend themselves against phishing and other social engineering attacks. KNBE has grown revenue, is earnings positive and generates free cash flow while being reasonably valued. My outlook on KNBE is a Buy at around $18.80 per share.
Recent Insider Transactions Derivative • Jun 06Independent Director exercised options and sold US$162k worth of stockOn the 2nd of June, Kevin Klausmeyer exercised options to acquire 9k shares at no cost and sold these for an average price of US$18.59 per share. This trade did not impact their existing holding. Company insiders have collectively sold US$53m more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 forecast for profit of -US$0.04 instead of a loss of US$0.01 per share previously. Revenue forecast unchanged at US$332.4m. Software industry in the US expected to see average net income growth of 7.4% next year. Consensus price target down from US$31.25 to US$24.83. Share price was steady at US$15.86 over the past week.
Breakeven Date Change • May 12Forecast breakeven date moved forward to 2023The 12 analysts covering KnowBe4 previously expected the company to break even in 2024. New consensus forecast suggests losses will reduce by 24% to 2022. The company is expected to make a profit of US$2.14m in 2023. Average annual earnings growth of 119% is required to achieve expected profit on schedule.
お知らせ • May 12KnowBe4, Inc. Provides Revenue Guidance for the Second Quarter and Full Year of 2022KnowBe4, Inc. provided revenue guidance for the second quarter and full year of 2022. For the second quarter, the Company expects total Revenue of $78.5 million - $79.5 million. For full year 2022, the Company expects total Revenue of $331 million - $333 million.
Price Target Changed • May 11Price target decreased to US$26.92Down from US$31.25, the current price target is an average from 12 analysts. New target price is 67% above last closing price of US$16.10. Stock is down 8.3% over the past year. The company is forecast to post a net loss per share of US$0.0091 next year compared to a net loss per share of US$0.10 last year.
Reported Earnings • May 10First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: US$0.008 (down from US$0.052 in 1Q 2021). Revenue: US$75.0m (up 40% from 1Q 2021). Net income: US$1.36m (down 38% from 1Q 2021). Profit margin: 1.8% (down from 4.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 31%, compared to a 32% growth forecast for the industry in the US.
Seeking Alpha • May 10KnowBe4: Moving To The SidelinesKnowBe4 stands to benefit from the long-term growth in security budgets amid a rising threat environment. While the growth initiatives outlined at the investor day were positive, the CFO transition adds uncertainty. The valuation also remains lofty on a relative basis, keeping me on hold.
Recent Insider Transactions Derivative • May 06Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 58k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of May. If the sale is conducted around the recent share price of US$23.80, it would amount to US$1.4m. Since June 2021, Kevin has not owned shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$53m more than they bought, via options and on-market transactions in the last 12 months.
Board Change • Apr 27High number of new directorsDirector Krish Venkataraman was the last director to join the board, commencing their role in 2022.
Recent Insider Transactions Derivative • Apr 10Independent Director exercised options and sold US$377k worth of stockOn the 4th of April, Kevin Klausmeyer exercised options to acquire 16k shares at no cost and sold these for an average price of US$23.60 per share. This trade did not impact their existing holding. Since June 2021, Kevin has not owned shares directly. Company insiders have collectively sold US$60m more than they bought, via options and on-market transactions in the last 12 months.
Breakeven Date Change • Feb 23Forecast breakeven date pushed back to 2024The 12 analysts covering KnowBe4 previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 77% per year to 2023. The company is expected to make a profit of US$28.9m in 2024. Average annual earnings growth of 83% is required to achieve expected profit on schedule.
分析記事 • Feb 21Calculating The Fair Value Of KnowBe4, Inc. (NASDAQ:KNBE)In this article we are going to estimate the intrinsic value of KnowBe4, Inc. ( NASDAQ:KNBE ) by taking the expected...
Breakeven Date Change • Feb 19Forecast breakeven date moved forward to 2022The 12 analysts covering KnowBe4 previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of US$694.0k in 2022. Earnings growth of 95% is required to achieve expected profit on schedule.
Reported Earnings • Feb 18Full year 2021 earnings: EPS misses analyst expectationsFull year 2021 results: US$0.10 loss per share (up from US$2.31 loss in FY 2020). Revenue: US$246.3m (up 41% from FY 2020). Net loss: US$11.8m (loss widened 387% from FY 2020). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 25%, compared to a 216% growth forecast for the industry in the US.
お知らせ • Feb 17+ 2 more updatesKnowBe4, Inc. Announces CFO ChangesKnowBe4 announced that Krish Venkataraman will be stepping down from his role as Chief Financial Officer. Mr. Venkataraman will remain with the Company in his current capacity through filing of the Company's Form 10-K for the year ended December 31, 2021, at which time he will be appointed to the Company's Board of Directors. In addition, KnowBe4 announced that Bob Reich, who brings over 25 years of financial leadership including prior CFO experience, will assume the Chief Financial Officer role at the Company after Mr. Venkataraman's departure.
Recent Insider Transactions Derivative • Feb 06Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 39k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of February. If the sale is conducted around the recent share price of US$23.92, it would amount to US$931k. Since June 2021, Kevin has not owned shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$59m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Feb 01KnowBe4, Inc. to Report Q4, 2021 Results on Feb 16, 2022KnowBe4, Inc. announced that they will report Q4, 2021 results After-Market on Feb 16, 2022
Seeking Alpha • Dec 18KnowBe4: Widening The Moat With SecurityAdvisor AcquisitionKnowBe4 has completed the acquisition of SecurityAdvisor for c. $50 million upfront and an additional c. $30 million earnout. With the acquisition set to extend KnowBe4's security awareness platform, the strategic rationale makes good sense. The financial terms also screen favorably, with shares likely to benefit from the improved longer-term growth prospects.
Recent Insider Transactions Derivative • Dec 06Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 39k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of December. If the sale is conducted around the recent share price of US$22.56, it would amount to US$884k. Since June 2021, Kevin has not owned shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$59m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Nov 22Independent Director notifies of intention to sell stockKevin Klausmeyer intends to sell 217k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of November. If the sale is conducted around the recent share price of US$25.80, it would amount to US$5.6m. Since June 2021, Kevin has not owned shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$55m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Nov 05Are KnowBe4, Inc. (NASDAQ:KNBE) Investors Paying Above The Intrinsic Value?In this article we are going to estimate the intrinsic value of KnowBe4, Inc. ( NASDAQ:KNBE ) by estimating the...
Reported Earnings • Nov 05Third quarter 2021 earnings released: US$0.009 loss per shareThe company reported a soft third quarter result with weaker control over costs, although losses were stable and revenues were flat. Third quarter 2021 results: Revenue: US$64.1m (flat on 3Q 2020). Net loss: US$1.58m (flat on 3Q 2020).
Recent Insider Transactions Derivative • Aug 27Co-President notifies of intention to sell stockShrikrishna Venkataraman intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of August. If the sale is conducted around the recent share price of US$23.00, it would amount to US$2.3m. Shrikrishna now holds 314.71k shares directly in their own name. Company insiders have collectively sold US$54m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Aug 21Founder exercised options and sold US$39m worth of stockOn the 16th of August, Sjoerd Sjouwerman exercised options to acquire 2m shares at no cost and sold these for an average price of US$19.92 per share. This trade did not impact their existing holding. For the year to December 2020, Sjoerd's total compensation was 49% salary and 51% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2021, Sjoerd's direct individual holding has decreased from 6.41m shares to 4.44m. Company insiders have collectively sold US$52m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Aug 18KnowBe4, Inc. Adds Six Languages to Its Platform and Launches Automated Security Awareness Program 2.0KnowBe4, Inc. announced the launch of its updated Automated Security Awareness Program (ASAP) 2.0 and availability in six new languages. ASAP’s refreshed user interface and updated questionnaire was designed to make the process easier and faster for IT admins to get their security awareness training programs started. After answering some simple questions, ASAP will create a user-friendly program and schedule of tasks automatically. This robust cybersecurity tool helps IT admins build a comprehensive security awareness training program quickly. It is one of KnowBe4’s tools offered at no charge.
Seeking Alpha • Aug 17KnowBe4, Inc.: A Play On Strong Trends For CyberSecurity Training As-A-ServiceKnowBe4 launched its IPO in April of this year as a leader in the emerging segment of cybersecurity awareness. The company reported Q2 results highlighted by strong growth and firming financials. While shares trade at a lofty valuation, the long-term outlook is positive supported by solid fundamentals.
Breakeven Date Change • Aug 05Forecast breakeven pushed back to 2023The 12 analysts covering KnowBe4 previously expected the company to break even in 2022. New consensus forecast suggests losses will reduce by 51% per year to 2022. The company is expected to make a profit of US$16.2m in 2023. Average annual earnings growth of 120% is required to achieve expected profit on schedule.
お知らせ • Aug 04KnowBe4, Inc. Provides Revenue Guidance for the Third Quarter and Full Year of 2021KnowBe4, Inc. provided revenue guidance for the third quarter and full year of 2021. For the quarter, the company expects total revenue to be in the range of $60.5 million to $61.5 million. For the full year, the company expects total revenue to be in the range of $237.5 million to $239.5 million.
Valuation Update With 7 Day Price Move • Jul 04Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to US$27.43, the stock trades at a trailing P/E ratio of 26.9x. Average forward P/E is 62x in the Software industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$19.71 per share.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$21.79, the stock trades at a trailing P/E ratio of 21.4x. Average forward P/E is 61x in the Software industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$18.78 per share.
お知らせ • Jun 09KnowBe4 Launches New Compliance Plus Training ModuleKnowBe4 announced the launch of new training content called Compliance Plus. To minimize risk and possible threats in certain sectors, government and regulatory bodies have enacted an avalanche of legislation and compliance controls. Compliance training has been a continuing challenge: out-of-date and generic, boring content, low employee engagement and the training modules are simply too long. Many organizations also struggle with the problem of not being able to easily customize content relevant for their specific needs. Consequently, very few have been able to move compliance training beyond a tick-box approach. Compliance Plus training offers an interactive and engaging experience with real-life simulated scenarios to help teach employees how to respond in a challenging situation. The content addresses difficult topics like sexual harassment, diversity and inclusion, discrimination and business ethics. Compliance Plus includes various types of media formats and reinforcement materials to support compliance training programs.
お知らせ • May 21KnowBe4, Inc. Provides Revenue Guidance for the Second Quarter and Full Year 2021KnowBe4, Inc. provided revenue guidance for the second quarter and full year of 2021. For the second quarter, the company expects total revenue in the range of $55.5 million to $56.5 million, growth range 34% to 36%. For the full year, the company expects total revenue in the range of $229 million to $231 million, growth range 31% to 32%.
お知らせ • May 19KnowBe4 Launches PhishFlip to Turn Active Phishing Attacks into Safe TemplatesKnowBe4 announced a new product feature called PhishFlipTM, which turns real-world phishing attacks into safe, simulated phishing templates. PhishFlip, which is included as a feature of KnowBe4's PhishER product, responds in real time to turn dangerous attacks into an immediate, real-world training opportunity for end users. PhishFlip quickly analyzes a user-reported message and then identifies and removes both malicious links and dangerous attachments, replacing them with safe alternatives for testing purposes. All end users who received the real email threat but did not report it may then have the dangerous phishing email replaced with the safe simulation in their mailbox automatically. Admins may also choose to send the same simulated phishing campaign to other groups of end users.
お知らせ • May 05KnowBe4 Launches Artificial Intelligence-Driven Phishing FeatureKnowBe4 announced a new feature – AI-Driven Phishing. The KnowBe4 phishing platform now leverages machine learning to recommend and deliver informed and personalized phishing campaigns based on users' training and phishing history. Using data from KnowBe4's Artificial Intelligence Driven Agent (AIDA), a new recommendation engine enables admins to automate the selection of unique phishing security test templates for their users. It analyzes user data such as the number of failed phishing security tests, the types of attack vectors in those failures, how often suspicious emails are reported through the Phish Alert Button, the frequency and recency of training completions and more.