View Past PerformanceLivePerson バランスシートの健全性財務の健全性 基準チェック /26LivePersonの総株主資本は$-51.5M 、総負債は$393.8Mで、負債比率は-764.7%となります。総資産と総負債はそれぞれ$457.6Mと$509.1Mです。主要情報-764.71%負債資本比率US$393.79m負債インタレスト・カバレッジ・レシオn/a現金US$101.50mエクイティ-US$51.50m負債合計US$509.08m総資産US$457.58m財務の健全性に関する最新情報お知らせ • May 06LivePerson Receives Written Notice from the Nasdaq Stock Market Regarding Minimum Bid Price RequirementOn May 1, 2025, LivePerson, Inc. received written notice from The Nasdaq Stock Market LLC that the closing bid price for the Company’s common stock has fallen below $1.00 per share for 30 consecutive business days, as a result of which the Company no longer complies with the minimum bid price requirement for continued listing of the Company’s common stock on the Nasdaq Global Select Market. Nasdaq Listing Rule 5450(a)(1) requires listed securities to maintain a minimum bid price of $1.00 per share (the “Minimum Bid Price Requirement”), and Nasdaq Listing Rule 5810(c)(3)(A) provides that a failure to meet the Minimum Bid Price Requirement exists if the deficiency continues for a period of 30 consecutive business days. The Notice has no immediate effect on the listing or trading of the Company’s common stock on the Nasdaq Global Select Market. In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company has 180 calendar days following the date of the Notice, or until October 28, 2025, in which to regain compliance with the Minimum Bid Price Requirement. To regain compliance, the closing bid price of the Company’s common stock must meet or exceed $1.00 per share for a minimum of 10 consecutive business days prior to October 28, 2025, unless the Nasdaq staff exercises its discretion to require the Company to meet the Minimum Bid Price Requirement for a longer period pursuant to Nasdaq Listing Rule 5810(c)(3)(H). If the Company does not regain compliance within the allotted grace period, including any extensions that may be granted by Nasdaq, Nasdaq will provide notice that the Company’s common stock will be subject to delisting. The Company would then be entitled to appeal Nasdaq’s delisting determination. The Company intends to actively monitor the closing bid price of its common stock, and will consider its options to regain compliance with the Minimum Bid Price Requirement. There can be no assurance that the Company will be able to regain compliance with the Minimum Bid Price Requirement or will otherwise be in compliance with other Nasdaq listing standards.分析記事 • Feb 26Health Check: How Prudently Does LivePerson (NASDAQ:LPSN) Use Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Sep 04Is LivePerson (NASDAQ:LPSN) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...すべての更新を表示Recent updatesNew Risk • 3hNew minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$61k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$51m). Shareholders have been substantially diluted in the past year (95% increase in shares outstanding). Minor Risks Significant insider selling over the past 3 months (US$61k sold). Market cap is less than US$100m (US$25.7m market cap).Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.73 loss per share (improved from US$2.32 loss in 1Q 2025). Revenue: US$57.0m (down 12% from 1Q 2025). Net loss: US$8.83m (loss narrowed 38% from 1Q 2025). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 37%.お知らせ • Apr 23SoundHound AI, Inc. (NasdaqGM:SOUN) entered into a definitive agreement to acquire LivePerson, Inc. (NasdaqGS:LPSN) for $45.2 million.SoundHound AI, Inc. (NasdaqGM:SOUN) entered into a definitive agreement to acquire LivePerson, Inc. (NasdaqGS:LPSN) for $45.2 million on April 21, 2026. As part of consideration, SoundHound AI, Inc. will issue common shares to the shareholders of LivePerson, Inc. SoundHound is acquiring LivePerson for an equity value of $43 million, representing approximately a 22% premium over the corresponding 30-day volume-weighted average value. At closing, SoundHound expects to receive $74 million of LivePerson’s cash balance prior to repayment of the 2026 Convertible Senior Notes. After taking into account significant discounts on LivePerson’s remaining debt, the transaction implies a total enterprise value of $250 million. At closing, SoundHound will retire the discounted debt with a mix of cash and equity, at SoundHound’s discretion. The combined company is expected to have a strong balance sheet with no debt. Upon completion, LivePerson, Inc. will operate as wholly owned subsidiary of SoundHound AI, Inc. In case of termination of transaction, LivePerson, Inc. will pay a termination fee of $5 million plus the Company’s transaction expenses which is capped at $3.75 million. The transaction is subject to approval of offer by shareholders of LivePerson, Inc., registration statement effectiveness(S-4 / F-4), listing / approval of new shares on stock exchange customary regulatory approvals and closing conditions. The deal has been unanimously approved by the board of directors of LivePerson, Inc. The transaction is expected to close in the second half of 2026. Luke Bergstrom, Max Schleusener and Lauren Lefcoe of Latham & Watkins LLP acted as legal advisor to SoundHound AI, Inc. Philip Richter, Mark Hayek and Adam Cohen of Fried, Frank, Harris, Shriver & Jacobson LLP acted as legal advisor to LivePerson, Inc. Barclays Capital Inc. acted as financial advisor to SoundHound AI, Inc. Lazard Freres & Co. LLC acted as financial advisor to LivePerson, Inc. Houlihan Lokey Capital, Inc. acted as fairness opinion provider and financial advisor to LivePerson, Inc.New Risk • Mar 29New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$60k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$44m). Shareholders have been substantially diluted in the past year (98% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$68m net loss next year). Significant insider selling over the past 3 months (US$60k sold). Market cap is less than US$100m (US$31.3m market cap).Major Estimate Revision • Mar 19Consensus EPS estimates upgraded to US$5.28 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$7.83 to -US$5.28 per share. Revenue forecast steady at US$200.3m. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$8.00 to US$4.00. Share price fell 4.3% to US$2.65 over the past week.Reported Earnings • Mar 13Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$8.57 loss per share (improved from US$22.70 loss in FY 2024). Revenue: US$243.7m (down 22% from FY 2024). Net loss: US$67.2m (loss narrowed 50% from FY 2024). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 70%.お知らせ • Mar 13LivePerson, Inc. Provides Earnings Guidance for the First Quarter of 2026 and Full Year 2026LivePerson, Inc. provided earnings guidance for the first quarter of 2026 and full year 2026. For the first quarter of 2026, the company currently expect total revenue to range from $53 million to $55 million or (18)% to (15)% year over year. For the full year 2026, the company currently expect total revenue to range from $195 million to $207 million or (20)% to (15)% year over year.ナラティブの更新 • Mar 11LPSN: Syntrix Launch And Stable Fair Value Will Support Upside PotentialAnalysts have kept their LivePerson fair value estimate steady at $8.00 per share, with only modest adjustments to projected profit margin and future P/E assumptions guiding this narrative update. What's in the News LivePerson launched Syntrix, a simulation and evaluation platform aimed at helping enterprises deploy customer-facing AI with greater confidence across AI agents and live agents (Key Developments).お知らせ • Mar 05LivePerson, Inc. to Report Q4, 2025 Results on Mar 12, 2026LivePerson, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 12, 2026お知らせ • Mar 03LivePerson Launches Syntrix As The First AI Agent Evaluation And Live Agent Training Platform For Enterprise CXLivePerson announced the launch of Syntrix, a simulation and evaluation platform designed to help enterprises deploy customer-facing AI with confidence and unlock AI value across customer interactions with AI agents and live agents. Syntrix launches as an AI agent evaluation and live agent training platform built for enterprise CX. It provides the critical assurance brands need to safely deploy customer-facing AI, giving them visibility, control, and the confidence to scale. By moving from reactive, production-only learning to proactive simulation and continuous evaluation and improvement, brands are able to deploy AI in line with strong governance practices and deliver meaningful business outcomes. Syntrix addresses these barriers by providing an evaluation environment where brands can rigorously test AI agents and train live agents against sophisticated synthetic customer personas and scenarios and measure adherence to brand policies before they ever interact with a real customer. Syntrix is the first platform of its kind to unify the evaluation of both digital and human workforces. AI agent evaluation: Brands can continuously stress-test AI agents and guardrails against diverse customer personas and edge-case scenarios. This vendor-neutral approach ensures that whether an AI agent is built on proprietary or third-party models, its performance is observable and more predictable. Live agent training for contact center and sales: Syntrix replaces slow, manual role-playing with scalable AI-powered synthetic customers and simulations. New hires can practice high-stakes, complex, or edge-case conversations with out-of-the-box or custom synthetic customers, receiving instant, automated feedback on empathy, accuracy, and brand compliance. Early estimates of Syntrix outcomes have demonstrated significant operational impact for enterprise brands. Accelerated AI readiness and deployment confidence: The ability to validate AI agent and live agent readiness to reduce risks and improve brand compliance continuously. Reduced operational costs: Reduce contact center agent new hire ramp time by up to 30% and save an average of $3,500 in onboarding costs per agent. Mitigated risk: Proactively identify and fix issues in a simulated environment, reducing the potential for drift and noncompliance. The launch of Syntrix marks the first phase of the new platform, with planned expansion that will add additional AI assurance and governance capabilities. Syntrix focuses on simulation and evaluation, and LivePerson plans to incorporate further capabilities, including advanced intelligence to automate analysis and prevention of CX failures.ナラティブの更新 • Feb 24LPSN: Higher Future P/E And Stable Fair Value Will Support Upside PotentialAnalysts have adjusted their price target on LivePerson to $8.00. The shift is framed around updated expectations for profit margins and a slightly higher future P/E assumption, while keeping fair value and the discount rate unchanged.ナラティブの更新 • Feb 10LPSN: Softer Margins And Higher P/E Will Still Support Future ProfitabilityAnalysts have reset their price targets for LivePerson, citing modest tweaks to the discount rate and future P/E assumptions, along with slightly softer profit margin expectations, as key drivers of the revised valuation in US$ terms. Valuation Changes Fair Value: Fair value per share is unchanged at US$8.0, indicating no adjustment to the headline valuation output.お知らせ • Jan 29LivePerson, Inc. Announces Committee Appointments, Effective January 22, 2026LivePerson, Inc. announced that on October 14, 2025 and November 7, 2025, the Board of Directors appointed Ryan L. Vardeman and Nathan “Tripp” Lane, respectively, as directors. On January 22, 2026, the Board appointed (i) Mr. Lane to serve on the Audit Committee and (ii) Mr. Vardeman to serve on the Compensation Committee.ナラティブの更新 • Jan 23LPSN: AI Testing Platform Will Support Future Profitability Despite Revenue DeclinesAnalysts have adjusted their price target on LivePerson to US$8.00 from US$8.00, reflecting updated assumptions around a modestly higher profit margin and a slightly lower future P/E multiple, while keeping fair value and the discount rate unchanged. What's in the News LivePerson issued earnings guidance for Q4 2025, expecting total revenue in a range of US$50.5 million to US$55.5 million, which the company described as a 31% to 24% year over year decline (Corporate guidance).分析記事 • Jan 16Little Excitement Around LivePerson, Inc.'s (NASDAQ:LPSN) Revenues As Shares Take 31% PoundingUnfortunately for some shareholders, the LivePerson, Inc. ( NASDAQ:LPSN ) share price has dived 31% in the last thirty...ナラティブの更新 • Jan 08LPSN: Reverse Split Will Support AI Compliance Rollout And Future ProfitabilityAnalysts have modestly adjusted their price target on LivePerson to reflect updated assumptions around profit margin and future P/E. The shift is framed as a refinement of valuation rather than a change in the overall fair value narrative.ナラティブの更新 • Dec 24LPSN: Reverse Split Will Drive Future Profitability And Share Price UpsideAnalysts have increased their price target on LivePerson from $8.00 to $8.50, citing modest improvements in projected profit margins and slightly more attractive forward valuation multiples, despite unchanged growth and risk assumptions. What's in the News Issued new earnings guidance for the fourth quarter of 2025, projecting revenue of $50.5 million to $55.5 million, representing a 31% to 24% year over year decline (corporate guidance).ナラティブの更新 • Dec 10LPSN: Reverse Split Will Support Future Profitability And Share Price UpsideAnalysts have modestly raised their price target on LivePerson to 8 dollars from 8 dollars, citing a slightly improved long term profit margin outlook and a marginally lower expected future earnings multiple, even as revenue growth expectations remain unchanged. What's in the News Issued 2025 guidance calling for fourth quarter revenue of 50.5 million dollars to 55.5 million dollars, implying a 31 percent to 24 percent year over year decline, and full year 2025 revenue of 235 million dollars to 240 million dollars, down 25 percent to 23 percent year over year (company guidance).ナラティブの更新 • Nov 26LPSN: Share Split And New AI Platform Will Drive Upside PotentialAnalysts have sharply lowered their fair value estimate for LivePerson from $18.75 to $8.00. They cite concerns around declining revenue growth and modestly reduced profit margin expectations.分析記事 • Nov 21LivePerson, Inc.'s (NASDAQ:LPSN) 27% Dip In Price Shows Sentiment Is Matching RevenuesUnfortunately for some shareholders, the LivePerson, Inc. ( NASDAQ:LPSN ) share price has dived 27% in the last thirty...Recent Insider Transactions • Nov 20CEO & Director recently sold US$158k worth of stockOn the 14th of November, John Sabino sold around 30k shares on-market at roughly US$5.26 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$281k. John has been a net seller over the last 12 months, reducing personal holdings by US$678k.お知らせ • Nov 17Nathan Tripp Lane Joins LivePerson Board of DirectorsLivePerson announced that Nathan "Tripp" Lane has been appointed to its Board of Directors. Mr. Lane is the founder of Delancey Cove LLC, where he routinely advises investors and corporations with a focus on strategic, operational, and business transformation. He has served in multiple operating roles and has extensive experience serving as a board director. Mr. Lane's recent board memberships include Mavenir Systems, a global telecom software company, Mobileum, a U.S. telecom software company, RetailNext, a U.S. retail software company, and Turvo, a U.S. logistics software company. He holds an MBA from The Wharton School at the University of Pennsylvania, a Master's in International Relations from the School of Advanced International Studies (SAIS), Johns Hopkins University, and a B.A. from Colgate University.Major Estimate Revision • Nov 17Consensus EPS estimates upgraded to US$1.39 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$10.65 to -US$1.39 per share. Revenue forecast steady at US$237.0m. Software industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$18.75 to US$15.25. Share price fell 2.9% to US$5.09 over the past week.分析記事 • Nov 13LivePerson, Inc. Beat Analyst Profit Forecasts, And Analysts Have New EstimatesIt's been a good week for LivePerson, Inc. ( NASDAQ:LPSN ) shareholders, because the company has just released its...Reported Earnings • Nov 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$1.22 (up from US$4.74 loss in 3Q 2024). Revenue: US$60.2m (down 19% from 3Q 2024). Net income: US$8.71m (up US$37.0m from 3Q 2024). Profit margin: 14% (up from net loss in 3Q 2024). Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is expected to decline by 19% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 15%.お知らせ • Nov 11LivePerson, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025LivePerson, Inc. provided earnings guidance for the fourth quarter and full year of 2025. For the fourth quarter of 2025, the company currently expects total revenue to range from $50.5 million - $55.5 million or (31)% to (24)% year over year. For the full year 2025, the company currently expects total revenue to range from $235 million - $240 million or (25)% to (23)% year over year.ナラティブの更新 • Nov 10LPSN: Rising Profit Margins And Stock Split Will Support Share Price MomentumAnalysts have maintained their price target for LivePerson at $18.75, citing improved profit margins and a slight increase in the discount rate as key factors supporting the updated outlook. What's in the News LivePerson launched Conversation Simulator, a testing and analysis platform designed to improve the safety and predictability of GenAI systems for customer interactions (Product-Related Announcements).お知らせ • Nov 06LivePerson Launches Conversation Simulator to De- Risk Generative AI and Accelerate AI AdoptionLivePerson announced the launch of Conversation Simulator, a risk-free testing and analysis environment that addresses the top barriers to GenAI adoption: accuracy, compliance and risk. As global brands rush to integrate GenAI into customer experiences, many face mounting challenges that stem from GenAI's unpredictability. LivePerson's new platform, Conversation Simulator, directly addresses the issue. Conversation Simulator is a vendor-agnostic solution that serves as the testing and governance tool for a brand's entire conversational ecosystem. It uses synthetic customers -- AI-powered personas that mimic real customer behaviors -- to surface risks, test performance, continuously monitor for LLM drift and ensure AI meets brand standards and compliance before launch. Conversation Simulator will address two of the biggest challenges in customer-facing AI uses: Making GenAI More Predictable and Safe: Stress-test AI agents, bots and knowledge sources against realistic, multi-turn conversations to detect hallucinations, policy risks or brand tone issues before going live. This will help brands to verify their GenAI systems are more compliant and prevent errors before they impact customers. Training Human Agents More Efficiently: Automate "on-the-job" role-plays using real-world scenarios to onboard and upskill human agents faster in their live workspace or agent system, which can continuously assess and cut training time from weeks to hours. Many enterprises stall their AI programs at pilot stage due to uncertainty about accuracy and compliance. LivePerson's platform replaces reactive monitoring with proactive assurance allowing organizations to: Validate GenAI models for correctness, safety and adherence to policy before launch. Accelerate AI onboarding and training by using synthetic data to model edge cases and high-risk scenarios. Continuously monitor AI and agent performance, ensuring compliance with evolving frameworks such as the EU AI Act and NIST AI RMF. Document audit-ready evidence of AI testing, performance and governance for internal and external stakeholders. The bottom line: Conversation Simulator gives enterprises a way to test, tune, and analyze AI before it ever reaches a customer. It turns AI deployment from a leap of faith into a repeatable, proven process.お知らせ • Oct 28LivePerson, Inc. to Report Q3, 2025 Results on Nov 10, 2025LivePerson, Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025ナラティブの更新 • Oct 27AI Partnership Expansion And Reverse Stock Split Will Reshape Shareholder OutlookLivePerson Analyst Price Target Updated with Slight Adjustments Analysts have maintained LivePerson's price target at $18.75 per share, reflecting unchanged expectations while incorporating modest updates to profit margin and future price-to-earnings assumptions. What's in the News Stockholders approved a reverse stock split at a ratio of 1-for-15, reducing the number of authorized common shares accordingly (Special Meeting, October 2, 2025).お知らせ • Oct 21LivePerson, Inc. Appoints Ryan Vardeman to Its Board of Directors, Effective October 20, 2025LivePerson, Inc. announced the appointment of Ryan Vardeman to its Board of Directors, as a Class III director of the Board, with a term expiring as of the Company’s 2027 Annual Meeting of Stockholders, effective October 20, 2025. Mr. Vardeman brings extensive experience in finance, corporate strategy, and investment management, with a particular focus on technology and software companies. Mr. Vardeman has served as a principal and co-founder of investment management firm Palogic Value Management, L.P. He has extensive operating, financial, strategic, and investment management experience with an emphasis on technology and software companies. Mr. Vardeman previously served on the board of directors of BSQUARE Corporation as Chair of the Board and the Compensation Committee, as well as the board of INTEVAC, Inc. Mr. Vardeman serves as a principal of Palogic Value Management, L.P., a Dallas, Texas based investment management company co-founded by Mr. Vardeman in January 2007. Mr. Vardeman has extensive corporate strategy, operating, financial and investment experience including capital structure analysis, with a focus on small-cap equities, and investing in a broad range of industries with an emphasis on technology and software companies. Mr. Vardeman previously served on the board of directors of BSQUARE Corporation from 2018 to 2023 (including serving as the Chairman of the board of directors, Chairman of the Compensation Committee, and a member of the Governance and Nominating Committee), and INTEVAC, Inc. from November 2024 to March 2025. Mr. Vardeman holds a B.S. in Electrical Engineering and Computer Science from Texas Tech University and an M.B.A. from the Owen Graduate School of Management at Vanderbilt University.New Risk • Oct 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Negative equity (-US$82m). Shareholders have been substantially diluted in the past year (69% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$73m net loss next year). Significant insider selling over the past 3 months (US$515k sold). Market cap is less than US$100m (US$65.9m market cap).ナラティブの更新 • Oct 13Google Cloud And Databricks Will Advance AI Adoption Amid RisksAnalysts have significantly raised their price target for LivePerson from $1.25 to approximately $18.75 per share, reflecting updated valuation insights and company performance metrics. What's in the News LivePerson announced a significant expansion of its partnership with Google Cloud to integrate advanced AI capabilities into the Connected Experience Platform.Recent Insider Transactions Derivative • Sep 25Insider notifies of intention to sell stockMonica Greenberg intends to sell 157k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of September. If the sale is conducted around the recent share price of US$0.64, it would amount to US$100k. Since March 2025, Monica's direct individual holding has increased from 126.81k shares to 140.52k. Company insiders have collectively sold US$708k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Sep 25Lacklustre Performance Is Driving LivePerson, Inc.'s (NASDAQ:LPSN) 41% Price DropLivePerson, Inc. ( NASDAQ:LPSN ) shareholders that were waiting for something to happen have been dealt a blow with a...Recent Insider Transactions • Sep 21CEO & Director recently sold US$66k worth of stockOn the 17th of September, John Sabino sold around 96k shares on-market at roughly US$0.69 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by US$520k.Recent Insider Transactions Derivative • Sep 18CEO & Director notifies of intention to sell stockJohn Sabino intends to sell 96k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of September. If the sale is conducted around the recent share price of US$0.69, it would amount to US$66k. For the year to December 2024, John's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, John's direct individual holding has increased from 597.80k shares to 691.00k. Company insiders have collectively sold US$642k more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Aug 26Price target increased by 14% to US$1.25Up from US$1.10, the current price target is an average from 2 analysts. New target price is 17% above last closing price of US$1.07. Stock is down 18% over the past year. The company is forecast to post a net loss per share of US$0.71 next year compared to a net loss per share of US$1.51 last year.ナラティブの更新 • Aug 15Google Cloud And Databricks Will Advance AI Adoption Amid RisksWith both Net Profit Margin and Future P/E remaining essentially flat, analyst sentiment on LivePerson's outlook has not shifted, resulting in an unchanged fair value estimate of $1.12. What's in the News LivePerson issued Q3 and full-year 2025 guidance, expecting a 21–26% year-over-year revenue decline with total revenue between $230 million–$240 million and 93% of revenue recurring.分析記事 • Aug 14LivePerson, Inc. (NASDAQ:LPSN) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a mediocre week for LivePerson, Inc. ( NASDAQ:LPSN ) shareholders, with the stock dropping 14% to US$1.01 in...Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.17 loss per share (down from US$0.47 profit in 2Q 2024). Revenue: US$59.6m (down 25% from 2Q 2024). Net loss: US$15.7m (down 138% from profit in 2Q 2024). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 13%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 59% per year, which means it is significantly lagging earnings.お知らせ • Aug 12LivePerson, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2025LivePerson, Inc. provided earnings guidance for the third quarter and full year 2025. For the quarter, the company currently expect total revenue to range from $56 million - $59 million or (25)% to (21)% year over year. They currently expect recurring revenue to represent 93% of total revenue. For the full year 2025, company currently expects total revenue to range from $230 million - $240 million or (26)% to (23)% year over year. In addition, they currently expect recurring revenue to represent 93% of total revenue.分析記事 • Aug 11There's No Escaping LivePerson, Inc.'s (NASDAQ:LPSN) Muted Revenues Despite A 33% Share Price RiseNasdaqGS:LPSN 1 Year Share Price vs Fair Value Explore LivePerson's Fair Values from the Community and select yours...Recent Insider Transactions • Aug 03CFO & COO recently sold US$23k worth of stockOn the 28th of July, John Collins sold around 22k shares on-market at roughly US$1.03 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$51k. John has been a net seller over the last 12 months, reducing personal holdings by US$317k.お知らせ • Jul 31LivePerson, Inc. to Report Q2, 2025 Results on Aug 11, 2025LivePerson, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025お知らせ • Jul 17Liveperson, Inc. Appoints Tony Zingale as Board of Directors, Effective July 17, 2025LivePerson announced the appointment of Tony Zingale to its Board of Directors, effective immediately. Mr. Zingale brings to LivePerson's Board decades of experience in leading and scaling high-growth enterprise software companies, with deep expertise in go-to-market strategies, product innovation, and operational excellence. Mr. Zingale is a seasoned board member, operating executive, investor, and advisor with over 40 years of experience in the technology industry. His extensive experience in enterprise software ranges from product development and market strategy to scaling global operations and driving shareholder value. He currently serves on the Boards of Directors for ON24 along with privately held companies Expressive, and Athos Therapeutics. Previously, he served as CEO and Executive Chairman of Jive Software, where he successfully led the company through its IPO and established it as a leader in enterprise collaboration. Prior to Jive, Mr. Zingale held leadership positions at several prominent technology companies, including President and CEO of Mercury Interactive, a business technology optimization company (acquired by Hewlett-Packard) and President and CEO of Clarify, a CRM company (acquired by Nortel Networks).Seeking Alpha • Jul 07LivePerson: Not Compelling Enough With Major Revenue Declines (Downgrade)Summary I'm rotating out of large-cap growth into value small-caps, but LivePerson is a clear sell due to deteriorating fundamentals. LivePerson faces major red flags: undifferentiated AI, double-digit revenue declines, shrinking backlog, and a heavy debt load with limited cash. Q1 results showed -25% revenue decline, weak net retention (80%), and minimal EBITDA, with management guiding for continued negative profitability. Despite a low valuation, LivePerson's steep declines, negative margins, and intense competition make it too risky — I'm steering clear and recommend others do the same. Read the full article on Seeking Alpha分析記事 • Jun 27LivePerson, Inc. (NASDAQ:LPSN) Stock Catapults 25% Though Its Price And Business Still Lag The IndustryThe LivePerson, Inc. ( NASDAQ:LPSN ) share price has done very well over the last month, posting an excellent gain of...Recent Insider Transactions • Jun 20CEO & Director recently sold US$51k worth of stockOn the 16th of June, John Sabino sold around 68k shares on-market at roughly US$0.75 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by US$454k.Recent Insider Transactions Derivative • Jun 18CEO & Director notifies of intention to sell stockJohn Sabino intends to sell 68k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of June. If the sale is conducted around the recent share price of US$0.75, it would amount to US$51k. For the year to December 2024, John's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, John has owned 597.80k shares directly. Company insiders have collectively sold US$827k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • May 23LivePerson, Inc., Annual General Meeting, Jun 25, 2025LivePerson, Inc., Annual General Meeting, Jun 25, 2025.Major Estimate Revision • May 14Consensus EPS estimates upgraded to US$0.91 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$247.9m to US$241.8m. 2025 losses expected to reduce from -US$1.08 to -US$0.912 per share. Software industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$0.93 unchanged from last update. Share price rose 2.5% to US$0.88 over the past week.Reported Earnings • May 10First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: US$0.15 loss per share (improved from US$0.41 loss in 1Q 2024). Revenue: US$64.7m (down 24% from 1Q 2024). Net loss: US$14.1m (loss narrowed 60% from 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 46%. Revenue is expected to decline by 11% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 12%.お知らせ • May 08Liveperson, Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Reaffirms Earnings Guidance for the Full Year 2025LivePerson, Inc. provides earnings guidance for the second quarter of 2025 and reaffirmed earnings guidance for the full year 2025. For the second quarter of 2025, company currently expect total revenue to range from $57 million- $60 million or 29% loss to 25% loss year over year. Company currently expect recurring revenue to represent 93% of total revenue. For the full year 2025, company currently expect total revenue to range from $240 million- $255 million or 23% loss to 18% loss year over year. In addition, company currently expect recurring revenue to represent 93% of total revenue.分析記事 • May 06LivePerson, Inc. (NASDAQ:LPSN) Surges 28% Yet Its Low P/S Is No Reason For ExcitementThose holding LivePerson, Inc. ( NASDAQ:LPSN ) shares would be relieved that the share price has rebounded 28% in the...お知らせ • May 06LivePerson Receives Written Notice from the Nasdaq Stock Market Regarding Minimum Bid Price RequirementOn May 1, 2025, LivePerson, Inc. received written notice from The Nasdaq Stock Market LLC that the closing bid price for the Company’s common stock has fallen below $1.00 per share for 30 consecutive business days, as a result of which the Company no longer complies with the minimum bid price requirement for continued listing of the Company’s common stock on the Nasdaq Global Select Market. Nasdaq Listing Rule 5450(a)(1) requires listed securities to maintain a minimum bid price of $1.00 per share (the “Minimum Bid Price Requirement”), and Nasdaq Listing Rule 5810(c)(3)(A) provides that a failure to meet the Minimum Bid Price Requirement exists if the deficiency continues for a period of 30 consecutive business days. The Notice has no immediate effect on the listing or trading of the Company’s common stock on the Nasdaq Global Select Market. In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company has 180 calendar days following the date of the Notice, or until October 28, 2025, in which to regain compliance with the Minimum Bid Price Requirement. To regain compliance, the closing bid price of the Company’s common stock must meet or exceed $1.00 per share for a minimum of 10 consecutive business days prior to October 28, 2025, unless the Nasdaq staff exercises its discretion to require the Company to meet the Minimum Bid Price Requirement for a longer period pursuant to Nasdaq Listing Rule 5810(c)(3)(H). If the Company does not regain compliance within the allotted grace period, including any extensions that may be granted by Nasdaq, Nasdaq will provide notice that the Company’s common stock will be subject to delisting. The Company would then be entitled to appeal Nasdaq’s delisting determination. The Company intends to actively monitor the closing bid price of its common stock, and will consider its options to regain compliance with the Minimum Bid Price Requirement. There can be no assurance that the Company will be able to regain compliance with the Minimum Bid Price Requirement or will otherwise be in compliance with other Nasdaq listing standards.お知らせ • Apr 24LivePerson, Inc. to Report Q1, 2025 Results on May 07, 2025LivePerson, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025新しいナラティブ • Apr 05AI Integration And Amazon Connect Channels Will Uplift Prospects Strategic transformations and new AI innovations are poised to elevate retention, boost bookings, and positively impact future revenue growth and net margins. Recent Insider Transactions • Mar 21CEO & Director recently sold US$403k worth of stockOn the 20th of March, John Sabino sold around 434k shares on-market at roughly US$0.93 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.Recent Insider Transactions Derivative • Mar 19CEO & Director notifies of intention to sell stockJohn Sabino intends to sell 111k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of March. If the sale is conducted around the recent share price of US$0.98, it would amount to US$109k. As of today, John currently holds no shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$462k more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Mar 12Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$256.5m to US$247.9m. Losses expected to increase from US$0.88 per share to US$1.08. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target of US$0.95 unchanged from last update. Share price fell 19% to US$0.85 over the past week.Reported Earnings • Mar 06Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$1.51 loss per share (further deteriorated from US$1.28 loss in FY 2023). Revenue: US$312.5m (down 22% from FY 2023). Net loss: US$134.3m (loss widened 34% from FY 2023). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is expected to decline by 14% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 12%.お知らせ • Mar 06LivePerson, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Full Year 2025LivePerson, Inc. provided earnings guidance for the first quarter of 2025 and full year 2025. For the quarter, the company expects total revenue to range from $63 million- $65 million or (26)% to (24)% year over year. For the full year 2025, the company expects total revenue to range from $240 million- $255 million or (23)% to (18)% year over year.分析記事 • Mar 04LivePerson, Inc. (NASDAQ:LPSN) Not Doing Enough For Some Investors As Its Shares Slump 28%The LivePerson, Inc. ( NASDAQ:LPSN ) share price has softened a substantial 28% over the previous 30 days, handing back...New Risk • Feb 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$104m net loss in 2 years). Share price has been volatile over the past 3 months (17% average weekly change). Market cap is less than US$100m (US$97.2m market cap).分析記事 • Feb 26Health Check: How Prudently Does LivePerson (NASDAQ:LPSN) Use Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Feb 20LivePerson, Inc. to Report Q4, 2024 Results on Mar 05, 2025LivePerson, Inc. announced that they will report Q4, 2024 results After-Market on Mar 05, 2025お知らせ • Jan 22Liveperson, Inc. Announces Board ChangesOn January 14, 2025, Mr. Bruce Hansen gave notice of his intention to resign from the Board of Directors of LivePerson, Inc., effective January 31, 2025. Mr. Hansen's resignation is for personal reasons and not as a result of any disagreement with the Company regarding any matter relating to the Company's operations, finances, policies or practices. Following the resignation of Mr. Hansen, the size of the Board is seven directors. Mr. James Miller, a current director and Chair of the Board's Nominating and Corporate Governance Committee, will become the Chair of the Board.Seeking Alpha • Jan 02LivePerson: Uncertain Path Forward As Company Shifts Focus To AI ChatbotsSummary LivePerson, Inc.'s stock has been volatile, recently jumping ~50% due to tax-loss harvesting but remains down ~60% over the past year. The company's new AI-powered platform, Spark, hasn't significantly boosted the stock, but its low valuation offers a potential rebound opportunity. Despite churn challenges, LivePerson's positive adjusted EBITDA and potential for revenue stabilization could drive a re-rating, making it a risky but intriguing contrarian bet. Still, be mindful of LPSN's declining revenue, reduction in adjusted EBITDA margins, and upcoming 2026 debt maturity. Read the full article on Seeking Alpha分析記事 • Dec 31LivePerson, Inc. (NASDAQ:LPSN) Stock Catapults 39% Though Its Price And Business Still Lag The IndustryLivePerson, Inc. ( NASDAQ:LPSN ) shareholders would be excited to see that the share price has had a great month...New Risk • Dec 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$104m net loss in 2 years). Shareholders have been diluted in the past year (12% increase in shares outstanding). Significant insider selling over the past 3 months (US$135k sold). Market cap is less than US$100m (US$87.0m market cap).お知らせ • Dec 18LivePerson Appoints Christopher Mina as Chief Technology & Product OfficerLivePerson announced that Christopher Mina will be joining the company as Chief Technology & Product Officer. In this role, Mina will set LivePerson's product vision and oversee the company's engineering and product operations to enhance customer experience and accelerate innovation. Mina comes to LivePerson from Vonage, where he guided product, business strategy, and execution for the Global Apps business, which included UCaaS, CCaaS, and Conversational AI. Before that, Mina was Head of Voice and VP of Product and Engineering at LivePerson where he led LivePerson's voice initiatives, including the acquisition of Tenfold, Voicebase, AI Foundation, and delivered Voice AI. Prior to that, he was Director of Engineering and Product at RingCentral.お知らせ • Dec 16Liveperson, Inc. Announces Board AppointmentsLivePerson, Inc. announce the appointment of two new board members, Dan Fletcher and Karin-Joyce (KJ) Tjon. Dan Fletcher brings over 17 years of experience in financial, strategic and operational transformations within the SaaS industry. He currently serves as Chief Financial Officer of SaaS provider Planful, and also serves as an Operating Principal at Vector Capital Management, L.P. Prior to Planful, Dan served as the CFO at MarkLogic. In addition to LivePerson, Dan serves on the board of Gappify.Karin-Joyce (K.J.) Tjon brings over 25 years of executive and board leadership experience within the broader technology and SaaS industries with a proven track record in business transformation, turnaround management and financial restructuring. She previously held senior roles such as CFO at Alorica, Inc. and President and COO at Scientific Games, Inc. In addition to LivePerson, K.J. serves on the boards of Solidion Technology, Inc. and Volcon, Inc.Following these appointments, LivePerson's Board now consists of eight directors, seven of whom are independent and six of whom have joined the Board in the past two years. These appointments were approved by shareholders at LivePerson's annual meeting.Recent Insider Transactions Derivative • Dec 12Board Chair notifies of intention to sell stockBruce Hansen intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of December. If the sale is conducted around the recent share price of US$0.85, it would amount to US$72k. Since September 2024, Bruce has owned 25.06k shares directly. Company insiders have collectively sold US$336k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Nov 28Alex Kroman Decides to Depart from LivePerson, Inc. as Chief Product & Technology Officer, Effective December 31, 2024On November 27, 2024, LivePerson, Inc. announced that its Chief Product & Technology Officer, Alex Kroman, has decided to depart from the Company, effective December 31, 2024. Until his departure, among his regular duties, Mr. Kroman will work with the Company's senior technology leadership to effect a seamless and orderly transition. The Company currently expects to identify and appoint a successor externally.Recent Insider Transactions • Nov 27CFO, COO recently sold US$111k worth of stockOn the 22nd of November, John Collins sold around 130k shares on-market at roughly US$0.85 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by US$330k.Recent Insider Transactions Derivative • Nov 24CFO, COO notifies of intention to sell stockJohn Collins intends to sell 130k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of November. If the sale is conducted around the recent share price of US$0.82, it would amount to US$107k. Since June 2024, John's direct individual holding has increased from 33.00k shares to 197.06k. Company insiders have collectively sold US$226k more than they bought, via options and on-market transactions in the last 12 months.Major Estimate Revision • Nov 15Consensus EPS estimates fall by 33%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.33 to -US$0.437 per share. Revenue forecast unchanged at US$307.6m. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target down from US$1.10 to US$0.96. Share price fell 33% to US$0.81 over the past week.分析記事 • Nov 13Why Investors Shouldn't Be Surprised By LivePerson, Inc.'s (NASDAQ:LPSN) 27% Share Price PlungeUnfortunately for some shareholders, the LivePerson, Inc. ( NASDAQ:LPSN ) share price has dived 27% in the last thirty...Reported Earnings • Nov 10Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: US$0.32 loss per share (improved from US$0.68 loss in 3Q 2023). Revenue: US$74.2m (down 27% from 3Q 2023). Net loss: US$28.3m (loss narrowed 47% from 3Q 2023). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 44%. Revenue is expected to decline by 9.1% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 12%.New Risk • Nov 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$80m net loss in 2 years). Share price has been volatile over the past 3 months (15% average weekly change). Shareholders have been diluted in the past year (14% increase in shares outstanding). Significant insider selling over the past 3 months (US$247k sold).お知らせ • Nov 08Liveperson, Inc. Provides Financial Guidance for the Fourth Quarter and Full Year of 2024LivePerson, Inc. provided financial guidance for the Fourth Quarter and full year of 2024. For the quarter, the company expects total revenue to range from $65.7 million to $70.7 million or 31% to 26% year over year. It expects B2B Core recurring revenue to represent 93% of total revenue. For the full year, the company expects total revenue to range from $305 million - $310 million or (23)% to (21)% year over year (excluding $7.2 million of Kasamba revenue generated in First Quarter 2023). In addition, they expect B2B Core recurring revenue to represent 92% of total revenue.お知らせ • Oct 25+ 1 more updateLivePerson, Inc., Annual General Meeting, Nov 04, 2024LivePerson, Inc., Annual General Meeting, Nov 04, 2024.お知らせ • Oct 24LivePerson, Inc. Announces Resignation of Yael Zheng as DirectorOn October 23, 2024, Yael Zheng informed the Board of LivePerson, Inc. her intent to voluntarily resign from her positions as a director of the Company and member of the Board’s Audit Committee and Compensation Committees, effective as of the date of the 2024 Annual Meeting. Ms. Zheng’s decision to resign as a director did not result from any disagreement with the Company on any matter relating to the Company’s operations, policies, and practices.お知らせ • Oct 15LivePerson Announces New Generative AI Capabilities to Supercharge Agent Experiences and Measure the RoI of Customer ConversationsLivePerson announced the launch of new and enhanced AI tools designed to accelerate agent productivity, increase customer satisfaction, and measure the ROI of AI-powered customer conversations. Set to debut on October 23, in the next installment of the company's signature Spark series, these innovative solutions transform the contact center by putting humans first. Ranging from a new agent command center unifying voice and messaging to enhanced analytics dashboards that unlock the full potential of conversation data, all of LivePerson's new and improved capabilities are based on decades of expertise working hand-in-hand with the world's top brands — and informed by billions of real customer interactions. The path to enterprise transformation starts in the contact center. Traditional voice-centered contact centers are ripe for optimization, marked by inefficiencies that can be addressed quickly through digital and AI solutions. Simultaneously, today's consumers have very high expectations and are easily frustrated by slow, siloed, and generic experiences. LivePerson's new AI tools give brands and their human agents greater control over reducing inefficiencies and providing better customer experiences: Agent Workspace for Voice: brands can now bring their existing voice providers into LivePerson's best-in-class Agent Workspace, creating a truly connected command center for customer conversations. With agents taking calls directly in the workspace, better outcomes include a consistent experience across channels, reduced complexity and training costs, and better workflows and experience for agents. Generative AI Copilot: LivePerson's agent-facing GenAI tools — including LLM-powered suggestions, rewrites, summaries, and translations — improve agents' experiences and help them deliver more efficient and personalized customer support. Enhanced analytics measure the ROI of generative AI-powered and omnichannel conversations. The contact center is where brands and consumers interact most frequently and directly, offering a goldmine of data that can improve every touchpoint going forward — even outside the contact center itself. Enhancements to LivePerson's suite of analytics tools provide a clear picture of performance in real time so brands can track and improve upon the ROI of customer conversations: New Copilot analytics: provide out-of-the-box reporting on GenAI agent tools, allowing brands to increase efficiency and customer experience. New Omnichannel analytics: turn both speech- and text-based conversations into rich, actionable data for analyzing customer journeys and coaching agents. Also at Spark, LivePerson customers will present how they use the company's solutions to deliver cutting-edge customer conversations: Signet Jewelers and Mr. Cooper Group: creating seamless sales and marketing experiences with innovative tools for agents. BECU and Frost Bank: supercharging agent experiences with generative AI.お知らせ • Oct 01LivePerson Launches Customer-Driven Community to Foster Contact Center Transformation and GrowthLivePerson announced the launch of the LivePerson Community, a new customer-driven destination that facilitates connection and growth across its global customer base. The community helps brands gain the maximum value from LivePerson's customer conversations platform and transform their contact centers into digital-first hubs for customer experience. The LivePerson Community will launch with a wealth of resources, including product documentation, use cases, and industry benchmarks. Customers will also have full access to LivePerson's Conversational Growth Paths, the company's contact center transformation blueprints for quick time-to-value and long-term success. As the go-to destination for learning and co-innovation, new resources will continually be added to the Community, including forums to exchange best practices and share product feedback. The company's existing Knowledge Center will ultimately be fully incorporated into the LivePerson Community, while its Developer Center will continue to be available for deeper, developer-focused knowledge. Key features of the LivePerson Community include: Self-Service Support: discussion forums and comprehensive product documentation help customers get the most out of LivePerson's platform. Learning and Growth: product roadmaps, best practices, and strategic resources (including LivePerson's Conversational Growth Paths and maturity models) help customers realize the ROI of AI and automation in digital-first conversations. Co-Innovation: coming soon, vertical-focused user groups and product enhancement voting will help customers actively shape the future of LivePerson's platform. This launch is expected to drive measurable business outcomes for LivePerson's customers as they optimize their contact center transformations and accelerate ROI with new use cases and strategies. The LivePerson Community's self-service tools and documentation also make the company's solutions more accessible to mid-market and SMB customers.Seeking Alpha • Sep 29Questions Over Debt, Shrinking Revenue Advise Caution On LivePersonSummary LivePerson offers AI-powered digital customer conversation solutions aimed at improving user experience, with their main product being the Conversational Cloud platform. Despite reporting its first net income, LivePerson faces significant medium-term debt concerns, particularly with convertible senior notes due in 2026. Declining revenue since 2022 and expected losses per share in the coming years raise concerns about the company's growth and profitability. Given the financial risks and competitive market, I recommend holding LivePerson stock, closely monitoring debt and revenue trends for future viability. Read the full article on Seeking AlphaRecent Insider Transactions • Sep 19CFO, COO recently sold US$89k worth of stockOn the 16th of September, John Collins sold around 85k shares on-market at roughly US$1.05 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$94k. John has been a net seller over the last 12 months, reducing personal holdings by US$221k.Recent Insider Transactions Derivative • Sep 18CFO, COO notifies of intention to sell stockJohn Collins intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of September. If the sale is conducted around the recent share price of US$1.05, it would amount to US$89k. Since December 2023, John's direct individual holding has increased from 28.85k shares to 119.26k. Company insiders have collectively sold US$113k more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Sep 18The Market Doesn't Like What It Sees From LivePerson, Inc.'s (NASDAQ:LPSN) Revenues Yet As Shares Tumble 25%LivePerson, Inc. ( NASDAQ:LPSN ) shares have retraced a considerable 25% in the last month, reversing a fair amount of...分析記事 • Sep 04Is LivePerson (NASDAQ:LPSN) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Recent Insider Transactions • Aug 16CFO, COO recently sold US$94k worth of stockOn the 12th of August, John Collins sold around 84k shares on-market at roughly US$1.12 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by US$132k.Recent Insider Transactions Derivative • Aug 14CFO, COO notifies of intention to sell stockJohn Collins intends to sell 84k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of August. If the sale is conducted around the recent share price of US$1.12, it would amount to US$94k. Since September 2023, John's direct individual holding has increased from 28.24k shares to 52.89k. Company insiders have collectively bought US$19k more than they sold, via options and on-market transactions, in the last 12 months.Major Estimate Revision • Aug 07Consensus EPS estimates upgraded to US$0.33 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.97 to -US$0.33 per share. Revenue forecast steady at US$307.2m. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target up from US$0.92 to US$0.98. Share price fell 2.1% to US$1.18 over the past week.お知らせ • Aug 03LivePerson, Inc. Provides Financial Guidance for the Third Quarter of 2024LivePerson, Inc. provided financial guidance for the third quarter of 2024. For the quarter, the company expects total revenue to range from $69 million to $73 million or 32% to 28% year over year. It expects B2B Core recurring revenue to represent 92% of total revenue.New Risk • Aug 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings are forecast to decline by an average of 2.5% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$86m net loss in 2 years). Shareholders have been diluted in the past year (16% increase in shares outstanding).財務状況分析短期負債: LPSNは マイナスの株主資本 を有しており、これは 短期資産 が 短期負債 をカバーしていないことよりも深刻な状況です。長期負債: LPSNは株主資本がマイナスであり、これは短期資産が 長期負債 をカバーしていないことよりも深刻な状況です。デット・ツー・エクイティの歴史と分析負債レベル: LPSNは 株主資本がマイナス となっており、これは高い負債レベルよりも深刻な状況です。負債の削減: LPSNの株主資本はマイナスなので、時間の経過とともに負債が減少したかどうかを確認する必要はありません。貸借対照表キャッシュ・ランウェイ分析過去に平均して赤字であった企業については、少なくとも1年間のキャッシュ・ランウェイがあるかどうかを評価する。安定したキャッシュランウェイ: LPSNは、現在の フリーキャッシュフロー に基づき、3 年以上にわたって十分な キャッシュランウェイ を有しています。キャッシュランウェイの予測: LPSNは、フリー キャッシュ フローが毎年2.3 % の歴史的成長率で成長し続ける場合、 2.6年間十分なキャッシュ ランウェイを有します。健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/05/27 03:34終値2026/05/27 00:00収益2026/03/31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LivePerson, Inc. 3 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。24 アナリスト機関Mark SchappelBenchmark CompanySamuel EnglandBerenbergBrett KnoblauchBerenberg21 その他のアナリストを表示
お知らせ • May 06LivePerson Receives Written Notice from the Nasdaq Stock Market Regarding Minimum Bid Price RequirementOn May 1, 2025, LivePerson, Inc. received written notice from The Nasdaq Stock Market LLC that the closing bid price for the Company’s common stock has fallen below $1.00 per share for 30 consecutive business days, as a result of which the Company no longer complies with the minimum bid price requirement for continued listing of the Company’s common stock on the Nasdaq Global Select Market. Nasdaq Listing Rule 5450(a)(1) requires listed securities to maintain a minimum bid price of $1.00 per share (the “Minimum Bid Price Requirement”), and Nasdaq Listing Rule 5810(c)(3)(A) provides that a failure to meet the Minimum Bid Price Requirement exists if the deficiency continues for a period of 30 consecutive business days. The Notice has no immediate effect on the listing or trading of the Company’s common stock on the Nasdaq Global Select Market. In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company has 180 calendar days following the date of the Notice, or until October 28, 2025, in which to regain compliance with the Minimum Bid Price Requirement. To regain compliance, the closing bid price of the Company’s common stock must meet or exceed $1.00 per share for a minimum of 10 consecutive business days prior to October 28, 2025, unless the Nasdaq staff exercises its discretion to require the Company to meet the Minimum Bid Price Requirement for a longer period pursuant to Nasdaq Listing Rule 5810(c)(3)(H). If the Company does not regain compliance within the allotted grace period, including any extensions that may be granted by Nasdaq, Nasdaq will provide notice that the Company’s common stock will be subject to delisting. The Company would then be entitled to appeal Nasdaq’s delisting determination. The Company intends to actively monitor the closing bid price of its common stock, and will consider its options to regain compliance with the Minimum Bid Price Requirement. There can be no assurance that the Company will be able to regain compliance with the Minimum Bid Price Requirement or will otherwise be in compliance with other Nasdaq listing standards.
分析記事 • Feb 26Health Check: How Prudently Does LivePerson (NASDAQ:LPSN) Use Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Sep 04Is LivePerson (NASDAQ:LPSN) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
New Risk • 3hNew minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$61k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$51m). Shareholders have been substantially diluted in the past year (95% increase in shares outstanding). Minor Risks Significant insider selling over the past 3 months (US$61k sold). Market cap is less than US$100m (US$25.7m market cap).
Reported Earnings • May 11First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: US$0.73 loss per share (improved from US$2.32 loss in 1Q 2025). Revenue: US$57.0m (down 12% from 1Q 2025). Net loss: US$8.83m (loss narrowed 38% from 1Q 2025). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 37%.
お知らせ • Apr 23SoundHound AI, Inc. (NasdaqGM:SOUN) entered into a definitive agreement to acquire LivePerson, Inc. (NasdaqGS:LPSN) for $45.2 million.SoundHound AI, Inc. (NasdaqGM:SOUN) entered into a definitive agreement to acquire LivePerson, Inc. (NasdaqGS:LPSN) for $45.2 million on April 21, 2026. As part of consideration, SoundHound AI, Inc. will issue common shares to the shareholders of LivePerson, Inc. SoundHound is acquiring LivePerson for an equity value of $43 million, representing approximately a 22% premium over the corresponding 30-day volume-weighted average value. At closing, SoundHound expects to receive $74 million of LivePerson’s cash balance prior to repayment of the 2026 Convertible Senior Notes. After taking into account significant discounts on LivePerson’s remaining debt, the transaction implies a total enterprise value of $250 million. At closing, SoundHound will retire the discounted debt with a mix of cash and equity, at SoundHound’s discretion. The combined company is expected to have a strong balance sheet with no debt. Upon completion, LivePerson, Inc. will operate as wholly owned subsidiary of SoundHound AI, Inc. In case of termination of transaction, LivePerson, Inc. will pay a termination fee of $5 million plus the Company’s transaction expenses which is capped at $3.75 million. The transaction is subject to approval of offer by shareholders of LivePerson, Inc., registration statement effectiveness(S-4 / F-4), listing / approval of new shares on stock exchange customary regulatory approvals and closing conditions. The deal has been unanimously approved by the board of directors of LivePerson, Inc. The transaction is expected to close in the second half of 2026. Luke Bergstrom, Max Schleusener and Lauren Lefcoe of Latham & Watkins LLP acted as legal advisor to SoundHound AI, Inc. Philip Richter, Mark Hayek and Adam Cohen of Fried, Frank, Harris, Shriver & Jacobson LLP acted as legal advisor to LivePerson, Inc. Barclays Capital Inc. acted as financial advisor to SoundHound AI, Inc. Lazard Freres & Co. LLC acted as financial advisor to LivePerson, Inc. Houlihan Lokey Capital, Inc. acted as fairness opinion provider and financial advisor to LivePerson, Inc.
New Risk • Mar 29New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$60k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Negative equity (-US$44m). Shareholders have been substantially diluted in the past year (98% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$68m net loss next year). Significant insider selling over the past 3 months (US$60k sold). Market cap is less than US$100m (US$31.3m market cap).
Major Estimate Revision • Mar 19Consensus EPS estimates upgraded to US$5.28 lossThe consensus outlook for fiscal year 2026 has been updated. 2026 losses forecast to reduce from -US$7.83 to -US$5.28 per share. Revenue forecast steady at US$200.3m. Software industry in the US expected to see average net income growth of 21% next year. Consensus price target down from US$8.00 to US$4.00. Share price fell 4.3% to US$2.65 over the past week.
Reported Earnings • Mar 13Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: US$8.57 loss per share (improved from US$22.70 loss in FY 2024). Revenue: US$243.7m (down 22% from FY 2024). Net loss: US$67.2m (loss narrowed 50% from FY 2024). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 70%.
お知らせ • Mar 13LivePerson, Inc. Provides Earnings Guidance for the First Quarter of 2026 and Full Year 2026LivePerson, Inc. provided earnings guidance for the first quarter of 2026 and full year 2026. For the first quarter of 2026, the company currently expect total revenue to range from $53 million to $55 million or (18)% to (15)% year over year. For the full year 2026, the company currently expect total revenue to range from $195 million to $207 million or (20)% to (15)% year over year.
ナラティブの更新 • Mar 11LPSN: Syntrix Launch And Stable Fair Value Will Support Upside PotentialAnalysts have kept their LivePerson fair value estimate steady at $8.00 per share, with only modest adjustments to projected profit margin and future P/E assumptions guiding this narrative update. What's in the News LivePerson launched Syntrix, a simulation and evaluation platform aimed at helping enterprises deploy customer-facing AI with greater confidence across AI agents and live agents (Key Developments).
お知らせ • Mar 05LivePerson, Inc. to Report Q4, 2025 Results on Mar 12, 2026LivePerson, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Mar 12, 2026
お知らせ • Mar 03LivePerson Launches Syntrix As The First AI Agent Evaluation And Live Agent Training Platform For Enterprise CXLivePerson announced the launch of Syntrix, a simulation and evaluation platform designed to help enterprises deploy customer-facing AI with confidence and unlock AI value across customer interactions with AI agents and live agents. Syntrix launches as an AI agent evaluation and live agent training platform built for enterprise CX. It provides the critical assurance brands need to safely deploy customer-facing AI, giving them visibility, control, and the confidence to scale. By moving from reactive, production-only learning to proactive simulation and continuous evaluation and improvement, brands are able to deploy AI in line with strong governance practices and deliver meaningful business outcomes. Syntrix addresses these barriers by providing an evaluation environment where brands can rigorously test AI agents and train live agents against sophisticated synthetic customer personas and scenarios and measure adherence to brand policies before they ever interact with a real customer. Syntrix is the first platform of its kind to unify the evaluation of both digital and human workforces. AI agent evaluation: Brands can continuously stress-test AI agents and guardrails against diverse customer personas and edge-case scenarios. This vendor-neutral approach ensures that whether an AI agent is built on proprietary or third-party models, its performance is observable and more predictable. Live agent training for contact center and sales: Syntrix replaces slow, manual role-playing with scalable AI-powered synthetic customers and simulations. New hires can practice high-stakes, complex, or edge-case conversations with out-of-the-box or custom synthetic customers, receiving instant, automated feedback on empathy, accuracy, and brand compliance. Early estimates of Syntrix outcomes have demonstrated significant operational impact for enterprise brands. Accelerated AI readiness and deployment confidence: The ability to validate AI agent and live agent readiness to reduce risks and improve brand compliance continuously. Reduced operational costs: Reduce contact center agent new hire ramp time by up to 30% and save an average of $3,500 in onboarding costs per agent. Mitigated risk: Proactively identify and fix issues in a simulated environment, reducing the potential for drift and noncompliance. The launch of Syntrix marks the first phase of the new platform, with planned expansion that will add additional AI assurance and governance capabilities. Syntrix focuses on simulation and evaluation, and LivePerson plans to incorporate further capabilities, including advanced intelligence to automate analysis and prevention of CX failures.
ナラティブの更新 • Feb 24LPSN: Higher Future P/E And Stable Fair Value Will Support Upside PotentialAnalysts have adjusted their price target on LivePerson to $8.00. The shift is framed around updated expectations for profit margins and a slightly higher future P/E assumption, while keeping fair value and the discount rate unchanged.
ナラティブの更新 • Feb 10LPSN: Softer Margins And Higher P/E Will Still Support Future ProfitabilityAnalysts have reset their price targets for LivePerson, citing modest tweaks to the discount rate and future P/E assumptions, along with slightly softer profit margin expectations, as key drivers of the revised valuation in US$ terms. Valuation Changes Fair Value: Fair value per share is unchanged at US$8.0, indicating no adjustment to the headline valuation output.
お知らせ • Jan 29LivePerson, Inc. Announces Committee Appointments, Effective January 22, 2026LivePerson, Inc. announced that on October 14, 2025 and November 7, 2025, the Board of Directors appointed Ryan L. Vardeman and Nathan “Tripp” Lane, respectively, as directors. On January 22, 2026, the Board appointed (i) Mr. Lane to serve on the Audit Committee and (ii) Mr. Vardeman to serve on the Compensation Committee.
ナラティブの更新 • Jan 23LPSN: AI Testing Platform Will Support Future Profitability Despite Revenue DeclinesAnalysts have adjusted their price target on LivePerson to US$8.00 from US$8.00, reflecting updated assumptions around a modestly higher profit margin and a slightly lower future P/E multiple, while keeping fair value and the discount rate unchanged. What's in the News LivePerson issued earnings guidance for Q4 2025, expecting total revenue in a range of US$50.5 million to US$55.5 million, which the company described as a 31% to 24% year over year decline (Corporate guidance).
分析記事 • Jan 16Little Excitement Around LivePerson, Inc.'s (NASDAQ:LPSN) Revenues As Shares Take 31% PoundingUnfortunately for some shareholders, the LivePerson, Inc. ( NASDAQ:LPSN ) share price has dived 31% in the last thirty...
ナラティブの更新 • Jan 08LPSN: Reverse Split Will Support AI Compliance Rollout And Future ProfitabilityAnalysts have modestly adjusted their price target on LivePerson to reflect updated assumptions around profit margin and future P/E. The shift is framed as a refinement of valuation rather than a change in the overall fair value narrative.
ナラティブの更新 • Dec 24LPSN: Reverse Split Will Drive Future Profitability And Share Price UpsideAnalysts have increased their price target on LivePerson from $8.00 to $8.50, citing modest improvements in projected profit margins and slightly more attractive forward valuation multiples, despite unchanged growth and risk assumptions. What's in the News Issued new earnings guidance for the fourth quarter of 2025, projecting revenue of $50.5 million to $55.5 million, representing a 31% to 24% year over year decline (corporate guidance).
ナラティブの更新 • Dec 10LPSN: Reverse Split Will Support Future Profitability And Share Price UpsideAnalysts have modestly raised their price target on LivePerson to 8 dollars from 8 dollars, citing a slightly improved long term profit margin outlook and a marginally lower expected future earnings multiple, even as revenue growth expectations remain unchanged. What's in the News Issued 2025 guidance calling for fourth quarter revenue of 50.5 million dollars to 55.5 million dollars, implying a 31 percent to 24 percent year over year decline, and full year 2025 revenue of 235 million dollars to 240 million dollars, down 25 percent to 23 percent year over year (company guidance).
ナラティブの更新 • Nov 26LPSN: Share Split And New AI Platform Will Drive Upside PotentialAnalysts have sharply lowered their fair value estimate for LivePerson from $18.75 to $8.00. They cite concerns around declining revenue growth and modestly reduced profit margin expectations.
分析記事 • Nov 21LivePerson, Inc.'s (NASDAQ:LPSN) 27% Dip In Price Shows Sentiment Is Matching RevenuesUnfortunately for some shareholders, the LivePerson, Inc. ( NASDAQ:LPSN ) share price has dived 27% in the last thirty...
Recent Insider Transactions • Nov 20CEO & Director recently sold US$158k worth of stockOn the 14th of November, John Sabino sold around 30k shares on-market at roughly US$5.26 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$281k. John has been a net seller over the last 12 months, reducing personal holdings by US$678k.
お知らせ • Nov 17Nathan Tripp Lane Joins LivePerson Board of DirectorsLivePerson announced that Nathan "Tripp" Lane has been appointed to its Board of Directors. Mr. Lane is the founder of Delancey Cove LLC, where he routinely advises investors and corporations with a focus on strategic, operational, and business transformation. He has served in multiple operating roles and has extensive experience serving as a board director. Mr. Lane's recent board memberships include Mavenir Systems, a global telecom software company, Mobileum, a U.S. telecom software company, RetailNext, a U.S. retail software company, and Turvo, a U.S. logistics software company. He holds an MBA from The Wharton School at the University of Pennsylvania, a Master's in International Relations from the School of Advanced International Studies (SAIS), Johns Hopkins University, and a B.A. from Colgate University.
Major Estimate Revision • Nov 17Consensus EPS estimates upgraded to US$1.39 lossThe consensus outlook for fiscal year 2025 has been updated. 2025 losses forecast to reduce from -US$10.65 to -US$1.39 per share. Revenue forecast steady at US$237.0m. Software industry in the US expected to see average net income growth of 22% next year. Consensus price target down from US$18.75 to US$15.25. Share price fell 2.9% to US$5.09 over the past week.
分析記事 • Nov 13LivePerson, Inc. Beat Analyst Profit Forecasts, And Analysts Have New EstimatesIt's been a good week for LivePerson, Inc. ( NASDAQ:LPSN ) shareholders, because the company has just released its...
Reported Earnings • Nov 12Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$1.22 (up from US$4.74 loss in 3Q 2024). Revenue: US$60.2m (down 19% from 3Q 2024). Net income: US$8.71m (up US$37.0m from 3Q 2024). Profit margin: 14% (up from net loss in 3Q 2024). Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is expected to decline by 19% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 15%.
お知らせ • Nov 11LivePerson, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2025LivePerson, Inc. provided earnings guidance for the fourth quarter and full year of 2025. For the fourth quarter of 2025, the company currently expects total revenue to range from $50.5 million - $55.5 million or (31)% to (24)% year over year. For the full year 2025, the company currently expects total revenue to range from $235 million - $240 million or (25)% to (23)% year over year.
ナラティブの更新 • Nov 10LPSN: Rising Profit Margins And Stock Split Will Support Share Price MomentumAnalysts have maintained their price target for LivePerson at $18.75, citing improved profit margins and a slight increase in the discount rate as key factors supporting the updated outlook. What's in the News LivePerson launched Conversation Simulator, a testing and analysis platform designed to improve the safety and predictability of GenAI systems for customer interactions (Product-Related Announcements).
お知らせ • Nov 06LivePerson Launches Conversation Simulator to De- Risk Generative AI and Accelerate AI AdoptionLivePerson announced the launch of Conversation Simulator, a risk-free testing and analysis environment that addresses the top barriers to GenAI adoption: accuracy, compliance and risk. As global brands rush to integrate GenAI into customer experiences, many face mounting challenges that stem from GenAI's unpredictability. LivePerson's new platform, Conversation Simulator, directly addresses the issue. Conversation Simulator is a vendor-agnostic solution that serves as the testing and governance tool for a brand's entire conversational ecosystem. It uses synthetic customers -- AI-powered personas that mimic real customer behaviors -- to surface risks, test performance, continuously monitor for LLM drift and ensure AI meets brand standards and compliance before launch. Conversation Simulator will address two of the biggest challenges in customer-facing AI uses: Making GenAI More Predictable and Safe: Stress-test AI agents, bots and knowledge sources against realistic, multi-turn conversations to detect hallucinations, policy risks or brand tone issues before going live. This will help brands to verify their GenAI systems are more compliant and prevent errors before they impact customers. Training Human Agents More Efficiently: Automate "on-the-job" role-plays using real-world scenarios to onboard and upskill human agents faster in their live workspace or agent system, which can continuously assess and cut training time from weeks to hours. Many enterprises stall their AI programs at pilot stage due to uncertainty about accuracy and compliance. LivePerson's platform replaces reactive monitoring with proactive assurance allowing organizations to: Validate GenAI models for correctness, safety and adherence to policy before launch. Accelerate AI onboarding and training by using synthetic data to model edge cases and high-risk scenarios. Continuously monitor AI and agent performance, ensuring compliance with evolving frameworks such as the EU AI Act and NIST AI RMF. Document audit-ready evidence of AI testing, performance and governance for internal and external stakeholders. The bottom line: Conversation Simulator gives enterprises a way to test, tune, and analyze AI before it ever reaches a customer. It turns AI deployment from a leap of faith into a repeatable, proven process.
お知らせ • Oct 28LivePerson, Inc. to Report Q3, 2025 Results on Nov 10, 2025LivePerson, Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025
ナラティブの更新 • Oct 27AI Partnership Expansion And Reverse Stock Split Will Reshape Shareholder OutlookLivePerson Analyst Price Target Updated with Slight Adjustments Analysts have maintained LivePerson's price target at $18.75 per share, reflecting unchanged expectations while incorporating modest updates to profit margin and future price-to-earnings assumptions. What's in the News Stockholders approved a reverse stock split at a ratio of 1-for-15, reducing the number of authorized common shares accordingly (Special Meeting, October 2, 2025).
お知らせ • Oct 21LivePerson, Inc. Appoints Ryan Vardeman to Its Board of Directors, Effective October 20, 2025LivePerson, Inc. announced the appointment of Ryan Vardeman to its Board of Directors, as a Class III director of the Board, with a term expiring as of the Company’s 2027 Annual Meeting of Stockholders, effective October 20, 2025. Mr. Vardeman brings extensive experience in finance, corporate strategy, and investment management, with a particular focus on technology and software companies. Mr. Vardeman has served as a principal and co-founder of investment management firm Palogic Value Management, L.P. He has extensive operating, financial, strategic, and investment management experience with an emphasis on technology and software companies. Mr. Vardeman previously served on the board of directors of BSQUARE Corporation as Chair of the Board and the Compensation Committee, as well as the board of INTEVAC, Inc. Mr. Vardeman serves as a principal of Palogic Value Management, L.P., a Dallas, Texas based investment management company co-founded by Mr. Vardeman in January 2007. Mr. Vardeman has extensive corporate strategy, operating, financial and investment experience including capital structure analysis, with a focus on small-cap equities, and investing in a broad range of industries with an emphasis on technology and software companies. Mr. Vardeman previously served on the board of directors of BSQUARE Corporation from 2018 to 2023 (including serving as the Chairman of the board of directors, Chairman of the Compensation Committee, and a member of the Governance and Nominating Committee), and INTEVAC, Inc. from November 2024 to March 2025. Mr. Vardeman holds a B.S. in Electrical Engineering and Computer Science from Texas Tech University and an M.B.A. from the Owen Graduate School of Management at Vanderbilt University.
New Risk • Oct 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Negative equity (-US$82m). Shareholders have been substantially diluted in the past year (69% increase in shares outstanding). Minor Risks Currently unprofitable and not forecast to become profitable next year (US$73m net loss next year). Significant insider selling over the past 3 months (US$515k sold). Market cap is less than US$100m (US$65.9m market cap).
ナラティブの更新 • Oct 13Google Cloud And Databricks Will Advance AI Adoption Amid RisksAnalysts have significantly raised their price target for LivePerson from $1.25 to approximately $18.75 per share, reflecting updated valuation insights and company performance metrics. What's in the News LivePerson announced a significant expansion of its partnership with Google Cloud to integrate advanced AI capabilities into the Connected Experience Platform.
Recent Insider Transactions Derivative • Sep 25Insider notifies of intention to sell stockMonica Greenberg intends to sell 157k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of September. If the sale is conducted around the recent share price of US$0.64, it would amount to US$100k. Since March 2025, Monica's direct individual holding has increased from 126.81k shares to 140.52k. Company insiders have collectively sold US$708k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Sep 25Lacklustre Performance Is Driving LivePerson, Inc.'s (NASDAQ:LPSN) 41% Price DropLivePerson, Inc. ( NASDAQ:LPSN ) shareholders that were waiting for something to happen have been dealt a blow with a...
Recent Insider Transactions • Sep 21CEO & Director recently sold US$66k worth of stockOn the 17th of September, John Sabino sold around 96k shares on-market at roughly US$0.69 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by US$520k.
Recent Insider Transactions Derivative • Sep 18CEO & Director notifies of intention to sell stockJohn Sabino intends to sell 96k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of September. If the sale is conducted around the recent share price of US$0.69, it would amount to US$66k. For the year to December 2024, John's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, John's direct individual holding has increased from 597.80k shares to 691.00k. Company insiders have collectively sold US$642k more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Aug 26Price target increased by 14% to US$1.25Up from US$1.10, the current price target is an average from 2 analysts. New target price is 17% above last closing price of US$1.07. Stock is down 18% over the past year. The company is forecast to post a net loss per share of US$0.71 next year compared to a net loss per share of US$1.51 last year.
ナラティブの更新 • Aug 15Google Cloud And Databricks Will Advance AI Adoption Amid RisksWith both Net Profit Margin and Future P/E remaining essentially flat, analyst sentiment on LivePerson's outlook has not shifted, resulting in an unchanged fair value estimate of $1.12. What's in the News LivePerson issued Q3 and full-year 2025 guidance, expecting a 21–26% year-over-year revenue decline with total revenue between $230 million–$240 million and 93% of revenue recurring.
分析記事 • Aug 14LivePerson, Inc. (NASDAQ:LPSN) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearIt's been a mediocre week for LivePerson, Inc. ( NASDAQ:LPSN ) shareholders, with the stock dropping 14% to US$1.01 in...
Reported Earnings • Aug 12Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: US$0.17 loss per share (down from US$0.47 profit in 2Q 2024). Revenue: US$59.6m (down 25% from 2Q 2024). Net loss: US$15.7m (down 138% from profit in 2Q 2024). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 38%. Revenue is expected to decline by 13% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 13%. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 59% per year, which means it is significantly lagging earnings.
お知らせ • Aug 12LivePerson, Inc. Provides Earnings Guidance for the Third Quarter and Full Year 2025LivePerson, Inc. provided earnings guidance for the third quarter and full year 2025. For the quarter, the company currently expect total revenue to range from $56 million - $59 million or (25)% to (21)% year over year. They currently expect recurring revenue to represent 93% of total revenue. For the full year 2025, company currently expects total revenue to range from $230 million - $240 million or (26)% to (23)% year over year. In addition, they currently expect recurring revenue to represent 93% of total revenue.
分析記事 • Aug 11There's No Escaping LivePerson, Inc.'s (NASDAQ:LPSN) Muted Revenues Despite A 33% Share Price RiseNasdaqGS:LPSN 1 Year Share Price vs Fair Value Explore LivePerson's Fair Values from the Community and select yours...
Recent Insider Transactions • Aug 03CFO & COO recently sold US$23k worth of stockOn the 28th of July, John Collins sold around 22k shares on-market at roughly US$1.03 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$51k. John has been a net seller over the last 12 months, reducing personal holdings by US$317k.
お知らせ • Jul 31LivePerson, Inc. to Report Q2, 2025 Results on Aug 11, 2025LivePerson, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
お知らせ • Jul 17Liveperson, Inc. Appoints Tony Zingale as Board of Directors, Effective July 17, 2025LivePerson announced the appointment of Tony Zingale to its Board of Directors, effective immediately. Mr. Zingale brings to LivePerson's Board decades of experience in leading and scaling high-growth enterprise software companies, with deep expertise in go-to-market strategies, product innovation, and operational excellence. Mr. Zingale is a seasoned board member, operating executive, investor, and advisor with over 40 years of experience in the technology industry. His extensive experience in enterprise software ranges from product development and market strategy to scaling global operations and driving shareholder value. He currently serves on the Boards of Directors for ON24 along with privately held companies Expressive, and Athos Therapeutics. Previously, he served as CEO and Executive Chairman of Jive Software, where he successfully led the company through its IPO and established it as a leader in enterprise collaboration. Prior to Jive, Mr. Zingale held leadership positions at several prominent technology companies, including President and CEO of Mercury Interactive, a business technology optimization company (acquired by Hewlett-Packard) and President and CEO of Clarify, a CRM company (acquired by Nortel Networks).
Seeking Alpha • Jul 07LivePerson: Not Compelling Enough With Major Revenue Declines (Downgrade)Summary I'm rotating out of large-cap growth into value small-caps, but LivePerson is a clear sell due to deteriorating fundamentals. LivePerson faces major red flags: undifferentiated AI, double-digit revenue declines, shrinking backlog, and a heavy debt load with limited cash. Q1 results showed -25% revenue decline, weak net retention (80%), and minimal EBITDA, with management guiding for continued negative profitability. Despite a low valuation, LivePerson's steep declines, negative margins, and intense competition make it too risky — I'm steering clear and recommend others do the same. Read the full article on Seeking Alpha
分析記事 • Jun 27LivePerson, Inc. (NASDAQ:LPSN) Stock Catapults 25% Though Its Price And Business Still Lag The IndustryThe LivePerson, Inc. ( NASDAQ:LPSN ) share price has done very well over the last month, posting an excellent gain of...
Recent Insider Transactions • Jun 20CEO & Director recently sold US$51k worth of stockOn the 16th of June, John Sabino sold around 68k shares on-market at roughly US$0.75 per share. This transaction amounted to 9.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by US$454k.
Recent Insider Transactions Derivative • Jun 18CEO & Director notifies of intention to sell stockJohn Sabino intends to sell 68k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of June. If the sale is conducted around the recent share price of US$0.75, it would amount to US$51k. For the year to December 2024, John's total compensation was 12% salary and 88% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, John has owned 597.80k shares directly. Company insiders have collectively sold US$827k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • May 23LivePerson, Inc., Annual General Meeting, Jun 25, 2025LivePerson, Inc., Annual General Meeting, Jun 25, 2025.
Major Estimate Revision • May 14Consensus EPS estimates upgraded to US$0.91 loss, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$247.9m to US$241.8m. 2025 losses expected to reduce from -US$1.08 to -US$0.912 per share. Software industry in the US expected to see average net income growth of 16% next year. Consensus price target of US$0.93 unchanged from last update. Share price rose 2.5% to US$0.88 over the past week.
Reported Earnings • May 10First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: US$0.15 loss per share (improved from US$0.41 loss in 1Q 2024). Revenue: US$64.7m (down 24% from 1Q 2024). Net loss: US$14.1m (loss narrowed 60% from 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 46%. Revenue is expected to decline by 11% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 12%.
お知らせ • May 08Liveperson, Inc. Provides Earnings Guidance for the Second Quarter of 2025 and Reaffirms Earnings Guidance for the Full Year 2025LivePerson, Inc. provides earnings guidance for the second quarter of 2025 and reaffirmed earnings guidance for the full year 2025. For the second quarter of 2025, company currently expect total revenue to range from $57 million- $60 million or 29% loss to 25% loss year over year. Company currently expect recurring revenue to represent 93% of total revenue. For the full year 2025, company currently expect total revenue to range from $240 million- $255 million or 23% loss to 18% loss year over year. In addition, company currently expect recurring revenue to represent 93% of total revenue.
分析記事 • May 06LivePerson, Inc. (NASDAQ:LPSN) Surges 28% Yet Its Low P/S Is No Reason For ExcitementThose holding LivePerson, Inc. ( NASDAQ:LPSN ) shares would be relieved that the share price has rebounded 28% in the...
お知らせ • May 06LivePerson Receives Written Notice from the Nasdaq Stock Market Regarding Minimum Bid Price RequirementOn May 1, 2025, LivePerson, Inc. received written notice from The Nasdaq Stock Market LLC that the closing bid price for the Company’s common stock has fallen below $1.00 per share for 30 consecutive business days, as a result of which the Company no longer complies with the minimum bid price requirement for continued listing of the Company’s common stock on the Nasdaq Global Select Market. Nasdaq Listing Rule 5450(a)(1) requires listed securities to maintain a minimum bid price of $1.00 per share (the “Minimum Bid Price Requirement”), and Nasdaq Listing Rule 5810(c)(3)(A) provides that a failure to meet the Minimum Bid Price Requirement exists if the deficiency continues for a period of 30 consecutive business days. The Notice has no immediate effect on the listing or trading of the Company’s common stock on the Nasdaq Global Select Market. In accordance with Nasdaq Listing Rule 5810(c)(3)(A), the Company has 180 calendar days following the date of the Notice, or until October 28, 2025, in which to regain compliance with the Minimum Bid Price Requirement. To regain compliance, the closing bid price of the Company’s common stock must meet or exceed $1.00 per share for a minimum of 10 consecutive business days prior to October 28, 2025, unless the Nasdaq staff exercises its discretion to require the Company to meet the Minimum Bid Price Requirement for a longer period pursuant to Nasdaq Listing Rule 5810(c)(3)(H). If the Company does not regain compliance within the allotted grace period, including any extensions that may be granted by Nasdaq, Nasdaq will provide notice that the Company’s common stock will be subject to delisting. The Company would then be entitled to appeal Nasdaq’s delisting determination. The Company intends to actively monitor the closing bid price of its common stock, and will consider its options to regain compliance with the Minimum Bid Price Requirement. There can be no assurance that the Company will be able to regain compliance with the Minimum Bid Price Requirement or will otherwise be in compliance with other Nasdaq listing standards.
お知らせ • Apr 24LivePerson, Inc. to Report Q1, 2025 Results on May 07, 2025LivePerson, Inc. announced that they will report Q1, 2025 results After-Market on May 07, 2025
新しいナラティブ • Apr 05AI Integration And Amazon Connect Channels Will Uplift Prospects Strategic transformations and new AI innovations are poised to elevate retention, boost bookings, and positively impact future revenue growth and net margins.
Recent Insider Transactions • Mar 21CEO & Director recently sold US$403k worth of stockOn the 20th of March, John Sabino sold around 434k shares on-market at roughly US$0.93 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was John's only on-market trade for the last 12 months.
Recent Insider Transactions Derivative • Mar 19CEO & Director notifies of intention to sell stockJohn Sabino intends to sell 111k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of March. If the sale is conducted around the recent share price of US$0.98, it would amount to US$109k. As of today, John currently holds no shares directly (This sale likely refers to shares that have not yet been received). Company insiders have collectively sold US$462k more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Mar 12Consensus EPS estimates fall by 23%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$256.5m to US$247.9m. Losses expected to increase from US$0.88 per share to US$1.08. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target of US$0.95 unchanged from last update. Share price fell 19% to US$0.85 over the past week.
Reported Earnings • Mar 06Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: US$1.51 loss per share (further deteriorated from US$1.28 loss in FY 2023). Revenue: US$312.5m (down 22% from FY 2023). Net loss: US$134.3m (loss widened 34% from FY 2023). Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is expected to decline by 14% p.a. on average during the next 2 years, while revenues in the Software industry in the US are expected to grow by 12%.
お知らせ • Mar 06LivePerson, Inc. Provides Earnings Guidance for the First Quarter of 2025 and Full Year 2025LivePerson, Inc. provided earnings guidance for the first quarter of 2025 and full year 2025. For the quarter, the company expects total revenue to range from $63 million- $65 million or (26)% to (24)% year over year. For the full year 2025, the company expects total revenue to range from $240 million- $255 million or (23)% to (18)% year over year.
分析記事 • Mar 04LivePerson, Inc. (NASDAQ:LPSN) Not Doing Enough For Some Investors As Its Shares Slump 28%The LivePerson, Inc. ( NASDAQ:LPSN ) share price has softened a substantial 28% over the previous 30 days, handing back...
New Risk • Feb 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$97.2m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$104m net loss in 2 years). Share price has been volatile over the past 3 months (17% average weekly change). Market cap is less than US$100m (US$97.2m market cap).
分析記事 • Feb 26Health Check: How Prudently Does LivePerson (NASDAQ:LPSN) Use Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Feb 20LivePerson, Inc. to Report Q4, 2024 Results on Mar 05, 2025LivePerson, Inc. announced that they will report Q4, 2024 results After-Market on Mar 05, 2025
お知らせ • Jan 22Liveperson, Inc. Announces Board ChangesOn January 14, 2025, Mr. Bruce Hansen gave notice of his intention to resign from the Board of Directors of LivePerson, Inc., effective January 31, 2025. Mr. Hansen's resignation is for personal reasons and not as a result of any disagreement with the Company regarding any matter relating to the Company's operations, finances, policies or practices. Following the resignation of Mr. Hansen, the size of the Board is seven directors. Mr. James Miller, a current director and Chair of the Board's Nominating and Corporate Governance Committee, will become the Chair of the Board.
Seeking Alpha • Jan 02LivePerson: Uncertain Path Forward As Company Shifts Focus To AI ChatbotsSummary LivePerson, Inc.'s stock has been volatile, recently jumping ~50% due to tax-loss harvesting but remains down ~60% over the past year. The company's new AI-powered platform, Spark, hasn't significantly boosted the stock, but its low valuation offers a potential rebound opportunity. Despite churn challenges, LivePerson's positive adjusted EBITDA and potential for revenue stabilization could drive a re-rating, making it a risky but intriguing contrarian bet. Still, be mindful of LPSN's declining revenue, reduction in adjusted EBITDA margins, and upcoming 2026 debt maturity. Read the full article on Seeking Alpha
分析記事 • Dec 31LivePerson, Inc. (NASDAQ:LPSN) Stock Catapults 39% Though Its Price And Business Still Lag The IndustryLivePerson, Inc. ( NASDAQ:LPSN ) shareholders would be excited to see that the share price has had a great month...
New Risk • Dec 31New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 18% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (18% average weekly change). Earnings are forecast to decline by an average of 34% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$104m net loss in 2 years). Shareholders have been diluted in the past year (12% increase in shares outstanding). Significant insider selling over the past 3 months (US$135k sold). Market cap is less than US$100m (US$87.0m market cap).
お知らせ • Dec 18LivePerson Appoints Christopher Mina as Chief Technology & Product OfficerLivePerson announced that Christopher Mina will be joining the company as Chief Technology & Product Officer. In this role, Mina will set LivePerson's product vision and oversee the company's engineering and product operations to enhance customer experience and accelerate innovation. Mina comes to LivePerson from Vonage, where he guided product, business strategy, and execution for the Global Apps business, which included UCaaS, CCaaS, and Conversational AI. Before that, Mina was Head of Voice and VP of Product and Engineering at LivePerson where he led LivePerson's voice initiatives, including the acquisition of Tenfold, Voicebase, AI Foundation, and delivered Voice AI. Prior to that, he was Director of Engineering and Product at RingCentral.
お知らせ • Dec 16Liveperson, Inc. Announces Board AppointmentsLivePerson, Inc. announce the appointment of two new board members, Dan Fletcher and Karin-Joyce (KJ) Tjon. Dan Fletcher brings over 17 years of experience in financial, strategic and operational transformations within the SaaS industry. He currently serves as Chief Financial Officer of SaaS provider Planful, and also serves as an Operating Principal at Vector Capital Management, L.P. Prior to Planful, Dan served as the CFO at MarkLogic. In addition to LivePerson, Dan serves on the board of Gappify.Karin-Joyce (K.J.) Tjon brings over 25 years of executive and board leadership experience within the broader technology and SaaS industries with a proven track record in business transformation, turnaround management and financial restructuring. She previously held senior roles such as CFO at Alorica, Inc. and President and COO at Scientific Games, Inc. In addition to LivePerson, K.J. serves on the boards of Solidion Technology, Inc. and Volcon, Inc.Following these appointments, LivePerson's Board now consists of eight directors, seven of whom are independent and six of whom have joined the Board in the past two years. These appointments were approved by shareholders at LivePerson's annual meeting.
Recent Insider Transactions Derivative • Dec 12Board Chair notifies of intention to sell stockBruce Hansen intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of December. If the sale is conducted around the recent share price of US$0.85, it would amount to US$72k. Since September 2024, Bruce has owned 25.06k shares directly. Company insiders have collectively sold US$336k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Nov 28Alex Kroman Decides to Depart from LivePerson, Inc. as Chief Product & Technology Officer, Effective December 31, 2024On November 27, 2024, LivePerson, Inc. announced that its Chief Product & Technology Officer, Alex Kroman, has decided to depart from the Company, effective December 31, 2024. Until his departure, among his regular duties, Mr. Kroman will work with the Company's senior technology leadership to effect a seamless and orderly transition. The Company currently expects to identify and appoint a successor externally.
Recent Insider Transactions • Nov 27CFO, COO recently sold US$111k worth of stockOn the 22nd of November, John Collins sold around 130k shares on-market at roughly US$0.85 per share. This transaction amounted to 66% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by US$330k.
Recent Insider Transactions Derivative • Nov 24CFO, COO notifies of intention to sell stockJohn Collins intends to sell 130k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of November. If the sale is conducted around the recent share price of US$0.82, it would amount to US$107k. Since June 2024, John's direct individual holding has increased from 33.00k shares to 197.06k. Company insiders have collectively sold US$226k more than they bought, via options and on-market transactions in the last 12 months.
Major Estimate Revision • Nov 15Consensus EPS estimates fall by 33%The consensus outlook for fiscal year 2024 has been updated. 2024 expected loss increased from -US$0.33 to -US$0.437 per share. Revenue forecast unchanged at US$307.6m. Software industry in the US expected to see average net income growth of 18% next year. Consensus price target down from US$1.10 to US$0.96. Share price fell 33% to US$0.81 over the past week.
分析記事 • Nov 13Why Investors Shouldn't Be Surprised By LivePerson, Inc.'s (NASDAQ:LPSN) 27% Share Price PlungeUnfortunately for some shareholders, the LivePerson, Inc. ( NASDAQ:LPSN ) share price has dived 27% in the last thirty...
Reported Earnings • Nov 10Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: US$0.32 loss per share (improved from US$0.68 loss in 3Q 2023). Revenue: US$74.2m (down 27% from 3Q 2023). Net loss: US$28.3m (loss narrowed 47% from 3Q 2023). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) missed analyst estimates by 44%. Revenue is expected to decline by 9.1% p.a. on average during the next 3 years, while revenues in the Software industry in the US are expected to grow by 12%.
New Risk • Nov 08New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.6% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.6% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$80m net loss in 2 years). Share price has been volatile over the past 3 months (15% average weekly change). Shareholders have been diluted in the past year (14% increase in shares outstanding). Significant insider selling over the past 3 months (US$247k sold).
お知らせ • Nov 08Liveperson, Inc. Provides Financial Guidance for the Fourth Quarter and Full Year of 2024LivePerson, Inc. provided financial guidance for the Fourth Quarter and full year of 2024. For the quarter, the company expects total revenue to range from $65.7 million to $70.7 million or 31% to 26% year over year. It expects B2B Core recurring revenue to represent 93% of total revenue. For the full year, the company expects total revenue to range from $305 million - $310 million or (23)% to (21)% year over year (excluding $7.2 million of Kasamba revenue generated in First Quarter 2023). In addition, they expect B2B Core recurring revenue to represent 92% of total revenue.
お知らせ • Oct 25+ 1 more updateLivePerson, Inc., Annual General Meeting, Nov 04, 2024LivePerson, Inc., Annual General Meeting, Nov 04, 2024.
お知らせ • Oct 24LivePerson, Inc. Announces Resignation of Yael Zheng as DirectorOn October 23, 2024, Yael Zheng informed the Board of LivePerson, Inc. her intent to voluntarily resign from her positions as a director of the Company and member of the Board’s Audit Committee and Compensation Committees, effective as of the date of the 2024 Annual Meeting. Ms. Zheng’s decision to resign as a director did not result from any disagreement with the Company on any matter relating to the Company’s operations, policies, and practices.
お知らせ • Oct 15LivePerson Announces New Generative AI Capabilities to Supercharge Agent Experiences and Measure the RoI of Customer ConversationsLivePerson announced the launch of new and enhanced AI tools designed to accelerate agent productivity, increase customer satisfaction, and measure the ROI of AI-powered customer conversations. Set to debut on October 23, in the next installment of the company's signature Spark series, these innovative solutions transform the contact center by putting humans first. Ranging from a new agent command center unifying voice and messaging to enhanced analytics dashboards that unlock the full potential of conversation data, all of LivePerson's new and improved capabilities are based on decades of expertise working hand-in-hand with the world's top brands — and informed by billions of real customer interactions. The path to enterprise transformation starts in the contact center. Traditional voice-centered contact centers are ripe for optimization, marked by inefficiencies that can be addressed quickly through digital and AI solutions. Simultaneously, today's consumers have very high expectations and are easily frustrated by slow, siloed, and generic experiences. LivePerson's new AI tools give brands and their human agents greater control over reducing inefficiencies and providing better customer experiences: Agent Workspace for Voice: brands can now bring their existing voice providers into LivePerson's best-in-class Agent Workspace, creating a truly connected command center for customer conversations. With agents taking calls directly in the workspace, better outcomes include a consistent experience across channels, reduced complexity and training costs, and better workflows and experience for agents. Generative AI Copilot: LivePerson's agent-facing GenAI tools — including LLM-powered suggestions, rewrites, summaries, and translations — improve agents' experiences and help them deliver more efficient and personalized customer support. Enhanced analytics measure the ROI of generative AI-powered and omnichannel conversations. The contact center is where brands and consumers interact most frequently and directly, offering a goldmine of data that can improve every touchpoint going forward — even outside the contact center itself. Enhancements to LivePerson's suite of analytics tools provide a clear picture of performance in real time so brands can track and improve upon the ROI of customer conversations: New Copilot analytics: provide out-of-the-box reporting on GenAI agent tools, allowing brands to increase efficiency and customer experience. New Omnichannel analytics: turn both speech- and text-based conversations into rich, actionable data for analyzing customer journeys and coaching agents. Also at Spark, LivePerson customers will present how they use the company's solutions to deliver cutting-edge customer conversations: Signet Jewelers and Mr. Cooper Group: creating seamless sales and marketing experiences with innovative tools for agents. BECU and Frost Bank: supercharging agent experiences with generative AI.
お知らせ • Oct 01LivePerson Launches Customer-Driven Community to Foster Contact Center Transformation and GrowthLivePerson announced the launch of the LivePerson Community, a new customer-driven destination that facilitates connection and growth across its global customer base. The community helps brands gain the maximum value from LivePerson's customer conversations platform and transform their contact centers into digital-first hubs for customer experience. The LivePerson Community will launch with a wealth of resources, including product documentation, use cases, and industry benchmarks. Customers will also have full access to LivePerson's Conversational Growth Paths, the company's contact center transformation blueprints for quick time-to-value and long-term success. As the go-to destination for learning and co-innovation, new resources will continually be added to the Community, including forums to exchange best practices and share product feedback. The company's existing Knowledge Center will ultimately be fully incorporated into the LivePerson Community, while its Developer Center will continue to be available for deeper, developer-focused knowledge. Key features of the LivePerson Community include: Self-Service Support: discussion forums and comprehensive product documentation help customers get the most out of LivePerson's platform. Learning and Growth: product roadmaps, best practices, and strategic resources (including LivePerson's Conversational Growth Paths and maturity models) help customers realize the ROI of AI and automation in digital-first conversations. Co-Innovation: coming soon, vertical-focused user groups and product enhancement voting will help customers actively shape the future of LivePerson's platform. This launch is expected to drive measurable business outcomes for LivePerson's customers as they optimize their contact center transformations and accelerate ROI with new use cases and strategies. The LivePerson Community's self-service tools and documentation also make the company's solutions more accessible to mid-market and SMB customers.
Seeking Alpha • Sep 29Questions Over Debt, Shrinking Revenue Advise Caution On LivePersonSummary LivePerson offers AI-powered digital customer conversation solutions aimed at improving user experience, with their main product being the Conversational Cloud platform. Despite reporting its first net income, LivePerson faces significant medium-term debt concerns, particularly with convertible senior notes due in 2026. Declining revenue since 2022 and expected losses per share in the coming years raise concerns about the company's growth and profitability. Given the financial risks and competitive market, I recommend holding LivePerson stock, closely monitoring debt and revenue trends for future viability. Read the full article on Seeking Alpha
Recent Insider Transactions • Sep 19CFO, COO recently sold US$89k worth of stockOn the 16th of September, John Collins sold around 85k shares on-market at roughly US$1.05 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth US$94k. John has been a net seller over the last 12 months, reducing personal holdings by US$221k.
Recent Insider Transactions Derivative • Sep 18CFO, COO notifies of intention to sell stockJohn Collins intends to sell 85k shares in the next 90 days after lodging an Intent To Sell Form on the 16th of September. If the sale is conducted around the recent share price of US$1.05, it would amount to US$89k. Since December 2023, John's direct individual holding has increased from 28.85k shares to 119.26k. Company insiders have collectively sold US$113k more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Sep 18The Market Doesn't Like What It Sees From LivePerson, Inc.'s (NASDAQ:LPSN) Revenues Yet As Shares Tumble 25%LivePerson, Inc. ( NASDAQ:LPSN ) shares have retraced a considerable 25% in the last month, reversing a fair amount of...
分析記事 • Sep 04Is LivePerson (NASDAQ:LPSN) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Recent Insider Transactions • Aug 16CFO, COO recently sold US$94k worth of stockOn the 12th of August, John Collins sold around 84k shares on-market at roughly US$1.12 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. John has been a net seller over the last 12 months, reducing personal holdings by US$132k.
Recent Insider Transactions Derivative • Aug 14CFO, COO notifies of intention to sell stockJohn Collins intends to sell 84k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of August. If the sale is conducted around the recent share price of US$1.12, it would amount to US$94k. Since September 2023, John's direct individual holding has increased from 28.24k shares to 52.89k. Company insiders have collectively bought US$19k more than they sold, via options and on-market transactions, in the last 12 months.
Major Estimate Revision • Aug 07Consensus EPS estimates upgraded to US$0.33 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -US$0.97 to -US$0.33 per share. Revenue forecast steady at US$307.2m. Software industry in the US expected to see average net income growth of 17% next year. Consensus price target up from US$0.92 to US$0.98. Share price fell 2.1% to US$1.18 over the past week.
お知らせ • Aug 03LivePerson, Inc. Provides Financial Guidance for the Third Quarter of 2024LivePerson, Inc. provided financial guidance for the third quarter of 2024. For the quarter, the company expects total revenue to range from $69 million to $73 million or 32% to 28% year over year. It expects B2B Core recurring revenue to represent 92% of total revenue.
New Risk • Aug 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (19% average weekly change). Earnings are forecast to decline by an average of 2.5% per year for the foreseeable future. Minor Risks Currently unprofitable and not forecast to become profitable over next 2 years (US$86m net loss in 2 years). Shareholders have been diluted in the past year (16% increase in shares outstanding).
