Sumo Logic, Inc.

NasdaqGS:SUMO 株式レポート

時価総額：US$1.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Sumo Logic マネジメント

マネジメント 基準チェック /24

Sumo Logicの CEO はRamin Sayarで、 Dec2014年に任命され、 の在任期間は 8.42年です。 の年間総報酬は$ 7.88Mで、 5.7%給与と94.3%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.23%を直接所有しており、その価値は$ 3.42M 。経営陣と取締役会の平均在任期間はそれぞれ4.3年と3.1年です。

主要情報

Ramin Sayar

最高経営責任者

US$7.9m

報酬総額

CEO給与比率5.71%
CEO在任期間8.4yrs
CEOの所有権0.2%
経営陣の平均在職期間4.3yrs
取締役会の平均在任期間3.1yrs

経営陣の近況

Recent updates

分析記事 • Jan 17

Sumo Logic (NASDAQ:SUMO) Is In A Strong Position To Grow Its Business

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
分析記事 • Dec 25

Should You Investigate Sumo Logic, Inc. (NASDAQ:SUMO) At US$7.86?

While Sumo Logic, Inc. ( NASDAQ:SUMO ) might not be the most widely known stock at the moment, it saw a decent share...
分析記事 • Oct 05

Sumo Logic, Inc. (NASDAQ:SUMO) Shares Could Be 49% Below Their Intrinsic Value Estimate

How far off is Sumo Logic, Inc. ( NASDAQ:SUMO ) from its intrinsic value? Using the most recent financial data, we'll...
Seeking Alpha • Aug 24

Sumo Logic Q2 2023 Earnings Preview

Sumo Logic (NASDAQ:SUMO) is scheduled to announce Q2 earnings results on Thursday, August 25th, after market close. The consensus EPS Estimate is -$0.14 (-27.3% Y/Y) and the consensus Revenue Estimate is $71.55M (+21.7% Y/Y). Over the last 1 year, SUMO has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 7 upward revisions and 0 downward. Revenue estimates have seen 7 upward revisions and 0 downward.
Seeking Alpha • Jul 12

Gigamon and Sumo Logic to optimize cloud performance and mitigate risk

Gigamon announced the integration of the Gigamon Hawk Deep Observability Pipeline and Gigamon ThreatINSIGHT Network Detection and Response (or NDR) solution with Sumo Logic (NASDAQ:SUMO) to enable reliable and secure cloud-native applications. This partnership will help optimize cloud performance to contain the escalating costs associated with data exchange and storage and improve their overall security posture. “This collaboration with Gigamon reflects the common goal of enabling our customers to make data-driven decisions, in real-time, to improve the security and operational efficiency of their cloud deployments,” said John Coyle, senior vice president of strategic alliances at Sumo Logic. “Gaining deep observability into all data in motion is the key to reaping the benefits of a secure, resilient digital infrastructure.”
Seeking Alpha • Jun 06

Sumo Logic: Be Patient, A Rebound Is Imminent

Sumo Logic recently posted excellent Q1 results, despite the stock having barely reacted to the upside. Revenue growth accelerated to 25% y/y, while net retention rates also achieved a multi-quarter high. In spite of the Q1 blowout, Sumo Logic didn’t materially lift its revenue guidance for the year, suggesting that there could be plenty of further room for upside. At ~2x forward revenue, Sumo Logic remains one of the cheapest stocks in the software sector.
分析記事 • Apr 21

Are Investors Undervaluing Sumo Logic, Inc. (NASDAQ:SUMO) By 49%?

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sumo Logic, Inc...
Seeking Alpha • Mar 10

Sumo Logic: After A Solid Quarter, It's Time To Play The Rebound

Shares of Sumo Logic have been under pressure over the past year, down 20% year-to-date and down 60% over the past twelve months. The company just posted a fantastic Q4 earnings print that showed top-line acceleration while also pointing to continued acceleration for FY23. Sumo Logic's machine data analytics platform is a direct competitor to Splunk and is a broadly applicable infrastructure platform with a wide variety of use cases. Its ~3x forward revenue multiple is near-unheard of in the software sector and is inviting to potential M&A buyers.
Seeking Alpha • Jan 03

Sumo Logic Needs Faster Growth And Operating Improvement For Upside

Sumo Logic went public in September 2020, raising $326 million in a U.S. IPO. The firm provides continuous monitoring and analysis software for business IT infrastructure - DevSecOps. SUMO has grown revenue only moderately, and GAAP operating losses are worsening, so my outlook on the stock at around $13.50 is Neutral until performance improves.
Seeking Alpha • Dec 22

Sumo Logic: Deep Value Stock That Merits A Second Look

Shares of Sumo Logic have cratered nearly 50% this year as investors shunned growth stocks. Briefly a hot IPO, Sumo Logic's decline is primarily a function of sentiment rather than fundamentals. In its most recent quarter, the company accelerated revenue growth to 20% y/y. New sales leadership may additionally recharge go-to-market progress. The stock is trading at deep value levels at ~4x forward revenue.
Seeking Alpha • Nov 29

Sumo Logic: Take Advantage Of Random Stock Volatility

Sumo Logic stock has shed 20% of its value in the last month on no apparent news. Although Sumo’s growth slowed significantly in the wake of COVID-19, its results seem to be starting to improve. Sumo is valued at a lower (and reasonably cheap 6.5x) P/S than bigger competitor Splunk, despite a similar 20% forward growth rate.
分析記事 • Sep 15

Here's Why We're Not At All Concerned With Sumo Logic's (NASDAQ:SUMO) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Seeking Alpha • Sep 12

Sumo Logic: Beaten Down For No Reason

Shares of Sumo Logic fell nearly 10% after reporting Q2 results, despite a quarter that was par for the course for this company. Sumo Logic's revenue growth beat expectations in Q2, but Q3 guidance came in slightly lower than investors had hoped for. This is a familiar pattern for Sumo Logic: setting the bar low, and crossing it eventually. Sumo Logic remains a broad use-case technology trading at a compelling valuation that should be a portfolio anchor during market volatility.

CEO報酬分析

Sumo Logic の収益と比較して、Ramin Sayar の報酬はどのように変化したか？
日付総報酬給与会社業績
Jan 31 2023US$8mUS$450k

-US$125m

Oct 31 2022n/an/a

-US$130m

Jul 31 2022n/an/a

-US$135m

Apr 30 2022n/an/a

-US$131m

Jan 31 2022US$6mUS$362k

-US$123m

Oct 31 2021n/an/a

-US$110m

Jul 31 2021n/an/a

-US$103m

Apr 30 2021n/an/a

-US$84m

Jan 31 2021US$8mUS$350k

-US$80m

Oct 31 2020n/an/a

-US$94m

Jul 31 2020n/an/a

-US$99m

Apr 30 2020n/an/a

-US$100m

Jan 31 2020US$4mUS$372k

-US$92m

報酬と市場: Raminの 総報酬 ($USD 7.88M ) は、 US市場 ($USD 5.29M ) の同規模の企業の平均を上回っています。

報酬と収益: Raminの報酬は増加しましたが、会社は利益を上げていません。

CEO

Ramin Sayar (49 yo)

8.4yrs
在職期間
US$7,880,978
報酬

Mr. Ramin Sayar serves as an Independent Director at Phreesia, Inc. since October 1, 2021. He has been Chief Executive Officer, President and Director at Sumo Logic, Inc. since December 2014. He serves as...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ramin Sayar
CEO, President & Director8.4yrsUS$7.88m0.23%
$ 3.4m
Christian Beedgen
Co-Founder13.3yrsUS$1.37m1.96%
$ 29.3m
Stewart Grierson
Chief Financial Officer1.4yrsUS$2.51m0.067%
$ 1.0m
Katherine Haar
General Counsel & Secretary4.5yrsUS$919.83k0.060%
$ 897.8k
Suku Chettiar
Chief Marketing Officer4.6yrsUS$448.00k0.074%
$ 1.1m
Lynne McDonald
President of Worldwide Field Operations1.5yrsUS$3.23m0.078%
$ 1.2m
Jennifer McCord
Senior VP of Finance & Chief Accounting Officer4.3yrsデータなし0.18%
$ 2.6m
Bryan Liberator
Senior Director of Investor Relationsno dataデータなしデータなし
Aaron Feigin
Chief Communications & Brand Officer8.3yrsデータなしデータなし
John Coyle
Senior Vice President of Corporate Development & Strategic Business Operations1.3yrsデータなしデータなし
Sophie Kitson
Chief Human Resources Officer1yrデータなしデータなし
Bruno Kurtic
Founding Chief Strategy Officer1.3yrsデータなしデータなし
4.3yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: SUMOの経営陣は 経験豊富 であると考えられます ( 4.3年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Ramin Sayar
CEO, President & Director8.4yrsUS$7.88m0.23%
$ 3.4m
Christian Beedgen
Co-Founder13.3yrsUS$1.37m1.96%
$ 29.3m
Joseph Ansanelli
Independent Director10yrsUS$218.50k0.24%
$ 3.6m
Lisa Hammitt
Member of Advisory Board3yrsデータなしデータなし
John Harkey
Independent Director1yrUS$314.03k0.00081%
$ 12.1k
Randy Gottfried
Lead Independent Director4.3yrsUS$228.43k0.0086%
$ 128.5k
Sandra Bergeron
Independent Director3.2yrsUS$222.47k0.069%
$ 1.0m
Margaret Francis
Independent Director1.7yrsUS$218.50k0.0040%
$ 59.9k
Tracey Newell
Independent Director2.4yrsUS$232.41k0.017%
$ 257.1k
Timothy Youngblood
Independent Directorless than a yearUS$286.45kデータなし
3.1yrs
平均在職期間
54.5yo
平均年齢

経験豊富なボード: SUMOの 取締役会 は 経験豊富 であると考えられます ( 3.1年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2023/05/14 14:10
終値2023/05/11 00:00
収益2023/01/31
年間収益2023/01/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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

Sumo Logic, Inc. 4 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。10

アナリスト機関
William Kingsley CraneBerenberg
Gray PowellBTIG
Brent ThillJefferies LLC