View Past PerformanceSeaChange International バランスシートの健全性財務の健全性 基準チェック /06SeaChange Internationalの健全性を判断するにはデータが不十分です主要情報n/a負債資本比率n/a負債インタレスト・カバレッジ・レシオn/a現金n/aエクイティn/a負債合計n/a総資産n/a財務の健全性に関する最新情報お知らせ • Aug 09SeaChange International Announces Voluntary SEC Deregistration, Nasdaq DelistingSeaChange International, Inc. announced its voluntary decision to deregister its common stock with the U.S. Securities and Exchange Commission and delist its Common Stock from The Nasdaq Stock Market LLC. The Company intends to file a Form 25 with the SEC to remove its Common Stock from listing on Nasdaq and to deregister its Common Stock under Section 12(b) of the Securities Exchange Act of 1934, as amended (“Exchange Act”), on or about August 18, 2023, and as a result, the Company expects that the last trading day of its Common Stock on Nasdaq will be on or about August 28, 2023. The Company also expects to file a Form 15 with the SEC on or about August 28, 2023, to commence the process of terminating the registration of its Common Stock under Section 12(g) of the Exchange Act, and the filing of the Form 15 immediately suspends the Company’s reporting obligations under Sections 13(a) and 15(d) of the Exchange Act, including Forms 10-K, 10-Q, and 8-K.お知らせ • Jun 13SeaChange International Receives Written Notice from Nasdaq Regarding Regains Compliance with Minimum Bid Price RequirementOn June 7, 2023, SeaChange International, Inc. received written notice (the ‘Notice’) from the Listing Qualifications Department of The Nasdaq Stock Market LLC (‘Nasdaq’) stating that the Company has regained compliance with the minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2) for continued listing on The Nasdaq Capital Market because the Company’s common stock had a closing bid price of at least $1.00 per share for 10 consecutive business days. Accordingly, in the Notice, Nasdaq stated that the matter is now closed.分析記事 • Nov 19We Think SeaChange International (NASDAQ:SEAC) Needs To Drive Business Growth CarefullyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...分析記事 • Feb 10Is SeaChange International (NASDAQ:SEAC) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...すべての更新を表示Recent updatesお知らせ • Jun 13SeaChange International, Inc. (OTCPK:SEAC) announces an Equity Buyback for $6.16 million worth of its shares.SeaChange International, Inc. (OTCPK:SEAC) announces a share repurchase program. Under the program, the company will repurchase up to $6.16 million worth of its outstanding shares. The shares will be repurchased at a price per share of not less than $6.75 per share and not more than $7.25 per share. The company expects to use cash and cash equivalents to fund the purchase of shares. The company expressly reserves the right to purchase additional shares up to 2% of the issued and outstanding shares without amending or extending the offer. The offer will expire on July 10, 2024.お知らせ • May 11Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC).Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million on April 23, 2024. Enghouse Systems Limited will acquire substantially all of SeaChange’s assets related to its product and services business and will assume certain liabilities, for a total purchase price of $39 million. The Enghouse Asset Sale, which has been approved by SeaChange’s Board of Directors (the “Board”), is subject to various terms and closing conditions, including approval by a majority of the shares of SeaChange’s outstanding common stock. Subject to such closing conditions, Closing is expected to occur in early May 2024. The termination fee payable to Enghouse is $1.3 million.Needham & Company, LLC is acting as exclusive financial advisor to SeaChange in this transaction, and K&L Gates LLP is acting as legal counsel to SeaChange in this transaction.Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) on May 9, 2024.お知らせ • Apr 26Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million.Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million on April 24, 2024. Enghouse Systems Limited will acquire substantially all of SeaChange’s assets related to its product and services business and will assume certain liabilities, for a total purchase price of $39 million. The Enghouse Asset Sale, which has been approved by SeaChange’s Board of Directors (the “Board”), is subject to various terms and closing conditions, including approval by a majority of the shares of SeaChange’s outstanding common stock. Subject to such closing conditions, Closing is expected to occur in early May 2024. The termination fee payable to Enghouse is $1.3 million. Needham & Company, LLC is acting as exclusive financial advisor to SeaChange in this transaction, and K&L Gates LLP is acting as legal counsel to SeaChange in this transaction.お知らせ • Sep 28+ 1 more updateSeachange International, Inc. Announces Management ChangesSeaChange International, Inc. announced the promotion of Chris Klimmer to President and a member of the Board of Directors, effective immediately. As SeaChange's CRO and later President, Klimmer has been instrumental in the turnaround of the Company's operational and financial performance, posting double digit year-over-year revenue growth and positive non-GAAP EBITDA for the first time in nearly a decade. He has spearheaded crucial initiatives to strengthen and renew existing customer engagements, to expand the Company's product and services portfolio with cloud-based streaming and ad insertion tech SaaS offerings, and to close new Tier 1 logos across the globe.Prior to joining SeaChange Klimmer had headed the Sales department in the Danish OVP pioneer Xstream, which was sold to SeaChange in 2019. Chris holds a PhD in Philosophy and Media Studies from the University of Hamburg. He's an advisor to and angel investor in start-ups in the Biotechnology, ESG, Fintech and Sports data spaces. He resides in Germany with his family and three children. Peter Aquino, who will move from Chairman to now the Company's Executive Chairman of the Board, supporting Chris and the team in future M&A and revenue growth.お知らせ • Aug 09SeaChange International Announces Voluntary SEC Deregistration, Nasdaq DelistingSeaChange International, Inc. announced its voluntary decision to deregister its common stock with the U.S. Securities and Exchange Commission and delist its Common Stock from The Nasdaq Stock Market LLC. The Company intends to file a Form 25 with the SEC to remove its Common Stock from listing on Nasdaq and to deregister its Common Stock under Section 12(b) of the Securities Exchange Act of 1934, as amended (“Exchange Act”), on or about August 18, 2023, and as a result, the Company expects that the last trading day of its Common Stock on Nasdaq will be on or about August 28, 2023. The Company also expects to file a Form 15 with the SEC on or about August 28, 2023, to commence the process of terminating the registration of its Common Stock under Section 12(g) of the Exchange Act, and the filing of the Form 15 immediately suspends the Company’s reporting obligations under Sections 13(a) and 15(d) of the Exchange Act, including Forms 10-K, 10-Q, and 8-K.Reported Earnings • Jun 13First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: US$0.28 loss per share (improved from US$1.22 loss in 1Q 2023). Revenue: US$6.99m (up 4.0% from 1Q 2023). Net loss: US$714.0k (loss narrowed 76% from 1Q 2023). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) exceeded analyst estimates by 53%. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.お知らせ • Jun 13SeaChange International Receives Written Notice from Nasdaq Regarding Regains Compliance with Minimum Bid Price RequirementOn June 7, 2023, SeaChange International, Inc. received written notice (the ‘Notice’) from the Listing Qualifications Department of The Nasdaq Stock Market LLC (‘Nasdaq’) stating that the Company has regained compliance with the minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2) for continued listing on The Nasdaq Capital Market because the Company’s common stock had a closing bid price of at least $1.00 per share for 10 consecutive business days. Accordingly, in the Notice, Nasdaq stated that the matter is now closed.お知らせ • May 09SeaChange International, Inc., Annual General Meeting, May 19, 2023SeaChange International, Inc., Annual General Meeting, May 19, 2023, at 10:00 Eastern Standard Time. Agenda: To elect the nominees named in the proxy statement to the Board of Directors to serve for a three-year term as a Class III Director; to approve an amendment to the Company's Amended and Restated Certificate of Incorporation, as amended, to effect a reverse stock split of the outstanding shares of the Company's common stock, par value USD 0.01 per share, at a ratio in the range of 1-for-15 to 1-for-25, with such ratio to be determined at the discretion of the Board; To conduct a non-binding, advisory vote on the compensation of the Company's named executive officers; to ratify the appointment of the Company's independent registered public accounting firm, Marcum LLP, for the fiscal year ending January 31, 2024; and to transact such other business as may properly come before the meeting and any adjournments thereof.Reported Earnings • Apr 06Full year 2023 earnings released: US$0.23 loss per share (vs US$0.16 loss in FY 2022)Full year 2023 results: US$0.23 loss per share (further deteriorated from US$0.16 loss in FY 2022). Revenue: US$32.5m (up 19% from FY 2022). Net loss: US$11.4m (loss widened 54% from FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.お知らせ • Jan 28+ 1 more updateSeaChange International, Inc. Announces CFO ChangesOn January 23, 2023, SeaChange International, Inc. terminated Kathleen Mosher from the position of Chief Financial Officer of SeaChange, effective immediately (the “ Termination”). Following the Termination, on January 23, 2023, the Board of Directors appointed Mark Szynkowski as Chief Financial Officer of the Company, effective January 23, 2023. Mr. Szynkowski, 55, brings with him over 20 years of finance and accounting experience, an extensive background in mergers and acquisitions, budgeting and forecasting, and a broad knowledge of the software technology industry. Previously, from December 2017 to December 2022, he served as Senior Vice President of Finance and Principal Accounting Officer for Symbolic Logic, Inc. (f/k/a Evolving Systems, Inc.). Prior to that role, he served as Chief Financial Officer of 6D Global Technologies, Inc. In these positions, he was responsible for overseeing financial operations, including Securities and Exchange Commission (the “ SEC”) filings and Sarbanes–Oxley Act of 2002 compliance and reporting. Earlier in his career, Mr. Szynkowski served in a variety of financial positions with EPIQ Systems, Inc. Over nearly 10 years at EPIQ, Mr. Szynkowski held senior positions, including Vice President of Finance, Electronic Discovery Segment; Corporate Controller; and Subsidiary Controller. Prior to working at EPIQ, he served as Controller for Tradeware Global LLC, Vice President of Finance and Operations for Integro Staffing Services and was a Senior Auditor with Ernst & Young. Mr. Szynkowski has a B.A. in Accounting from Alfred University.Recent Insider Transactions • Jan 11Insider recently bought US$87k worth of stockOn the 6th of January, Julian Singer bought around 178k shares on-market at roughly US$0.49 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.4m more in shares than they have sold in the last 12 months.お知らせ • Jan 05SeaChange International, Inc. Launches the Xstream™ Platform – A Content Monetization Platform Designed to Maximize Ad Revenue on Connected TVsSeaChange International, Inc. announced the launch of the SeaChange Xstream™ platform, a cloud-based content monetization platform helping OEMs and content owners maximize advertising revenue on Connected TVs (“CTVs”). SeaChange is formally launching the Xstream platform on January 6th and will start onboarding customers as early as in the first quarter of the new fiscal year. With consumer preferences rapidly shifting away from Linear and Pay TV to streaming, and from subscription services to advertising-funded television and content offerings, consumer demand for comprehensive content aggregation and discovery services on CTVs continues to experience explosive growth. Addressing this trend and to enable access to content independent of a cable subscription or set top box, CTVs are fast becoming the main gateway to entertainment for households. To fully harness this demand, SeaChange is launching the Xstream platform, which provides the full set of capabilities to monetize CTV ad inventory for content owners, manufacturers, and operating system providers alike, ranging from streaming enablement via content aggregation to targeted insertion of advertisement from multiple demand sources.Reported Earnings • Dec 14Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: US$0.073 loss per share (further deteriorated from US$0.043 loss in 3Q 2022). Revenue: US$8.29m (up 16% from 3Q 2022). Net loss: US$3.68m (loss widened 75% from 3Q 2022). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 133%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 52% per year, which means it is significantly lagging earnings.Board Change • Nov 17High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Lead Independent Director Matthew Stecker is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Price Target Changed • Sep 14Price target decreased to US$3.00Down from US$4.00, the current price target is provided by 1 analyst. New target price is 545% above last closing price of US$0.47. The company is forecast to post a net loss per share of US$0.24 next year compared to a net loss per share of US$0.16 last year.Board Change • Sep 14High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Lead Independent Director Matthew Stecker is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Seeking Alpha • Sep 12SeaChange Non-GAAP EPS of $0.00, revenue of $7.32MSeaChange press release (NASDAQ:SEAC): Q2 Non-GAAP EPS of $0.00. Revenue of $7.32M (+11.9% Y/Y). Gross Margin up 200 basis points y/y to 65% with execution on profitable growth Attractive outlook with focus on streaming, digital advertising, and Connected TV $14.3 million in cash, and no debt at quarter end. Shares -1.77%.Seeking Alpha • Aug 17SeaChange hands president's title to revenue chief KlimmerStreaming services provider SeaChange (NASDAQ:SEAC) has promoted Chris Klimmer to President, a role handed off by CEO Peter Aquino as he adds the additional role of chairman. Klimmer has been chief revenue officer at SeaChange, where he helped lead a focus on software-as-a-service revenues within the company's streaming services and free ad-supported TV (FAST) markets. “SeaChange posted 33% year-over-year revenue growth in our fiscal first quarter 2023, and is methodically moving towards sustainable and profitable growth,” said Aquino. “Most importantly, with Chris leading the way, SeaChange is accelerating our focus into higher growth segments of our industry." Klimmer will have greater oversight into strategy, which will remain focused on protecting and expanding SeaChange's core business with its longstanding Tier I cable customers globally.Seeking Alpha • Jun 21SeaChange: Tough Times Ahead After Termination Of Triller Reverse Merger AgreementDiscussing last week's mutual termination of the company's reverse merger agreement with Triller. SeaChange will neither be entitled to the $4 million termination fee specified in the merger agreement nor reimbursed for costs incurred in conjunction with the transaction. Going forward, SeaChange will be back on its own in an increasingly difficult market for the company's core video and advertising products. While recent Q1 results showed some top and bottom line progress on a year-over-year basis, the company will likely be challenged to achieve sustainable growth and positive free cash flow going forward. Remaining liquidity should be sufficient for up to another three years, so still plenty of time for management to engineer a sustainable turnaround. I am reiterating my "neutral" rating on the shares for now.Reported Earnings • Jun 10First quarter 2023 earnings released: US$0.061 loss per share (vs US$0.098 loss in 1Q 2022)First quarter 2023 results: US$0.061 loss per share (up from US$0.098 loss in 1Q 2022). Revenue: US$6.72m (up 33% from 1Q 2022). Net loss: US$3.00m (loss narrowed 26% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target decreased to US$3.00Down from US$4.00, the current price target is provided by 1 analyst. New target price is 191% above last closing price of US$1.03. The company is forecast to post a net loss per share of US$0.12 next year compared to a net loss per share of US$0.16 last year.Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Chairman of the Board Bob Pons is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Seeking Alpha • Apr 25SeaChange: Market Participants Do Not Buy Triller's Aggressive Financial ProjectionsShares trade at a large discount to the value assigned in the recent Triller merger agreement. Discussing recent registration statement on Form S-4. Triller management's financial projections appear aggressive. Closing of a recent $100 million equity financing has been delayed twice already. Triller likely to face difficulties to close on the contemplated issuance of $250 million in convertible notes at an agreed 20% discount to the $5 billion valuation assigned to the company in the merger agreement. This is not a done deal particularly given the current weakness in social media and video streaming stocks. Investors would be well-served to watch this story unfold from the sidelines.Reported Earnings • Apr 09Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$0.16 loss per share (up from US$0.58 loss in FY 2021). Revenue: US$27.3m (up 24% from FY 2021). Net loss: US$7.43m (loss narrowed 66% from FY 2021). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 16%, compared to a 46% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Seeking Alpha • Dec 23A Sea Change At SeaChange As Triller Reverse Merger Lifts Shares To 18-Month HighsCompany finally announces an eagerly-awaited reverse merger transaction with the parent company of video sharing social networking service and TikTok rival Triller. The new company will be named "TrillerVerz". Discussing key terms of the proposed combination. At an assigned valuation of $5 billion, transaction value calculates to $2.35 per SeaChange share. Existing SeaChange shareholders can choose between a combination of cash and new TrillerVerz bonds or outright converting their holdings into new TrillerVerz stock. As TrillerVerz has yet to file financial information with the SEC, assessing the transaction is somewhat difficult at this point. Investors should remain wary of the four-fold increase to the company's assigned valuation over the past year and a number of recent user metrics and app download disputes.Major Estimate Revision • Dec 22Consensus estimates of losses per share improve by 26%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$24.4m to US$25.8m. EPS estimate increased from -US$0.19 per share to -US$0.14 per share. Software industry in the US expected to see average net income growth of 9.3% next year. Consensus price target of US$3.00 unchanged from last update. Share price rose 19% to US$1.79 over the past week.Reported Earnings • Dec 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.043 loss per share (up from US$0.14 loss in 3Q 2021). Revenue: US$7.15m (up 44% from 3Q 2021). Net loss: US$2.11m (loss narrowed 59% from 3Q 2021). Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 21%, compared to a 207% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 19We Think SeaChange International (NASDAQ:SEAC) Needs To Drive Business Growth CarefullyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...Reported Earnings • Sep 15Second quarter 2022 earnings released: EPS US$0.005 (vs US$0.15 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$6.54m (up 31% from 2Q 2021). Net income: US$227.0k (up US$5.99m from 2Q 2021). Profit margin: 3.5% (up from net loss in 2Q 2021). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Board Change • Sep 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Executive Chairman Bob Pons is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Jun 28SeaChange International, Inc.(NasdaqGS:SEAC) dropped from Russell 3000E Value IndexSeaChange International, Inc.(NasdaqGS:SEAC) dropped from Russell 3000E Value IndexRecent Insider Transactions • Jun 24Executive Chairman recently bought US$106k worth of stockOn the 21st of June, Robert Pons bought around 100k shares on-market at roughly US$1.06 per share. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of US$210k worth in shares.Major Estimate Revision • Jun 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$25.2m to US$22.7m. EPS estimate unchanged from -US$0.31 per share at last update. Software industry in the US expected to see average net income decline 2.8% next year. Consensus price target of US$3.00 unchanged from last update. Share price fell 14% to US$1.06 over the past week.Reported Earnings • Jun 12First quarter 2022 earnings released: US$0.098 loss per share (vs US$0.17 loss in 1Q 2021)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2022 results: Revenue: US$5.05m (down 27% from 1Q 2021). Net loss: US$4.07m (loss narrowed 38% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 29% per year.Executive Departure • May 24Independent Vice Chairman of the Board Jeffrey Tuder has left the companyOn the 14th of May, Jeffrey Tuder's tenure as Independent Vice Chairman of the Board ended after 2.2 years in the role. As of March 2021, Jeffrey personally held 180.21k shares (US$670k worth at the time). A total of 4 executives have left over the last 12 months.Recent Insider Transactions • Apr 24Executive Chairman recently bought US$104k worth of stockOn the 19th of April, Robert Pons bought around 100k shares on-market at roughly US$1.04 per share. This was the largest purchase by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.Reported Earnings • Apr 17Full year 2021 earnings released: US$0.58 loss per share (vs US$0.24 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: US$22.0m (down 67% from FY 2020). Net loss: US$21.8m (loss widened 144% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.Executive Departure • Mar 26CTO & Senior VP has left the companyOn the 24th of March, Marek Kielczewski's tenure as CTO & Senior VP ended after 2.3 years in the role. As of December 2020, Marek personally held 397.15k shares (US$556k worth at the time). A total of 3 executives have left over the last 12 months.Executive Departure • Feb 16Independent Director has left the companyOn the 10th of February, Andrew Sriubas' tenure in the role of Independent Director ended. As of December 2020, Andrew personally held 180.52k shares (US$253k worth at the time). A total of 2 executives have left over the last 12 months.分析記事 • Feb 10Is SeaChange International (NASDAQ:SEAC) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Is New 90 Day High Low • Jan 15New 90-day high: US$1.60The company is up 85% from its price of US$0.86 on 16 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 2.0% over the same period.Is New 90 Day High Low • Dec 30New 90-day high: US$1.39The company is up 76% from its price of US$0.79 on 01 October 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Major Estimate Revision • Dec 17Analysts lower revenue estimates to US$21.5mThe 2021 consensus revenue estimate decreased from US$26.5m. Earnings per share (EPS) also decreased, with analysts lowering their estimates from -US$0.59 to -US$0.60 for the same period. The Software industry in the US is expected to see an average net income growth of 6.1% next year. The consensus price target of US$2.00 was unchanged from the last update. Share price is down by 18% to US$0.80 over the past week.分析記事 • Dec 15Analysts Just Slashed Their SeaChange International, Inc. (NASDAQ:SEAC) EPS NumbersThe analysts covering SeaChange International, Inc. ( NASDAQ:SEAC ) delivered a dose of negativity to shareholders...分析記事 • Dec 14SeaChange International, Inc. (NASDAQ:SEAC) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportShareholders might have noticed that SeaChange International, Inc. ( NASDAQ:SEAC ) filed its quarterly result this time...Reported Earnings • Dec 12Third quarter 2021 earnings released: US$0.14 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2021 results: Revenue: US$4.97m (down 76% from 3Q 2020). Net loss: US$5.12m (down 339% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.Analyst Estimate Surprise Post Earnings • Dec 12Revenue and earnings miss expectationsRevenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Over the next year, revenue is forecast to grow 6.0%, compared to a 17% growth forecast for the Software industry in the US.Is New 90 Day High Low • Oct 27New 90-day low: US$0.78The company is down 48% from its price of US$1.51 on 29 July 2020. The American market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Oct 01New 90-day low: US$0.87The company is down 40% from its price of US$1.45 on 02 July 2020. The American market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.財務状況分析短期負債: SEACの 短期資産 が 短期負債 をカバーしているかどうかを判断するにはデータが不十分です。長期負債: SEACの短期資産が 長期負債 をカバーしているかどうかを判断するにはデータが不十分です。デット・ツー・エクイティの歴史と分析負債レベル: SEACの 純負債対資本比率 を計算して 満足できる ものであるかどうかを判断するにはデータが不十分です。負債の削減: SEACの負債対資本比率が過去 5 年間で減少したかどうかを判断するにはデータが不十分です。債務返済能力: SEACの負債が 営業キャッシュフロー によって 十分にカバーされている かどうかを判断するにはデータが不十分です。インタレストカバレッジ: SEACの負債に対する 利息支払い が EBIT によって 十分にカバーされている かどうかを判断するにはデータが不十分です。貸借対照表健全な企業の発掘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2026/06/12 21:32終値2026/06/03 00:00収益2023/04/30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SeaChange International, Inc. 0 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。8 アナリスト機関Rommel DionisioAegis Capital CorporationJessica Reif Ehrlich CohenBofA Global ResearchSteven FrankelColliers Securities5 その他のアナリストを表示
お知らせ • Aug 09SeaChange International Announces Voluntary SEC Deregistration, Nasdaq DelistingSeaChange International, Inc. announced its voluntary decision to deregister its common stock with the U.S. Securities and Exchange Commission and delist its Common Stock from The Nasdaq Stock Market LLC. The Company intends to file a Form 25 with the SEC to remove its Common Stock from listing on Nasdaq and to deregister its Common Stock under Section 12(b) of the Securities Exchange Act of 1934, as amended (“Exchange Act”), on or about August 18, 2023, and as a result, the Company expects that the last trading day of its Common Stock on Nasdaq will be on or about August 28, 2023. The Company also expects to file a Form 15 with the SEC on or about August 28, 2023, to commence the process of terminating the registration of its Common Stock under Section 12(g) of the Exchange Act, and the filing of the Form 15 immediately suspends the Company’s reporting obligations under Sections 13(a) and 15(d) of the Exchange Act, including Forms 10-K, 10-Q, and 8-K.
お知らせ • Jun 13SeaChange International Receives Written Notice from Nasdaq Regarding Regains Compliance with Minimum Bid Price RequirementOn June 7, 2023, SeaChange International, Inc. received written notice (the ‘Notice’) from the Listing Qualifications Department of The Nasdaq Stock Market LLC (‘Nasdaq’) stating that the Company has regained compliance with the minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2) for continued listing on The Nasdaq Capital Market because the Company’s common stock had a closing bid price of at least $1.00 per share for 10 consecutive business days. Accordingly, in the Notice, Nasdaq stated that the matter is now closed.
分析記事 • Nov 19We Think SeaChange International (NASDAQ:SEAC) Needs To Drive Business Growth CarefullyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
分析記事 • Feb 10Is SeaChange International (NASDAQ:SEAC) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jun 13SeaChange International, Inc. (OTCPK:SEAC) announces an Equity Buyback for $6.16 million worth of its shares.SeaChange International, Inc. (OTCPK:SEAC) announces a share repurchase program. Under the program, the company will repurchase up to $6.16 million worth of its outstanding shares. The shares will be repurchased at a price per share of not less than $6.75 per share and not more than $7.25 per share. The company expects to use cash and cash equivalents to fund the purchase of shares. The company expressly reserves the right to purchase additional shares up to 2% of the issued and outstanding shares without amending or extending the offer. The offer will expire on July 10, 2024.
お知らせ • May 11Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC).Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million on April 23, 2024. Enghouse Systems Limited will acquire substantially all of SeaChange’s assets related to its product and services business and will assume certain liabilities, for a total purchase price of $39 million. The Enghouse Asset Sale, which has been approved by SeaChange’s Board of Directors (the “Board”), is subject to various terms and closing conditions, including approval by a majority of the shares of SeaChange’s outstanding common stock. Subject to such closing conditions, Closing is expected to occur in early May 2024. The termination fee payable to Enghouse is $1.3 million.Needham & Company, LLC is acting as exclusive financial advisor to SeaChange in this transaction, and K&L Gates LLP is acting as legal counsel to SeaChange in this transaction.Enghouse Systems Limited (TSX:ENGH) completed the acquisition of Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) on May 9, 2024.
お知らせ • Apr 26Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million.Enghouse Systems Limited (TSX:ENGH) entered into an asset purchase agreement to acquire Substantially all assets related to its product and services business SeaChange International, Inc. from SeaChange International, Inc. (OTCPK:SEAC) for $39 million on April 24, 2024. Enghouse Systems Limited will acquire substantially all of SeaChange’s assets related to its product and services business and will assume certain liabilities, for a total purchase price of $39 million. The Enghouse Asset Sale, which has been approved by SeaChange’s Board of Directors (the “Board”), is subject to various terms and closing conditions, including approval by a majority of the shares of SeaChange’s outstanding common stock. Subject to such closing conditions, Closing is expected to occur in early May 2024. The termination fee payable to Enghouse is $1.3 million. Needham & Company, LLC is acting as exclusive financial advisor to SeaChange in this transaction, and K&L Gates LLP is acting as legal counsel to SeaChange in this transaction.
お知らせ • Sep 28+ 1 more updateSeachange International, Inc. Announces Management ChangesSeaChange International, Inc. announced the promotion of Chris Klimmer to President and a member of the Board of Directors, effective immediately. As SeaChange's CRO and later President, Klimmer has been instrumental in the turnaround of the Company's operational and financial performance, posting double digit year-over-year revenue growth and positive non-GAAP EBITDA for the first time in nearly a decade. He has spearheaded crucial initiatives to strengthen and renew existing customer engagements, to expand the Company's product and services portfolio with cloud-based streaming and ad insertion tech SaaS offerings, and to close new Tier 1 logos across the globe.Prior to joining SeaChange Klimmer had headed the Sales department in the Danish OVP pioneer Xstream, which was sold to SeaChange in 2019. Chris holds a PhD in Philosophy and Media Studies from the University of Hamburg. He's an advisor to and angel investor in start-ups in the Biotechnology, ESG, Fintech and Sports data spaces. He resides in Germany with his family and three children. Peter Aquino, who will move from Chairman to now the Company's Executive Chairman of the Board, supporting Chris and the team in future M&A and revenue growth.
お知らせ • Aug 09SeaChange International Announces Voluntary SEC Deregistration, Nasdaq DelistingSeaChange International, Inc. announced its voluntary decision to deregister its common stock with the U.S. Securities and Exchange Commission and delist its Common Stock from The Nasdaq Stock Market LLC. The Company intends to file a Form 25 with the SEC to remove its Common Stock from listing on Nasdaq and to deregister its Common Stock under Section 12(b) of the Securities Exchange Act of 1934, as amended (“Exchange Act”), on or about August 18, 2023, and as a result, the Company expects that the last trading day of its Common Stock on Nasdaq will be on or about August 28, 2023. The Company also expects to file a Form 15 with the SEC on or about August 28, 2023, to commence the process of terminating the registration of its Common Stock under Section 12(g) of the Exchange Act, and the filing of the Form 15 immediately suspends the Company’s reporting obligations under Sections 13(a) and 15(d) of the Exchange Act, including Forms 10-K, 10-Q, and 8-K.
Reported Earnings • Jun 13First quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2024 results: US$0.28 loss per share (improved from US$1.22 loss in 1Q 2023). Revenue: US$6.99m (up 4.0% from 1Q 2023). Net loss: US$714.0k (loss narrowed 76% from 1Q 2023). Revenue missed analyst estimates by 8.0%. Earnings per share (EPS) exceeded analyst estimates by 53%. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.
お知らせ • Jun 13SeaChange International Receives Written Notice from Nasdaq Regarding Regains Compliance with Minimum Bid Price RequirementOn June 7, 2023, SeaChange International, Inc. received written notice (the ‘Notice’) from the Listing Qualifications Department of The Nasdaq Stock Market LLC (‘Nasdaq’) stating that the Company has regained compliance with the minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2) for continued listing on The Nasdaq Capital Market because the Company’s common stock had a closing bid price of at least $1.00 per share for 10 consecutive business days. Accordingly, in the Notice, Nasdaq stated that the matter is now closed.
お知らせ • May 09SeaChange International, Inc., Annual General Meeting, May 19, 2023SeaChange International, Inc., Annual General Meeting, May 19, 2023, at 10:00 Eastern Standard Time. Agenda: To elect the nominees named in the proxy statement to the Board of Directors to serve for a three-year term as a Class III Director; to approve an amendment to the Company's Amended and Restated Certificate of Incorporation, as amended, to effect a reverse stock split of the outstanding shares of the Company's common stock, par value USD 0.01 per share, at a ratio in the range of 1-for-15 to 1-for-25, with such ratio to be determined at the discretion of the Board; To conduct a non-binding, advisory vote on the compensation of the Company's named executive officers; to ratify the appointment of the Company's independent registered public accounting firm, Marcum LLP, for the fiscal year ending January 31, 2024; and to transact such other business as may properly come before the meeting and any adjournments thereof.
Reported Earnings • Apr 06Full year 2023 earnings released: US$0.23 loss per share (vs US$0.16 loss in FY 2022)Full year 2023 results: US$0.23 loss per share (further deteriorated from US$0.16 loss in FY 2022). Revenue: US$32.5m (up 19% from FY 2022). Net loss: US$11.4m (loss widened 54% from FY 2022). Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 44% per year, which means it is significantly lagging earnings.
お知らせ • Jan 28+ 1 more updateSeaChange International, Inc. Announces CFO ChangesOn January 23, 2023, SeaChange International, Inc. terminated Kathleen Mosher from the position of Chief Financial Officer of SeaChange, effective immediately (the “ Termination”). Following the Termination, on January 23, 2023, the Board of Directors appointed Mark Szynkowski as Chief Financial Officer of the Company, effective January 23, 2023. Mr. Szynkowski, 55, brings with him over 20 years of finance and accounting experience, an extensive background in mergers and acquisitions, budgeting and forecasting, and a broad knowledge of the software technology industry. Previously, from December 2017 to December 2022, he served as Senior Vice President of Finance and Principal Accounting Officer for Symbolic Logic, Inc. (f/k/a Evolving Systems, Inc.). Prior to that role, he served as Chief Financial Officer of 6D Global Technologies, Inc. In these positions, he was responsible for overseeing financial operations, including Securities and Exchange Commission (the “ SEC”) filings and Sarbanes–Oxley Act of 2002 compliance and reporting. Earlier in his career, Mr. Szynkowski served in a variety of financial positions with EPIQ Systems, Inc. Over nearly 10 years at EPIQ, Mr. Szynkowski held senior positions, including Vice President of Finance, Electronic Discovery Segment; Corporate Controller; and Subsidiary Controller. Prior to working at EPIQ, he served as Controller for Tradeware Global LLC, Vice President of Finance and Operations for Integro Staffing Services and was a Senior Auditor with Ernst & Young. Mr. Szynkowski has a B.A. in Accounting from Alfred University.
Recent Insider Transactions • Jan 11Insider recently bought US$87k worth of stockOn the 6th of January, Julian Singer bought around 178k shares on-market at roughly US$0.49 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.4m more in shares than they have sold in the last 12 months.
お知らせ • Jan 05SeaChange International, Inc. Launches the Xstream™ Platform – A Content Monetization Platform Designed to Maximize Ad Revenue on Connected TVsSeaChange International, Inc. announced the launch of the SeaChange Xstream™ platform, a cloud-based content monetization platform helping OEMs and content owners maximize advertising revenue on Connected TVs (“CTVs”). SeaChange is formally launching the Xstream platform on January 6th and will start onboarding customers as early as in the first quarter of the new fiscal year. With consumer preferences rapidly shifting away from Linear and Pay TV to streaming, and from subscription services to advertising-funded television and content offerings, consumer demand for comprehensive content aggregation and discovery services on CTVs continues to experience explosive growth. Addressing this trend and to enable access to content independent of a cable subscription or set top box, CTVs are fast becoming the main gateway to entertainment for households. To fully harness this demand, SeaChange is launching the Xstream platform, which provides the full set of capabilities to monetize CTV ad inventory for content owners, manufacturers, and operating system providers alike, ranging from streaming enablement via content aggregation to targeted insertion of advertisement from multiple demand sources.
Reported Earnings • Dec 14Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2023 results: US$0.073 loss per share (further deteriorated from US$0.043 loss in 3Q 2022). Revenue: US$8.29m (up 16% from 3Q 2022). Net loss: US$3.68m (loss widened 75% from 3Q 2022). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 133%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in the US. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 52% per year, which means it is significantly lagging earnings.
Board Change • Nov 17High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Lead Independent Director Matthew Stecker is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Price Target Changed • Sep 14Price target decreased to US$3.00Down from US$4.00, the current price target is provided by 1 analyst. New target price is 545% above last closing price of US$0.47. The company is forecast to post a net loss per share of US$0.24 next year compared to a net loss per share of US$0.16 last year.
Board Change • Sep 14High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Lead Independent Director Matthew Stecker is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Seeking Alpha • Sep 12SeaChange Non-GAAP EPS of $0.00, revenue of $7.32MSeaChange press release (NASDAQ:SEAC): Q2 Non-GAAP EPS of $0.00. Revenue of $7.32M (+11.9% Y/Y). Gross Margin up 200 basis points y/y to 65% with execution on profitable growth Attractive outlook with focus on streaming, digital advertising, and Connected TV $14.3 million in cash, and no debt at quarter end. Shares -1.77%.
Seeking Alpha • Aug 17SeaChange hands president's title to revenue chief KlimmerStreaming services provider SeaChange (NASDAQ:SEAC) has promoted Chris Klimmer to President, a role handed off by CEO Peter Aquino as he adds the additional role of chairman. Klimmer has been chief revenue officer at SeaChange, where he helped lead a focus on software-as-a-service revenues within the company's streaming services and free ad-supported TV (FAST) markets. “SeaChange posted 33% year-over-year revenue growth in our fiscal first quarter 2023, and is methodically moving towards sustainable and profitable growth,” said Aquino. “Most importantly, with Chris leading the way, SeaChange is accelerating our focus into higher growth segments of our industry." Klimmer will have greater oversight into strategy, which will remain focused on protecting and expanding SeaChange's core business with its longstanding Tier I cable customers globally.
Seeking Alpha • Jun 21SeaChange: Tough Times Ahead After Termination Of Triller Reverse Merger AgreementDiscussing last week's mutual termination of the company's reverse merger agreement with Triller. SeaChange will neither be entitled to the $4 million termination fee specified in the merger agreement nor reimbursed for costs incurred in conjunction with the transaction. Going forward, SeaChange will be back on its own in an increasingly difficult market for the company's core video and advertising products. While recent Q1 results showed some top and bottom line progress on a year-over-year basis, the company will likely be challenged to achieve sustainable growth and positive free cash flow going forward. Remaining liquidity should be sufficient for up to another three years, so still plenty of time for management to engineer a sustainable turnaround. I am reiterating my "neutral" rating on the shares for now.
Reported Earnings • Jun 10First quarter 2023 earnings released: US$0.061 loss per share (vs US$0.098 loss in 1Q 2022)First quarter 2023 results: US$0.061 loss per share (up from US$0.098 loss in 1Q 2022). Revenue: US$6.72m (up 33% from 1Q 2022). Net loss: US$3.00m (loss narrowed 26% from 1Q 2022). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target decreased to US$3.00Down from US$4.00, the current price target is provided by 1 analyst. New target price is 191% above last closing price of US$1.03. The company is forecast to post a net loss per share of US$0.12 next year compared to a net loss per share of US$0.16 last year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. No highly experienced directors. Chairman of the Board Bob Pons is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Seeking Alpha • Apr 25SeaChange: Market Participants Do Not Buy Triller's Aggressive Financial ProjectionsShares trade at a large discount to the value assigned in the recent Triller merger agreement. Discussing recent registration statement on Form S-4. Triller management's financial projections appear aggressive. Closing of a recent $100 million equity financing has been delayed twice already. Triller likely to face difficulties to close on the contemplated issuance of $250 million in convertible notes at an agreed 20% discount to the $5 billion valuation assigned to the company in the merger agreement. This is not a done deal particularly given the current weakness in social media and video streaming stocks. Investors would be well-served to watch this story unfold from the sidelines.
Reported Earnings • Apr 09Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: US$0.16 loss per share (up from US$0.58 loss in FY 2021). Revenue: US$27.3m (up 24% from FY 2021). Net loss: US$7.43m (loss narrowed 66% from FY 2021). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 14%. Over the next year, revenue is forecast to grow 16%, compared to a 46% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Seeking Alpha • Dec 23A Sea Change At SeaChange As Triller Reverse Merger Lifts Shares To 18-Month HighsCompany finally announces an eagerly-awaited reverse merger transaction with the parent company of video sharing social networking service and TikTok rival Triller. The new company will be named "TrillerVerz". Discussing key terms of the proposed combination. At an assigned valuation of $5 billion, transaction value calculates to $2.35 per SeaChange share. Existing SeaChange shareholders can choose between a combination of cash and new TrillerVerz bonds or outright converting their holdings into new TrillerVerz stock. As TrillerVerz has yet to file financial information with the SEC, assessing the transaction is somewhat difficult at this point. Investors should remain wary of the four-fold increase to the company's assigned valuation over the past year and a number of recent user metrics and app download disputes.
Major Estimate Revision • Dec 22Consensus estimates of losses per share improve by 26%The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from US$24.4m to US$25.8m. EPS estimate increased from -US$0.19 per share to -US$0.14 per share. Software industry in the US expected to see average net income growth of 9.3% next year. Consensus price target of US$3.00 unchanged from last update. Share price rose 19% to US$1.79 over the past week.
Reported Earnings • Dec 16Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: US$0.043 loss per share (up from US$0.14 loss in 3Q 2021). Revenue: US$7.15m (up 44% from 3Q 2021). Net loss: US$2.11m (loss narrowed 59% from 3Q 2021). Revenue exceeded analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 20%. Earnings per share (EPS) missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 21%, compared to a 207% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 19We Think SeaChange International (NASDAQ:SEAC) Needs To Drive Business Growth CarefullyThere's no doubt that money can be made by owning shares of unprofitable businesses. For example, although...
Reported Earnings • Sep 15Second quarter 2022 earnings released: EPS US$0.005 (vs US$0.15 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: US$6.54m (up 31% from 2Q 2021). Net income: US$227.0k (up US$5.99m from 2Q 2021). Profit margin: 3.5% (up from net loss in 2Q 2021). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Board Change • Sep 02High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Executive Chairman Bob Pons is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Jun 28SeaChange International, Inc.(NasdaqGS:SEAC) dropped from Russell 3000E Value IndexSeaChange International, Inc.(NasdaqGS:SEAC) dropped from Russell 3000E Value Index
Recent Insider Transactions • Jun 24Executive Chairman recently bought US$106k worth of stockOn the 21st of June, Robert Pons bought around 100k shares on-market at roughly US$1.06 per share. This was the largest purchase by an insider in the last 3 months. Robert has been a buyer over the last 12 months, purchasing a net total of US$210k worth in shares.
Major Estimate Revision • Jun 19Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast fell from US$25.2m to US$22.7m. EPS estimate unchanged from -US$0.31 per share at last update. Software industry in the US expected to see average net income decline 2.8% next year. Consensus price target of US$3.00 unchanged from last update. Share price fell 14% to US$1.06 over the past week.
Reported Earnings • Jun 12First quarter 2022 earnings released: US$0.098 loss per share (vs US$0.17 loss in 1Q 2021)The company reported a decent first quarter result with reduced losses and improved control over expenses, although revenues were weaker. First quarter 2022 results: Revenue: US$5.05m (down 27% from 1Q 2021). Net loss: US$4.07m (loss narrowed 38% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 25% per year whereas the company’s share price has fallen by 29% per year.
Executive Departure • May 24Independent Vice Chairman of the Board Jeffrey Tuder has left the companyOn the 14th of May, Jeffrey Tuder's tenure as Independent Vice Chairman of the Board ended after 2.2 years in the role. As of March 2021, Jeffrey personally held 180.21k shares (US$670k worth at the time). A total of 4 executives have left over the last 12 months.
Recent Insider Transactions • Apr 24Executive Chairman recently bought US$104k worth of stockOn the 19th of April, Robert Pons bought around 100k shares on-market at roughly US$1.04 per share. This was the largest purchase by an insider in the last 3 months. This was Robert's only on-market trade for the last 12 months.
Reported Earnings • Apr 17Full year 2021 earnings released: US$0.58 loss per share (vs US$0.24 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: US$22.0m (down 67% from FY 2020). Net loss: US$21.8m (loss widened 144% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
Executive Departure • Mar 26CTO & Senior VP has left the companyOn the 24th of March, Marek Kielczewski's tenure as CTO & Senior VP ended after 2.3 years in the role. As of December 2020, Marek personally held 397.15k shares (US$556k worth at the time). A total of 3 executives have left over the last 12 months.
Executive Departure • Feb 16Independent Director has left the companyOn the 10th of February, Andrew Sriubas' tenure in the role of Independent Director ended. As of December 2020, Andrew personally held 180.52k shares (US$253k worth at the time). A total of 2 executives have left over the last 12 months.
分析記事 • Feb 10Is SeaChange International (NASDAQ:SEAC) Weighed On By Its Debt Load?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Is New 90 Day High Low • Jan 15New 90-day high: US$1.60The company is up 85% from its price of US$0.86 on 16 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 2.0% over the same period.
Is New 90 Day High Low • Dec 30New 90-day high: US$1.39The company is up 76% from its price of US$0.79 on 01 October 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Major Estimate Revision • Dec 17Analysts lower revenue estimates to US$21.5mThe 2021 consensus revenue estimate decreased from US$26.5m. Earnings per share (EPS) also decreased, with analysts lowering their estimates from -US$0.59 to -US$0.60 for the same period. The Software industry in the US is expected to see an average net income growth of 6.1% next year. The consensus price target of US$2.00 was unchanged from the last update. Share price is down by 18% to US$0.80 over the past week.
分析記事 • Dec 15Analysts Just Slashed Their SeaChange International, Inc. (NASDAQ:SEAC) EPS NumbersThe analysts covering SeaChange International, Inc. ( NASDAQ:SEAC ) delivered a dose of negativity to shareholders...
分析記事 • Dec 14SeaChange International, Inc. (NASDAQ:SEAC) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportShareholders might have noticed that SeaChange International, Inc. ( NASDAQ:SEAC ) filed its quarterly result this time...
Reported Earnings • Dec 12Third quarter 2021 earnings released: US$0.14 loss per shareThe company reported a poor third quarter result with weaker earnings, revenues and control over expenses. Third quarter 2021 results: Revenue: US$4.97m (down 76% from 3Q 2020). Net loss: US$5.12m (down 339% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.
Analyst Estimate Surprise Post Earnings • Dec 12Revenue and earnings miss expectationsRevenue missed analyst estimates by 20%. Earnings per share (EPS) also missed analyst estimates by 6.7%. Over the next year, revenue is forecast to grow 6.0%, compared to a 17% growth forecast for the Software industry in the US.
Is New 90 Day High Low • Oct 27New 90-day low: US$0.78The company is down 48% from its price of US$1.51 on 29 July 2020. The American market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Oct 01New 90-day low: US$0.87The company is down 40% from its price of US$1.45 on 02 July 2020. The American market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.