View Financial HealthDigital Media Solutions 배당 및 자사주 매입배당 기준 점검 0/6Digital Media Solutions 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률12,162.2%자사주 매입 수익률총 주주 수익률12,162.2%미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Sep 12+ 1 more updateDigital Media Solutions, Inc. Filed for BankruptcyDigital Media Solutions, Inc., along with its 36 affiliates, filed a voluntary petition for reorganization under Chapter 11 in the US Bankruptcy Court for the Southern District of Texas on September 11, 2024. The debtor listed both its assets and liabilities in the range of $100 million to $500 million. The debtor is represented by John F Higgins, IV of Porter Hedges LLP, Kirkland & Ellis LLP, and Kirkland & Ellis International LLP as its legal counsels. The debtor also hired Houlihan Lokey, Inc. as its investment banker, Portage Point Partners, LLC as its financial advisor, tax services provider, and Chief Restructuring Officer, and Omni Agent Solutions, Inc. as claims and noticing agent.공시 • Aug 14Digital Media Solutions Files Form 15Digital Media Solutions, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A Common Stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Class A Common Stock was $0.0001 per share.공시 • Apr 03Digital Media Solutions, Inc. announced delayed annual 10-K filingOn 04/02/2024, Digital Media Solutions, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.공시 • Sep 29Digital Media Solutions, Inc.(OTCPK:DMSL) dropped from S&P TMI IndexDigital Media Solutions, Inc.(OTCPK:DMSL) dropped from S&P TMI Index공시 • Sep 27Digital Media Solutions Announces Delisting from the New York Stock ExchangeDigital Media Solutions, Inc. announced that it will be delisted from the New York Stock Exchange. The Company’s delisting follows the NYSE’s determination under Rule 802.01B of the NYSE Listed Company Manual that the Company did not meet the NYSE’s continued listing standard that requires listed companies to maintain an average global market capitalization of at least $15 million over a period of 30 consecutive trading days. The Company’s delisting does not affect the Company’s business operations and DMS continues to be focused on its core solutions in service of its advertising clients. In addition, the delisting does not cause an event of default under the senior secured credit facility to which its subsidiaries are a party, and DMS continues to be supported by its lenders as evidenced by the recent amendment to its credit facility, which has provided the Company and management with the flexibility needed to manage through the current environment. The Company will continue to be a Securities and Exchange Commission (“SEC”) reporting company and anticipates that its Class A common stock will begin trading on the over-the-counter markets on September 26, 2023. The Company will consider relisting its Class A common stock on a national securities exchange in the future if the Board of Directors determines that doing so is in the best interest of the Company and its stakeholders.공시 • Sep 21Digital Media Solutions, Inc. Appoints Ms. Elizabeth LaPuma as a Director of the CompanyOn September 18, 2023, the board of directors of Digital Media Solutions, Inc. appointed Ms. Elizabeth LaPuma as a director of the Company. Ms. LaPuma was also appointed to the boards of directors of Digital Media Solutions, LLC ("DMS LLC"), an indirect subsidiary of the Company, and Digital Media Solutions Holdings, LLC ("DMSH LLC"), an indirect subsidiary of the Company and the parent of DMS LLC. The appointments to the subsidiary boards of directors were undertaken pursuant to the terms of the senior secured credit facility to which DMSH LLC and DMS LLC are parties. The Board has not yet determined the committees upon which Ms. LaPuma will serve. Ms. LaPuma brings over two decades of financial advisory and board expertise across diverse industries. Ms. LaPuma currently sits on boards across fintech, artificial intelligence, healthcare, consumer and real estate sectors, including Enterra Solutions, a private market-leading industrial scale artificial intelligence value chain solutions provider, Surgalign Holdings Inc., a public healthcare company, Roundhill Capital Partners, a private real estate fund, Ventura Capital, a private equity firm, and WeWork Inc., a leading global flexible space provider where she also chairs the Audit Committee and is on the Compensation and Governance Committees. Ms. LaPuma is also expected to join the board of directors of Farenheit. Prior to these roles, Ms. LaPuma was a Managing Director and Head of Balance Sheet Advisory at UBS from 2020 to 2023. Prior to UBS, she was a Managing Director and head of Asset Management Services at Alvarez & Marsal from 2013 to 2020, advising governments and financial institutions on diverse assets. Ms. LaPuma’s earlier career includes roles at BlackRock, Lazard Frères & Co. LLC, Credit Suisse and Perella Weinberg Partners L.P. Ms. LaPuma received her Masters of Business Administration in Finance as a Palmer Scholar, Bachelor of Science in Finance and Bachelor of Arts in International Relations (Magna Cum Laude) from the Wharton School and The School of Arts and Sciences at the University of Pennsylvania.공시 • Aug 30Digital Media Solutions, Inc. Announces Resignation of Board of DirectorsOn August 25, 2023, Robbie Isenberg and Maurissa Bell, designees of Clairvest Group Inc. on the Company's Board of Directors, resigned from the Company's Board, effective immediately. Their decision to resign from the Board was not the result of any disagreement with the Company. Clairvest Group remains a shareholder of the Company, and in submitting their resignations, Mr. Isenberg and Ms. Bell indicated that Clairvest reserves its rights to nominate directors in the future pursuant to the terms of the Director Nomination Agreement, dated July 15, 2020, to which Clairvest Group remains a party.공시 • Aug 21Digital Media Solutions Announces 1-for-15 Reverse Stock Split to Regain Full Compliance with the NYSE Share Price Listing Rule and to Maintain its Listing on the NYSEDigital Media Solutions, Inc. announced that its Board of Directors approved a reverse stock split of the Company’s Class A common stock and Class B common stock at a ratio of 1-for-15. Earlier, on April 28, 2023, a majority of the Company’s stockholders approved a reverse stock split subject to the Board of Directors determining the final ratio. The reverse stock split is expected to be effective after market close on August 28, 2023 (the ‘Effective Time’). The Company’s Class A common stock will begin trading on a split-adjusted basis on the New York Stock Exchange (NYSE) at the market open on August 29, 2023. The reverse stock split will not modify any rights or preferences of the Company’s Class A common stock or Class B common stock. The reverse stock split is intended to increase the market price per share of the Company’s Class A common stock to ensure the Company regains full compliance with the NYSE share price listing rule and maintains its listing on the NYSE. As previously announced, the Company can regain compliance with the NYSE’s continued listing standards if, as of the last trading day of any calendar month during the six-month cure period that ends September 29, 2023, the Company’s Class A common stock has a closing share price of at least $1.00 and an average closing share price of at least $1.00 over the prior 30 trading-day period. The Company anticipates that the effects of the reverse stock split will be sufficient for the Company to regain compliance with the NYSE’s continued listing standards.공시 • Aug 17+ 1 more updateDigital Media Solutions, Inc. announced delayed 10-Q filingOn 08/15/2023, Digital Media Solutions, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.New Risk • Aug 16New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$25m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$25m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Negative equity (-US$145m). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$22m net loss in 3 years). Market cap is less than US$100m (US$17.7m market cap).Reported Earnings • Aug 15Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.72 loss per share (further deteriorated from US$0.18 loss in 2Q 2022). Revenue: US$82.6m (down 9.5% from 2Q 2022). Net loss: US$28.9m (loss widened 315% from 2Q 2022). Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Media industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 17 percentage points per year, which is a significant difference in performance.공시 • Aug 15Digital Media Solutions, Inc. Reports Impairment Charges for the Second Quarter Ended June 30, 2023Digital Media Solutions, Inc. reported impairment charges for the second quarter ended June 30, 2023. For the period, the company reported an impairment of goodwill of $33,795,000 and an impairment of intangible assets of $7,791,000.공시 • Aug 04Digital Media Solutions, Inc. to Report Q2, 2023 Results on Aug 14, 2023Digital Media Solutions, Inc. announced that they will report Q2, 2023 results After-Market on Aug 14, 2023Major Estimate Revision • May 22Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$447.9m to US$384.8m. Forecast losses increased from -US$0.44 to -US$0.545 per share. Media industry in the US expected to see average net income growth of 8.3% next year. Consensus price target up from US$1.92 to US$2.00. Share price fell 25% to US$0.45 over the past week.공시 • May 19Digital Media Solutions, Inc., Annual General Meeting, Jun 22, 2023Digital Media Solutions, Inc., Annual General Meeting, Jun 22, 2023, at 10:00 Eastern Daylight. Agenda: To elect the seven nominees identified in the Proxy Statement as directors of the Company, each to hold office until the 2024 Annual Meeting of Stockholders and until his or her successor is duly elected and qualified; to ratify the appointment of Grant Thornton LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2023; and to consider and take action upon any other business that may properly come before the 2023 Annual Meeting or any continuations, postponements or adjournments thereof.Reported Earnings • May 17First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: US$0.32 loss per share (further deteriorated from US$0.088 loss in 1Q 2022). Revenue: US$90.3m (down 17% from 1Q 2022). Net loss: US$12.6m (loss widened 302% from 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 121%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Media industry in the US. Over the last 3 years on average, the company's earnings growth rate has exceeded its share price growth rate by 1 percentage points per year.공시 • May 10Digital Media Solutions, Inc. Announces Resignation of Mary Minnick as DirectorOn May 3, 2023, Digital Media Solutions, Inc. announced Mary Minnick notified the Company that she will not stand for re-election as a director and will cease her service on the Board upon the expiration of her term at the Company’s 2023 Annual Meeting of Stockholders.공시 • May 09Digital Media Solutions, Inc. to Report Q1, 2023 Results on May 15, 2023Digital Media Solutions, Inc. announced that they will report Q1, 2023 results After-Market on May 15, 2023공시 • May 06Digital Media Solutions Announces Receipt of Continued Listing Standard Notice from NYSEDigital Media Solutions, Inc. announced that it received written notice on April 28, 2023, from the New York Stock Exchange (the "NYSE"), indicating that the Company is not in compliance with NYSE's continued listing standards which require it to maintain an average global market capitalization of at least $50.0 million over a consecutive 30-day trading period and, at the same time, a total stockholders’ equity equal to or greater than $50.0 million. Under NYSE rules, the Company has a period of 45 days from receipt of the notice to submit a plan advising the NYSE of definitive actions the Company has taken, or is taking, that would bring it into compliance with the market capitalization listing standard within 18 months of receipt of the notice. The Company plans to notify the NYSE that it intends to submit a plan to cure the global market capitalization listing standard deficiency. The Company is currently evaluating its available options and developing a plan to regain compliance with the minimum global market capitalization requirement. The notice does not result in the immediate delisting of the Company's common stock from the NYSE. The Company's common stock will continue to be listed and trade on the NYSE during this cure period, subject to the Company's compliance with other NYSE continued listing standards.Major Estimate Revision • Apr 02Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from US$401.5m to US$451.2m. Forecast losses expected to reduce from -US$0.363 to -US$0.35 per share. Media industry in the US expected to see average net income decline 10% next year. Consensus price target of US$2.42 unchanged from last update. Share price rose 75% to US$1.12 over the past week.Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Co-Founder, COO & Director Fernando Borghese is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 10Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: US$0.15 loss per share (down from US$0.097 profit in 3Q 2021). Revenue: US$90.1m (down 16% from 3Q 2021). Net loss: US$6.11m (down 273% from profit in 3Q 2021). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 46% per year, which means it is performing significantly worse than earnings.공시 • Nov 10Digital Media Solutions, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2022Digital Media Solutions, Inc. provided earnings guidance for the fourth quarter and full year of 2022. For the fourth quarter, the company expects net revenue of $97 million to $102 million.For the full year 2022, the company expects net revenue of $385 million to $390 million.Seeking Alpha • Nov 08Digital Media Solutions GAAP EPS of -$0.15 beats by $0.04, revenue of $90.1M beats by $2.3MDigital Media Solutions press release (NYSE:DMS): Q3 GAAP EPS of -$0.15 beats by $0.04. Revenue of $90.1M (-16.1% Y/Y) beats by $2.3M. Fourth-Quarter 2022: Net Revenue: $97 – $102 million Gross Margin: 25% – 30% Variable Marketing Margin: 30% – 35% Adjusted EBITDA: $7 – $10 million Full-Year 2022: Net Revenue: $385 – $390 million Gross Margin: 25% – 30% Variable Marketing Margin: 30% – 35% Adjusted EBITDA: $26 – $29 million공시 • Oct 22Digital Media Solutions, Inc. to Report Q3, 2022 Results on Nov 08, 2022Digital Media Solutions, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 08, 2022Price Target Changed • Sep 10Price target increased to US$3.83Up from US$3.50, the current price target is an average from 3 analysts. New target price is 74% above last closing price of US$2.20. The company is forecast to post a net loss per share of US$0.51 compared to earnings per share of US$0.062 last year.공시 • Sep 10Prism Data, LLC made a proposal to acquire remaining 64.2% stake in Digital Media Solutions, Inc. (NYSE:DMS) from Clairvest Equity Partners V Limited Partnership, managed by Clairvest Group Inc. (TSX:CVG), Lion Capital LLP and others for approximately $110 million.Prism Data, LLC made a proposal to acquire remaining 64.2% stake in Digital Media Solutions, Inc. (NYSE:DMS) from Clairvest Equity Partners V Limited Partnership, managed by Clairvest Group Inc. (TSX:CVG), Lion Capital LLP and others for approximately $110 million on September 7, 2022. Prism Data, LLC will pay $2.50 per share in cash as a consideration. Prism holds approximately 35.8% of DMS's combined outstanding Class A and Class B Shares. Prism Data, LLC intends to fund the acquisition with combination of cash on hand and other available financing sources. B. Riley Securities, Inc. will arrange a $50 million of financing for Prism Data, LLC. Prism Data, LLC has retained B. Riley Securities, Inc. as financial advisor.Seeking Alpha • Sep 08Digital Media Solutions jumps 52% on management's go-private offerPerformance marketing company Digital Media Solutions (NYSE:DMS) has disclosed it's received a nonbinding go-private proposal led by a couple of its executives. The stock surged 52% postmarket on the news. It had begun a jump in the closing minutes of the regular session, seeing some volatile trade before wrapping the day up 8.5%. The company disclosed receiving the proposal after the closing bell. The company received its offer for all Class A common stock at $2.50 per share in cash, from Prism Data LLC, the investment vehicle affiliated with CEO Joseph Marinucci and Chief Operating Officer Fernando Borghese. That price marks a 95% premium to Thursday's closing price.Major Estimate Revision • Aug 16Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$444.1m to US$390.8m. Forecast losses increased from -US$0.26 to -US$0.53 per share. Media industry in the US expected to see average net income growth of 2.8% next year. Consensus price target down from US$5.17 to US$4.00. Share price rose 22% to US$1.55 over the past week.분석 기사 • Aug 15These Analysts Just Made A Massive Downgrade To Their Digital Media Solutions, Inc. (NYSE:DMS) EPS ForecastsToday is shaping up negative for Digital Media Solutions, Inc. ( NYSE:DMS ) shareholders, with the analysts delivering...Reported Earnings • Aug 11Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: US$0.18 loss per share (down from US$0.071 profit in 2Q 2021). Revenue: US$91.2m (down 13% from 2Q 2021). Net loss: US$6.98m (down 376% from profit in 2Q 2021). Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) also missed analyst estimates by 42%. Over the next year, revenue is expected to shrink by 1.5% compared to a 2.4% growth forecast for the industry in the US.분석 기사 • Aug 11Estimating The Fair Value Of Digital Media Solutions, Inc. (NYSE:DMS)Does the August share price for Digital Media Solutions, Inc. ( NYSE:DMS ) reflect what it's really worth? Today, we...공시 • Aug 10Digital Media Solutions, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2022Digital Media Solutions, Inc. provided earnings guidance for the third quarter and full year of 2022. For the quarter, the company expects net revenue in the range of $87 million and $90 million. For the year, the company expects net revenue in the range of $390 million and $400 million.공시 • Jul 23Digital Media Solutions, Inc. to Report Q2, 2022 Results on Aug 09, 2022Digital Media Solutions, Inc. announced that they will report Q2, 2022 results After-Market on Aug 09, 2022공시 • Jun 29Digital Media Solutions, Inc. Announces CFO TransitionDigital Media Solutions, Inc. announced that Richard Rodick, CPA, will join the Company and assume the role of CFO on July 1, 2022. To ensure continuity, current CFO Vasundara Srenivas will remain in her role until July 1, at which time she will step down to pursue new career goals.With nearly two decades of significant financial executive experience, Rodick comes to DMS with noteworthy CFO and executive-level expertise from his time with multimillion and billion-dollar companies across a number of verticals. Previously serving in executive roles for global leaders including Telus International and Broadridge Financial Solutions, Rodick is known for his successful execution of financial reporting, financial planning and analysis, investor relations and acquisition valuation. To help ensure a seamless transition, Srenivas will continue to support DMS in an advisory role until August 19, 2022.공시 • Jun 26+ 1 more updateDigital Media Solutions, Inc.(NYSE:DMS) dropped from Russell 2000 Growth IndexDigital Media Solutions, Inc.(NYSE:DMS) dropped from Russell 2000 Growth Index공시 • Jun 16Digital Media Solutions, Inc., Annual General Meeting, Jun 15, 2022Digital Media Solutions, Inc., Annual General Meeting, Jun 15, 2022, at 10:00 US Eastern Standard Time.공시 • Jun 01Digital Media Solutions, Inc. Announces Resignation of Joseph Liner as Chief Revenue Officer, Effective from May 31, 2022On May 26, 2022, Joseph Liner, the Chief Revenue Officer of Digital Media Solutions, Inc. (the “Company”) resigned from the Company effective as of the close of business on May 31, 2022.Major Estimate Revision • May 17Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$468.1m to US$444.1m. Losses expected to increase from US$0.16 per share to US$0.26. Media industry in the US expected to see average net income growth of 13% next year. Consensus price target down from US$6.33 to US$5.17. Share price fell 39% to US$1.70 over the past week.공시 • May 12+ 1 more updateDigital Media Solutions, Inc. (NYSE:DMS) acquired Traverse Data, Inc. for $3 million.Digital Media Solutions, Inc. (NYSE:DMS) acquired Traverse Data, Inc. for $3 million on May 10, 2022. Total up to $3 million payable in cash, subject to certain adjustments. Digital Media Solutions, Inc. (NYSE:DMS) completed the acquisition of Traverse Data, Inc. on May 10, 2022.Reported Earnings • May 11First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.088 loss per share (down from US$0.004 loss in 1Q 2021). Revenue: US$109.1m (up 13% from 1Q 2021). Net loss: US$3.13m (loss widened US$3.02m from 1Q 2021). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 10%, compared to a 4.1% growth forecast for the industry in the US.분석 기사 • May 03Here's What's Concerning About Digital Media Solutions' (NYSE:DMS) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to US$2.36, the stock trades at a trailing P/E ratio of 66.6x. Average forward P/E is 12x in the Media industry in the US. Total loss to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$1.93 per share.Price Target Changed • Apr 27Price target decreased to US$6.33Down from US$8.67, the current price target is an average from 3 analysts. New target price is 118% above last closing price of US$2.91. Stock is down 75% over the past year. The company is forecast to post a net loss per share of US$0.17 compared to earnings per share of US$0.062 last year.Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Co-Founder, COO & Director Fernando Borghese is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Apr 09Digital Media Solutions, Inc. to Report Q1, 2022 Results on May 10, 2022Digital Media Solutions, Inc. announced that they will report Q1, 2022 results After-Market on May 10, 2022Seeking Alpha • Mar 30Digital Media Solutions: Expected To Benefit From Growth In Digital AdvertisingDMS is benefitting from the current shift in advertising from traditional to online. We believe DMS will have significant growth opportunities as the underpenetrated total addressable market continues to grow. The platform’s “Flywheel Effect” is underestimated by the market and has a retention rate of 100% for its top 20 advertiser clients. For these customers, revenue grew 31% YoY. DMS has been “dynamically diversified” in the recent quarter which allows the Company to be more flexible, adjust to market environments, expand into new verticals, grow within verticals, and grow. DMS is undervalued and has significant upside. Our target price is based on a P/S multiple of 0.57 times blended with our DCF model price.분석 기사 • Mar 23Digital Media Solutions' (NYSE:DMS) Robust Earnings Are Supported By Other Strong FactorsDigital Media Solutions, Inc.'s ( NYSE:DMS ) strong earnings report was rewarded with a positive stock price move. Our...분석 기사 • Mar 16Digital Media Solutions, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a good week for Digital Media Solutions, Inc. ( NYSE:DMS ) shareholders, because the company has just...Reported Earnings • Mar 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: US$0.062 (up from US$0.07 loss in FY 2020). Revenue: US$427.9m (up 29% from FY 2020). Net income: US$2.20m (up US$4.45m from FY 2020). Profit margin: 0.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 63%. Over the next year, revenue is forecast to grow 9.2%, compared to a 5.3% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.Price Target Changed • Mar 07Price target decreased to US$8.67Down from US$10.00, the current price target is an average from 3 analysts. New target price is 204% above last closing price of US$2.85. Stock is down 72% over the past year. The company is forecast to post earnings per share of US$0.16 next year compared to a net loss per share of US$0.07 last year.공시 • Feb 16Digital Media Solutions, Inc. to Report Q4, 2021 Results on Mar 14, 2022Digital Media Solutions, Inc. announced that they will report Q4, 2021 results After-Market on Mar 14, 2022Price Target Changed • Dec 03Price target decreased to US$10.00Down from US$11.63, the current price target is an average from 4 analysts. New target price is 131% above last closing price of US$4.33. Stock is down 41% over the past year. The company is forecast to post earnings per share of US$0.17 next year compared to a net loss per share of US$0.07 last year.Price Target Changed • Nov 17Price target decreased to US$11.00Down from US$12.00, the current price target is an average from 4 analysts. New target price is 75% above last closing price of US$6.28. Stock is down 17% over the past year. The company is forecast to post earnings per share of US$0.17 next year compared to a net loss per share of US$0.07 last year.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS US$0.097 (vs US$0.035 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$107.4m (up 30% from 3Q 2020). Net income: US$3.54m (up 211% from 3Q 2020). Profit margin: 3.3% (up from 1.4% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 20Price target decreased to US$12.00Down from US$14.50, the current price target is an average from 4 analysts. New target price is 88% above last closing price of US$6.39. Stock is down 12% over the past year. The company is forecast to post earnings per share of US$0.26 next year compared to a net loss per share of US$0.07 last year.Seeking Alpha • Oct 06Digital Media Solutions Stock: Solid Growth And Fairly CheapThe company has a strong position in insurance where it is benefiting from a secular shift towards digital and performance advertisement. The company amasses first-party data in the process of assisting its customers, creating increasing returns (a flywheel effect), and eliminating dependence on third-party cookies. Growth is very solid, helped by acquisitions and the shares aren't expensive.Price Target Changed • Aug 19Price target decreased to US$13.63Down from US$15.50, the current price target is an average from 4 analysts. New target price is 71% above last closing price of US$7.98. Stock is down 7.6% over the past year.분석 기사 • Aug 17Be Wary Of Digital Media Solutions (NYSE:DMS) And Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS US$0.071 (vs US$0.017 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$105.1m (up 40% from 2Q 2020). Net income: US$2.53m (up US$3.29m from 2Q 2020). Profit margin: 2.4% (up from net loss in 2Q 2020).공시 • May 11Digital Media Solutions, Inc. announced delayed 10-Q filingOn 05/10/2021, Digital Media Solutions, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.분석 기사 • Apr 07New Forecasts: Here's What Analysts Think The Future Holds For Digital Media Solutions, Inc. (NYSE:DMS)Celebrations may be in order for Digital Media Solutions, Inc. ( NYSE:DMS ) shareholders, with the analysts delivering...공시 • Apr 06Digital Media Solutions, Inc. Updates Earnings Guidance for the Full Year of 2021Digital Media Solutions, Inc. updated earnings guidance for the full year of 2021. For the period, the company expects revenue to be between $455 million to $465 million.Reported Earnings • Mar 19Full year 2020 earnings released: US$0.07 loss per share (vs US$0.25 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$332.9m (up 40% from FY 2019). Net loss: US$2.25m (loss narrowed 80% from FY 2019).Executive Departure • Mar 16Chief Financial Officer has left the companyOn the 13th of March, Randall Koubek's tenure as Chief Financial Officer ended after less than a year in the role. We don't have any record of a personal shareholding under Randall's name. Randall is the only executive to leave the company over the last 12 months.공시 • Mar 04Digital Media Solutions, Inc. Names Vasundara Srenivas as its Next CFODigital Media Solutions, Inc. has named Vasundara Srenivas, formerly of Boeing Capital, as its next CFO. Srenivas will lead the company's global finance and accounting teams starting on March 13. Before joining DMS, Srenivas served as CFO of Boeing Australia and Boeing Defense Australia. From 2017 through 2020, she also served as CFO of Boeing Capital Corp. Randy Koubek, the current CFO who joined the company in December 2018 and led the team through the process of becoming a public company, is leaving to pursue other opportunities.Analyst Estimate Surprise Post Earnings • Mar 02Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.9%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 24%, compared to a 8.1% growth forecast for the Media industry in the US.Reported Earnings • Mar 02Full year 2020 earnings released: US$0.015 loss per share (vs US$0.25 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$333.4m (up 40% from FY 2019). Net loss: US$472.0k (loss narrowed 96% from FY 2019).공시 • Feb 18Digital Media Solutions, Inc. Announces Executive ChangesDigital Media Solutions, Inc. announced the appointment of Vasundara Srenivas, CPA, as CFO. In this role, Srenivas will lead the company’s global finance and accounting teams. Srenivas will report to DMS CEO, Joe Marinucci, with a March 13, 2021 as start date. For more than a decade, Srenivas held executive-level positions at Boeing, supporting both corporate and divisional finance. A transformational leader, Srenivas’s expertise includes strategic direction, GAAP/IFRS accounting, SEC reporting, M&A and financial operations. Srenivas’s roles at Boeing included CFO of Boeing Australia and Boeing Defense Australia, senior roles in corporate finance transformation and enterprise finance and, from 2017 through 2020, CFO of Boeing Capital Corporation. Current CFO Randy Koubek joined DMS in December 2018 and led the team through the rigorous process of becoming a public company in July 2020 via a SPAC IPO. He is leaving to pursue other opportunities. Last month, DMS announced the appointment of Tony Saldana to General Counsel and EVP of Compliance and Thomas Bock to EVP of Corporate Development and Investor Relations, and earlier this month, DMS announced the acquisition of Aimtell/PushPros. The addition of the Aimtell/PushPros technology and AI infrastructure within the DMS proprietary advertising technology stack enhances the ability of both companies to connect consumers and advertisers with relevant ads delivered to the right people at the right times.Is New 90 Day High Low • Feb 05New 90-day high: US$12.54The company is up 60% from its price of US$7.85 on 06 November 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$24.01 per share.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 DMSL.Q 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: DMSL.Q 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장Digital Media Solutions 배당 수익률 vs 시장DMSL.Q의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (DMSL.Q)n/a시장 하위 25% (US)1.4%시장 상위 25% (US)4.2%업계 평균 (Media)3.0%분석가 예측 (DMSL.Q) (최대 3년)n/a주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 DMSL.Q 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 DMSL.Q 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 DMSL.Q 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: DMSL.Q 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/03/07 19:20종가2025/02/28 00:00수익2024/03/31연간 수익2023/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Digital Media Solutions, Inc.는 5명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Marvin FongBTIGMichael GrahamCanaccord GenuityMaria RippsCanaccord Genuity2명의 분석가 더 보기
공시 • Sep 12+ 1 more updateDigital Media Solutions, Inc. Filed for BankruptcyDigital Media Solutions, Inc., along with its 36 affiliates, filed a voluntary petition for reorganization under Chapter 11 in the US Bankruptcy Court for the Southern District of Texas on September 11, 2024. The debtor listed both its assets and liabilities in the range of $100 million to $500 million. The debtor is represented by John F Higgins, IV of Porter Hedges LLP, Kirkland & Ellis LLP, and Kirkland & Ellis International LLP as its legal counsels. The debtor also hired Houlihan Lokey, Inc. as its investment banker, Portage Point Partners, LLC as its financial advisor, tax services provider, and Chief Restructuring Officer, and Omni Agent Solutions, Inc. as claims and noticing agent.
공시 • Aug 14Digital Media Solutions Files Form 15Digital Media Solutions, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A Common Stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Class A Common Stock was $0.0001 per share.
공시 • Apr 03Digital Media Solutions, Inc. announced delayed annual 10-K filingOn 04/02/2024, Digital Media Solutions, Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
공시 • Sep 29Digital Media Solutions, Inc.(OTCPK:DMSL) dropped from S&P TMI IndexDigital Media Solutions, Inc.(OTCPK:DMSL) dropped from S&P TMI Index
공시 • Sep 27Digital Media Solutions Announces Delisting from the New York Stock ExchangeDigital Media Solutions, Inc. announced that it will be delisted from the New York Stock Exchange. The Company’s delisting follows the NYSE’s determination under Rule 802.01B of the NYSE Listed Company Manual that the Company did not meet the NYSE’s continued listing standard that requires listed companies to maintain an average global market capitalization of at least $15 million over a period of 30 consecutive trading days. The Company’s delisting does not affect the Company’s business operations and DMS continues to be focused on its core solutions in service of its advertising clients. In addition, the delisting does not cause an event of default under the senior secured credit facility to which its subsidiaries are a party, and DMS continues to be supported by its lenders as evidenced by the recent amendment to its credit facility, which has provided the Company and management with the flexibility needed to manage through the current environment. The Company will continue to be a Securities and Exchange Commission (“SEC”) reporting company and anticipates that its Class A common stock will begin trading on the over-the-counter markets on September 26, 2023. The Company will consider relisting its Class A common stock on a national securities exchange in the future if the Board of Directors determines that doing so is in the best interest of the Company and its stakeholders.
공시 • Sep 21Digital Media Solutions, Inc. Appoints Ms. Elizabeth LaPuma as a Director of the CompanyOn September 18, 2023, the board of directors of Digital Media Solutions, Inc. appointed Ms. Elizabeth LaPuma as a director of the Company. Ms. LaPuma was also appointed to the boards of directors of Digital Media Solutions, LLC ("DMS LLC"), an indirect subsidiary of the Company, and Digital Media Solutions Holdings, LLC ("DMSH LLC"), an indirect subsidiary of the Company and the parent of DMS LLC. The appointments to the subsidiary boards of directors were undertaken pursuant to the terms of the senior secured credit facility to which DMSH LLC and DMS LLC are parties. The Board has not yet determined the committees upon which Ms. LaPuma will serve. Ms. LaPuma brings over two decades of financial advisory and board expertise across diverse industries. Ms. LaPuma currently sits on boards across fintech, artificial intelligence, healthcare, consumer and real estate sectors, including Enterra Solutions, a private market-leading industrial scale artificial intelligence value chain solutions provider, Surgalign Holdings Inc., a public healthcare company, Roundhill Capital Partners, a private real estate fund, Ventura Capital, a private equity firm, and WeWork Inc., a leading global flexible space provider where she also chairs the Audit Committee and is on the Compensation and Governance Committees. Ms. LaPuma is also expected to join the board of directors of Farenheit. Prior to these roles, Ms. LaPuma was a Managing Director and Head of Balance Sheet Advisory at UBS from 2020 to 2023. Prior to UBS, she was a Managing Director and head of Asset Management Services at Alvarez & Marsal from 2013 to 2020, advising governments and financial institutions on diverse assets. Ms. LaPuma’s earlier career includes roles at BlackRock, Lazard Frères & Co. LLC, Credit Suisse and Perella Weinberg Partners L.P. Ms. LaPuma received her Masters of Business Administration in Finance as a Palmer Scholar, Bachelor of Science in Finance and Bachelor of Arts in International Relations (Magna Cum Laude) from the Wharton School and The School of Arts and Sciences at the University of Pennsylvania.
공시 • Aug 30Digital Media Solutions, Inc. Announces Resignation of Board of DirectorsOn August 25, 2023, Robbie Isenberg and Maurissa Bell, designees of Clairvest Group Inc. on the Company's Board of Directors, resigned from the Company's Board, effective immediately. Their decision to resign from the Board was not the result of any disagreement with the Company. Clairvest Group remains a shareholder of the Company, and in submitting their resignations, Mr. Isenberg and Ms. Bell indicated that Clairvest reserves its rights to nominate directors in the future pursuant to the terms of the Director Nomination Agreement, dated July 15, 2020, to which Clairvest Group remains a party.
공시 • Aug 21Digital Media Solutions Announces 1-for-15 Reverse Stock Split to Regain Full Compliance with the NYSE Share Price Listing Rule and to Maintain its Listing on the NYSEDigital Media Solutions, Inc. announced that its Board of Directors approved a reverse stock split of the Company’s Class A common stock and Class B common stock at a ratio of 1-for-15. Earlier, on April 28, 2023, a majority of the Company’s stockholders approved a reverse stock split subject to the Board of Directors determining the final ratio. The reverse stock split is expected to be effective after market close on August 28, 2023 (the ‘Effective Time’). The Company’s Class A common stock will begin trading on a split-adjusted basis on the New York Stock Exchange (NYSE) at the market open on August 29, 2023. The reverse stock split will not modify any rights or preferences of the Company’s Class A common stock or Class B common stock. The reverse stock split is intended to increase the market price per share of the Company’s Class A common stock to ensure the Company regains full compliance with the NYSE share price listing rule and maintains its listing on the NYSE. As previously announced, the Company can regain compliance with the NYSE’s continued listing standards if, as of the last trading day of any calendar month during the six-month cure period that ends September 29, 2023, the Company’s Class A common stock has a closing share price of at least $1.00 and an average closing share price of at least $1.00 over the prior 30 trading-day period. The Company anticipates that the effects of the reverse stock split will be sufficient for the Company to regain compliance with the NYSE’s continued listing standards.
공시 • Aug 17+ 1 more updateDigital Media Solutions, Inc. announced delayed 10-Q filingOn 08/15/2023, Digital Media Solutions, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
New Risk • Aug 16New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$25m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$25m free cash flow). Share price has been highly volatile over the past 3 months (16% average weekly change). Negative equity (-US$145m). Minor Risks Currently unprofitable and not forecast to become profitable over next 3 years (US$22m net loss in 3 years). Market cap is less than US$100m (US$17.7m market cap).
Reported Earnings • Aug 15Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.72 loss per share (further deteriorated from US$0.18 loss in 2Q 2022). Revenue: US$82.6m (down 9.5% from 2Q 2022). Net loss: US$28.9m (loss widened 315% from 2Q 2022). Revenue missed analyst estimates by 10%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Media industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 17 percentage points per year, which is a significant difference in performance.
공시 • Aug 15Digital Media Solutions, Inc. Reports Impairment Charges for the Second Quarter Ended June 30, 2023Digital Media Solutions, Inc. reported impairment charges for the second quarter ended June 30, 2023. For the period, the company reported an impairment of goodwill of $33,795,000 and an impairment of intangible assets of $7,791,000.
공시 • Aug 04Digital Media Solutions, Inc. to Report Q2, 2023 Results on Aug 14, 2023Digital Media Solutions, Inc. announced that they will report Q2, 2023 results After-Market on Aug 14, 2023
Major Estimate Revision • May 22Consensus revenue estimates fall by 14%The consensus outlook for revenues in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$447.9m to US$384.8m. Forecast losses increased from -US$0.44 to -US$0.545 per share. Media industry in the US expected to see average net income growth of 8.3% next year. Consensus price target up from US$1.92 to US$2.00. Share price fell 25% to US$0.45 over the past week.
공시 • May 19Digital Media Solutions, Inc., Annual General Meeting, Jun 22, 2023Digital Media Solutions, Inc., Annual General Meeting, Jun 22, 2023, at 10:00 Eastern Daylight. Agenda: To elect the seven nominees identified in the Proxy Statement as directors of the Company, each to hold office until the 2024 Annual Meeting of Stockholders and until his or her successor is duly elected and qualified; to ratify the appointment of Grant Thornton LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2023; and to consider and take action upon any other business that may properly come before the 2023 Annual Meeting or any continuations, postponements or adjournments thereof.
Reported Earnings • May 17First quarter 2023 earnings: EPS misses analyst expectationsFirst quarter 2023 results: US$0.32 loss per share (further deteriorated from US$0.088 loss in 1Q 2022). Revenue: US$90.3m (down 17% from 1Q 2022). Net loss: US$12.6m (loss widened 302% from 1Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 121%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Media industry in the US. Over the last 3 years on average, the company's earnings growth rate has exceeded its share price growth rate by 1 percentage points per year.
공시 • May 10Digital Media Solutions, Inc. Announces Resignation of Mary Minnick as DirectorOn May 3, 2023, Digital Media Solutions, Inc. announced Mary Minnick notified the Company that she will not stand for re-election as a director and will cease her service on the Board upon the expiration of her term at the Company’s 2023 Annual Meeting of Stockholders.
공시 • May 09Digital Media Solutions, Inc. to Report Q1, 2023 Results on May 15, 2023Digital Media Solutions, Inc. announced that they will report Q1, 2023 results After-Market on May 15, 2023
공시 • May 06Digital Media Solutions Announces Receipt of Continued Listing Standard Notice from NYSEDigital Media Solutions, Inc. announced that it received written notice on April 28, 2023, from the New York Stock Exchange (the "NYSE"), indicating that the Company is not in compliance with NYSE's continued listing standards which require it to maintain an average global market capitalization of at least $50.0 million over a consecutive 30-day trading period and, at the same time, a total stockholders’ equity equal to or greater than $50.0 million. Under NYSE rules, the Company has a period of 45 days from receipt of the notice to submit a plan advising the NYSE of definitive actions the Company has taken, or is taking, that would bring it into compliance with the market capitalization listing standard within 18 months of receipt of the notice. The Company plans to notify the NYSE that it intends to submit a plan to cure the global market capitalization listing standard deficiency. The Company is currently evaluating its available options and developing a plan to regain compliance with the minimum global market capitalization requirement. The notice does not result in the immediate delisting of the Company's common stock from the NYSE. The Company's common stock will continue to be listed and trade on the NYSE during this cure period, subject to the Company's compliance with other NYSE continued listing standards.
Major Estimate Revision • Apr 02Consensus revenue estimates increase by 12%The consensus outlook for revenues in fiscal year 2023 has improved. 2023 revenue forecast increased from US$401.5m to US$451.2m. Forecast losses expected to reduce from -US$0.363 to -US$0.35 per share. Media industry in the US expected to see average net income decline 10% next year. Consensus price target of US$2.42 unchanged from last update. Share price rose 75% to US$1.12 over the past week.
Board Change • Nov 16High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Co-Founder, COO & Director Fernando Borghese is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 10Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: US$0.15 loss per share (down from US$0.097 profit in 3Q 2021). Revenue: US$90.1m (down 16% from 3Q 2021). Net loss: US$6.11m (down 273% from profit in 3Q 2021). Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Media industry in the US. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has fallen by 46% per year, which means it is performing significantly worse than earnings.
공시 • Nov 10Digital Media Solutions, Inc. Provides Earnings Guidance for the Fourth Quarter and Full Year of 2022Digital Media Solutions, Inc. provided earnings guidance for the fourth quarter and full year of 2022. For the fourth quarter, the company expects net revenue of $97 million to $102 million.For the full year 2022, the company expects net revenue of $385 million to $390 million.
Seeking Alpha • Nov 08Digital Media Solutions GAAP EPS of -$0.15 beats by $0.04, revenue of $90.1M beats by $2.3MDigital Media Solutions press release (NYSE:DMS): Q3 GAAP EPS of -$0.15 beats by $0.04. Revenue of $90.1M (-16.1% Y/Y) beats by $2.3M. Fourth-Quarter 2022: Net Revenue: $97 – $102 million Gross Margin: 25% – 30% Variable Marketing Margin: 30% – 35% Adjusted EBITDA: $7 – $10 million Full-Year 2022: Net Revenue: $385 – $390 million Gross Margin: 25% – 30% Variable Marketing Margin: 30% – 35% Adjusted EBITDA: $26 – $29 million
공시 • Oct 22Digital Media Solutions, Inc. to Report Q3, 2022 Results on Nov 08, 2022Digital Media Solutions, Inc. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 08, 2022
Price Target Changed • Sep 10Price target increased to US$3.83Up from US$3.50, the current price target is an average from 3 analysts. New target price is 74% above last closing price of US$2.20. The company is forecast to post a net loss per share of US$0.51 compared to earnings per share of US$0.062 last year.
공시 • Sep 10Prism Data, LLC made a proposal to acquire remaining 64.2% stake in Digital Media Solutions, Inc. (NYSE:DMS) from Clairvest Equity Partners V Limited Partnership, managed by Clairvest Group Inc. (TSX:CVG), Lion Capital LLP and others for approximately $110 million.Prism Data, LLC made a proposal to acquire remaining 64.2% stake in Digital Media Solutions, Inc. (NYSE:DMS) from Clairvest Equity Partners V Limited Partnership, managed by Clairvest Group Inc. (TSX:CVG), Lion Capital LLP and others for approximately $110 million on September 7, 2022. Prism Data, LLC will pay $2.50 per share in cash as a consideration. Prism holds approximately 35.8% of DMS's combined outstanding Class A and Class B Shares. Prism Data, LLC intends to fund the acquisition with combination of cash on hand and other available financing sources. B. Riley Securities, Inc. will arrange a $50 million of financing for Prism Data, LLC. Prism Data, LLC has retained B. Riley Securities, Inc. as financial advisor.
Seeking Alpha • Sep 08Digital Media Solutions jumps 52% on management's go-private offerPerformance marketing company Digital Media Solutions (NYSE:DMS) has disclosed it's received a nonbinding go-private proposal led by a couple of its executives. The stock surged 52% postmarket on the news. It had begun a jump in the closing minutes of the regular session, seeing some volatile trade before wrapping the day up 8.5%. The company disclosed receiving the proposal after the closing bell. The company received its offer for all Class A common stock at $2.50 per share in cash, from Prism Data LLC, the investment vehicle affiliated with CEO Joseph Marinucci and Chief Operating Officer Fernando Borghese. That price marks a 95% premium to Thursday's closing price.
Major Estimate Revision • Aug 16Consensus revenue estimates fall by 12%The consensus outlook for revenues in 2022 has deteriorated. 2022 revenue forecast decreased from US$444.1m to US$390.8m. Forecast losses increased from -US$0.26 to -US$0.53 per share. Media industry in the US expected to see average net income growth of 2.8% next year. Consensus price target down from US$5.17 to US$4.00. Share price rose 22% to US$1.55 over the past week.
분석 기사 • Aug 15These Analysts Just Made A Massive Downgrade To Their Digital Media Solutions, Inc. (NYSE:DMS) EPS ForecastsToday is shaping up negative for Digital Media Solutions, Inc. ( NYSE:DMS ) shareholders, with the analysts delivering...
Reported Earnings • Aug 11Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: US$0.18 loss per share (down from US$0.071 profit in 2Q 2021). Revenue: US$91.2m (down 13% from 2Q 2021). Net loss: US$6.98m (down 376% from profit in 2Q 2021). Revenue missed analyst estimates by 7.7%. Earnings per share (EPS) also missed analyst estimates by 42%. Over the next year, revenue is expected to shrink by 1.5% compared to a 2.4% growth forecast for the industry in the US.
분석 기사 • Aug 11Estimating The Fair Value Of Digital Media Solutions, Inc. (NYSE:DMS)Does the August share price for Digital Media Solutions, Inc. ( NYSE:DMS ) reflect what it's really worth? Today, we...
공시 • Aug 10Digital Media Solutions, Inc. Provides Earnings Guidance for the Third Quarter and Full Year of 2022Digital Media Solutions, Inc. provided earnings guidance for the third quarter and full year of 2022. For the quarter, the company expects net revenue in the range of $87 million and $90 million. For the year, the company expects net revenue in the range of $390 million and $400 million.
공시 • Jul 23Digital Media Solutions, Inc. to Report Q2, 2022 Results on Aug 09, 2022Digital Media Solutions, Inc. announced that they will report Q2, 2022 results After-Market on Aug 09, 2022
공시 • Jun 29Digital Media Solutions, Inc. Announces CFO TransitionDigital Media Solutions, Inc. announced that Richard Rodick, CPA, will join the Company and assume the role of CFO on July 1, 2022. To ensure continuity, current CFO Vasundara Srenivas will remain in her role until July 1, at which time she will step down to pursue new career goals.With nearly two decades of significant financial executive experience, Rodick comes to DMS with noteworthy CFO and executive-level expertise from his time with multimillion and billion-dollar companies across a number of verticals. Previously serving in executive roles for global leaders including Telus International and Broadridge Financial Solutions, Rodick is known for his successful execution of financial reporting, financial planning and analysis, investor relations and acquisition valuation. To help ensure a seamless transition, Srenivas will continue to support DMS in an advisory role until August 19, 2022.
공시 • Jun 26+ 1 more updateDigital Media Solutions, Inc.(NYSE:DMS) dropped from Russell 2000 Growth IndexDigital Media Solutions, Inc.(NYSE:DMS) dropped from Russell 2000 Growth Index
공시 • Jun 16Digital Media Solutions, Inc., Annual General Meeting, Jun 15, 2022Digital Media Solutions, Inc., Annual General Meeting, Jun 15, 2022, at 10:00 US Eastern Standard Time.
공시 • Jun 01Digital Media Solutions, Inc. Announces Resignation of Joseph Liner as Chief Revenue Officer, Effective from May 31, 2022On May 26, 2022, Joseph Liner, the Chief Revenue Officer of Digital Media Solutions, Inc. (the “Company”) resigned from the Company effective as of the close of business on May 31, 2022.
Major Estimate Revision • May 17Consensus EPS estimates fall by 56%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from US$468.1m to US$444.1m. Losses expected to increase from US$0.16 per share to US$0.26. Media industry in the US expected to see average net income growth of 13% next year. Consensus price target down from US$6.33 to US$5.17. Share price fell 39% to US$1.70 over the past week.
공시 • May 12+ 1 more updateDigital Media Solutions, Inc. (NYSE:DMS) acquired Traverse Data, Inc. for $3 million.Digital Media Solutions, Inc. (NYSE:DMS) acquired Traverse Data, Inc. for $3 million on May 10, 2022. Total up to $3 million payable in cash, subject to certain adjustments. Digital Media Solutions, Inc. (NYSE:DMS) completed the acquisition of Traverse Data, Inc. on May 10, 2022.
Reported Earnings • May 11First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: US$0.088 loss per share (down from US$0.004 loss in 1Q 2021). Revenue: US$109.1m (up 13% from 1Q 2021). Net loss: US$3.13m (loss widened US$3.02m from 1Q 2021). Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) missed analyst estimates by 17%. Over the next year, revenue is forecast to grow 10%, compared to a 4.1% growth forecast for the industry in the US.
분석 기사 • May 03Here's What's Concerning About Digital Media Solutions' (NYSE:DMS) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Valuation Update With 7 Day Price Move • May 03Investor sentiment deteriorated over the past weekAfter last week's 28% share price decline to US$2.36, the stock trades at a trailing P/E ratio of 66.6x. Average forward P/E is 12x in the Media industry in the US. Total loss to shareholders of 77% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$1.93 per share.
Price Target Changed • Apr 27Price target decreased to US$6.33Down from US$8.67, the current price target is an average from 3 analysts. New target price is 118% above last closing price of US$2.91. Stock is down 75% over the past year. The company is forecast to post a net loss per share of US$0.17 compared to earnings per share of US$0.062 last year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. No experienced directors. No highly experienced directors. Co-Founder, COO & Director Fernando Borghese is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Apr 09Digital Media Solutions, Inc. to Report Q1, 2022 Results on May 10, 2022Digital Media Solutions, Inc. announced that they will report Q1, 2022 results After-Market on May 10, 2022
Seeking Alpha • Mar 30Digital Media Solutions: Expected To Benefit From Growth In Digital AdvertisingDMS is benefitting from the current shift in advertising from traditional to online. We believe DMS will have significant growth opportunities as the underpenetrated total addressable market continues to grow. The platform’s “Flywheel Effect” is underestimated by the market and has a retention rate of 100% for its top 20 advertiser clients. For these customers, revenue grew 31% YoY. DMS has been “dynamically diversified” in the recent quarter which allows the Company to be more flexible, adjust to market environments, expand into new verticals, grow within verticals, and grow. DMS is undervalued and has significant upside. Our target price is based on a P/S multiple of 0.57 times blended with our DCF model price.
분석 기사 • Mar 23Digital Media Solutions' (NYSE:DMS) Robust Earnings Are Supported By Other Strong FactorsDigital Media Solutions, Inc.'s ( NYSE:DMS ) strong earnings report was rewarded with a positive stock price move. Our...
분석 기사 • Mar 16Digital Media Solutions, Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a good week for Digital Media Solutions, Inc. ( NYSE:DMS ) shareholders, because the company has just...
Reported Earnings • Mar 16Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: US$0.062 (up from US$0.07 loss in FY 2020). Revenue: US$427.9m (up 29% from FY 2020). Net income: US$2.20m (up US$4.45m from FY 2020). Profit margin: 0.5% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 63%. Over the next year, revenue is forecast to grow 9.2%, compared to a 5.3% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
Price Target Changed • Mar 07Price target decreased to US$8.67Down from US$10.00, the current price target is an average from 3 analysts. New target price is 204% above last closing price of US$2.85. Stock is down 72% over the past year. The company is forecast to post earnings per share of US$0.16 next year compared to a net loss per share of US$0.07 last year.
공시 • Feb 16Digital Media Solutions, Inc. to Report Q4, 2021 Results on Mar 14, 2022Digital Media Solutions, Inc. announced that they will report Q4, 2021 results After-Market on Mar 14, 2022
Price Target Changed • Dec 03Price target decreased to US$10.00Down from US$11.63, the current price target is an average from 4 analysts. New target price is 131% above last closing price of US$4.33. Stock is down 41% over the past year. The company is forecast to post earnings per share of US$0.17 next year compared to a net loss per share of US$0.07 last year.
Price Target Changed • Nov 17Price target decreased to US$11.00Down from US$12.00, the current price target is an average from 4 analysts. New target price is 75% above last closing price of US$6.28. Stock is down 17% over the past year. The company is forecast to post earnings per share of US$0.17 next year compared to a net loss per share of US$0.07 last year.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS US$0.097 (vs US$0.035 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$107.4m (up 30% from 3Q 2020). Net income: US$3.54m (up 211% from 3Q 2020). Profit margin: 3.3% (up from 1.4% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 20Price target decreased to US$12.00Down from US$14.50, the current price target is an average from 4 analysts. New target price is 88% above last closing price of US$6.39. Stock is down 12% over the past year. The company is forecast to post earnings per share of US$0.26 next year compared to a net loss per share of US$0.07 last year.
Seeking Alpha • Oct 06Digital Media Solutions Stock: Solid Growth And Fairly CheapThe company has a strong position in insurance where it is benefiting from a secular shift towards digital and performance advertisement. The company amasses first-party data in the process of assisting its customers, creating increasing returns (a flywheel effect), and eliminating dependence on third-party cookies. Growth is very solid, helped by acquisitions and the shares aren't expensive.
Price Target Changed • Aug 19Price target decreased to US$13.63Down from US$15.50, the current price target is an average from 4 analysts. New target price is 71% above last closing price of US$7.98. Stock is down 7.6% over the past year.
분석 기사 • Aug 17Be Wary Of Digital Media Solutions (NYSE:DMS) And Its Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS US$0.071 (vs US$0.017 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$105.1m (up 40% from 2Q 2020). Net income: US$2.53m (up US$3.29m from 2Q 2020). Profit margin: 2.4% (up from net loss in 2Q 2020).
공시 • May 11Digital Media Solutions, Inc. announced delayed 10-Q filingOn 05/10/2021, Digital Media Solutions, Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
분석 기사 • Apr 07New Forecasts: Here's What Analysts Think The Future Holds For Digital Media Solutions, Inc. (NYSE:DMS)Celebrations may be in order for Digital Media Solutions, Inc. ( NYSE:DMS ) shareholders, with the analysts delivering...
공시 • Apr 06Digital Media Solutions, Inc. Updates Earnings Guidance for the Full Year of 2021Digital Media Solutions, Inc. updated earnings guidance for the full year of 2021. For the period, the company expects revenue to be between $455 million to $465 million.
Reported Earnings • Mar 19Full year 2020 earnings released: US$0.07 loss per share (vs US$0.25 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$332.9m (up 40% from FY 2019). Net loss: US$2.25m (loss narrowed 80% from FY 2019).
Executive Departure • Mar 16Chief Financial Officer has left the companyOn the 13th of March, Randall Koubek's tenure as Chief Financial Officer ended after less than a year in the role. We don't have any record of a personal shareholding under Randall's name. Randall is the only executive to leave the company over the last 12 months.
공시 • Mar 04Digital Media Solutions, Inc. Names Vasundara Srenivas as its Next CFODigital Media Solutions, Inc. has named Vasundara Srenivas, formerly of Boeing Capital, as its next CFO. Srenivas will lead the company's global finance and accounting teams starting on March 13. Before joining DMS, Srenivas served as CFO of Boeing Australia and Boeing Defense Australia. From 2017 through 2020, she also served as CFO of Boeing Capital Corp. Randy Koubek, the current CFO who joined the company in December 2018 and led the team through the process of becoming a public company, is leaving to pursue other opportunities.
Analyst Estimate Surprise Post Earnings • Mar 02Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.9%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 24%, compared to a 8.1% growth forecast for the Media industry in the US.
Reported Earnings • Mar 02Full year 2020 earnings released: US$0.015 loss per share (vs US$0.25 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: US$333.4m (up 40% from FY 2019). Net loss: US$472.0k (loss narrowed 96% from FY 2019).
공시 • Feb 18Digital Media Solutions, Inc. Announces Executive ChangesDigital Media Solutions, Inc. announced the appointment of Vasundara Srenivas, CPA, as CFO. In this role, Srenivas will lead the company’s global finance and accounting teams. Srenivas will report to DMS CEO, Joe Marinucci, with a March 13, 2021 as start date. For more than a decade, Srenivas held executive-level positions at Boeing, supporting both corporate and divisional finance. A transformational leader, Srenivas’s expertise includes strategic direction, GAAP/IFRS accounting, SEC reporting, M&A and financial operations. Srenivas’s roles at Boeing included CFO of Boeing Australia and Boeing Defense Australia, senior roles in corporate finance transformation and enterprise finance and, from 2017 through 2020, CFO of Boeing Capital Corporation. Current CFO Randy Koubek joined DMS in December 2018 and led the team through the rigorous process of becoming a public company in July 2020 via a SPAC IPO. He is leaving to pursue other opportunities. Last month, DMS announced the appointment of Tony Saldana to General Counsel and EVP of Compliance and Thomas Bock to EVP of Corporate Development and Investor Relations, and earlier this month, DMS announced the acquisition of Aimtell/PushPros. The addition of the Aimtell/PushPros technology and AI infrastructure within the DMS proprietary advertising technology stack enhances the ability of both companies to connect consumers and advertisers with relevant ads delivered to the right people at the right times.
Is New 90 Day High Low • Feb 05New 90-day high: US$12.54The company is up 60% from its price of US$7.85 on 06 November 2020. The American market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$24.01 per share.