UserTesting, Inc.

NYSE:USER 주식 리포트

시가총액: US$1.1b

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This company may still be operating, however this listing is no longer active. Find out why through their latest events.

UserTesting 경영진

경영진 기준 점검 2/4

핵심 정보

Andy MacMillan

최고경영자

US$6.7m

총 보수

CEO 급여 비율5.71%
CEO 재임 기간4.7yrs
CEO 지분 보유율0.05%
경영진 평균 재임 기간3.8yrs
이사회 평균 재임 기간4.7yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Dec 13

UserTesting announces expiration of "go-shop" period for $1.3B buyout deal

UserTesting (NYSE:USER) announced on Tuesday the expiration of "go-shop" period under the terms of the previously announced merger agreement with private equity firms Thoma Bravo and Sunstone Partners. The digital customer insight company is to be sold to the PE firms in an all-cash transaction that values UserTesting at approximately $1.3B. The transaction is expected to close in the first half of 2023, subject to customary closing conditions, including approval by UserTesting (USER) shareholders and receipt of regulatory approvals. Upon closing of the transaction, UserTesting’s (USER) common stock will no longer be listed on any public market. The go-shop period expired at 11:59 p.m. ET on December 10, 2022. During the period, UserTesting (USER) did not receive any alternative acquisition proposals from any third party. USER shares are down ~2% premarket
Seeking Alpha Oct 26

UserTesting: Good Business, Bad Investment

Summary UserTesting, Inc. allows businesses to observe and watch real people who have opted in as they interact with products or services in order to obtain an authentic perspective. UserTesting’s system examines different points of view using machine learning and brings important insights to companies in record time and on a massive scale. In light of the information presented and the way things are currently standing, UserTesting does not strike me as an attractive investment opportunity when set alongside other possibilities. UserTesting, Inc. (USER) is a software as a service (SaaS) provider that takes the form of a platform. It gives businesses the ability to see and hear the experiences of customers as those customers interact with products, designs, applications, processes, concepts, or brands. In order for businesses to acquire a profound comprehension of what it is actually like to be a customer, they need to continually interact with, listen to, and observe their customers in person. This is made possible by the platform known as UserTesting, which allows businesses to observe and watch real people who have opted in as they interact with products or services in order to obtain an authentic perspective. This enables USER's customers to have improved experiences, which in turn drives growth, increases customer loyalty, and increases market share. Company Presentation USER’s system examines different points of view using machine learning and brings important insights to companies in record time and on a massive scale. By harnessing the potential of video to drive alignment and action, this aids businesses in saving time and money while also improving the quality of their choices about the customer experience. Companies are attempting to find new ways to set themselves apart in a competitive market by providing superior customer service and innovative products. To do this, businesses are investing billions on data analytics. The distance between an organization's view of its customer-centricity and the view of its customers remains wide despite these efforts. The "empathy gap" is the chasm between businesses and their customers, which often results in subpar service for the end user. Company Presentation The power of the UserTesting Human Insight Platform is the ability to capture and analyse Customer Experience Narratives (CxNs): CxNs are digitally recorded video narratives from targeted, opt-in audiences from our unique UserTesting Contributor Network or an organisation’s own network. These video-based recordings capture the perspectives and experiences of these audiences in narrative form. Our technology enables our contributors or customers of an organisation to record their screen or actions on camera as they consider and engage with products, designs, processes, concepts, or brands. As a result, we capture a broad array of human signals needed to truly understand a human experience, including: intonation and tone of voice, facial expressions, body language, visuals, and actions (both digital and real world), all overlaid with a person’s thoughts spoken out loud as they go through an experience. 2021 Annual Report. Company Presentation This rich and immersive format gives businesses a bird's eye view of their clients' reactions to the products and services they have developed and provided. USER had over 2,300 clients as of December 31, 2021, including more than half of the top 100 most valuable companies in the world, according to Forbes, and more than 300 significant customers with at least $100,000 in annual recurring revenue ((ARR)). FactSet, Analyst Est It is important to contextualize the role in which USER plays within organizations. Much is priced in due to the sentiment around cost cutting from companies and the consolidation in software platforms used for BAU. This has been the bear case against USER since the IPO and has caused the subsequent drop in share price. Yes, I mean, we co-exist often with some type of tool for doing quantitative analysis, kind of a survey type tool. We often coexist with some kind of analytics or measurement tool, so folks want to know what people are clicking on and their apps and things like that. Those are often even used by different teams in an organization. Our tool is primarily used by a design research team, a UX research team, to really get feedback on how people interact with a UI that might not even be in production. We see a lot of prototype testing on our platform. Again, what you're just not going to be able to do with production analytics, or, for example, you can't survey your customer base about a UI they've never seen before. We don't see a lot of displacement risks from a consolidation standpoint. I think for us, it's really just around companies continuing to invest in those teams that are supporting the UX research efforts that are going on in their product organizations Andy MacMillan, CEO, Q2 Earnings Call. Company Presentation Financial Breakdown When one looks at the income sheet, it's easy to get the impression that USER is just another technology firm that's losing money. Despite the fact that this is true, it does not represent the opportunity that is currently available. Consequently, the company's profitability will inevitably be constrained in the short term, but this stage of the business's development will pave the way for expansion in the longer run. The balance sheet for USER is solid, exhibiting a substantial negative net debt position well in advance of the initial public offering. This affords the management team the flexibility to restructure and adjust their strategy in response to the macro environment as they deem appropriate. Company Report On a relative basis USER’s 73.8% drop in price since the IPO has brought the valuation down to earth as such. This however has to be effectively judged as to whether there is much more room to continually grow given USER's market penetration. As is evident with the growth in Gross Margin, the profitability can be achieved within a few years as forecast by management. This comes on the back of significant restructuring to facilitate the macro environment.
분석 기사 Sep 29

We're Not Very Worried About UserTesting's (NYSE:USER) Cash Burn Rate

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Seeking Alpha Aug 24

UserTesting team up with Tbot Techno Systems

UserTesting (NYSE:USER) and Tbot Techno Systems forms partnership to bring human insight to more organizations across India and Singapore. Through the partnership, Tbot Systems becomes the first UserTesting Authorized reseller in India and Singapore region. The partnership now offers Indian and Singaporean companies a new and trusted way to adopt the UserTesting Human Insight Platform with added consulting services from Tbot, including support and training services. The UserTesting Human Insight Platform is trusted by major consumer brands across Asia-Pacific such as Tata, Mahindra, HDFC Life, etc., and leading technology brands like Wipro, Amazon, Make My Trip, Cars24 and Razorpay, etc.
분석 기사 Aug 07

UserTesting, Inc. (NYSE:USER) Just Reported, And Analysts Assigned A US$8.55 Price Target

One of the biggest stories of last week was how UserTesting, Inc. ( NYSE:USER ) shares plunged 23% in the week since...
Seeking Alpha Aug 04

UserTesting Non-GAAP EPS of -$0.07 beats by $0.03, revenue of $47.6M beats by $0.78M

UserTesting press release (NYSE:USER): Q2 Non-GAAP EPS of -$0.07 beats by $0.03. Revenue of $47.6M (+36% Y/Y) beats by $0.78M. Shares -4.8% PM. Subscription revenue was $45.2 million, up 40% year-over-year Q3 Outlook: Total revenue between $47.5 million and $48.5 million; Non-GAAP operating margin between (27.0)% and (29.0)%; Non-GAAP net loss per share between $(0.09) and $(0.10) assuming 144.5 million weighted-average shares outstanding. FY Outlook: Total revenue between $190.0 million and $193.0 million; Non-GAAP operating margin between (23.0)% and (25.0)%; Non-GAAP net loss per share between $(0.31) and $(0.33) assuming 144.0 million weighted-average shares outstanding.
분석 기사 Jun 03

Here's Why We're Not Too Worried About UserTesting's (NYSE:USER) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Seeking Alpha May 29

UserTesting: Getting Closer To Break Even Status

Today, we put a small cap SaaS concern called UserTesting in the spotlight for the first time. Despite several years of more than solid revenue growth, the stock is solidly in 'Busted IPO' territory. Is the worst over for shareholders?  A full investment analysis follows in the paragraphs below.
Seeking Alpha Mar 18

UserTesting: Disrupting The Customer Experience Industry

UserTesting operates a software-as-a-service platform that enables enterprises to learn about people's experiences with its products, designs, apps, processes or brands. The company adds to the industry by offering a platform that allows companies to hear and see their users. This allows answering the question of how customers really feel, something that the industry doesn't seem to primarily offer yet. Historical revenue is great and I expect it to continue, with thanks to catalysts such as international expansion and setting up a resellers program. The discount compared to its industry combined with a strong business model leads me to believe that UserTesting is undervalued.
분석 기사 Feb 17

We're Not Very Worried About UserTesting's (NYSE:USER) Cash Burn Rate

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Seeking Alpha Nov 21

UserTesting IPO: Testing The Market

UserTesting is the latest human insight and experience management firm going public. I like the operating traction of the firm and its platform. I wonder why investors act so cautious. The relative valuations look quite compelling here and a small speculative position seems warranted.

CEO 보수 분석

Andy MacMillan의 보수는 UserTesting의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Sep 30 2022n/an/a

-US$66m

Jun 30 2022n/an/a

-US$60m

Mar 31 2022n/an/a

-US$53m

Dec 31 2021US$7mUS$382k

-US$51m

Sep 30 2021n/an/a

-US$42m

Jun 30 2021n/an/a

-US$41m

Mar 31 2021n/an/a

-US$38m

Dec 31 2020US$2mUS$375k

-US$34m

보상 대 시장: Andy의 총 보수(USD6.70M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.64M)보다 높습니다.

보상과 수익: Andy의 보상은 회사가 적자임에도 증가했습니다.


CEO

Andy MacMillan (43 yo)

4.7yrs
재임 기간
US$6,700,394
보수

Mr. Andrew MacMillan, also known as Andy, serves as Chief Executive Officer, President and Director at User Testing, Inc. since May 2018 and has been its Chairman since February 2020. Mr. MacMillan served...


리더십 팀

이름직위재임 기간보수지분
Andrew MacMillan
Chairman4.7yrsUS$6.70m0.049%
$ 544.9k
Darrell Benatar
Co-Founder & Directorno dataUS$200.08k4.21%
$ 46.3m
Jonathan Pexton
Chief Financial Officer1.8yrsUS$6.92m0.11%
$ 1.2m
David Satterwhite
Chief Revenue Officer4.7yrsUS$3.35m0.17%
$ 1.9m
Matthew Zelen
Chief Operating Officer3yrs데이터 없음0.014%
$ 156.6k
Sabrina Mekhalfa
Chief Accounting Officerno data데이터 없음0.011%
$ 117.9k
Kaj van de Loo
Chief Technology Officer3.8yrsUS$831.42k0.19%
$ 2.1m
Ambyr O'Donnell
VP, General Counsel & Secretaryno data데이터 없음데이터 없음
Michelle Huff
Chief Marketing Officer4.5yrs데이터 없음0.085%
$ 934.9k
Janelle Estes
Chief Insights Officerno data데이터 없음데이터 없음
Mona Sabet
Chief Corporate Strategy Officer3.7yrs데이터 없음0.36%
$ 4.0m
Michelle Engler
Chief Product Officerno data데이터 없음데이터 없음
3.8yrs
평균 재임 기간
51.5yo
평균 나이

경험이 풍부한 관리: USER의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.8 년).


이사회 구성원

이름직위재임 기간보수지분
Andrew MacMillan
Chairman4.7yrsUS$6.70m0.049%
$ 544.9k
Darrell Benatar
Co-Founder & Director15.6yrsUS$200.08k4.21%
$ 46.3m
Cynthia Russo
Independent Director1.9yrsUS$134.69k0.012%
$ 129.1k
Andrew Braccia
Independent Director6.5yrs데이터 없음0.012%
$ 129.1k
Tatyana Mamut
Independent Director2.6yrs데이터 없음0.012%
$ 129.1k
Alexander Wong
Independent Director7yrs데이터 없음1.12%
$ 12.4m
Shannon Nash
Lead Independent Director1.9yrsUS$134.69k0.012%
$ 129.1k
4.7yrs
평균 재임 기간
50yo
평균 나이

경험이 풍부한 이사회: USER의 이사회경험이 있음으로 간주됩니다(평균 재임 4.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2023/01/13 19:04
종가2023/01/11 00:00
수익2022/09/30
연간 수익2021/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

UserTesting, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert OliverBaird
David HynesCanaccord Genuity
Mark MurphyJ.P. Morgan