Long Post for Investors (redflix S3E13) Here's
Post# of 32635
Here's some research on 3 interesting companies all chosen for a reason
The info here may lead you finding answers to your own questions or wonder should you try to do some more
Vimeo (Private)
Some of you might remember Magisto
VERB named it as 1 of the 4 best tools to create content back in October
https://twitter.com/magisto/status/1052295587788414978
Last month, Vimeo bought Magisto for an estimated $200M
According to Crunchbase, which may be wrong, Magisto had a $4.6M in estimated revenue annually. If that number is right, they got bought for 50x revenue but who knows what the revenue was.
The company had raised $22.5 million from investors including Qualcomm Ventures, SanDisk Ventures, and Horizons Ventures, according to Crunchbase.
Magisto has an estimated 100 million users
Vimeo says it currently has around 90 million users in over 150 countries. For the fourth quarter of 2018, IAC reported that Vimeo grew paying subscribers 9% year over year, to 952,000. Vimeo’s revenue for the period increased 28%, to $44.2 million, with average revenue per user climbing 22%.
Last August Magisto partnered with iStock by Getty Images
You may remember VERB also partnered with Getty.
Magisto also, as of last year, is a Facebook partner and have a native app
You may remember VERB also partnered with Facebook and has an app coming out
Vimeo site ranking is 92 in the US and 131 worldwide
Vimeo is becoming a powerhouse for business videos without ads
https://news.crunchbase.com/news/vimeo-snaps-...-for-200m/
Vidyard (Private)
Vidyard - Video for Salesforce
Starting at $50 USD per user per month
Platform starting at $6,000 per year
https://appexchange.salesforce.com/appxListin...00B4VTGEA3
Vidyard Website
Starter: $1,800/yr 20 videos included ($90/video)
Plus: $10,200/yr 100 videos included ($102/video)
Enterprise: ?
https://www.vidyard.com/pricing/
Keep in mind VERB's Salesforce agreement:
"The Partner Agreement also provides that the recurring revenue derived from Salesforce.com users that opt to add the Verb SF Partner App to their Salesforce subscription will be shared between Salesforce and us with 15% of the revenue paid to Salesforce and 85% paid to us on a monthly basis."
Brightcove Inc. (Nasdaq: BCOV)
Market Cap: $370.64M
CAGR: 2%
MARKETING: Starting at $199/mo
ENTERPRISE COMMS: Starting at $499/mo
MONETIZATION: Custom Pricing
On April 1, 2019 Brightcove completed it's acqutision of Ooyala who has 500+ customers for $15M of which $6.25 million was in cash and the rest in Brightcove shares.
Revenue for the first quarter of 2019 was $41.8 million, an increase of 2% compared to $41.2 million for the first quarter of 2018. Subscription and support revenue was $38.9 million, an increase of 3% compared to $37.9 million for the first quarter of 2018.
Net loss was $5.0 million, or $0.14 per diluted share, for the first quarter of 2019. This compares to a net loss of $2.3 million, or $0.06 per diluted share, for the first quarter of 2018.
Free cash flow was negative $927,000 after the company invested $1.2 million in capital expenditures and capitalization of internal-use software during the first quarter of 2019.
Average annual subscription revenue per premium customer was $78,000 in the first quarter of 2019, excluding starter customers who had average annualized revenue of $4,600 per customer. This compares to $75,000 in the comparable period in 2018.
Ended the quarter with 3,696 customers, of which 2,227 were premium.
Second Quarter 2019:
Revenue is expected to be in the range of $45.5 million to $46.0 million, including approximately $2.3 million of professional services revenue.
https://investor.brightcove.com/news-releases...r-fiscal-1
https://www.sec.gov/Archives/edgar/data/13132...58d10q.htm