VERB isn't a video platform like most on your top 25 list.
VERB isn't a video platform like most on your top 25 list. It's surely is a list, but it's the wrong list. Take a look and ask yourself if they all do drip campaigns, sampling, custom mobile apps, eCom, etc. Any apps in other verticals?
VERB was actually on a few top list, but is more a CRM platform (a leader in business-focused interactive video sales and marketing applications and the pioneer of Augmented Sales Intelligence software).
Part of what they do is video, hosting, editing, etc so there is some relationship to the others but a different business model.
Connection to Magisto is, VERB is a partner. We saw what some times happens when partners get acquired as the case with Marketo. Magisto and VERB also have Getty in common.
If Vimeo bought Magisto for $200M, find out how much their revenues really were and see if there is any comparison to VERB's revenues and value. After all, Magisto sold for 4-5 times what VERB is priced at today.
Vidyard is related as they are a Salesforce partner just like VERB is. Notice they are not selling anything for $10 and I suspect VERB won't either for their integration. At what price point VERB will sell x 85 percent can be substantial.
Ask yourself what part of what was in the SC solution will now be part of the integrations into these top vendors. It's not just making video.
Brightcove is a good example of a public company in the video & CRM space but has problems but still a decent market cap. I posted before about SMAR. Both have about the same revenues, but look what happens when you have 60% growth vs 6%
Brightcove Inc. (Nasdaq: BCOV)
Market Cap: $370.64M
2018 Total revenue: $164.8 million (up 6% year-over-year)
3,783 customers
Smartsheet (Nasdaq: SMAR)
Market Cap: $4.46B
2018 Total revenue: $177.7 million (up 60% year-over-year)
800,000 paid licensed users
The growth rate or VERB will make the difference between either being a $400K company and a $4B company
At the 3 minute mark there is a 2.5 minute guitar solo that no one would see coming. Kind of like VERB.
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