Deeper dive into my second favorite company It'
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(Total Views: 563)
Posted On: 06/08/2021 9:06:27 PM
Deeper dive into my second favorite company
It's the closest thing the market has to a comparable except their market cap is over 1/2 of billion USD
Summary of the first quarter
Total income amounted to 21.3 MSEK (2.7)
whereof net sales were 16.7 MSEK (1.8 ) , an increase
of 844%
EBIT was –55.6 MSEK (–7.2)
Net income was –55.5 MSEK (–7.2)
Earnings per share was –0.28 SEK (–0.07)
Cash flow from operations was –61.1 MSEK (–5.6)
Cash at end of period was 744.2 MSEK (7.5)
Monthly Recurring Revenue ( MRR )* amounted to
3.9 MSEK (0.6) , an increase of 550%
Total contract value (TCV) of new customer
agreements amounted 29.8 MSEK of which 23.2 is guaranteed revenue (2.8 )
Total headcount (employees and consultants) was
190 (25).
numbers in parenthesis look to be US in millions but you can verify
MMR are $600K. Oddly that is the same as Verb's total digital revenue of approx. $1.8 million
Interim Report January – March 2021
https://assets-global.website-files.com/5de8d...7b1d09.pdf
Revenue grew 550% comparing Q1 to Q1 of last year. Do the math and you can see how little revenue actually was last year so not so hard to grow 550%
"We consider 2020 to be “year zero” for Bambuser. Our focus was to ensure product market fit and acquire a solid customer base. Now, we are in “year
one.”
What? I thought the 'experts' on shutter island indicated tech company can't do that and receive a high valuation
"Our focus is increasing our ability to scale and
generate revenue. To that end, we placed an internal
emphasis on expanding our product offering and
strengthening our position as a SaaS company. As a
result, our business has never looked healthier – from
both an MRR and customer point of view. "
Hmmm, sounds familiar
"From a customer acquisition perspective, Q1 continued to bring incredible interest from organizations all
over the world, and we have entered agreements with
some of the world’s most renowned brands. For many
of these brands, Bambuser is offering a strategic
advantage that they’d prefer to keep their competitors
from seizing. Hence, we’re often not able to share
names, but I assure you, the roster of brands we
have onboard is quite impressive. And we continue to
onboard new customers on a daily basis"
I think I mentioned a lot of companies are not able to share names
"Parallel to the above important milestones, we completed a 500 million SEK directed shares issue in the
beginning of the year, strengthening not only our cash
position but also our owner collective, with Mr Anders
Holch Polvsen becoming one of our major shareholders."
Where are those delusional dilutions criers that said companies don't need to raise money and if they do, their stock will go down just like Saleforce did all these years, right?
In Q1, Bambuser broadcasted more than 2800 Live
Video Shopping One-to-Many events. These events
continued to drive performance metrics exceeding
industry benchmarks. Averages across key metrics
include:
Interactivity: 26 percent of the viewers interact via
likes or chatting during the live shows. If adding
clicking on products as part of the metric, the rate
reaches nearly 47 percent.
Viewing time: 13 minutes and 47 seconds
Add to cart click rate: 14 percent
Chat Ratio: 23 percent
Likes Ratio: 22 percent
I think Verb will blow the doors off off the 2800 number. Maybe they already have.
"News revenues represent 2% of the revenue mix in
Q1 2021. These revenues represented the majority of
the revenue mix during 2019."
Ain't that a kicker. They also understand the power of the pivoted (and talent).
It's the closest thing the market has to a comparable except their market cap is over 1/2 of billion USD
Summary of the first quarter
Total income amounted to 21.3 MSEK (2.7)
whereof net sales were 16.7 MSEK (1.8 ) , an increase
of 844%
EBIT was –55.6 MSEK (–7.2)
Net income was –55.5 MSEK (–7.2)
Earnings per share was –0.28 SEK (–0.07)
Cash flow from operations was –61.1 MSEK (–5.6)
Cash at end of period was 744.2 MSEK (7.5)
Monthly Recurring Revenue ( MRR )* amounted to
3.9 MSEK (0.6) , an increase of 550%
Total contract value (TCV) of new customer
agreements amounted 29.8 MSEK of which 23.2 is guaranteed revenue (2.8 )
Total headcount (employees and consultants) was
190 (25).
numbers in parenthesis look to be US in millions but you can verify
MMR are $600K. Oddly that is the same as Verb's total digital revenue of approx. $1.8 million
Interim Report January – March 2021
https://assets-global.website-files.com/5de8d...7b1d09.pdf
Revenue grew 550% comparing Q1 to Q1 of last year. Do the math and you can see how little revenue actually was last year so not so hard to grow 550%
"We consider 2020 to be “year zero” for Bambuser. Our focus was to ensure product market fit and acquire a solid customer base. Now, we are in “year
one.”
What? I thought the 'experts' on shutter island indicated tech company can't do that and receive a high valuation
"Our focus is increasing our ability to scale and
generate revenue. To that end, we placed an internal
emphasis on expanding our product offering and
strengthening our position as a SaaS company. As a
result, our business has never looked healthier – from
both an MRR and customer point of view. "
Hmmm, sounds familiar
"From a customer acquisition perspective, Q1 continued to bring incredible interest from organizations all
over the world, and we have entered agreements with
some of the world’s most renowned brands. For many
of these brands, Bambuser is offering a strategic
advantage that they’d prefer to keep their competitors
from seizing. Hence, we’re often not able to share
names, but I assure you, the roster of brands we
have onboard is quite impressive. And we continue to
onboard new customers on a daily basis"
I think I mentioned a lot of companies are not able to share names
"Parallel to the above important milestones, we completed a 500 million SEK directed shares issue in the
beginning of the year, strengthening not only our cash
position but also our owner collective, with Mr Anders
Holch Polvsen becoming one of our major shareholders."
Where are those delusional dilutions criers that said companies don't need to raise money and if they do, their stock will go down just like Saleforce did all these years, right?
In Q1, Bambuser broadcasted more than 2800 Live
Video Shopping One-to-Many events. These events
continued to drive performance metrics exceeding
industry benchmarks. Averages across key metrics
include:
Interactivity: 26 percent of the viewers interact via
likes or chatting during the live shows. If adding
clicking on products as part of the metric, the rate
reaches nearly 47 percent.
Viewing time: 13 minutes and 47 seconds
Add to cart click rate: 14 percent
Chat Ratio: 23 percent
Likes Ratio: 22 percent
I think Verb will blow the doors off off the 2800 number. Maybe they already have.
"News revenues represent 2% of the revenue mix in
Q1 2021. These revenues represented the majority of
the revenue mix during 2019."
Ain't that a kicker. They also understand the power of the pivoted (and talent).
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