Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

Workday has the 9-fold revenues of Actua, but the 45-fold market-cap - such da divergence will never lasten for a longer time.

Income Statement of Workday with a market-cap of 14.85 Billion
Get Income Statement for:
Quarterly Data
All numbers in thousands
Period Ending Jan 31, 2016 Oct 31, 2015 Jul 31, 2015 Apr 30, 2015
Total Revenue 323,427 305,266 282,696 250,957
Cost of Revenue 102,680 101,754 92,079 77,914
Gross Profit 220,747 203,512 190,617 173,043

Income Statement of Actua with a market-cap of 331 million
Get Income Statement for:
Quarterly Data
All numbers in thousands
Period Ending Dec 31, 2015 Sep 30, 2015 Jun 30, 2015 Mar 31, 2015
Total Revenue 35,153 34,140 33,536 30,592
Cost of Revenue 10,087 9,627 9,783 9,732
Gross Profit 25,066 24,513 23,753 20,860 Less  

Actua Corp (NASDAQ:ACTA) Rating Reconfirmed

Research analysts at Northland Capital have $18.00 target price on Actua Corp (NASDAQ:ACTA). Northland Capital’s target price would indicate a potential upside of 123.60 % from the company’s last stock price. The rating was disclosed in an analyst report on 29 February.

NASDAQ:ACTA is right now trading -2.58% lower at $7.92 as of 11:03 New York time. Actua Corp’s stock is down -38.64% in the last 200 days. It has underperformed the S&P 500, which has decreased -7.92% in the same time period.
According to data compiled by Thomson Reuters, Actua Corp (NASDAQ:ACTA)’s stock is covered by 4 equity analysts across the Street, with 0 analysts giving it a Sell rating, 4 a Buy rating, while 0 consider it a Hold. The 12-month consensus target price for the stock is $20.25, which reflects an upside potential of 155.68% over the current price.

Read more: http://www.octafinance.com/...with-18-00-target/370830/#ixzz45PcnX9Fk
 

hinbekommen:

http://www.investors.com/news/technology/...src=AURLLED&ven=yahoo  

By Phil Wainewright August 19, 2015

SUMMARY:

Where did the emerging trend towards vertical industry cloud applications spring from and why is it one to watch?

In an April 2014 article that has since been widely shared, I reported Workday CEO Aneel Bhusri’s prediction of five emerging application categories that he believes will dominate cloud computing. Four were functional categories — customer-facing, IT/operations, enterprise backbone, and collaboration/productivity. But the fifth was tangential to the other four, to some extent cutting across or sitting above them — what Bhusri called the “industry specific” application cloud.

This consists of vertical applications tailored to the needs of specific industries, such as patient care, manufacturing and so on. This was the least defined of the five clouds, he said, with no visible leaders at present: “those are still up for grabs.”
A year and some on, the vertical cloud remains unconquered, but it’s no longer the neglected backwater it may have seemed back then. Every enterprise cloud vendor has a vertical industry strategy of some kind, from Workday beefing up existing products with functionality and analytics that target specific verticals to NetSuite doubling down on its SuiteCommerce play in the retail sector or Infor splashing out two-thirds of a billion dollars on an acquisition that leverages its micro-verticals strategy in several sectors.

http://diginomica.com/2015/08/19/...ical-industry-cloud-applications/
 

wir in Geschäftsberichten fast nie etwas erfahren:

http://anthemvp.com/anthem_news/  

GovDelivery Communication Cloud Becomes First Digital Communication Solution to Become FedRAMP Compliant

Achievement of Federal Security Milestone Illustrates Cloud Provider’s Ongoing Commitment to the Industry’s Most Rigorous Security Standards

GovDelivery 2 hours ago GlobeNewswire

ST. PAUL, Minn., April 12, 2016 (GLOBE NEWSWIRE) -- GovDelivery, the leading provider of cloud-based solutions enhancing the citizen experience, today announced that the GovDelivery Communications Cloud platform has achieved Federal Risk and Authorization Management Program (FedRAMP) compliance at the moderate level. This compliance follows an intensive FedRAMP Joint Authorization Board (JAB) review and approval process and provides wider coverage for easier use by all agencies. JAB authorization is widely recognized as the most demanding path to FedRAMP compliance.

http://finance.yahoo.com/news/...n-cloud-becomes-first-130000323.html
 

http://www.handelsblatt.com/unternehmen/...-einer-marke/13423548.html  

GovDelivery’s cloud-based digital communication platform - which is already used by hundreds of federal organizations, including FEMA, the Department of Defense, the Department of Veteran’s Affairs, and Health and Human Services - can now be used across all agencies with this new certification. All agencies using GovDelivery benefit automatically from this high level of verified security. In addition, GovDelivery now offers additional support packages for those agencies where security and compliance is a high priority.

“Having met all the stringent security requirements of the FedRAMP Joint Authorization Board, comprised of the CIOs of the Department of Defense, the Department of Homeland Security and the General Services Administration, GovDelivery is now a FedRAMP compliant cloud service able to be authorized for use across all federal agencies,” said FedRAMP Director Matt Goodrich. “GovDelivery is already used widely across Federal government so the FedRAMP JAB authorization will streamline ongoing security approvals for many agencies. In addition, our team here at FedRAMP will be using GovDelivery to communicate with stakeholders.”

FedRAMP is a government-wide program that provides a standardized approach to security assessment, authorization and continuous monitoring for cloud products and services. This framework saves time and staff required to conduct redundant agency security assessments. Being FedRAMP compliant means a cloud computing system has established and documented a highly secure environment that has withstood comprehensive, rigorous review before federal agencies are authorized to engage the system. According to @FedRAMP, in the last six months, the program has saved the government $70 million and increased cloud usage by 41 percent.  

This essay originated in Data Sheet, Fortune’s daily tech newsletter.

Here’s a quick pop quiz to get your work week started. What cloud business software company reported net income for its most recent fiscal year (a relatively rare feat), is on pace to top a projected $500 million in revenue (profitably) for its current one ending in January 2017, and hopes to cross the $1 billion mark by 2020?

Meet Veeva Systems VEEV 0.98% , a fast-growing software concern laser-focused on selling into a single industry. The company started with sales and marketing automation applications but has since expanded its menu to cloud-hosted data and document management systems that cater to the healthcare sector’s strict compliance and privacy concerns. Veeva exited its 2016 fiscal year ended Jan. 31 with 400 customers, up dramatically from 276 in the previous year. Its client list includes Fortune 500 drugmakers AstraZeneca, Merck and Pfizer.

Co-founder and CEO Peter Gassner, who started his career at IBM writing database software for mainframes, told me in an interview earlier this year that the business world’s willingness to invest in cloud services has made the process of delivering industry-specific applications much more economical. “In the cloud, you can be very specific, you know exactly what your customers are doing. You can solve a problem once, watch what happens, and create software that maps to their needs really well,” he said.

Read more at:
fortune.com/2016/04/04/cloud-software-industry-specific/?xid=yaho­o_fortune


 

Veeva Systems Inc. (VEEV) has the 3.25-fold of revenues Actua, but with 3.42 billion against 0.353 billion of Actua the 9.7-fold market-cap

Veeva Systems Inc. (VEEV)
Quarterly Data All numbers in thousands
Period Ending Jan 31, 2016 Oct 31, 2015 Jul 31, 2015 Apr 30, 2015
Total Revenue 114,270 106,921 98,107 89,923
Cost of Revenue 39,744 37,012 33,473 31,985
Gross Profit 74,526 69,909 64,634 57,938


Actua Corporation (ACTA)
Quarterly Data All numbers in thousands
Period Ending Dec 31, 2015 Sep 30, 2015 Jun 30, 2015 Mar 31, 2015
Total Revenue 35,153 34,140 33,536 30,592
Cost of Revenue 10,087 9,627 9,783 9,732
Gross Profit 25,066 24,513 23,753 20,860
 

SDS Access and Chemical Management

VelocityEHS
1 hour ago
GlobeNewswire

CHICAGO, April 13, 2016 (GLOBE NEWSWIRE) -- VelocityEHS, the leading cloud environment, health, safety (EHS) and sustainability software provider, today announced the launch of its latest mobile app, eBinder, that helps keep workers safe by providing access everywhere, anytime to information about hazardous chemicals in the workplace. With the eBinder app, workers can use their mobile devices, whether online or offline, to refer to safety data sheets (SDSs) and chemical inventory information.

Hazardous chemical management and compliance from the field has always presented a complex set of challenges for many businesses due, in large part, to a lack of Internet connectivity. Developed for iPad®, iPhone® and Android™ devices, the new eBinder app allows customers to search, save and access critical chemical hazard and safety information when working in remote areas with limited or no Internet connectivity, like mines, oil and gas fields, and construction sites, or in facilities where wireless signals are blocked.

In addition to meeting the needs of workers disconnected from the Internet, the eBinder app also streamlines the ability of all employees to consult safe handling and storage requirements, identify necessary protective equipment, and have instant access to emergency procedures that keep them safe while on the job. This complements the existing MSDSonline mobile optimized Web interface capability.  

“VelocityEHS already helps 12,000 companies maintain safe and compliant workplaces for over 8 million workers. With the eBinder app, we’ve taken this a step further, so safety doesn’t have to stop in places where Internet connectivity is limited,” said Glenn Trout, president and CEO of VelocityEHS.

The eBinder app allows users to:
•Link directly to MSDSonline HQ/HQ RegXR Account when online
•Search a chemical inventory in use throughout the organization, and view where the products are assigned within a location
•Access chemical product details and safety data sheets
•Perform fast searches with the help of filters that narrow down results
•Save safety data sheets and product details to mobile devices for use offline

“Mobility gives our customers new ways to engage their workforce,” said Mike Flynn, vice president of product development at VelocityEHS. “Our new eBinder app joins our growing suite of mobile capabilities – like our mobile optimized website and Chemical Inventory Scanner app – to put the most up-to-date EHS capabilities directly into every worker's hands, making it simpler for workers to help make their workplaces safer.”

The VelocityEHS eBinder app is available for iPad and iPhone (iOS 7 and later) and Android smartphones and tablets (4.4 and later). MSDSonline customers with HQ or HQ RegXR Accounts can download the eBinder app from the App Store or Google Play™ for no additional cost.
 

Owner Name

Date

Shared Held

Change (Shares)

Change (%)

Value (in 1,000s)

FMR LLC 12/31/2015 6,122,912 0 0.00 58,290

PEMBROKE MANAGEMENT, LTD 12/31/2015 3,443,415 (484,500) (12.34) 32,781

CAPITAL WORLD INVESTORS 12/31/2015 2,602,000 0 0.00 24,771

VANGUARD GROUP INC 12/31/2015 2,582,894 51,889 2.05 24,589

DIMENSIONAL FUND ADVISORS LP 12/31/2015 2,342,534 59,713 2.62 22,301

BANK OF MONTREAL /CAN/ 12/31/2015 1,941,551 194,719 11.15 18,484

BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. 12/31/2015 1,078,581 17,302 1.63 10,268

BLACKROCK FUND ADVISORS 12/31/2015 1,060,280 49,598 4.91 10,094

POLAR ASSET MANAGEMENT PARTNERS INC. 12/31/2015 1,031,096 38,796 3.91 9,816

RICE HALL JAMES & ASSOCIATES, LLC 12/31/2015 993,399 391,440 65.03 9,457

GOLDMAN CAPITAL MANAGEMENT INC 12/31/2015 891,000 165,000 22.73 8,482

STATE STREET CORP 12/31/2015 693,922 12,203 1.79 6,606

EMERALD ADVISERS INC/PA 12/31/2015 539,737 0 0.00 5,138

NORTHERN TRUST CORP 12/31/2015 434,473 3,742 .87 4,136

CORTINA ASSET MANAGEMENT, LLC 12/31/2015 420,586 69,276 19.72 4,004

nasdaq/symbol/acta/institutional-holdings#ixzz45iQzVs9j Less
 

Delivering specialized apps is far more economical

Emergence Capital co-founder and general partner Gordon Ritter believes the “era of horizontal software companies is over,” as organizations seek to adapt cloud services from the likes of Salesforce to their specific processes and needs. “What these industry cloud companies need to do is layer the cake. They need to be in multiple functional areas across a single sector,” Ritter said.

That’s likely to inspire a consolidation wave in the months to come, as specialists seek scale and as software giants including IBM ( IBM 0.25% ) , Oracle ( ORCL 0.45% ) , and SAP ( SAP 2.18% ) reconsider their own cloud-relevant pitches for specific industries. Watch this space. L

 

http://finance.yahoo.com/mbview/threadview/...&tls=la%2Cd%2C0%2C3

wobei ich bei jeder Übernahme unter 25 Dollar extrem sauer wäre.  

https://www.govdelivery.com/blog/...pe-auditing-subscription-process/  

GovDelivery to Host 9th Annual Government Digital Communications Summit in Washington D.C. on April 28, 2016

Hundreds of Federal Employees to Learn Best Practices for Leveraging Digital Communications to Improve the Citizen Experience
     
ST. PAUL, Minn., April 14, 2016 (GLOBE NEWSWIRE) -- Communicators and technologists from across government will convene on Thursday, April 28, 2016 to exchange best practices in leadership development, new technologies, and digital communications. The free event, titled “Transforming the Citizen Experience,” is hosted by GovDelivery, the leading provider of cloud-based software solutions enhancing the citizen experience and will be held at the Marriott Marquis in Washington D.C. As the largest digital communication event of its kind, close to 1000 government employees and contractors are expected to attend to learn and discuss communication strategies and tactics agencies designed to enhance the citizen experience.
 

The new Department of Labor Fiduciary Standard Rule: FolioDynamix has a suite of options available

The DOL Fiduciary Standard Rule Change: Impact on Advisors

The new Department of Labor Fiduciary Standard Rule focuses on putting an investor’s best interests ahead of all other factors when providing investment advice to a retirement investor.

While many advisors adhere to that principal when working with their clients to reach goals, the new rule will specifically affect advisors who provide advice and guidance to clients investing in individual retirement accounts (including 401(k) rollover accounts).

Advisors who work with clients and who recommend commission-based products within an IRA may choose to complete a new contract, called the “Best Interest Contract Exemption” (BICE), to continue their current practices. However, there are significant compliance considerations and increased costs to this approach.

Fee-Based Product Alternatives

The new Fiduciary Standard rule does make one point clear: asset-based compensation that does not vary based on types of investment will not require a BICE. Thus, many firms are shifting to an entirely fee-based advice model.

FolioDynamix has a suite of options available that leverage professional money managers, institutional-quality research, offer various levels of control based on firm/advisor preference, and feature mutual fund, ETF and separately-managed account options.

Quelle: Foliodynamix
 

https://www.govdelivery.com/company/careers/  

At Actua, we track vertical and horizontal SaaS companies, to better understand their differences, key performance indicators, and drivers of the markets. Through these efforts we have obvserved the following ways in which vertical SaaS businesses tend to benefit vs. their horizontal counterparts. At maturity, vertical SaaS companies tend to:

- Be more efficient with their Sales & Marketing and Research & Development costs across all levels of growth

- Generate higher free cash flow per dollar of Revenue, and are able to grow more efficiently

- Display higher levels of profitablity

http://www.actua.com/wp-content/uploads/2015/03/...pounding-FINAL.pdf  

Analyst Rating Changes For Actua Corporation (NASDAQ:ACTA)

By Brenton Akerman / in US Broker Ratings / on Wednesday, 30 Mar 2016 10:42 Market analysts have recently updated their ratings and price targets on shares of Actua Corporation (NASDAQ:ACTA). The latest reports which are currently in issue on Wednesday 30th of March state 1 analyst has a rating of “strong buy”, 3 analysts “buy”, 0 analysts “neutral”, 0 analysts “sell” and 0 analysts “strong sell”.
 

Financial Compounding is most commonly associated with saving money for the future. In this context the saver is able to accumulative savings, as interest is accrued, and then build interest on that interest over time, accelerating the growth of those savings (vs. if the interest rate wasn't compounded).

This same concept applies to revenue growth for vertical cloud solutions: Actua's business model of recurring revenues combined with high rentention rates allow our investments in Sales & Marketing to drive compounded revenue over time. It's a snowball effect of generating high gross margins that are efficiently reinvested in Sales & Marketing to drive growth on top of the recurring revenue that was sold in the prior years.

Source: Actua

 

Thread-Start "Investmentcase Actua" am 12.2.16  
Start am 12.2.2016
Investmentcase Actua
12.02.16 20:13

Kurs von Actua am 12.2. $7,43
Kurs von Actua am 15.4. $9,88
Anstieg = 32,97%

Kurs von Hypoport am 12.2. 59,9
Kurs von Hypoport am 15.4. 62,84
Anstieg = 4,91%  

 

Actua's focus on serving vertical markets, which each have customers with similar needs and pain points, enables us to benefit from Product Compounding; which markes our investments in Research & Development and Produyt Innovation more efficient.

At Actua, our multi-vertical focus allows each of our brands to be very intimate with industry grivers and pain points. We work closely with our customers to design vertical-speciifc solutions that specifically target our customers' needs.