Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

von Scansoft passiert ist:

26.07.13 Hypoport 8,23 Actua 12,46

15.04.16 Hypoport 62,84 Actua 8,99

Deine Minusrendite kannst du dir selber ausrechnen  

or a sale in 2016 or 2017

I believe, that revenues between 75 million and 80 million in 2017 are realistic numbers. That are by 5-times-revenues, which are lower than by competitors, a valuation between 325 and 400 Million - about equal the complete market-cap of Actua today.
Revenues of VelocityEHS in 2016 will reach about 60 million

"Revenue has increased about 35 percent annually in recent years and was more than $32 million in 2014, CEO Trout said. He declined to provide estimated 2015 revenue."
chicagobusiness/realestate/...art-space-to-velocityehs

But we know the growth-rate of revenues of 36% in 2015 from last presentation – and the result will be revenues of about 43.5 million in 2015. And by the same growth-rate in 2017 = 59.1 million.

The Year 2015 for VelocityEHS (from last presentation)

Environmental, Health and Safety compliance platform that enables organizations to meet stringent and costly OSHA requirements

Important Metrics:*

• Revenue Growth: 36% for 2015 compared to 2014

• New Signings: Added 2,200 customers; More than 11,500 companies, representing over half of the Fortune 1000: Protecting more than 8 million employees in U.S. and Canada

• Pipeline: Growth is slightly ahead of revenue growth and is skewed towards large platform customers; seeing significant pipeline momentum across the board, with cross-sell team seeing increased activity

• TAM: $3 billion

• Competitive Moat: Database of more than 9 million material safety data sheets is a comprehensive web-based library that ensures 100% compliance for companies and continues to expand as new customers come onto the platform

• Operating cash flow positive for 2015

• 3-year subscription revenue model

* As of 12/31/15 unless otherwise noted

Note: MSDSonlinerebranded to VelocityEHSin September 2015

VelocityEHS derives revenue from two sources: (1) SaaS subscription fees and (2) professional services fees. The vast majority of VelocityEHS’ revenue is derived from subscription fees from customers accessing VelocityEHS’ database and web-based based tools; such revenue is recognized ratably over the applicable contract term, beginning with the subscription start date. VelocityEHS also generates professional service fees from: (a) customer training, (b) authoring of safety data shee Less  

Product Compounding

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.

. .




stannguru•a second ago
Remove
0
users liked this posts

users disliked this posts
0
Reply
.





Through Product Compounding each realease drives more valre-add into our solutions and biuilds upon the prior releases capabilities.

This narrow focus and rapid development compounds the value of our product for ist vertical over time to drive more Impact for our customers.

 

Actua hält 9% an Anthem Venture:

Investments (58)
      Date§Invested In Round Partner(s)

Nov, 2015 VideoAmp
$15M / Series A
—
Dec, 2014 VideoAmp
$2.2M / Seed
—
Oct, 2014 StackIQ
$6M / Series B
Brian Mesic

Aug, 2014 Surf Air
$8M / Series B
William Woodward

Jun, 2014 Quantum Technology Sciences
$4.4M / Series A
—
Apr, 2014 Currency Cloud
$10M / Series B
—
Feb, 2014 AFINITY
$500k / Seed
—
Feb, 2014 SpinMedia Group
$10M / Venture
Brian Mesic

Dec, 2013 CARD.com
$3M / Series A
—
Oct, 2013 Email Copilot
$1.25M / Seed
Brian Mesic

Oct, 2013 Madefire
$5.22M / Series A
—
Sep, 2013 Layer
$1.5M / Seed
—
May, 2013 Panna
$1.35M / Seed (Lead)
Sudhin Shahani

Jan, 2013 Janrain
$33M / Series C
—
Oct, 2012 Prism Skylabs
$7.5M / Series A
Brian Mesic

Oct, 2012 Glossi, Inc
undisclosed amount / Seed
—
Sep, 2012 Scopely
$8.5M / Venture (Lead)
—
Jun, 2012 Big Frame
$3.4M / Seed
Brian Mesic

Jun, 2012 Surf Air
$3.76M / Series A (Lead)
William Woodward

Feb, 2012 FileTrek
$10M / Series B (Lead)
Brian Mesic

Jan, 2012 BeachMint
$36.18M / Venture
Samit Varma

Dec, 2010 BeachMint
$10M / Venture
Samit Varma

Oct, 2010 Viewdle
$10M / Series B
Samit Varma

Aug, 2010 GameCrush
$700k / Angel
—
Jun, 2010 BeachMint
$5M / Seed
Samit Varma

May, 2010 Cocodot
$2M / Venture
—
Apr, 2010 TweetPhoto
$2.6M / Series A
—
Mar, 2010 Plixi
$2.6M / Series A
Brian Mesic

Dec, 2009 Janrain
$3.25M / Series A
—
Mar, 2009 SpinMedia Group
$12.5M / Series D
Brian Mesic

Mar, 2009 Buzz Media
$12.5M / Series D
—
Feb, 2009 AdventureLink Travel Inc.
undisclosed amount / Series A
—
Jan, 2009 TrueCar
$37.4M / Series E
Brian Mesic

Jan, 2009 Viewdle
$2M / Series A
Samit Varma

Dec, 2008 Solarflare Communications
$32M / Venture
—
Oct, 2008 Blurb
$5M / Series C
Brian Mesic

Sep, 2008 TrueCar
$13.5M / Series A
Brian Mesic

Jan, 2008 ThisNext
$5M / Series B
—
May, 2007 Buzznet
$6M / Series B (Lead)
—
May, 2007 SpinMedia Group
$6M / Series B (Lead)
Brian Mesic

May, 2007 Buzz Media
$6M / Series B
—
Mar, 2007 Pulse Entertainment
$5.8M / Series B
—
Feb, 2007 Axiom Microdevices
$25M / Series C
Brian Mesic

Oct, 2006 Blurb
$12M / Series B (Lead)
Brian Mesic

Jul, 2006 ARIO Data Networks
$8M / Series E
—
Jan, 2006 Entropic
$25M / Series C
—
Jul, 2005 Troika Networks
$14.4M / Series B
—
May, 2005 Blurb
$2.05M / Series A
Brian Mesic

May, 2005 Neven Vision
$2.5M / Series B
—
Apr, 2005 ARIO Data Networks
$5.05M / Venture
—
Feb, 2005 Solarflare Communications
$48M / Series C
—
Feb, 2005 TrueCar
$2.27M / Series A
Brian Mesic

Apr, 2004 Corus Pharma
$60M / Series C
—
Nov, 2003 Neven Vision
$1.75M / Seed
—
Nov, 2003 Entropic
$29M / Series B
—
Oct, 2003 RF Magic
$24M / Series C
—
May, 2003 Troika Networks
$13M / Venture (Lead)
—
Dec, 2001 Nextest Systems
$20M / Venture
—
 

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.

diginomica.2015/08/19/...ical-industry-cloud-applications/  

All in on Vertical Saas

Who is Actua and what we know about vertical cloud?

Actua is a cloud company focused on transforming vertical and highly specialized markets.

While the first wave of cloud computing is dominating in horizontal diciplines like accounting, CRM and HR, offline processes in most industries still proliferate and await the transformative efficiency of the cloud.

We believe that the second wave of SaaS - the specialized wave - is transforming vertical industries and processes.

Visionaries even before the cloud was "the cloud" no one has seen, built and grown more cloud businesses than the Acuta Team. We know what winning clould businesses look like and what they must achieve to transform their markets.

Source: Actua  

http://www.nasdaq.com/symbol/acta/analyst-research  

Interactive Text Messaging Gave TransFort the Insight It Needed to Improve Bike-Friendly Public Transportation
2016/04/18  
by Leah Brown


Fort Collins prides itself of being a great community for bicyclists, but wanted to make sure amenity updates to TransFort’s rapid transit system, Max, were in line with what the whole community wanted, not just a vocal minority. See how it used interactive text messaging to poll citizens on just what types of amenities they were looking for.

Quelle: Govdelivery
 

Ist das hier Dein Tagebuch?  

Transaction Type

OwnerType

Shares Traded

Last Price

Shares Held

ALEXANDER DOUGLAS A Officer 03/04/2016 Buy direct 20,000 8.6700 1,364,544

BUCKLEY WALTER W III Officer 03/04/2016 Buy direct 6,000 8.6437 1,226,899

ALEXANDER DOUGLAS A Officer 03/03/2016 Acquisition (Non Open Market) direct 93,306 0.0000 1,344,544

BUCKLEY WALTER W III Officer 03/03/2016 Acquisition (Non Open Market) direct 93,306 8.4400 1,214,899

BUCKLEY WALTER W III Officer 03/03/2016 Buy direct 6,000 8.4898 1,220,899

MORGAN RAYMOND KIRK Officer 03/03/2016 Acquisition (Non Open Market) direct 35,545 0.0000 253,348


Read more: http://www.nasdaq.com/symbol/acta/insider-trades#ixzz46MfwtHLV
 

April 19th, 2016
FedRAMP

As you may have seen last week, GovDelivery became the first Digital Communication Solution to be FedRAMP compliant. This is an extremely well known and coveted authorization within Government, but for those outside the sector we wanted to provide a little background around why this is game-changer for GovDelivery.

Quelle: Actua
 

 

 

Audit & Inspection
Improves the quality and efficiency of your compliance audit process, and engages the workforce in behavioral based safety

Compliance Management
Enables the tracking and management of regulatory issues to ensure compliance is being achieved

Corrective Actions
Creates, assigns and tracks corrective and preventive actions to help you identify and reduce workplace risks

Incident Management
Simplifies the reporting, investigating and tracking of workplace incidents, with emphasis on prevention, by analyzing and monitoring risks and causes

Management of Change
Streamlines complex processes for evaluating the impacts of organizational process changes

MSDS/Chemical Management
Improves visibility of your overall chemical footprint and helps you identify and manage hazardous chemical risks

Performance Metrics
Helps you collect and report on key EHS performance indicators, resource allocations, and environmental factors across your global enterprise

Risk Analysis
Simplifies the various methods for defining, assessing and controlling workplace hazards and the probability and impact of environmental aspects

On-Demand Training
Provides on-demand access to dozens of workplace training courses to improve employee safety and simplify training compliance

Training Management
Ensures recurring training requirements are met on time according to regulations and your company policies

Ergonomics
Right fitting the job to the worker drives efficiency and productivity while reducing costly MSD injuries.

Reporting & Dashboards
Visualize performance and risk across the enterprise, it’s actionable information at the right time and the right frequency

Quelle: Velocity  

Revenues of ServiceNow are with 305.88 million only the 8.3-fold of the 37 million revenues of Actua, but the market-cap of ServiceNow is with 11.88 billion the 40-fold of the 350 million of Acta - a joke
.

Revenues in of Actua Q1/16 will increase to 37.0 million from 35.153 million in Q4/15
.

Quarterly Data of ACTUA 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


ServiceNow reports 1Q loss

ServiceNow reports first-quarter loss of $333.3 million

Associated Press
 

Who is Actua and what we now about vertical cloud?

Actua is a cloud vompany focused on transforming vertical and highly specialized markets.

While the first wave of cloud computing is dominating in horizontal diciplines like accounting, CRM and HR, offline processes in most industries still proliferate and await the transformative efficiency of the cloud.

We believe that the second wave of SaaS -the specialized wave - is transforming vertical industries and processes.

Visionaries even before the cloud was "the cloud" no one has seen, built and grown more cloud businesses than the Acuta team,, We know what winning cluld buisinesses look like and what they must achieve to transform their markets.

Source: Actua  

GovDelivery Answers the White House’s Call to Deepen Community Engagement With Open Data - Leading Digital Communications Provider Joins Police Data Initiative, Offering Free, Open Source Public Safety Solution


ST. PAUL, Minn., April 22, 2016 (GLOBE NEWSWIRE) -- GovDelivery, the leading provider of cloud-based software solutions enhancing the citizen experience, is answering the Administration’s recent call to join the The Police Data Initiative, a new effort to use “open data to increase transparency, build community trust and support innovation.” With today’s commitment, GovDelivery announces that it will develop and contribute to the open source community a full featured Police Data Initiative (PDI) solution to enable partner law enforcement agencies to use their existing data to better engage citizens in their jurisdictions. The platform, DKAN Public Safety Edition, will be fully open source and available to agencies at no cost.

The Police Data Initiative launched in 2015 to enable and support efforts by law enforcement to better use data and technology to build community trust. Since, the program has expanded rapidly, with participation by more than 25 leading police departments committed to using open data and engagement tools to increase transparency and accountability, helping to rebuild trust in law enforcement.
 

http://www.pharmpro.com/news/2016/04/...helps-mitigate-workplace-risk  

https://www.govdelivery.com/blog/5-moments-of-learning-need/  

Digital communications and marketing platform that enablespublic sectororganizations to effectively reach citizens and drive Action

Important metrics:*

• Revenue Growth: 26% for 2015 compared to 2014

• New Signings: Closed 219 new deals in 2015

• Total Customers: Serving 1,000+ federal, state, local and UK government agencies reaching more than 120 million citizen subscribers

• Pipeline: 50% higher on 12/31/15 compared to 12/31/14

• TAM: $1 Billion

• Competitive Moat: 120+ million citizen subscribers create a network effect, significantly expanding reach and audience for each customer

• Operating cash flow positive for 2015

• Annual subscription revenue model

* As of 12/31/15 unless otherwise noted

GovDelivery revenue consists primarily of software subscription revenue; however, GovDelivery has growing revenue from media advertising and delivery of professional services such as developing Drupal applications for government entities. The core business of subscription revenue consist of: (1) nonrefundable setup fees and (2) SaaS monthly subscription fees. GovDelivery has typically represented a significant portion of Actua’s historical deferred revenue balances.  

ist das Startdatums des Threads "Investmentcase Actua".

https://www.comdirect.de/inf/aktien/detail/...chmarks=true&e&  

Developement of Quarterly Revenues of Actua

Q1/13 = 12.0 Million
Q2/13 = 13.5 Million
Q3/13 = 16.1 Million
Q4/13 = 17.7 Million
Q1/14 = 18.4 Million
Q2/14 = 19,0 Million
Q3/14 = 19.0 Million
Q4/14 = 26.6 Million
Q1/15 = 30.6 Million
Q2/15 = 33.5 Million
Q3/15 = 34.1 Million
Q4/15 = 35.2 Million
Q1/16 = geschätzte 37.0 Million
This is the result of organic and bought growth, but the bought growth was financed only with the own cash - debts was near not made.


Why the valuation of Actua is a joke: Value of the four core-companies alone is after my estmiates about 750 million

VelocityRHD = 310 million

Govdelivery = 200 million

Foliodynamix = 170 miilion

Bolt = 80 million

And you most add additional the value of the two venture-companies Parchment and Instamed, the 9% ownership on Anthem Venture and the cash.

And therefore is the valuation of today an excellent chance for investors., who want to invest in sustainability
Revenues of Acutua wIll increase organic to 160 million in 2016 from 134 million in 2015 after my estimates. This is a 20% organic growth and additional growth could come from small tuck-in-aquisitions,
And by the market-cap of today only 1.9-times-reveues with cash of 80 milllion, which is part of this valuation, and only 1.4-times-revenues, if you subtract the 80 million cash from the market-cap.

Compare these low multiples of Actua with the multiples of competitors which have only a similar organic growth-rate like Actua.
 

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
 

http://fppad.com/2015/12/29/between-sessions-foliodynamix/  

bezahlen, um den US-Markt entern zu können?

Alibaba affiliate raising new funding at $60 billion valuation and could buy Foliodynamix to enter the US-market
                                                                                 
A Chinese fintech behemoth is getting ready to go public

Alibaba affiliate raising new funding at $60 billion valuation                                                                                    

Daniel Roberts Yahoo Finance
By Daniel Roberts
April 21, 2016 6:42 PM

Ant Financial (its official name is Zhejiang Ant Small & Micro Financial Services Group) is the division of Chinese web giant Alibaba that owns smash-hit payments platform Alipay, and it is gearing up to go public.

Alibaba CEO Jack Ma is looking for a new funding round of $3.5 billion that would give Ant Financial a valuation of $60 billion, Bloomberg reported. And it can begin IPO procedures this year, because it has met the three consecutive years of profit that China's listing process demands.