Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)
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On track for the second half of 2017
Continued to invest in Actua through stock repurchases – Year-to-date, repurchased close to 2.2 million shares of Actua stock for approximately $30 million – Over the last 12 months, repurchased about 6.8 million shares of Actua stock for approximately $94 million – representing an almost 20% reduction in shares outstanding
http://www.actua.com/wp-content/uploads/2017/08/...s_Slides-FINAL.pdf
Important metrics:*
Revenue Growth: 14% in Q2 2017 compared to Q2 2016
Bookings: Total bookings of $1.65 million, with ARR bookings of $200,000
Customer Signings: Signed a top 10 carrier for BOLT Premier, launching in September; signed a renewal with Citizens for an additional 5 years (with minimum annual fee of $1.9 million); a top 10 carrier customer continued to rapidly grow usage of the platform (rate of new premiums sold increased 34% in Q2 over Q1); another top 10 carrier added 50 additional seats (bringing its total seat licenses to 550, vs. 350 a year ago) and this carrier is also utilizing the BOLT Platform to enable its direct-to-consumer strategy, with added web and mobile capabilities
Annualized opportunities of qualified risk going through the platform grew to 3.1 million at quarter-end, compared to 3.0 million in Q2 2016
Total premiums on the platform are $1.4 billion
Competitive Moat: Platform is integrated into 100 of the largest insurance carriers and has over 5,900 carrier connections, creating the largest source of insurance flow for direct carriers, agents, agencies and alternative insurance distributors
Operating cash flow positive for Q2 2017
Multi-year/multi-million dollar contracts
* As of 6/30/17 unless otherwise note
Zufrieden bin auch nicht mit den stagnierenden total premiums on the platform are $1.4 billion, was m.E. zeigt, dass die fee mehr aus anderen Quellen kommen, wie ja auch andere Angaben in #8277 das erkennbar machen.
Man versenkt also dort kein Geld mehr, was positiv ist. Ich habe das trotzdem nur mit gemischt bewertet, denn mir wäre eigentlich ein negativer operativer Cash Flow, der durch massive Investitionen hervorgerufen wird, lieber. Offensichtlich scheint das Actua aber momentan zu riskant und scheint allgemein zu signalisieren, dass man bei Insurtech einen langen Atem braucht.
Important Metrics:*
Revenue Growth: 27% in Q2 2017 compared to Q2 2016
Bookings: Approximately $1.6 million of ARR for Q2 2017
Customer Signings: Signed 11 deals in Q2; the majority of these were in the RIA space and are a good proof point of our expanding footprint in that market
Competitive Moat: Comprehensive, client-centric technology platform with integrated proprietary advisory products; continues to broaden the platform and improve the digital experience through the introduction of a rebalancing product and enhancement of the investor portal
$7.5 billion in regulatory assets under management at the end of Q2 2017 compared to $5.3 billion at the end of Q2 2016
Total AUM is over $800 billion, an 18% increase over a year ago • Multi-year/multi-million dollar contracts
*As of 6/30/17 unless otherwise noted
Qielle: siehe #9276
Wichtiger scheint für das Management die Selbstbedienung zu sein:
http://www.nasdaq.com/symbol/acta/insider-trades
Unschwer zu erkennen, wie aus dem Hut ständig Aktien abverkauft werden, woher die wohl alle kommen mögen?
Okay sind auch die $7.5 billion in regulatory assets under management at the end of Q2 2017 compared to $5.3 billion at the end of Q2 2016, aber wieder mit der Einschränkung, dass die Steigerung nicht allein organisch warU.
Und auch okay: Total AUM is over $800 billion, an 18% increase over a year ago, wobei hier allerdings nur sehr niedrige Sätze hängenbleiben.
Important Metrics:*
Revenue Growth: 12% in Q2 2017 compared to Q2 2016 with SaaS revenue growing 17% during the quarter
Bookings: New SaaS bookings for the chemical management platform were up 11% over Q2 2016, while new SaaS bookings for EHS (includes all modules but chemical management) were up 26% over the same prior year period
Customer Signings: Added 350 new customers in Q2, bringing the total customer count to ~12,900, up from 12,000 a year ago; closed 97 platform deals (sold more than one module), a record number; signed 175 upsells, representing expanded relationships with existing customers who bought more seats of our core chemical management offering
Competitive Moat: Database of 12 million safety data sheets is a comprehensive web-based library that ensures compliance for companies and continues to expand as new customers come onto the atform
Operating cash flow positive for Q2 2017
* As of 6/30/17 unless otherwise noted
Quelle: siehe #9276
Shares used in computation of basic and diluted income (loss) per share nur noch 31,267 Millionen
http://icge.ir.edgar-online.com/efxapi/EFX_dll/...SBS&ID=12221208
http://icge.ir.edgar-online.com/efxapi/EFX_dll/...SBS&ID=12221208
VelocityEHS Selected Top Solution for EHS Management and MSDS Management at ASSE Safety 2017
Chicago (August 10, 2017) — VelocityEHS, the global leader in cloud environment, health, safety (EHS) and sustainability software, was recognized for its excellence by occupational health & safety professionals attending the American Society of Safety Engineers’ (ASSE) Safety 2017 conference. The VelocityEHS environmental management product won for best EHS Management Software and the company’s MSDSonline SDS/Chemical Management app was named best MSDS Management product in the show’s prestigious Attendee Choice Awards.
http://www.actua.com/...-management-msds-management-asse-safety-2017/
Volume 314,608§
Avg. Volume 141,982
https://finance.yahoo.com/quote/ACTA?p=ACTA
FILING DATE FILING DESCRIPTION DOWNLOAD
09 Aug 17 10-Q
Quarterly Report
09 Aug 17 8-K
Current report filing
http://www.actua.com/investors/sec-filings/
Now Folio's pipeline of new deals is the strongest we have seen since we acquired the company. We're seeing a great deal of activity with larger firms now that they have moved beyond DOL and expect several to close this year. The company was EBITDA positive and ahead of expectations on the bottom line. And finally, regulatory assets under management at the end of Q2 were $7.5 billion compared to $5.3 billion at the end of Q2 2016. And total AUM, or assets under management, is now over $800 billion on the platform, an 18% increase over a year ago. And the number of accounts on the platform has increased by 14% over that same time frame.
https://finance.yahoo.com/news/...-earnings-conference-173233527.html
Volume 184,307§
Avg. Volume 144,668
https://finance.yahoo.com/quote/ACTA?p=ACTA
Focusing on quarterly metrics, gross margin of 75% is up from 73% in the 2016 quarter.
Quelle: siehe #9293
gegenüber 35,834 Millionen zum gleichen Zeitpunkt im Vorjahr.
http://icge.ir.edgar-online.com/efxapi/EFX_dll/...SBS&ID=12221208
Wir bezeichnen diese Position als Passive Rechnungsabgrenzung - dahinter verbergen sich schon eingegangene Zahlungen, die aber noch nicht als Ertrag gebucht wurden. Ob diese Leistungen tatsächlich noch zu erbringen sind oder ob sie aus abrechnungstechnischen Gründen noch nicht gebucht wurden, lässt sich nur schwer sagen.
- approximately 3,000 commercial and personal property and casualty insurance products from approximately 100 carriers that Bolt is able to offer through its platform;
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- the broad reach of FolioDynamix’s wealth management platform, which serviced approximately $777.3 billion of assets under management ("AUM") as of June 30, 2017 , and its complementary investment advisory services, which encompassed approximately $26.2 billion of AUM (of which $7.5 billion are Regulatory AUM) as of June 30, 2017 ; and
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- VelocityEHS’ industry-leading proprietary database, which contains over 12 million safety data sheets.
Another key component of our business strategy, in addition to our multi-vertical domain expertise and effective and efficient research and development, is the leverage inherent in the recurring revenue generated by our cloud-based software delivery model. In part because our customers are required to make periodic payments to continue receiving access to our cloud-based offerings, we have established long-term relationships with our customers, many of which are governed by multi-year contracts that have historically high renewal rates. The consistent revenue stream provided by our recurring revenue model, coupled with our relatively high gross margins, allow us to drive revenue growth more consistently over time through investment in lead generation, sales and marketing. In order to ensure that we are effectively leveraging our cloud-based model, we closely monitor and manage the revenue growth rates, along with the gross margins, number of customers and a variety of customer retention and sales efficiency metrics, at each of our businesses. Through the second quarter of 2017 :
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- Bolt's revenue grew approximately 18% from the corresponding six -month prior year period. During the six months ended June 30, 2017 , Bolt served approximately 2,100 independent commercial and personal property and casualty insurance agent customers, a number of large commercial and personal property and casualty insurance carrier-agency customers, seven customers who are non-traditional sellers of commercial and personal property and casualty insurance products and one state commercial and personal property and casualty insurance exchange customer;
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- FolioDynamix’s revenue grew approximately 25% from the corresponding six -month prior year period. During the six months ended June 30, 2017 , FolioDynamix served approximately 130 direct financial services organizations, such as brokerage firms, banks (trust and retail), large registered investment advisors ("RIAs") and RIA networks and other fee-based managed account providers; and
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- VelocityEHS’ revenue grew approximately 14% from the corresponding six -month prior year period. During the six months ended June 30, 2017 , VelocityEHS served around 12,800 customers; approximately 75% are platform customers, consisting of large and mid-market North American businesses in a wide variety of industries.
http://icge.ir.edgar-online.com/...p;filename=ACTUA_CORP_10Q_20170809
http://icge.ir.edgar-online.com/...p;filename=ACTUA_CORP_10Q_20170809
1 Nutzer wurde vom Verfasser von der Diskussion ausgeschlossen: Scansoft