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SEAC Seachange International

SeaChange International powers hundreds of cloud and on-premises platforms with live TV and video on demand (VOD) for more than 50 million subscribers worldwide. SeaChange's end-to-end solution, the Framework, enables operators and content owners to cost-effectively launch a direct-to-consumer video service. This includes back-office, media asset management, ad management, analytics, and a client application for set-top boxes (STB), Smart-TVs and mobile devices. Framework is available as a product or managed service, and can be deployed on-premises, in the cloud or as a hybrid.

SEAC stock data

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Investment data

Data from SEC filings
Securities sold
Number of investors

Calendar

11 Jun 21
27 Jul 21
31 Jan 22
Quarter (USD)
Apr 21 Jan 21 Oct 20 Jul 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD)
Jan 21 Jan 20 Jan 19 Jan 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Cash burn rate (estimated) Burn method: Change in cash Burn method: Operating income/loss Burn method: FCF (opex + capex)
Last Q Avg 4Q Last Q Avg 4Q Last Q Avg 4Q
Cash on hand (at last report) 21.91M 21.91M 21.91M 21.91M 21.91M 21.91M
Cash burn (monthly) (positive/no burn) (positive/no burn) 1.27M 1.58M 606.67K 576K
Cash used (since last report) n/a n/a 3.7M 4.62M 1.77M 1.68M
Cash remaining n/a n/a 18.21M 17.29M 20.14M 20.23M
Runway (months of cash) n/a n/a 14.4 10.9 33.2 35.1

Beta Read what these cash burn values mean

Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
20 Jul 21 Singer Julian D. Common Stock Grant Aquire A No No 0 125,000 0 353,801
8 Jul 21 Matthew Stecker Common Stock Grant Aquire A No No 0 86,957 0 196,446
8 Jul 21 Singer Julian D. Common Stock Grant Aquire A No No 0 86,957 0 228,801
8 Jul 21 David J Nicol Common Stock Grant Aquire A No No 0 86,957 0 229,814
8 Jul 21 Pons Robert M Common Stock Grant Aquire A No No 0 86,957 0 594,772

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

15.6% owned by funds/institutions
13F holders
Current Prev Q Change
Total holders 62 54 +14.8%
Opened positions 18 5 +260.0%
Closed positions 10 13 -23.1%
Increased positions 19 12 +58.3%
Reduced positions 15 19 -21.1%
13F shares
Current Prev Q Change
Total value 89.05M 19.62M +353.8%
Total shares 7.53M 8.5M -11.4%
Total puts 117.4K 0 NEW
Total calls 229.6K 0 NEW
Total put/call ratio 0.5
Largest owners
Shares Value Change
BLK Blackrock 1.74M $2.7M -0.0%
Vanguard 1.68M $2.61M +67.5%
STT State Street 543.64K $843K +57.1%
Geode Capital Management 508.52K $788K +0.7%
NTRS Northern Trust 312.39K $484K -8.4%
Squarepoint Ops 190.95K $296K NEW
Susquehanna International 183.15K $284K +164.2%
Gsa Capital Partners 180.93K $280K -67.7%
Bridgeway Capital Management 153.7K $238K 0.0%
Group One Trading 151.4K $235K +669.0%
Largest transactions
Shares Bought/sold Change
Dimensional Fund Advisors 112.56K -890.9K -88.8%
Vanguard 1.68M +678.23K +67.5%
Roumell Asset Management 0 -601.75K EXIT
Acadian Asset Management 0 -488.02K EXIT
Gsa Capital Partners 180.93K -378.87K -67.7%
STT State Street 543.64K +197.53K +57.1%
Squarepoint Ops 190.95K +190.95K NEW
Group One Trading 151.4K +131.71K +669.0%
Managed Asset Portfolios 47.18K -125.57K -72.7%
Susquehanna International 183.15K +113.83K +164.2%

Financial report summary

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Competition
Cisco SystemsComcastCommScope HoldingTiVo
Management Discussion
  • Two customers accounted for 18% and 16% of total revenue for the three months ended April 30, 2021 and two customers accounted for 15% and 13% of total revenue for the three months ended April 30, 2021. See Part I Item I, Note 2, “Significant Accounting Policies,” to this Form 10-Q for more information.
  • International revenue accounted for 56% and 66% of total revenue in the three months ended April 30, 2021 and 2020, respectively. The decrease in international sales as a percentage of total revenue in the three months ended April 30, 2021 as compared to the three months ended April 30, 2020 is primarily due to a decrease in international revenue at a higher rate than U.S. revenue primarily due to the COVID-19 pandemic.
  • Product revenue decreased by $1.5 million for the three months ended April 30, 2021 as compared to the three months ended April 30, 2020. The decrease for the three months ended April 30, 2021 was primarily due to the shift to our Framework sales model, which did not include any third-party hardware, and a decrease in legacy product sales in which we would procure and sell third-party hardware to our customers.
Content analysis
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Readability
H.S. sophomore Avg
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