Shutterstock's Q4 results missed estimates due to churn in its subscriber base and fewer paid downloads. However, its Data, Distribution, and Services product offering saw significant growth. The company's 2024 guidance fell short, but it expects a 10% CAGR and a long-term EBITDA margin of 28-30% by 2027.
On February 15th, OpenAI made a groundbreaking announcement with the release of Sora, the most powerful text-to-video model to date. Sora is capable of generating detailed videos based on textual prompts, expanding on existing video narratives, and even creating scenes from static images. While AI-generated videos are not new, Sora's public demonstration showcased significant advancements in video quality, duration, ...
High levels of insider ownership at Shutterstock may suggest the company is run in the interest of all shareholders. However, the selling of shares by insiders over the past year does not inspire confidence.
Despite Shutterstock's inferior earnings outlook, its P/E ratio is similar to the market's, indicating investors are overlooking limited growth expectations. This could potentially risk shareholders' investments and danger potential investors paying an unnecessary premium.
Shutterstock's profitable reinvestment of capital indicates a promising business model. Despite a 39% return to shareholders over the past five years, investors may be unaware of these promising trends.
$シャッターストック(SSTK.US)$Generative Ai in Enterprise growth is allowing them push revenue and guidance up for the fisical year. Giphy was a good acquisition from Meta Platforms as the CEO make bullish comments in the conference call. Could they start taking share away from Adobe Dragonfly? We will see what they showcase on November 9.They also sign new deals with amazon, and OpenAi. Is this the bottom for ShutterStock? $アドビ(ADBE.US)$$メタ プラットフォームズ A(META.US)$$アマゾン ドット コム(AMZN.US)$$マイクロソフト(MSFT.US)$
Shutterstock's revenue beat expectations and raised its full year guidance, impressing analysts despite a declining user base. Despite the 'very strong quarter', they also acknowledged issues arising from recent earnings volatility and external pressures.
The report indicates no recent insider transactions, causing a lack of confidence in Shutterstock. Despite high insider ownership aligning with shareholders, the absence of recent purchases is concerning.
Steven J : They work with OpenAi and they have a 6 year deal together lol