Bridgeline Digital(BLIN)
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Despite Fast-paced Momentum, Bridgeline Digital (BLIN) Is Still a Bargain Stock
ZACKS· 2024-09-16 21:50
Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher." Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ...
Aftermarket Automotive Retailer Selects Bridgeline's AI-Powered HawkSearch
GlobeNewswire News Room· 2024-08-30 08:30
WOBURN, Mass., Aug. 29, 2024 (GLOBE NEWSWIRE) -- Bridgeline Digital, Inc. (NASDAQ: BLIN), a global leader in AI-powered marketing technology, announced that a national leading aftermarket automotive truck parts retailer has chosen Bridgeline's HawkSearch to power product discovery for its eCommerce website. The retailer is set to boost sales using HawkSearch's AI-powered Smart Search. Smart Search allows customers to enter a concept or question into the search bar and receive more accurate, relevant results ...
Bridgeline's HawkSearch Introduces Multi-Site Management Feature
GlobeNewswire News Room· 2024-08-21 20:30
WOBURN, Mass., Aug. 21, 2024 (GLOBE NEWSWIRE) -- Bridgeline Digital, Inc. (NASDAQ: BLIN), a global leader in AI-powered marketing technology, has unveiled Multi-Site Management (MSM) the latest new feature for HawkSearch. HawkSearch's new Multi-Site Management (MSM) allows organizations to centrally manage multiple websites, while still providing local sites the flexibility to tailor content for their markets. MSM was developed for a HawkSearch customer managing campaigns across 750 websites. MSM is ideal f ...
Bridgeline Digital(BLIN) - 2024 Q3 - Quarterly Results
2024-08-17 04:05
财务表现 - 总收入为3.9百万美元,与上年同期持平[20] - 订阅和许可收入为3.0百万美元,较上年同期3.2百万美元下降[21] - 毛利为2.7百万美元,较上年同期2.6百万美元增加[23] - 毛利率为69%,较上年同期68%有所提升[24] - 2024年第三季度总收入为3,936,000美元,同比增长0.7%[47] - 2024年前三季度总收入为11,495,000美元,同比下降4.9%[47] - 2024年第三季度订阅和永久性许可收入为3,013,000美元,同比下降4.9%[47] - 2024年前三季度订阅和永久性许可收入为9,109,000美元,同比下降5.8%[47] - 2024年第三季度数字营销服务收入为923,000美元,同比增长24.4%[47] - 2024年前三季度数字营销服务收入为2,386,000美元,同比下降1.3%[47] - 2024年第三季度调整后EBITDA为3,000美元,上年同期为-163,000美元[57] - 2024年前三季度调整后EBITDA为-197,000美元,上年同期为-192,000美元[57] - 2024年第三季度非GAAP调整后净亏损为29,000美元,上年同期为217,000美元[58] - 2024年前三季度非GAAP调整后净亏损为378,000美元,上年同期为368,000美元[58] 业务发展 - 新签约客户合同1.4百万美元,新增年度经常性收入40万美元[4] - 人工智能驱动了搜索产品的销售,客户期望人工智能驱动的搜索[5] 行业地位 - HawkSearch被Gartner评为搜索和产品发现领域的魔力象限[6] - HawkSearch被Info-Tech Research Group评为企业搜索领域的冠军[7] - HawkSearch被FeaturedCustomers评为企业搜索软件领域的顶级表现者[8] - HawkSearch推出了基于GenAI的"Athena"更新版本[9]
Bridgeline Digital(BLIN) - 2024 Q3 - Earnings Call Transcript
2024-08-15 08:09
财务数据和关键指标变化 - 总收入为3.9亿美元,与上年同期持平 [34] - 订阅许可收入为3亿美元,较上年同期下降6.3% [35] - 服务收入为923万美元,较上年同期增长24.4% [36] - 毛利润为2.7亿美元,较上年同期增长3.8% [37] - 毛利率为69%,较上年同期提高1个百分点 [38] 各条业务线数据和关键指标变化 - 订阅许可收入占总收入的77%,服务收入占23% [35][36] - 订阅许可毛利率为72%,服务毛利率为58% [38] 各个市场数据和关键指标变化 - 无具体市场数据和指标变化信息 公司战略和发展方向及行业竞争 - 公司正在加快AI创新,推出了概念搜索、图像搜索、对话搜索等新功能 [18] - 公司的"定制AI"方法帮助客户持续优化搜索结果,与竞争对手的"一刀切"AI方法不同 [16][17][21] - 公司与Optimizely、BigCommerce等平台合作,为客户提供一键式部署HawkSearch的能力 [25][26] - 公司正在瞄准移动设备市场,HawkSearch的概念搜索功能适合移动设备 [28] - 公司获得了Gartner、Info-Tech Research Group等行业分析机构的认可 [22][23] 管理层对经营环境和未来前景的评论 - 管理层认为AI技术正在颠覆电商行业,几乎所有电商网站都需要升级到智能对话式搜索 [12][13] - 公司的HawkSearch产品有机会在这个动荡的市场中获得更大的市场份额 [14] - 公司预计HawkSearch的创新和发展将加速公司的增长,巩固其在搜索市场的领导地位 [19] 其他重要信息 - 本季度公司新增23个HawkSearch许可,总计70个,年度合同价值达5.1亿美元 [19] - 公司的平均许可销售额几乎翻倍,主要得益于AI技术的进步 [33] - 公司现金余额为1.2亿美元,总负债为5.6亿美元 [42][43] 问答环节重要的提问和回答 问题1 **Casey Ryan 提问** HawkSearch的增量毛利率是否会高于公司整体水平 [61] **Ari Kahn 回答** 随着客户使用更多HawkSearch功能,公司预计HawkSearch的毛利率将达到高达80%,整体毛利率有望稳定在高70%左右 [62][63] 问题2 **Casey Ryan 提问** 是否应该增加销售和营销投入,以加快市场推广 [65] **Ari Kahn 回答** 公司认为增加销售和营销投入将会带来相应的销售增长,是值得考虑的策略 [67]
Bridgeline Digital, Inc. (BLIN) Reports Q3 Loss, Tops Revenue Estimates
ZACKS· 2024-08-15 06:15
Bridgeline Digital, Inc. (BLIN) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 40%. A quarter ago, it was expected that this company would post a loss of $0.06 per share when it actually produced a loss of $0.02, delivering a surprise of 66.67%. Over the last four quarters, the company has ...
Bridgeline Digital(BLIN) - 2024 Q3 - Quarterly Report
2024-08-15 05:10
收入情况 - 公司总净收入在2024年第二季度和第三季度均为390万美元[154] - 公司总净收入在2024年前九个月和2023年前九个月分别为1150万美元和1210万美元[155] - 订阅和永久许可证收入在2024年第二季度和第三季度为300万美元,较2023年同期下降5%[156] - 数字参与服务收入在2024年第二季度和第三季度为90万美元,较2023年同期增长24%[156] - 订阅和永久许可证收入在2024年前九个月为910万美元,较2023年同期下降6%[156] - 数字参与服务收入在2024年前九个月为240万美元,较2023年同期下降1%[156] 亏损情况 - 公司在2024年第二季度和第三季度的净亏损分别为30万美元和150万美元[154] - 公司在2024年前九个月和2023年前九个月的净亏损分别为150万美元和140万美元[155] 成本情况 - 订阅和永久许可证成本为250万美元,与去年同期持平[174] - 订阅和永久许可证成本占收入的比例从26%降至28%[175] - 数字参与服务成本为40万美元,与去年同期持平[176] - 数字参与服务成本占收入的比例从56%降至42%[177] - 数字参与服务成本从130万美元降至120万美元[178] - 数字参与服务成本占收入的比例从52%降至49%[179] 利润情况 - 毛利润从260万美元增至270万美元,毛利率从68%增至69%[180] 费用情况 - 销售和营销费用从120万美元降至90万美元,占收入比例从31%降至24%[182][183] - 研发费用从90万美元增至100万美元,占收入比例从24%增至26%[191][192] - 折旧和摊销费用从40万美元降至20万美元,占收入比例从10%降至5%[195][196] 客户情况 - 公司目前拥有超过2000名活跃客户,且在2024年和2023年的三个和九个月期间,没有任何客户占公司收入的10%以上[153] 财务政策和会计处理 - 公司收入来源包括软件许可和数字参与服务[218] - 订阅服务安排不可取消,不含退款条款[219] - 信用损失准备金基于多种判断和因素确定[220] - 商誉每年第四季度进行减值测试[221] - 业务合并中,收购价格超过净有形和可识别无形资产公允价值的差额计入商誉[231] - 普通股认股权证分类为权益工具或负债,并按公允价值计量[242] - 股票期权采用Black-Scholes-Merton模型估值,影响因素包括股票价格、预期波动率、预期持有期等[247] - 股票期权费用基于预期行权情况在服务期内直线摊销[248] - 股票期权费用根据实际行权情况调整,可能影响运营结果[249] - 股票期权费用根据实际行权情况调整,可能影响运营结果[250] 公司管理层和会议 - 公司财报电话会议日期为2024年8月14日[246][247] - 公司总裁兼首席执行官为Roger Kahn[246] - 公司首席财务官为Thomas R. Windhausen[247]
Bridgeline Announces Financial Results for the Third Quarter of Fiscal 2024
GlobeNewswire News Room· 2024-08-15 04:02
WOBURN, Mass., Aug. 14, 2024 (GLOBE NEWSWIRE) -- Bridgeline Digital, Inc. (NASDAQ: BLIN), a global leader in AI-powered marketing technology, today announced financial results for its fiscal third quarter ended June 30, 2024. "AI advancements, particularly Gen-AI, are revolutionizing eCommerce. Bridgeline is uniquely positioned to displace competitors and drive innovation to fulfill this demand," said Ari Kahn, Bridgeline's President and Chief Executive Officer. "HawkSearch-AI stands out as the only AI-Prod ...
Bridgeline to Report Financial Results for the Third Quarter of Fiscal 2024
GlobeNewswire News Room· 2024-08-10 04:30
WOBURN, Mass., Aug. 09, 2024 (GLOBE NEWSWIRE) -- Bridgeline Digital, Inc. (NASDAQ: BLIN), a global leader in AI-powered marketing technology, announced today that it will release its financial results for the third quarter of fiscal 2024 after market close on Wednesday, August 14, 2024. On that day, Ari Kahn, the Company's President and Chief Executive Officer, and Thomas Windhausen, the Company's Chief Financial Officer, plan to host a live conference call at 4:30 p.m. ET to discuss the financial results. ...
Grizzly Industrial Selects Bridgeline's HawkSearch
Newsfilter· 2024-07-31 20:30
WOBURN, Mass., July 31, 2024 (GLOBE NEWSWIRE) -- Bridgeline Digital, Inc. (NASDAQ:BLIN), a provider of marketing software, today announced that Grizzly Industrial, a leading industrial supplier of woodworking and metalworking machinery, tools, and accessories, has selected Bridgeline's HawkSearch to power search on its eCommerce website. HawkSearch will enhance Grizzly Industrial's eCommerce product discovery by offering precise search tailored to the needs of the machinery industry. This includes advanced ...