NASDAQ$SEAC

SeaChange International Inc · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

SeaChange's financial performance was impacted by COVID-19, with customers delaying technology investments, but cost-optimization measures improved liquidity and positioned the company for a strong recovery.

SeaChange International reported a decrease in revenue for the fiscal second quarter of 2021, impacted by COVID-19. However, cost-optimization measures led to a reduction in operating expenses, and the company is seeing increased customer engagement and expects revenue growth in the second half of the fiscal year.

  • Secured a new win with a U.S.-based regional cable television provider for the Framework video delivery platform, bringing the total wins to 29 with an aggregate total contract value of approximately $62 million since its launch in March 2019.
  • Expanded relationship with Amazon Web Services (AWS) to provide new functionalities for SeaChange’s Framework platform with AWS machine learning (ML) services.
  • Ongoing cost-optimization measures produced a 9% sequential decrease and 31% year-over-year decrease in operating expenses in the fiscal second quarter of 2021.
  • The company expects to generate revenue growth in the second half of fiscal 2021 compared to the first half of fiscal 2021.

Headline financials

Total Revenue

$5M

Previous: $18.8M-73.4%
EPS (adj)

-$0.16

Previous: $0.60-126.7%
Revenue Backlog

$20.9M

Previous: $16M+30.6%
Capital Expenditures

-$202K

Previous: -$153K-32.0%
Free Cash Flow

-$5.75M

Previous: -$8.19M+29.8%
Net Income

-$5.77M

Previous: -$174K-3213.8%
Operating Income

-$6.18M

Previous: -$659K-838.4%
Gross Profit

$1.81M

Previous: $10.9M-83.3%
Cash & Equivalents

$7.43M

No prior period
Total Assets

$61M

No prior period
Stock-Based Comp

$260K

No prior period

Revenue & EPS history

SeaChange · Revenue · Quarterly

$5M

Q2 2021-73.4%vs Q2 2020
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

SeaChange · $5M total across 2 segments · Q2 2021

  • Service
    $3.93M-42.6%
  • Product
    $1.07M-91.1%

Forward guidance

Based on the Company’s sales pipeline and backlog, management currently expects to generate revenue growth in the second half of fiscal 2021 compared to the first half of fiscal 2021.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

-0.1%

Avg return

Earnings day

-1.3%

Avg return

5 days after

-3.8%

Avg return

30 days after

40%

21 / 53 earnings

Positive

+35.8%

Q2 2020

Best reaction

-21.6%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2024+11.1%+11.1%+28.3%
Q1 2024+0.0%-6.7%-7.0%
Q4 2023-4.0%-2.0%-14.0%
Q3 2023+20.0%+10.0%+32.5%
Q2 2023+9.1%+9.1%-4.5%
Q1 2023-2.8%-12.8%-26.6%
Q4 2022-5.1%-4.2%-21.2%
Q3 2022-1.7%-10.5%-12.8%
Q2 2022+1.8%-3.6%-10.8%
Q1 2022+0.0%-6.2%+2.7%
Q4 2021-19.0%-29.9%-96.5%
Q3 2021+3.3%-8.9%+41.1%
Q2 2021-16.2%-23.8%-30.0%
Q1 2021-7.0%-9.0%-36.8%
Q4 2020-2.5%-7.5%-11.8%
Q3 2020+13.0%+8.8%+8.0%
Q2 2020+35.8%+39.9%+50.8%
Q1 2020-2.2%-2.2%-3.7%
Q4 2019+3.0%+3.7%-7.4%
Q3 2019-21.6%-23.9%-6.3%
Q2 2019-4.1%+3.5%-3.5%
Q1 2019-1.2%-0.3%-9.3%
Q4 2018-4.7%+3.7%-1.0%
Q3 2018+23.6%+25.0%+35.4%
Q2 2018+0.4%+0.0%-0.4%
Q1 2018+3.2%+1.2%-2.8%
Q4 2017-3.2%+5.0%+4.2%
Q3 2017+0.4%-4.9%-6.1%
Q2 2017+1.4%-3.4%-0.3%
Q1 2017+1.1%
Q4 2016-3.1%
Q3 2016+0.1%
Q2 2016+9.4%
Q1 2016-0.1%
Q4 2015-2.6%
Q3 2015-6.7%
Q2 2015+1.0%
Q1 2015+0.2%
Q4 2014-3.0%
Q3 2014-20.1%
Q2 2014+6.3%
Q1 2014-2.6%
Q4 2013-3.3%
Q3 2013-3.4%
Q4 2012-2.2%
Q2 2013-2.2%
Q1 2012-2.6%
Q1 2013-2.0%
Q4 2010+0.4%
Q3 2012-5.7%
Q2 2012-1.6%
Q4 2011-1.6%
Q1 2011+6.4%

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