Brightcove, Inc.

Company Details:

Company Symbol: BCOV
Sector: Software & Technology Services
Company Rating:

Related Research

  • 02/17/17 Morning Note B. Riley AM Note: AVP, AXTI, BCOV, CNK, COHU, CTG, DMRC, IMMR, MCS, MZOR, NTCT, RCKY, ROG, SPCB (discontinuation), TRUE, VIVE, VPG; Footwear (COLM, CROX, DECK, VFC, WEYS, WWW), Boardsport (DECK, NKE, VFC)
  • 02/17/17 Update BCOV ($7.60, Buy; $14.00 PT): Misses 4Q16 and Outlook Due to Major Customer Loss; Thesis Intact And Expect Sequential Ramp Through 2017; Lower PT to $14.00 But Reiterate Buy
  • 02/13/17 Morning Note B. Riley AM Note: ADI, AMAT, AMC, CYTX, DXCM, FC, IMAX, SQNS; Internet (BCOV, GDDY, GRPN, TRUE)
  • 02/13/17 Update Industry Update: Internet Earnings Preview - Week of February 13, 2017 (GRPN, GDDY, BCOV, TRUE)
  • 11/03/16 Update BCOV ($10.70, Buy; $15.50 PT): Mixed 3Q16 and Guide But Fundamentals Intact; Continued Confidence in 2017 Rev Accel and Margin Expansion; Reiterate Buy and PT of $15.50
  • 11/03/16 Morning Note B. Riley AM Note: ACLS, AMRK, ARC, ARTX, AVGO, BCOV, BLKB, CBR, CLRO, DMRC, EXAR, FLWS, GDDY, HDSN, HSKA, III, IL, JAKK, KE, KTOS, MRVL, NCMI, NMRX, ROG, RUBI, SKX (downgrade), TACT, TST, VIVE (initiation), WEYS, XOXO, YELP, ZUMZ
  • 10/31/16 Update Industry Update - Internet: Earnings Preview for Week of October 31, 2016 – BCOV, GDDY, RUBI, XOXO, YELP, ABTL, TRUE, WEB
  • 09/22/16 Morning Note B. Riley AM Note: AMAT, BCOV, COTY, FNJN, HEAR, JBL, KTOS, NLST (initiation), PBH, PCMI, TIVO
  • 09/22/16 Update BCOV ($12.68, Buy; $15.50 PT): Undervalued SaaS Stock With Improving Fundamentals; Raising Price Target From $11.00 to $15.50
  • 07/29/16 Morning Note B. Riley AM Note: AVP, BC, BCOV, BRKS, CARB, CL, CLX, COHU, CSGP, DECK, DRAD, GOOGL, GPX, ISIL, KEM, KLAC, MCS, MRVL, NLS, NTCT, OUTR, PG, PRMW, RCKY, ROVI, RTEC, SQNS, STMP, TST, TYL, VVI, VSAT, WMAR; Internet and Optical Components Industry
  • 07/29/16 Update BCOV ($9.70, Buy; $11.00 PT): Mixed 2Q16 and Rev Guidance Ahead; Guidance Conservative; Reiterate Buy and PT Increases from $10.60 to $11.00 PT
  • 07/22/16 Morning Note B. Riley AM Note: BHE, CAMT, CLS, CTG, DLB, EGHT, FLEX, IPAR, JAKK, KMB, MXIM, P, PLXS (downgrade), RUBI, SIMO, SKX, SWKS, TUP, TYPE, UTEK; Internet (AKAM, BCOV, GOOGL, GRPN, LLNW), Optical Components (AXTI, FNSR, INFN, INPHI, LITE, NPTN, OCLR)
  • 07/22/16 Update Industry Update: Internet Earnings Preview - Week of July 25, 2016 – AKAM, LLNW, GOOGL, BCOV, GRPN
  • 07/08/16 Morning Note B. Riley AM Note: AMAT, AVGO, BCOV, INTC, LRCX, SWKS, WDFC
  • 06/28/16 Update Industry Update - Internet: Assessing Brexit Exposure to Coverage Universe (AKAM, ABTL, APPS, BCOV, DMD, GDDY, GOOGL, GRPN, LLNW, P, NAME, RUBI, TRUE, WEB, XOXO, YELP, YHOO)
  • 06/08/16 Update BCOV ($6.83, Buy; $10.60 PT): Improving End Market and Product Set Should Drive Accelerating Growth and Multiple Expansion With Potential Additional Upside from M&A; Reiterate Buy, PT to $10.60
  • 06/08/16 Morning Note B. Riley AM Note: BCOV, CHKE, IVAC, OXM, VNCE
  • 06/01/16 Update B. Riley & Co. 17th Annual Conference Best Ideas: BCOV, CAMP, DTSI, FORM, GSM, KE, KEM, KIRK, NTRI, ROG, STMP, TREC
  • 04/29/16 Update BCOV ($6.20, Buy; $9.40 PT): Beat 1Q16 and Offered Mixed 2Q Guide; Fundamentals Intact and Momentum Growing; Reiterate Buy with $9.40 PT
  • 04/29/16 Morning Note B. Riley AM Note: BC, BCOV, BHE, BLKB, BRKS, CL, CLX, COHU, COLM, COTY, CSGP, EL, ELNK, FLEX, GPX, GRPN, HSKA, IDCC, IPHI, LGF, MCS, NPTN, OUTR, P, PCMI, PRGX, RGC, ROG, SIMO, SQNS, SWKS, TNAV, TYL, VVI, WMAR, WWW; Internet (ABTL, GDDY, PCOM, RUBI, TRUE, WEB, XOXO, YELP)
  • 04/25/16 Morning Note B. Riley AM Note: COTY, DHX, DMRC, KMB, OUTR, SHOO, SONS, VVI; Internet (AKAM, BCOV, GRPN, LLNW, P), MediaTech (DLB, IDCC, ROVI), Semiconductors (ISIL, SNDK, SLAB, SQNS, SWKS, TXN), SemiCap (BRKS, CSCD, COHU, FORM, KLAC), Software (BLKB, CTG, TYL, TYPE)
  • 04/25/16 Update Industry Update: Internet Earnings Preview - Week of April 25, 2016 (AKAM, BCOV, GRPN, LLNW, P)
  • 02/12/16 Update BCOV ($4.91, Buy; $9.40 PT): Beat Q and Guides Higher on Revenue, with Some Sales Investments; Bookings to Grow Mid-Teens in 2016
  • 02/12/16 Morning Note B. Riley AM Note: AVP, BCOV, CAMT, COHU, COLM, DLB, GRPN, GUID, IMMR, ITI, JCP, LIOX, MAMS, MWW, P, RCKY, ROVI, TYPE, WEB; Internet (NAME, TRUE)
  • 02/08/16 Morning Note B. Riley AM Note: AEO, AMRK, CSOD, EL, FARM, LGF, LIOX, MRVL, ON, RDEN, SBH, SPA; Internet (AKAM, APPS, BCOV, GRPN, LLNW, P, WEB, YELP), Semi. Cap. Equipment (CAMT, COHU, MTSN)
  • 02/05/16 Update Industry Update: Internet - Earnings Preview for Week of February 8, 2016
  • 12/16/15 Morning Note B. Riley AM Note: AMC, BCOV, BLKB, IMAX, MCHP, MESG, SWKS, VPG, YELP; The Weiser Consumer (AVP, CL, CLX, KMB, MAT, NWL, PG)
  • 12/16/15 Update BCOV ($6.54, Buy; $9.40 PT): Operational, Product and Strategic Changes Driving Accelerating Revenue Growth; Estimates Look Conservative
  • 12/15/15 Morning Note B. Riley AM Note: APPS, BCOV, MCS, NWL, ON, RTEC
  • 10/30/15 Update BCOV ($5.39, Buy; $9.40 PT): Solid Q with Accelerating Revenue and Margins; 2016 Building to be a Banner Year
  • 10/30/15 Morning Note B. Riley AM Note: AXTI, BC, BCOV, BLKB, COHU, CAMT, COLM, CSCD, CSGP, DECK, FLWS, FN, GPX, IMMR, MTSN, MWW, NPTN, NTCT, ON, OUTR, PLXS, PRMW, REIS, RLD, ROG, SHOO, SIMO, TNAV, VIAV, VVI, WWWW
  • 10/23/15 Update Industry Update - Internet Earnings Preview: Week of October 26, 2015
  • 09/29/15 Morning Note B. Riley AM Note: CAMP, ELNK, MWW, NLS, RLD, ROVI; Internet (BCOV, DMD, GOOGL, LLNW, NAME, XOXO), Semiconductors (AOSL, ADI, BRCM, EXAR, INTC, ISIL, LLTC, MRVL, MXIM, MCHP, NVDA, ON, SNDK, SMTC, SLAB, SWKS, TXN), The Weiser Consumer (FLWS, FTD, PRGO)
  • 09/29/15 Update Internet: Micro Cap Stocks with Catalysts and Attractive Valuations
  • 07/31/15 Morning Note Morning Notes: AVP, AXTI, BCOV, CALD, CL, COHR, COHU, COLM, CROX, CSGP, DECK, ELNK, EVOL, GPX, GUID, IMMR, KLAC, KTCC, LLNW, MTSN, MWW, NTCT, OUTR, PCCC, REIS, RGC, ROVI, SHOO, SRI, WMAR, WWWW; July Focus List (updated): CHKE, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW, RLD, RUBI, SRI
  • 07/31/15 Update BCOV ($5.90, Buy; $9.40 PT): Mixed Quarter and Guide as Contracts Slip and Macro in Europe; Opportunity is Intact
  • 06/17/15 Update BCOV ($7.03, BUY; $9.40 PT): “Once” Could be a Key Defense Against Ad Blocking Technologies; Reiterate PT of $9.40
  • 05/01/15 Morning Note B. Riley & Co. Morning Notes: AVP, AXTI, BCOV, BRKS, CALD, CAMT, CLRO, COHU, CSGP, DWA, EL, FN, IMAX, IMMR, JDSU, LLNW, NTCT, NTRI, PCCC, REIS, RGC, ROVI, SBH, SWKS, UNTD, WMAR, WWWW; May Focus List (CHKE, CKEC, CONN, EMKR, GUID, ISIL, KTOS, NTRI, PRMW)
  • 05/01/15 Update BCOV ($6.70, Buy; $9.40 PT): Beat and Raise Q as Expected although FX Trimmed the Upside Potential; Upgrade Thesis Intact
  • 04/29/15 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AXTI, BCOV, CLX, CTG, DORM, FLWS, IIVI, IMAX, IMMR, LLNW, PCMI, PRGX, SIMO
  • 04/29/15 Update BCOV ($6.70, Buy; $9.40 PT): Checks Indicate Strong Q and Momentum; Upgrading from Neutral to Buy; PT Increases from $7.50 to $9.40
  • 02/06/15 Update BCOV ($7.23, Neutral; $7.50 PT): Slight Beat and In Line Guidance; Waiting for Sustainability and Stability Maintain Neutral
  • 02/06/15 Morning Note B. Riley & Co. Morning Notes: ACLS, BCOV, BEBE, BRKS, CALD, CONN, FARM, GFN, GIG, GRPN, ITI, LIOX, NEWP, NILE, NSSC, ONNN, OUTR, P, PBH, PRGO, SIMO, TYL, UTEK, YELP
  • 10/31/14 Update BCOV ($5.95, Neutral; $7.50 PT): Slight Beat, but Not Out of the Woods as of Yet; Maintain Neutral
  • 10/31/14 Morning Note B. Riley & Co. Morning Notes: AXTI, AVP, BCOV, COHU, CSGP, GPX, GRPN, HGG, IMAX, IMMR, MCHP, NEWP, NILE, ONNN, OPLK, OUTR, PCTI, REMY, SHOO, SIMO, TREC
  • 07/25/14 Morning Note B. Riley & Co. Morning Notes: AFOP, AMZN, BCOV, CSGP, DECK, DLB, GIG, HZO, IMAX, IPAR, ISSI, KLAC, MCS, MTSN, MXIM, OSTK, P, RGC, TUP, TYL, WMAR; Optical Components
  • 07/25/14 Update BCOV ($8.70, Neutral; $7.50 PT) Execution Issues Dampen Organic Growth Rate; Downgrading from Buy to Neutral; Reducing PT from $15.00 to $7.50
  • 07/21/14 Morning Note B. Riley & Co. Morning Notes: AMZN, ANGI, BCOV, DLB, LGF, P, PII, SGGH, TYL; Focus List Update (BC, CALD, CNVR, DECK, EMKR, GME, ISIL, JAKK, KTOS, PRMW, TIBX, TIVO), Semiconductors & Semi. Cap. Equipment
  • 07/21/14 Update BCOV ($9.44, Buy; $15.00 PT): Earnings Preview: Expect a Beat and Raise
  • 06/20/14 Morning Note B. Riley & Co. Morning Notes: BCOV, ORCL, TIBX, TYPE, UTEK
  • 05/01/14 Update BCOV ($8.62, Buy; $15.00 PT): Nice Out performance and Conservative Guidance; 15% Organic Growth and FCF generation Possible in 2015; Reiterate Buy and $15.00 PT
  • 05/01/14 Morning Note B. Riley & Co. Morning Notes: ACLS, BCOV, BIRT, CALD, CKEC, CNK, FORM, IMMR, ISIL, ISSI, JDSU, KTOS, MDAS, MRGE, NCMI, OPLK, ROVI, STMP, UEIC, UNTD, WWWW, YELP; Focus List Update
  • 04/29/14 Morning Note B. Riley & Co. Morning Notes: ACW, AKAM, AXTI, BCOV, DCO, EXAR, FORM, GPX, IEC, IIVI, IVAC, JDSU, NEWP, NOW, OPLK, PPC, PRGX, RTEC, SIMO, SSI, SWKS, TIBX, TYPE, VCRA; Consumer Products Weekly
  • 04/29/14 Update BCOV ($8.18, Buy; $15.00 PT): Earnings Preview: Expect In line Quarter/ Guidance
  • 04/16/14 Morning Note B. Riley & Co. Morning Notes: DSW, INTC, LLTC, PBH, YHOO; Internet
  • 04/16/14 Update Industry Update - Internet: Stock Prices are Currently at Levels of Last Two Pullbacks; Further Downside in the 7-15% Range; Earnings Season and Associated Data Flow Could be a Catalyst
  • 01/31/14 Morning Note B. Riley & Co. Morning Notes: ACCL, AFOP, AMZN, BCOV, BRCM, CL, CPSI, FN, GOOG, HGG, JDSU, LIOX, MCHP, OSTK
  • 01/31/14 Update BCOV ($11.51, Buy; $15.00 PT): 2014 Guidance Conservative and 15%+ Organic Growth Possible in 2015; Maintain Buy and $15.00 PT
  • 01/24/14 Update BCOV ($11.81, Buy; $15.00 PT): Earnings Preview: Preannounced Quarter, but Focus on Customer Retention/ Addition and Acquisition of Unicorn
  • 01/24/14 Morning Note B. Riley & Co. Morning Notes: ANGI, BCOV, EBAY, GOOG, IIVI, KLAC, MXIM, NTCT, QSII, YHOO
  • 01/07/14 Morning Note B. Riley & Co. Morning Notes: ATNY, BCOV, GIG, HGG, SIMO, WDFC
  • 01/07/14 Update BCOV ($11.59, Buy; $15.00 PT): Double Whammy of Lower Guidance and Dilutive Acq; No Change in Competitive Environment; Pullback a Buying Opportunity; PT Declines from $16.00 to $15.00
  • 12/17/13 Update BCOV ($13.34, Buy; $16.00 PT): Secular Growth with Two Key Product Catalysts in 2014; Operating Leverage Potential Higher than Expected; Introducing 2015 Estimates
  • 12/17/13 Morning Note B. Riley & Co. Morning Notes: BCOV, CFN, ISIL, LGF
  • 10/25/13 Morning Note B. Riley & Co. Morning Notes: AFOP, AMZN, BC, BCOV, BJRI, CSGP, DAVE, DCO, EGHT, IIVI, IMAX, IPAR, ITI, KLAC, MDSO, MXIM, OUTR, RGC, QSII, SIMO, SLAB, TUP, TYL
  • 10/25/13 Update BCOV ($13.58, Buy; $16.00 PT): Solid Quarter/ Full year Guidance Increased; Maintain Buy and $16.00 PT
  • 10/24/13 Morning Note B. Riley & Co. Morning Notes: AKAM, AMZN, ANGI, BCOV, BJRI, CAKE, DCO, Defense & Aerospace, JAKK, LRCX, SIMO, SIX, SKX, STMP
  • 10/21/13 Update BCOV ($14.44, Buy; $16.00 PT): Earnings Preview: Expect Upside to Guidance Despite Tougher Comps; Increasing PT from $14.00 to $16.00
  • 10/21/13 Morning Note B. Riley & Co. Morning Notes: AKAM, ATHN, BCOV, Focus List Update, Media (BTN, CKEC, CNK, DCIN, IMAX, MCS, NCMI, RLD, RGC), PII, TIVO, Semiconductors (BRCM, INTC, KLAC, LRCX, LLTC, MTSN, MXIM, SNDK, TXN), SIX, SYMM
  • 09/18/13 Morning Note B. Riley & Co. Morning Notes: ADBE, AFOP, BCOV, RDEN, SABA, SNDK, XOXO
  • 09/11/13 Update BCOV ($11.15, Buy; $14.00 PT): Increased Penetration into Viacom Exhibits Improved Value Proposition with Analytics; 2013 Guidance Has Upside Potential
  • 09/11/13 Morning Note B. Riley & Co. Morning Notes: BCOV, CWTR, INTC, QSII, REIS, TXN
  • 07/26/13 Update BCOV ($9.64, Buy; $14.00 PT): Solid Quarter and Guidance Indicate Stable Growth and Path to Profitability; Increasing Estimates; PT Increases to $14.00 from $10.70
  • 07/26/13 Morning Note B. Riley & Co. Morning Notes: ACCL, AMZN, BCOV, CERN, CL, COHR, CSGP, DAVE, GUID, HZO, IMAX, KLAC, MCS, MDSO, MSG, MSPD, MXIM, OUTR, QSII, RGC, SLAB, TYL, VRSN
  • 07/23/13 Morning Note B. Riley & Co. Morning Notes: AKAM, ANGI, BC, BCOV, CERN, DRCO, KMB, OUTR, QSII, SIX, SKX, TXN, VLTR
  • 07/23/13 Update BCOV ($9.45, Buy; $10.70 PT): Earnings Preview: Expect in Line Results as Premium Growth Offsets Weakness in Express; 2013 Guidance could Increase; Reiterate Buy
  • 07/11/13 Morning Note B. Riley & Co. Morning Notes: ATNY, BCOV, IMAX, INTC, MDRX, ZUMZ
  • 07/11/13 Update BCOV ($8.93, Buy; $10.70 PT): Sales Team Hiring Complete, Product Launches on Track and Better Leverage Potential; Increasing Estimates; Maintain Buy
  • 05/16/13 Morning Note B. Riley & Co. Morning Notes: BCOV, HSKA, REIS, SKX, SMTC, SPWR, VIAB, VOXX, VSAT
  • 05/15/13 Update BCOV ($7.54, Buy; $10.70 PT): Analyst Summit and Customer Conference Solidifies our Thesis that Management Focus is Back; Maintain “Buy” and PT of $10.70
  • 05/13/13 Morning Note B. Riley & Co. Morning Notes: BCOV, BTN, Media (CKEC, CIDM, CNK, DCIN, IMAX, MCS, RLD, RGC), PPC, Semiconductors (ADI, BRCM, INTC, ISIL, MRVL, NVDA, ONNN, SNDK, SMTC, SWKS, TXN), TRLG, TROX, TWX
  • 05/10/13 Update BCOV ($7.59, Buy; $10.70 PT): Analyst Summit and Customer Conference Should Shed Light on Large Customers and Product Pipeline; Maintain “Buy” and PT of $10.70
  • 05/01/13 Update BCOV ($6.02, Buy; $10.70 PT): Turnaround in Metrics, Pivot /Sustainable Growth and Valuation Lead us to Upgrade to “Buy” from “Neutral”; PT Increases to $10.70 from $7.40
  • 05/01/13 Morning Note B. Riley & Co. Morning Notes: ACCL, AVP, BBY, BCOV, BEBE, DENN, DRCO, DWA, ELNK, FIRE, JDSU, JMBA, KEYN, MSPD, ODP, OPLK, PRGX, REIS, RGC, Solar (FSLR, SPWR, WFR), SNDK, SYMM, TXRH, UNTD
  • 04/26/13 Update BCOV ($5.57, Neutral; $7.40 PT): Preview: Potential for Upside as AKAM Indicates Surge in March; Lack of Sustainable Catalysts Keeps us on Sidelines
  • 04/26/13 Morning Note B. Riley & Co. Morning Notes: AMZN, BCOV, BJRI, CAMP, CERN, CL, CSGP, CSTR, DAVE, EXAR, HZO, IMAX, KLAC, MSPD, MXIM, NTCT, SIMO
  • 02/01/13 Morning Note B. Riley Caris Morning Notes: BCOV, BEBE, BIRT, BRKS, KKD, LAMR, OCLR, OPLK, RDEN, TIVO
  • 02/01/13 Update BCOV ($8.42, Neutral; $7.40 PT): Earnings Review – Our “Fat Head/Long Tail” Thesis Continues to Play Out; Reducing Estimates and PT Declines to $7.40 from $10.00
  • 01/30/13 Update BCOV (Neutral; $10.00 PT): Earnings Preview – Expect a Beat Due to Conservative Guidance; While Valuation is Compelling, Focus on Sustainability of Revenue Growth
  • 11/19/12 Update BCOV (Neutral; $10.00 PT): Upgrading from Sell to Neutral on Valuation; PT Declines from $11.00 to $10.00
  • 11/02/12 Morning Note B. Riley & Co. Morning Notes: AXTI, BCOV, BEBE, BRLI, CALD, CKEC, DRCO, FBP, GLUU, GPX, HZO, IRF, JMBA, KSWS, LLNW, MSPD, NTCT, OCLR, OPLK, REIS, ROVI, SHOO, SNAK, SSI, TXRH, UNTD, VCLK, WTSLA
  • 11/01/12 Update BCOV (Sell; $11.00 PT): Beat Quarter, as Expected, but Growth Slowdown is Still Concerning
  • 10/26/12 Morning Note B. Riley & Co. Morning Notes: AFOP, BC, BCOV, BJRI, CPF, CSGP, CSTR, DAVE, FEIC, IMAX, JDSU, OFG, PRGX, RGC, SIMO, STMP, TIVO, WTSLA, WWWW
  • 08/13/12 Initiation of Coverage BCOV (Sell; $11.00 PT): Big Sandbox but BCOV’s Positioning Shift Towards the Long Tail is Risky; Initiating Coverage with a “Sell” and $11.00 Price Target
  • 08/13/12 Morning Note B Riley & Co. Morning Notes: AEO, BCOV, HSKA, MYGN, PPC, PSUN, Q2 '12 Earnings Preview, SRI, SSI