Video Is Booming, But Brightcove Is Only Benefiting At A Snail’s Pace

  • Video traffic already had secular tailwinds and now a host of institutions and companies have been forced by events to make much greater use of video.
  • The company is the market leader with its online video platform, but we find a curious disconnect between the optimistic language and the company’s results and guidance.
  • The company should still do well with the secular tailwind blowing and the shares are not expensive, but we expected more.

Source: Video Is Booming, But Brightcove Is Only Benefiting At A Snail’s Pace (NASDAQ:BCOV) | Seeking Alpha