Q4 Earnings: Key Numbers From Brightcove, Akamai, Fastly, Cloudflare and Vimeo

There’s been a lot of Q4 2021 and full-year 2021 earnings released by vendors over the past two weeks. If you’re in the industry, here’s the key numbers and takeaways you should be aware of. People have lots of “opinions” on companies, but everyone should know the numbers (facts).

  • Brightcove
    – Q4 2021 revenue of $52.6 million, down 2% year-over-year
    – Total 2021 revenue of $211.1 million, up 7% year-over-year
    – GAPP net income for 2021 was $5.4 million, (net loss of $5.8 million in 2020)
    – Revenue guidance for 2022 of $207-$215 million, (at midpoint, 0% growth)
    – Ended Q4 2021 with 3,135 customers, (2,227 premium/total declined from Q3)
    – ARPU of premium customers was $95,360 in Q4 2021
    – ARPU of starter customers was $4,100
    – Has new incoming CEO in March
    – Market cap of $306.95 million
    – Stock: 52-week high $25.26, closed at $7.47 (more details here)
  • Akamai
    – Q4 2021 revenue of $905 million, up 7% year-over-year
    – Total 2021 revenue of $3.461 billion, up 8% year-over-year
    – GAAP net income for 2021 was $652 million, up 17% year-over-year
    – No 2022 revenue estimates given
    – Security Technology Group revenue for 2021 was up 26% year-over-year
    – Edge Technology Group revenue for was flat year-over-year
    – Will acquire IaaS platform provider Linode for $900 million
    – Linode is anticipated to add $100 million in revenue in fiscal 2022
    – Had $2.2 billion in cash and cash equivalents at end of 2021
    – Market cap of $16.3 billion
    – Stock: 52-week high $120.68, closed at $100.33 (more details here)
  • Fastly
    – Q4 2021 revenue of $97.7 million, up 18% year-over-year
    – Total 2021 revenue of $354.3 million, up 22% year-over-year
    – GAAP net loss for 2021 was $222.7 million
    – Revenue guidance for 2022 of $400-$410 million
    – Total customer count of 2,804 in Q4, (445 were enterprise)
    – Hired new CPO and CMO
    – Market cap of $2.2 billion
    – Stock: 52-week high $97.98, closed at $18.70 (more details here)
  • Cloudflare
    – Q4 2021 revenue of $196.3 million, up 54% year-over-year
    – Total 2021 revenue totaled $656.4 million, up 52% year-over-year
    – GAAP net loss for 2021 was $260.3 million
    – Revenue guidance for 2022 of $927-$931 million
    – Had $1.8 billion in cash and cash equivalents at end of 2021
    – Market cap of $31.02 billion
    – Stock: 52-week high $221.64, closed at $95.87 (more details here)
  • Vimeo
    – Q4 2021 revenue of $106 million, up 27% year-over-year
    – Total 2021 revenue of $392M, up 38% year-over-year
    – GAAP operating loss for 2021 was $61 million
    – Revenue guidance for 2022 of 15%-18% year-over-year growth
    – Changes definition of “enterprise” customers
    – CFO departing, CEO going on maternity leave
    – Had $321.9 million in cash and cash equivalents at end of 2021
    – Market cap of $2.09 billion
    – Stock: 52-week high $58, closed at $12.63 (more details here)