Author Topic: Is there something more to the SS royalty cut (Read 8043 times)

cobalt · « **Reply #25 on:** June 04, 2020, 12:46 »

Well, since 2012 the insiders have never bought shares, only sold them. (except oringer who once bought in 2015 and is now selling)

https://www.marketbeat.com/stocks/NYSE/SSTK/insider-trades/

The timing to pretty up the bride (or moulding corps) to look great for end of the year and the first quarter of 2021 is very plausible.

The CEO options are until April 2021, right?

By the way the professional way to announce themselves to the shareholders is for a CEO to invest in company stock on the day he is signed on. Show that he has trust in his own vision.

So, yes it does look like they are looking for a very juicy exit.

Question: will the investor community not realize the rise in profits is just based on taking it from the producers?

Who as graphic artists and designers are also the largest buyer group??

Will they be that stupid?

When Adobe is the more interesting company and just has to sign up all the disgruntled designer/buyers/producers?

The real investors that move hundred of millions of dollars are not idiots.

But maybe they are preparing the business for a private buy out, or just a share swap with Oringer?

Then the institutional investor doesn‘t matter. The small, private investors never matter.

cobalt · « **Reply #26 on:** June 04, 2020, 12:54 »

„GRAND PLAN“

Drastically cut payout to producers, make sure there is a really strong extra boost in profit end of year and early 2021.

Go on an aggressive sales Blitz in countries like China and India, or maybe just everywhere with ultra, ultra cheap subscription packages.

The lowest, the cheapest, the never bevor seen nanostock packages.

CREATE MASSIVE GROWTH!!

Show amazingly magical increase in profits and super duper rise in signing new subscribers. Razzle Dazzle potential buyers with spectacular presentation in plush office in the Empire State Building.

How am I doing so far??

Justanotherphotographer · « **Reply #27 on:** June 04, 2020, 12:59 »

Quote from: H2O on June 04, 2020, 12:15

I have tracked the numbers of images that they have for sale since yesterday and overall they are down 62000 on a day, it will be interesting to see what happens when they pay everyone, as I imagine we will see a big spike in Portfolio's being pulled.

The talent is walking and I expect that to accelerate as the month goes on.

and 62000 a day is more like a bare minimum of 250,000 a day they are falling behind competitors in reality when you think that there were normally a couple of hundred thousand added each day!!

I say bare minimum because from posts on their forum and here people who were exclusively putting work on SS are now pulling ports or freezing uploads and additionally adding their whole portfolios to DT and AS.

The disparity is going to get real big real quick.

cobalt · « **Reply #28 on:** June 04, 2020, 13:01 »

Quote from: m on June 04, 2020, 08:56

I would agree. Look at Jarrod Yahes, new CFO, and how many companies he's been at that were acquired.
and he was at https://zetaglobal.com/about/ before shutterstock
John Sculley ex CEO at Apple.
Connecting the dots.

Really interesting, thank you.

But who is going to be the buyer? They must have a clear target, or should I say mark?

Why would anyone invest in them instead of Adobe?

Justanotherphotographer · « **Reply #29 on:** June 04, 2020, 13:05 »

Quote from: cobalt on June 04, 2020, 13:01

Quote from: m on June 04, 2020, 08:56
I would agree. Look at Jarrod Yahes, new CFO, and how many companies he's been at that were acquired.
and he was at https://zetaglobal.com/about/ before shutterstock
John Sculley ex CEO at Apple.
Connecting the dots.

Really interesting, thank you.

But who is going to be the buyer? They must have a clear target, or should I say mark?

Why would anyone invest in them instead of Adobe?

Adobe is a huge company with stock images being a tiny part of what they do. I would think it will be a company the size of Abobe doing the buying, they smell blood in the water with SS's sliding share price over the last 5 years

cobalt · « **Reply #30 on:** June 04, 2020, 13:15 »

So it must be a large software or media company that can benefit by adding stock images to existing products.

Do you think they could be targeting companies like Microsoft? So that people can easily add stock photos into office.

But don‘t they already have plug ins for that?

What about Visual China. They already have a deal with Getty, but SS has a much larger collection in Video. And they have a very good app and interface.

The last time they went shopping, they bought content. Maybe this time they want a slick plattform and great apps?

Hm, who else would like to add stock, apps and a creative producer community to their product line??

The number of potential companies must be very small.

Justanotherphotographer · « **Reply #31 on:** June 04, 2020, 13:20 »

Maybe Amazon? They seem to want to have a toe in every conceivable field.
Or Google maybe? Integrated into Docs?

m · « **Reply #32 on:** June 04, 2020, 14:05 »

Quote from: Justanotherphotographer on June 04, 2020, 13:20

Maybe Amazon? They seem to want to have a toe in every conceivable field.
Or Google maybe? Integrated into Docs?

I think amazon too. Lots of other factors point to them.

One thing for sure. Just like with all the previous agencies that sold to bigger agencies over the past 3 decades. Contributors won't share in the profits from the sale.

cobalt · « **Reply #33 on:** June 04, 2020, 14:47 »

Hm, but couldn‘t Amazon and google not just source images from agencies in bulk at a verx,very cheap price and then resell them?

This way they would not have to deal with the producer community. We are not grateful, we rebell.

They could even source content fron several agencies and keep their options open.