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Highlights
- Interactive media typically refers to goods and services delivered via digital computer-based platforms that respond to user input.
- Interactive media enables users to interact with others, whether they are individuals or groups.
- RMA Global’s group recurring revenue has seen a compound annual growth rate (CAGR) of 45% since FY20.
The term ‘interactive media’ typically refers to goods and services delivered via digital computer-based platforms that respond to user input by displaying information such as text, moving pictures, animation, video, and audio. It is a form of communication in which the user's responses control the program's outputs, which in turn are influenced by the user's inputs.
To conclude, it refers to how individuals collect, put together, and distribute information. By involving them actively in the text, graphics, video, and sound they consume, interactive media enables users to interact with others, whether they are individuals or groups.
In this article, we at © Kalkine Media® will discuss a few ASX-listed stocks from the Interactive Media space based on their price performance in August.
AD1 Holdings Ltd (ASX:AD1)
AD1 Holdings Limited is centred on developing and investing in software companies. The ASX listed Australian company's software platforms include ApplyDirect, jobtale, Art of Mentoring, and utility.
AD1's highlights for FY22:
- 12% increment in annual group revenue
- 35% increment in customer receipts
- Added 68 new customers across all verticals
- Signed new US-based channel partners, building a strong pipeline of over a AU$2million
Shares of AD1 have gained nearly 25% in August.
Market Herald Ltd (ASX:TMH)
The Market Herald specialises in investing business. The ASX listed company works as a platform for investor relations and digital business news. It offers communications, consultancy and other services related to stock market.
Recently, the company has signed a 100% acquisition agreement of the shares of Gumtree Australia and entities. The acquisition amount stands at AU$86.7million. Following is the rationale for the acquisition:
- Development of a high-value integrated consumer transactional offer
- Development of a challenger for the future of Australian auto listings
- Launch of integrated off-site consumer financing offers
In the half year ended 31 December 2021, the company's cash receipts from customers went up by 40%, and revenue from ordinary activities went up by 20%. It registered a record revenue of AU$12.8 million from contracts with customers.
Market Herald ended August with an upsurge of 20.4% in share price.
Following are the underlines of the company for FY22:
- 8% increment in Gross Marketplace Volume (GMV) versus the prior year to AU$189.6 million
- 4% increment in revenue versus the prior year to AU$31.5 million
- International GMV up by 120.5% on last year to AU$9.5million annual recurring revenue in May-22
- UK GMV up by 114.7% compared to the previous year
The company is looking forward to FY23 with AU$31.8million of cash and equity receivables and a business model which could accelerate in an inflationary environment.
The share value of Airtasker appreciated by nearly 9.1% in August.
The company's group recurring revenue has demonstrated a compound annual growth rate (CAGR) of 45% since FY20. Its business segment in the United States experienced increasing agent engagement driving exceptional revenue growth. In New Zealand, the company witnessed a growing market share with the delivery of strong revenue results. Revenue from New Zealand saw a 140% CAGR since FY20.
RMA Global has gained about 6.5% in August.
Hipages Group Holdings Ltd (ASX:HPG)
Hipages Group Holdings links tradies with residential and commercial consumers throughout the nation. It offers Software-as-a-Service (SaaS) and runs an online tradie marketplace.
FY22 highlights of Hipages Group:
- Resilience and growth delivered by business model
- Completed transition to a subscription model
- 11% growth in total revenue
- Gross margin of 85% and Earnings before interest, taxes, depreciation, and amortization (EBITDA) margin of 17%
- The company also invested in technology and product development to deliver a growth strategy.
In FY23, the company expects to be above pre-COVID levels before normalising in H2. It is anticipating EBITDA margin to be slightly ahead of FY22, with H1 impacted by the timing of marketing expenditure.
The share price of Hipages Group appreciated by nearly 2.9% in August
REA Group Ltd (ASX:REA)
REA Group Limited provides digital tools, information, and data for those interested in property. It advertises property and property-related services on Websites and mobile apps.
Following are the fiscal highlights of the business from FY22:
- 26% surge in revenue
- 19% increment in EBITDA (including associates)
- 25% surge in net profit
- 25% increment in earnings per share (EPS)
Rea Group lost nearly 0.7% in August.
Frontier Digital Ventures Ltd (ASX:FDV)
Frontier Digital specialises in property and automotive verticals and general classifieds Websites. It is a Malaysia-based company.
In 1H2022 (period ended 30 June 2022), the company's operating revenue increased by 42%. The company attributes this revenue to strong organic growth, strategic acquisitions, and an increase in ownership. Similarly, its operating EBITDA increased by 98%.
Shares of Frontier Digital slipped by around 6.9% in August.
Tinybeans Group Ltd (ASX:TNY)
Tinybeans Group offers private photo-sharing and journaling applications via its technology platform that can be used in both mobile and web. It offers a secure platform for parents to share photos and videos of their kids. It also helps to track milestones and get parenting ideas.
Following are the highlights of the company for FY22
- Revenue soared by 34% compared to pcp. Advertising revenue was up by 31%, and subscription revenue was upwards by 77%
- Won advertising from both new and existing partners
- Incurred a loss of AU$4.5million
- Reduction in general and administrative costs at the start of FY23
Share price of Tinybeans Group fell by 7.5% in August.
