Helix Investment Research
Long only, special situations, contrarian, growth

SeaChange: Q2 Results Highlight Return To Growth And Continued Upside Potential

Since our September 4 article recommending shares of SeaChange International (NASDAQ:SEAC), the company's shares have gained almost 14% through the close of trading on September 10, as a solid second quarter (of fiscal 2014) and an aggressive capital deployment program were met with gains. However, as we argued in our original article, the potential in SeaChange is far larger than 14%, and we believe that the company's Q2 results show that the company's growth plans remain achievable. Unless otherwise noted, the following sources will be used in this article:

  1. SeaChange's Q2 2014 & Q1 2014 earnings releases
  2. SeaChange's Q2 2014 earnings call
  3. SeaChange's Q2 2014 10-Q & Q1 2014 10-Q
  4. Our previous SeaChange article

The Numbers: Does Margin...

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