SPNWish I had a better handle on just where spn fits in the sector. Are they a major player, a small fish, or somewhere inbetween. Do they have a lot of competition? At around 65m mc, I would have to guess we are closer to the small fish but I am not sure just how developed this technology has become.
One competitor of sorts I keep an eye on is Perk. They have a little larger mc, more revenue but still not earnings positive. Still they have made two acquisitions lately and seem aggressive in the space.
At the rate spn is ramping up revs every quarter, there must be lots of room for everyone to grow.
Takeovers and consolidation ahead imo.