restructuring affecting expense
“Although we previously experienced cost savings due to our restructuring, as we continue to invest in our sales efforts, we expect our sales and marketing expenses to increase in dollar amount over time.”
AMPL 10-K
Confirmed
Identity Security Software
7 names are moving together; 71% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SAIL | SailPoint, Inc. | Technology | +8.3% | Most structurally connected |
| OSPN | OneSpan Inc. | Technology | +2.8% | Group member |
| AUUD | Auddia Inc. | Technology | +0.0% | Group member |
| IBM | International Business Machines | Technology | -25.2% | Group member |
| ZETA | Zeta Global Holdings Corp. | Technology | +3.0% | Group member |
| AMPL | Amplitude, Inc. | Technology | +3.6% | Group member |
| BMBL | Bumble Inc. | Communication Services | -6.3% | Group member |
Why we believe this
Cohort
7 namesParticipation
71% this sessionObserved history
1 daily buildsFiling coverage
7/7 memberscredit / rates affecting interest expense
“This decrease was primarily due to a $22.1 million net decrease in interest expense due to the full repayment of our Term Loans in the prior year, which included a $15.3 million loss on the 30 Table of Contents extinguishment of debt and $6.7 million in related interest expense, partially offset by a $2.8 million increase in other expense related to foreign currency exchange loss.”
SAIL 10-Q
credit / rates
“All obligations under the 2025 Revolving Credit Facility are unconditionally guaranteed by the Company and each Restricted Subsidiary other than any Excluded Subsidiary (each, as defined in the 2025 Credit Agreement) and are supported by a security interest in substantially all of the borrowers' and guarantors' tangible and intangible assets (subject to permitted liens).”
SAIL 10-Q
Identity Security Software can stay leader-led if ZETA and the next software names fail to join while SAIL keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.