INST — Stock Film
STOCK FILMSCENE 1/11INST · $23.60
Stock Expert AI presents
INST
Instructure Holdings, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Instructure Holdings, Inc. A quick introduction.

On the stock market since 2021, it operates in the world of technology. It has 1,496 employees. Now — the numbers.

on the stock market since 2021
1,496 employees
$3.5B market value
Revenue last year:
$0
The loss that same year:
$0
For every $1 it earns, the company spends $1.1.

The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.

WHERE DOES THE MONEY COME FROM?
92%Subscription and Support
Subscription and Support 92%Professional Services and Other 8%
92% of all revenue comes from a single line: Subscription and Support.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

THE SALES TREND
Sales are growing, year after year.

Average growth of 20% a year over the last 4 years. Red columns mark years that ended in a loss.

$258.5M
2019
$302.1M
2020
$405.4M
2021
$475.2M
2022
$530.2M
2023
In the vault right now:
$0
DEBT: $503.2M
At this pace, that money lasts about 10 years.

Before the clock runs out, either sales must climb sharply or new money must come in. For now, time is on the company’s side.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 2 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Fat profit per sale, but shrinking10/10
WEAK SPOTS
The stock has lost its spark0/10
THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 17% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 3 years, sales grew about 21% a year on average.

2
THE BRIGHT SIDE · 2/3
Sales are holding up

The company sells $530.2M a year; the problem isn’t sales — it’s costs running above that number.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/2
The losses continue

A loss of $34.1M against $530.2M in annual sales.

2
THE RISKS · 2/2
Executives lean toward selling

Over the last 12 months, executives reported 28 sells against just 9 buys. Not an alarm bell by itself, but a number worth watching.

FINALE · THE GRADE
C
0 / 100 · MoonshotScore

On our five-subject report card, INST sits in the middle of the class: some subjects shine, others don’t. The grade moves as the numbers move.

The takeaway: INST has solid sales but closed last year at a loss. The road back to profit runs through spending discipline.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film