Amesite Inc. (AMST): BCG Matrix [Dec-2025 Updated]

You're looking at Amesite Inc. (AMST) as of late 2025, and frankly, the BCG Matrix reveals a portfolio defined by extremes: no Stars, no Cash Cows, just shrinking legacy Dogs and one massive Question Mark. The numbers tell the story: FY 2025 revenue was only $110,459, paired with a -$3.62 million net loss, reflecting that legacy segment's -33.81% year-over-year decline. Still, the potential lies entirely with NurseMagic™ AI, which saw a 1,340% user surge after launching paid subscriptions, though its Q3 revenue was just $30,690-a tiny piece of a huge market that needs serious capital to move it out of the 'Question Mark' zone and support the firm's $10.52 million valuation. See below for the clear-eyed breakdown of where Amesite Inc. must invest or divest.

Background of Amesite Inc. (AMST)

You're looking at Amesite Inc. (AMST), a technology company that focuses on marketing and developing AI-driven solutions for both consumers (B2C) and businesses (B2B) right here in the United States. Honestly, the core of what they do is build scalable online products for schools and enterprises, particularly focusing on the healthcare and education sectors.

The company's main offerings center around its proprietary AI infrastructure. You'll see two key products mentioned: Amesite Engage, which caters to general individual and professional needs, and NurseMagic™, which is their mobile healthcare app. NurseMagic is quite specific; it streamlines the creation of nursing notes and documentation tasks, aiming to cut the time required from about 20 minutes down to just 20 seconds.

Financially, Amesite Inc. is still in a very early-stage growth phase, which you can see in the numbers. For the fiscal year ending June 30, 2025, the annual revenue came in at $110.46K, which was actually a decrease of -33.81% compared to the prior fiscal year. However, things picked up significantly in the third quarter of 2025.

For Q3 2025, revenue jumped to $30,690, marking a 2.4x increase quarter-over-quarter from Q2 2025, driven by sales motions for products like NurseMagic and their B2B offering, Teams Plus+. Management noted that user growth hit 1,340% after they launched paid subscriptions. Still, despite this revenue acceleration, the company reported a net loss of $663,418 for that quarter, and management has flagged substantial doubt about their ability to continue as a going concern without more financing.

Amesite Inc. was founded in 2017 and is headquartered in Detroit, Michigan, though they list an address in Ann Arbor. They are actively working on expanding their footprint, with plans to launch what they believe will be the industry's first AI-powered Electronic Medical Record (EMR) platform specifically for post-acute care by 2026.

Amesite Inc. (AMST) - BCG Matrix: Stars

Stars are defined by having high market share in a growing market. Stars are the leaders in the business but still need a lot of support for promotion a placement. If market share is kept, Stars are likely to grow into cash cows. The business units or products with the best market share and generating the most cash are considered Stars. Monopolies and first-to-market products are frequently termed Stars too. However, because of their high growth rate, Stars consume large amounts of cash. This generally results in the same amount of money coming in that is going out. Stars can eventually become Cash Cows if they sustain their success until a time when a high-growth market slows down. A key tenet of a Boston Consulting Group (BCG) strategy for growth is to invest in Stars.

No product line currently qualifies as a Star for Amesite Inc. (AMST) due to extremely low relative market share, which is a prerequisite for this quadrant. High growth is present within Amesite Inc.'s operations, but the absolute scale is too small for market leadership in any segment.

The company's total annual revenue for the fiscal year ending June 30, 2025, was only $110,459. This small revenue base, despite some high percentage growth figures in specific quarters or KPIs, prevents any single product or business unit from achieving the high relative market share required to be classified as a Star in the BCG framework. The entire company's market capitalization as of late 2025 reflects this small scale.

Here's a quick look at the key financial scale metrics for Amesite Inc. as of late 2025:

The presence of high growth, indicated by certain operational metrics, contrasts sharply with the company's overall size. For instance, user growth after paid subscriptions launched was reported at 1,340%, and Q3 2025 revenue showed a 2.4x quarter-over-quarter increase. However, these high growth rates are applied to a very small base, meaning the absolute cash generated is insufficient to support the investment needed for a Star, and the relative market share remains low.

The characteristics observed at the company level that preclude a Star classification include:

• Extremely low relative market share across all potential business units.
• Total annual revenue of only $110,459 for FY 2025.
• Market capitalization around $10.65 million as of late November 2025.
• High growth rates on an absolute scale too small for market leadership.

To achieve Star status, Amesite Inc. would need to demonstrate that one of its offerings commands a leading position within a rapidly expanding market segment. The current financial snapshot suggests that any high-growth areas are still in the early stages of market penetration, aligning more closely with the Question Mark quadrant, rather than the established leadership of a Star. Finance: draft 13-week cash view by Friday.

Amesite Inc. (AMST) - BCG Matrix: Cash Cows

You're looking at the Cash Cow quadrant, but for Amesite Inc. (AMST), the numbers tell a different story than the classic definition suggests. A true Cash Cow generates excess cash; Amesite Inc. is currently consuming it.

The reality for Amesite Inc. as of the latest available 2025 data is that no product line generates significant positive cash flow to fund other ventures. This is starkly evident when you look at the operating cash flow, which stood at -$2.38M on a Trailing Twelve Months (TTM) basis.

Amesite Inc. reported a net loss of -$3.62 million for the fiscal year 2025, as per the required analysis framework. This loss aligns with the Q3 2025 specific net loss reported at -$663,418. The company is clearly not in a harvesting phase; rather, the business is still in a heavy investment phase, not a harvesting phase. Management has even noted substantial doubt about the ability to continue as a going concern without additional financing.

The financial metrics underscore the investment stage, showing high operational costs relative to revenue. For instance, the EBIT margin was reported at -4,333.2%, even while the Gross Profit Margin was 60.3%. This gap highlights significant operating expenses outpacing gross profit generation.

Here's a snapshot of the financial reality contrasting with the Cash Cow profile:

The final required point is that low relative market share across all offerings prevents any segment from dominating a mature market. While specific market share percentages aren't public, the small absolute revenue scale-annual revenue for the twelve months ending June 30, 2025, was only $110.46 thousand-and the need for external financing strongly suggest a low relative market share position across its offerings, including NurseMagic.

The current operational status points toward a different BCG category, but based on the required structure, the key takeaways for supporting infrastructure investment are:

• Investments into supporting infrastructure can improve efficiency and increase cash flow more.
• Focus must remain on scaling sales motions like the Teams Plus+ offering.
• The company is focused on product enhancements to drive revenue growth, such as the planned AI-powered EMR by 2026.

Finance: draft 13-week cash view by Friday.

Amesite Inc. (AMST) - BCG Matrix: Dogs

You're looking at the legacy business units of Amesite Inc. (AMST), which, under the BCG framework, fall squarely into the Dogs quadrant. These are the older B2B/B2C contracts and the original Amesite Engage platform that haven't kept pace with the market's evolution or the company's new strategic direction.

These legacy assets are characterized by low market share in the broader, competitive EdTech space and operate in a market segment that is either mature or has been superseded by newer technology. The financial impact is clear: this segment contributed to the overall Amesite Inc. fiscal year 2025 revenue decline of -33.81% year-over-year. You see this clearly when comparing the annual revenue figures.

These older contracts require ongoing maintenance, but they yield minimal, shrinking returns, effectively acting as cash traps where resources are tied up without significant upside. The company's strategic pivot, as noted in its filings, was away from this education-centric model toward the healthcare sector, which inherently signals a decision to minimize focus on these legacy areas.

The low market share is a structural issue. In the competitive EdTech space, Amesite Inc. faces a massive field of players. For context, the company has over 1,170 active competitors in the EdTech space, and in one industry ranking, it was placed 16th among them, suggesting a small slice of a very large pie for these older offerings.

The operational reality for these Dogs is a need for extreme cost containment, which aligns with Amesite Inc.'s reported lean structure as of mid-2025. Expensive turn-around plans are generally avoided here because the market growth is low and the competitive position is weak. The current structure reflects this avoidance:

• As of June 30, 2025, the company reported only 6 full-time employees and 2 consultants, indicating a highly constrained operational footprint.
• The focus is clearly on the new AI-powered platforms, such as NurseMagic™, which saw recent quarterly revenue growth figures like 69% Quarter-over-Quarter in Q2 2026.
• The older platforms are candidates for divestiture or complete sunsetting to free up capital and personnel for the higher-growth segments.

Honestly, the goal here isn't to fix these units; it's to manage their wind-down efficiently.

Amesite Inc. (AMST) - BCG Matrix: Question Marks

You're looking at a business unit that is burning cash while operating in a market with massive potential-that's the classic Question Mark profile for Amesite Inc. (AMST). The focus here is squarely on the NurseMagic™ AI-powered mobile healthcare application and its enterprise offering, Teams Plus+.

This product line is positioned within the home and healthcare segments, which Amesite Inc. aims to transform, a market valued at approximately $330 billion. The growth narrative is strong, showing significant user adoption, but the financial returns are currently dwarfed by the investment needed to scale.

The internal growth metrics are certainly explosive, which is what puts this offering in the high-growth category of the matrix. Following the introduction of paid subscriptions, user growth surged by 1,340% in Q3 2025. Furthermore, the launch of the census-based Enterprise subscription model on July 14, 2025, drove a subsequent 63% revenue growth for the platform in that period.

However, the absolute scale remains very small, which is the low market share aspect of the quadrant. For instance, Q3 2025 revenue hit $30,690, which represented a 2.4x quarter-over-quarter increase from Q2 2025. Still, this absolute figure, coupled with a Q3 2025 net loss of $663,418, highlights the cash consumption. For the full fiscal year 2025, Amesite Inc.'s total revenue was $110,459, against a net loss of $3,617,086.

The strategy here must be decisive: either invest heavily to capture share quickly or divest. The need for capital is pressing, as management has stated that going-concern uncertainty persists, meaning substantial doubt exists about the ability to continue operations without additional financing. Cash on hand at the end of Q3 2025 was approximately $2.86 million, which must fund the path to profitability.

Here's a quick look at the key performance indicators that define this high-growth, low-share position as of the latest reported figures:

The product itself shows strong utility, which supports the investment thesis for growth. The core value proposition is clear:

• Streamlines nursing notes from 20 minutes to 20 seconds.
• Enterprise sales (Teams Plus+) have surpassed B2C sales.
• The platform now operates in 16 languages.
• One customer accounted for 37% of Q3 revenue, showing concentration risk.

Management's plans to resolve the going-concern issue involve completing financing transactions, which are subject to market conditions outside of their control. The path forward requires aggressive investment to convert this high-growth potential into market share dominance, or the unit risks becoming a Dog.