OrderYOYO

OrderYoYo announced on Friday that it has acquired German Gustoco, and at the same time lifted guidance for the fifth time this year, driven by both the acquisition but also better underlying results.

Dagens nyheder: OrderYOYO, Tryg, MapsPeople og Curasight

Today, OrderYOYO upgraded its 2023 guidance for the fifth time on both topline and EBITDA and announced a small acquisition of the German online ordering company, Gustoco.

Vi udsendte i går vores månedlige nyhedsbrev på SaaS sektoren. I denne video gennemgår vi hovedbudskaberne fra nyhedsbrevet, hvor de første Q3 regnskaber fra den danske og amerikanske SaaS sektor blev offentliggjort. Det har resulteret i store kursbevægelser blandt flere amerikanske SaaS selskaber, hvilket også er forstærket af de seneste rentebevægelser.

In October, a few Danish-listed SaaS companies reported Q3 2023 results, while the cloud giants as well as some global SaaS companies also delivered fresh results and new expectations to the market recently. This has led to large volatility across the sector, where small negative or positive guidance surprises have led to big share price reactions.

Se Q3 2023 præsentation med OrderYOYO, Aktier i Vælten med fokus på bankerne

In OrderYOYO's Q3 2023 results, OrderYOYO continued this year's strong momentum with 38% and 31% ARR growth and revenue growth, respectively. The momentum was further highlighted by the fourth upward revision of 2023 guidance this year on both the top line and bottom line. 

OrderYOYO med Q3 2023, Opjustering fra GrønlandsBANKEN, Nedjustering fra Odico, Nyheder på Zealand Pharma i relation til Gubra, Ny ordre til NeoDynamics

I denne video gennemgår vi hovedbudskaberne fra vores seneste SaaS nyhedsbrev, hvor renter tog overskriften i SaaS nyhedsbrevet for september. Vi tager også et kig på forskellen i udviklingen på ARR-multiplen mellem danske og amerikanske SaaS aktier samt en opdatering på Klaviyo, der er den første amerikanske SaaS børsnotering i næsten to år.

September was tough for the stock markets, especially for SaaS and other interest-rate-sensitive growth companies. We now observe a relatively large valuation gap between the US and Danish-listed SaaS stocks (6.7x ARR in the US vs. 3.3x ARR in Denmark).

Vi udsendte i går vores månedlige nyhedsbrev på SaaS sektoren, der tager et dyk ned i regnskabssæsonen for Q2/H1.

In this month’s SaaS newsletter, we cover the Danish SaaS Q2/H1 earnings season combined with global perspectives from the US SaaS earnings season and news from the IPO market. As always, we also update on the Danish and US median ARR multiple across the sector.

Today, we hosted an event with CEO Jesper Johansen, CFO Jesper Hyveled, and Deputy CEO Matthias Thom. Besides the focus on what drives growth momentum in challenging markets, the management also looked into profitability and margins, and how that could look in a long-term perspective.

Gubra annoncerede i går, at man har indgået en aftale med den danske biotek virksomhed Hemab Therapeutics. Erria A/S har her til morgen aflagt regnskab for 1. halvår 2023. GomSpace har her til morgen aflagt Q2 2023 regnskab. Green Hydrogen Systems er her til morgen ude med regnskab for første halvår 2023. OrderYOYO har her til morgen aflagt regnskab for første halvår 2023.