Siili Solutions

Omsætningen faldt mere end forventet, men resultatet var på linje med vores forventninger i 4. kvartal, understøttet af spareforanstaltninger. Selskabets forventninger var brede, hvilket er forståeligt på grund af markedssituationen.

Vi er især opmærksomme på forventningerne til 2026, udbytteforslaget og kommentarerne om udviklingen i efterspørgselssituationen i begyndelsen af året.

The IT service sector's Q3 earnings season began with cautious optimism, as the market looked for signs of a gradual turnaround in the IT service market. Unfortunately, the sentiment remained mostly cautious.

In the rest of the Nordic countries, organic revenue development turned downward and profitability weakened in Q2. Thus, even applying the Rule of 20, the situation in the IT services market remains distinctly challenging, with only one company achieving good performance and two achieving satisfactory performance.

The IT service sector entered the Q2 earnings season in a cautious mood, albeit with expectations of a turnaround. In reality, however, the situation deteriorated even further, with revenue falling more than before and beyond our expectations and profitability remaining at a very low level.