Copyright © Inderes 2011 - present. All rights reserved.
  • Latest
  • Markeder
    • Aktieoversigt
    • Finanskalender
    • Dividends Calendar
    • Research
    • Artikler
  • InderesTV
  • Forum
  • Om os
    • Fulgte selskaber
    • Team
Eksterne analyser

Qlosr: Solid Q3 delivery - ABG

Qlosr Group

Dette er en ekstern analyse og afspejler ikke nødvendigvis vores perspektiv eller værdier.

Download analyse (PDF)
Minor estimate revisions
Subscription business performed well...
...despite a challenging market


Q3 results better than expected

Q3 revenue and EBITDA were 6% and 39% above our estimates, respectively. Even though the deviations are seemingly large in relative terms, we note that they are not large in absolute terms. The subscription business is still performing, despite slower momentum in the market. A little more than half (55%) of the revenues were attributable to the subscription business, and the remainder to hardware sales. We surmise that the subscription business earns approximately the same margin as the hardware sales business, despite the migration of revenues from a traditional transaction-based model to a subscription model — an operational change that temporarily reduces margins.
Find us on social media
  • Inderes Forum
  • Youtube
  • Facebook
  • X (Twitter)
Tag kontakt
  • info@hcandersencapital.dk
  • Bredgade 23B, 2. sal
    1260 København K
Inderes
  • Om os
  • Our team
  • Careers
  • Inderes as an investment
  • Services for listed companies
Our platform
  • FAQ
  • Servicevilkår
  • Privatlivspolitik
  • Disclaimer
Inderes’ ansvarsfraskrivelse kan findes her. Detaljeret information om hver aktie, der aktivt overvåges af Inderes og HC Andersen Capital, er tilgængelig på de virksomhedsspecifikke sider på Inderes' hjemmeside. © Inderes Oyj. All rights reserved.
  • Latest
  • Markeder
    • Aktieoversigt
    • Finanskalender
    • Dividends Calendar
    • Research
    • Artikler
  • InderesTV
  • Forum
  • Om os
    • Fulgte selskaber
    • Team