SINCH Sinch AB

Sinch AB (publ): Invitation to conference call and web presentation of Sinch Q4 2019 full year report

Sinch AB (publ): Invitation to conference call and web presentation of Sinch Q4 2019 full year report

Stockholm, Sweden – Sinch AB (publ) – XSTO: SINCH

Sinch AB will publish its 2019 full year report on Thursday, February 20, 2020, at 07:30 AM CET. You are invited to participate in a conference call at 09:00 AM CET on the same day. Oscar Werner, CEO, and Roshan Saldanha, CFO, will present the report and review the results.

Time for publication of the interim report

Thursday February 20, 2019, at 07:30 AM CET

Time for conference call and web presentation

Thursday February 20, 2019, at 09:00 AM CET

Dial-in numbers and access code

Please make sure you are connected to the phone conference by calling in and register a few minutes before the conference begins.

Sweden:                  +46 (0) 8 566 426 51

UK:                          +44 (0) 333 300 08 04

US:                          2

Access code:           137 392 85#

Web presentation and slide deck

The live webcast will be available at

The presentation and report will be available at after publication.

For further information, please contact

Thomas Heath

Chief Strategy Officer and Head of Investor Relations

Sinch AB (publ)

Mobile:            5

E-mail:            





Attachment

EN
18/02/2020

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Sinch AB

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Sinch AB - Q3 in line, underlying on the weak side

20% org gross profit growth (ABG 25%), GP 0% vs cons Adj. EBITDA 1% vs cons driven by acquired growth Estimates and share down today (3-5%)

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Sinch AB - Twilio Q3 beat but share down -13% after-mkt

Twilio Q3 sales 9% vs cons, Q4 guidance 2% vs cons 38% org growth was a slow-down, tough comps in Q4e Share down -13% in after-market

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Sinch AB - Becoming a stronger company

MessengerPeople & Pathwire expand value proposition Adj. EBITDA +16-18%, share down in value/growth shift Long-term winner at a discount, TP up to SEK 210; BUY

Stefan Gauffin
  • Stefan Gauffin

Sinch (Buy, TP: SEK215.00) - Approaching market dominance

We believe this year’s acquisitions have been very strategic in nature, building new verticals in voice and e-mail and a presence in the developer and SMB markets. In our view, Sinch is developing a global market-leading position alongside Twilio. We are c5% above post-Q2 consensus on gross profit and EBITDA ahead of the Q3 report. We reiterate our BUY and have raised our target price to SEK215 (190).

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Simon Granath

Sinch AB - Entering e-mail through big M&A

Acuires US Pathwire for USD 1.9bn (50/50 cash/shares) Pathwire adds 16% and grows faster with higher margin 35x ‘21e EV/EBITDA multiple not too bad, share +5-10%

ResearchPool Subscriptions

Get the most out of your insights

Get in touch