BARCO - 3Q21 preview but put 9 November in your agenda
On Wednesday 20 October 2021 Barco will give its 3Q21 trading update. Most focus will be on Clickshare sales (which were +/- 50% of Enterprise’s 1H21 sales, down from 57% in 1H20). We expect to see the first (small) uptick after a soft 1H in markets where covid-related restrictions were still in effect offset by meaningful uptakes in markets that started to reopen and where people began returning to office.Barco operates in three divisions: Entertainment, which delivers projection, lighting, LED and software solutions for markets such as cinema, venues, and hospitality and the retail and advertising; Enterprise, which targets the corporate and the control rooms market and provides a portfolio of visualization solutions with videowalls, corporate projectors in combination with collaboration software and networking and connectivity capabilities; and Healthcare, which delivers displays for the diagnostic and modality imaging market, including segments such as radiology, mammography, surgery and dentistry along with digital networked solutions for the operating room and point-of-care devices.
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