Report
Nicolas David

Reply Spa : A silent strength...despite the context of the crisis

>Positive growth and tight control of margins in Q2 2020 - Reply reported on Friday, 31 July, Q2 growth ahead of our expectations and solid earnings. Sales came in at € 298m (ODDO BHF: € 290m), reflecting total growth of +2.8%, of which +2.1% organic growth. (ODDO BHF: -0.5%). The slowdown vis-à-vis Q1 is therefore 8.5 pt, which is comparable to Capgemini (-9pt q-o-q on the historic scope) and better than Sopra Steria (-12 pt) or Devoteam (-13 pt est.). Regions 1 (Ita...
Underlying
Reply S.p.A.

Reply is engaged in the provision of consulting, system integration and digital services, dedicated to the creation, design and implementation of solutions based on new communication channels and digital media. Co. is consisting of a network of specialist companies, supports European industries belonging to the Telco & Media, Manufacturing & Retail, Bank & Insurances and Public Administration segments, in defining and developing new business models utilizing Big Data, Cloud Computing, CRM, Mobile, Social Media and Internet of Things paradigms.

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Nicolas David

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