Verimatrix : Le Big Reset
>Une transition vers le Saas accélérée qui paiera probablement, mais va peser à CT. Nous dégradons à Neutre… - Hier, au-delà de ses résultats S1 2021, Verimatrix a annoncé 1/ une révision en baisse de son objectif de 100 M$ de CA pour 2021 à 75 M$ hors licences NFC (90 M$ avec), 2/ un tournant stratégique visant à accélérer la transition vers le SaaS, pour atteindre un objectif de 70% de revenus récurrents en 2024 (vs 33% aujourd’hui), 3/ la signature de 4 licences NF...Inside Secure designs, develops and sells software, silicon IP, tools and know-how to be integrated into mobile and connected devices to protect its customers' transactions, content, applications, and communications. Co. is serving markets such as: network security; IoT security; content & application protection; and mobile payment & banking. Co.'s technology protects solutions for a broad range of customers including: service providers; digital content distributors; security system integrators; device vendors; and semiconductor manufacturers.
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.
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