Report
Stephane Houri

Verimatrix : Un T4 2020 décevant, mais la transition SaaS s’accélère

>Un T4 2020 inférieur aux attentes - Au T4 2020, le CA de Verimatrix est ressorti à 24,4 M$, à -25% par rapport au T4 2019, en raison d’une base de comparaison élevée (5,4 M$ d’une licence avec un opérateur asiatique). Les revenus récurrents, tirés des redevances, des contrats de maintenance et d’abonnement sont ressortis à 12,7 M$. Ce CA T4 est nettement inférieur à notre prévision de CA total de 30 M$, qui était ajusté au niveau de la guidance. Le groupe avait en ef...
Underlying
Verimatrix SA

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.

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
Stephane Houri

ResearchPool Subscriptions

Get the most out of your insights

Get in touch