Report
Nicolas Thorez

Verimatrix : T2 supérieur aux attentes grâce aux Licences. Transition douce à ce stade

>T2 2022 à 16.2 M$, en hausse de +4.3% y/y, supérieur à nos attentes - Au T2 2022, le CA de Verimatrix est ressorti à 16.2 M$, en croissance de 4.3%, au-dessus de nos attentes (ODDO BHF 14.2 M$, -8.5%). Ceci implique une amélioration en séquentiel par rapport à un T1 qui avait souffert d’une base de comparaison défavorable, d’une baisse des investissements B2B et de la transformation vers le SaaS. Ce beat est donc rassurant même s’il s’explique essentiellement par un ...
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
Nicolas Thorez

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