WALLIX : T2 inférieur aux attentes mais déjà largement intégré par le marché
>Croissance globale pas au rendez-vous au T2 : la forte hausse des revenus récurrents n’a pas compensé l’effet de la conjoncture en France sur les licences - Wallix a publié hier après Bourse un CA S1 2024 de 15.1 M€, en hausse de 8.7% y/y. Cela traduit une croissance org de ‘seulement’ de 4.6% au T2, qui ressort à 8.1 M€, soit 13% en dessous de nos attentes (ODDO BHF 9.3 M€). Ceci s’explique par 1/ la transition en cours du modèle économique (vers le SaaS), avec un M...Wallix Group SA. Wallix Group SA is a France-based company specialized in the security software industry. The Company publishes computer security software relating to the access control and the traceability of privileged accounts or privileged access management (PAM) in the information systems of a number of companies. The Group serves various sectors, including healthcare, cloud & telcos and bank & insurance, among others. Through its solution, Wallix Bastion, the Group helps companies enhance their protection from cyber risks. Its solutions are distributed via a network of trained resellers. Wallix Group's portfolio includes audit and compliance, remote access security, cloud security and controlling industrial systems. In addition, through its subsidiaries the Company also provides computer security software editing services. Apart from France, the Company also operates in the United States.
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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