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Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
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Readly - Staying the course

Undramatic report showed progress in line with strategy FPS trend improved BUY: deep value support

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11/11/22 November 11, 2022 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Q3: improvement in subs trend

Sales -2% vs. ABGSCe, subs +1% Contribution margin improved from -10% to 17% y-o-y Stock should not move much on mixed report

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11/11/22 November 11, 2022 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Making good progress

Small beat in Q2, demonstrating progress FPS trend remains a concern BUY: deep value support

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08/11/22 August 11, 2022 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Q2 slightly better, co. delivering on strategy

Sales +1% vs. ABGSCe Contribution margin improved from -10% to +20% y-o-y Stock should trade up on solid report

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08/11/22 August 11, 2022 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Executing on the new strategy

Sales held up well and margins improved in Q1… …despite decline in subscribers BUY: deep value support

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05/09/22 May 9, 2022 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Reassuring Q1

Sales in line with ABGSCe Contribution margin improved from -16% to +13% y-o-y Stock should trade up on reassuring report

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05/05/22 May 5, 2022 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Let’s start anew

Slightly weaker Q4… …but growth guidance lowered meaningfully BUY: Deep value support, still attractive growth prospect

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02/03/22 February 3, 2022 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Weaker Q4 and lowered growth target

Revenues -1% vs. ABGSCe Growth target lowered to 25% in total growth Negative for stock but valuation support is significant

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02/03/22 February 3, 2022 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Q4 is a critical quarter

We expect 38% revenue growth boosted by Toutabo Organic growth in focus amid lower spend BUY: Outlook strong once uncertainties clear

READ READLY INTERNATIONAL
01/27/22 January 27, 2022 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - More uncertainty until permanent CEO hired

CEO resigning 16 months after IPO… …raises questions and increases uncertainty… …but we stay bullish ahead of important hire

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01/18/22 January 18, 2022 1 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Overreaction has created unique opportunity

Slightly weaker Q3 and organic growth comments… ...have pushed the stock down to mistrust levels BUY: outlook looks promising from here

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11/11/21 November 11, 2021 12 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Q3: Growth still solid but was below ABGSCe

Revenues -1% vs. ABGSCe, subs -3% Contribution margin improved from -16% to -10% y-o-y Slightly neg. for stock but valuation support is significant

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11/11/21 November 11, 2021 5 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Q3: Solid growth despite tough comps

We expect 29% revenue growth Acquisition to boost sales in Q4 and beyond BUY: Strong growth offered at a big discount

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11/03/21 November 3, 2021 11 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Enters France through acquisition

ePresse is a leading French digital subscription service Fast start in the French market and adds 15-20% to sales BUY: Attractive growth offered at big discount

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10/06/21 October 6, 2021 4 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Encouraging margin improvement

Top line -3% vs. ABGSCe but growth remained strong Improved contribution margin is positive BUY: Attractive growth offered at big discount

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08/12/21 August 12, 2021 11 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Impressive subscriber growth

Strong underlying FPS growth… …but sales missed ABGSCe by 3% amid lower ARPU BUY: Attractive growth offered at big discount

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05/06/21 May 6, 2021 12 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Q1e: Another solid quarter with strong growth

We expect 36% revenue growth… …and a stable gross margin at 34% BUY: Attractive growth offered at big discount

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04/19/21 April 19, 2021 11 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Strong and stable performance reinforces BUY

All relevant metrics beat our expectations slightly Positive momentum on the content side BUY: Attractive secular growth case

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02/18/21 February 18, 2021 10 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Q4: Solid quarter reinforcing confidence

Revenues +0.5% vs. ABGSCe Gross margin increased further (34% vs. ABGSCe 33%) We expect more strong growth and margin expansion

READ READLY INTERNATIONAL
02/18/21 February 18, 2021 5 EN
Daniel Thorsson ... (+3)
  • Daniel Thorsson
  • Derek Laliberté
  • Simon Granath
PREMIUM
READ Readly Internat...

Readly - Feedback from ABGSC Newbies in the Nordics

Strong operational momentum… …and substantial market opportunity BUY: Attractive secular growth

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12/09/20 December 9, 2020 5 EN
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