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Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Patience required

Q3 was well below our already-low expectations… …prompting us to further lower our estimates and TP We see good LT upside; timing of improvement uncertain

11/08/22 November 8, 2022 1 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Q3: Only 7% organic growth

Sales -9% vs. ABGSCe Adj. EBIT of SEK -91m (ABSGCe -67m) Stock should trade down on Q3

11/08/22 November 8, 2022 1 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - CMD: making progress but headwinds to linger

Educational CMD with model re-cap and deep dives Demand weakness to continue BUYing opportunity for the patient

10/04/22 October 4, 2022 1 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - We meaningfully lower our expectations

Weak Q2 and new targets well below our expectations… …prompt us to lower our estimates and target price Still a good opportunity to BUY into secular growth

08/02/22 August 2, 2022 1 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Weak Q2 and lower-than-expected guidance

Sales in line, adj EBIT SEK -112m (ABGSCe -75m) New top line target below our expectations Stock should trade down despite recent weakness

08/02/22 August 2, 2022 1 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Improvement unlikely in Q2

Macro situation to dampen Q2 too We expect updated guidance soon We expect the co. to adapt swiftly, and EBIT to improve

07/13/22 July 13, 2022 1 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Clouded outlook, but we still see big upside

Q1 miss highlighted macro sensitivity… …prompting us to lower expectations amid uncertainty We expect the co. to adapt wisely, and EBIT to improve

05/17/22 May 17, 2022 1 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Disappointing Q1 showing macro sensitivity

Sales -6% vs. ABGSCe Adj. EBIT of SEK -80m (ABGSCe -63m) Stock should trade down despite recent weakness

05/17/22 May 17, 2022 1 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - We expect another strong quarter

Q1e: 61% y-o-y sales growth We expect strong performance despite lower ad demand BUY: strong growth outlook, large valuation discount

05/12/22 May 12, 2022 1 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Q4 confirmed strong momentum

73% sales growth in 2021, 4% beat on Q4 sales A lot to be excited about for 2022 BUY: Strong growth outlook, large valuation discount

02/11/22 February 11, 2022 1 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Strong Q4 with growth above ABGSCe

Revenues +4% vs. ABGSCe Adj. EBIT of SEK -40m (ABGSCe -36m) Stock should trade up as Q4 confirms strong momentum

02/11/22 February 11, 2022 1 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Impressive Q3 reinforces BUY and confidence

87% organic growth drove 2% sales beat vs. ABGSCe Enhanced monetisation and Americas growth stood out BUY: Rapid growth and margin expansion ahead

11/09/21 November 9, 2021 12 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Strong Q3 with sales growth of 89%, EBIT beat

Revenues +2% vs. ABGSCe Adj. EBIT loss 20% lower than ABGSCe Stock should trade up at least 5%

11/09/21 November 9, 2021 4 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Q3 to further confirm exceptional growth trend

86% y-o-y revenue growth in our Q3e No meaningful estimate revisions ahead of report BUY: Rapid growth and margin expansion ahead

11/01/21 November 1, 2021 11 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Strong start to public life

134% organic growth drove 2% sales beat vs. ABGSCe Margins in line with expectations Rapid growth and margin expansion ahead: BUY

08/18/21 August 18, 2021 12 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Strong Q2 with revenue growth of 130% y/y

Revenues +2% vs. ABGSCe Impressive development in ARPL BUY: Rapid growth and margin expansion ahead

08/18/21 August 18, 2021 4 EN
Derek Laliberté ... (+2)
  • Derek Laliberté
  • Simon Granath
PREMIUM
ACAST ACAST

Acast - Monetising the audio revolution

A global podcasting infrastructure platform… …with rapid growth and margin expansion ahead Initiating coverage with BUY – TP of SEK 46

07/27/21 July 27, 2021 98 EN
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