>Conference call feedback: 2024 guidance confirmed but no indication on medium-term prospects after the abandonment (unsurprisingly) of the 2025 targets - CompuGroup published yesterday morning a soft Q1 2024, slightly below expectations (first take link published yesterday). Below are the main elements from the conference call: 1/ 2024 guidance confirmed with a more favourable base effect in H2. As anticipated, the momentum in H1 has been penalised by the base effec...
>Feedback conf. call : guidance 2024 confirmée mais aucune indication sur les perspectives MT après l’abandon (sans surprise) des objectifs 2025 - CompuGroup a publié hier matin un T1 2024 soft et légèrement en deçà des attentes (lien first take publiée hier). Ci-dessous les principaux éléments que nous retenons de la conférence call : 1/ Guidance 2024 confirmée avec un effet de base plus favorable au S2. Comme anticipé, la dynamique du S1 est pénalisée par l’effet d...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
Unifiedpost is a niche SaaS player in the e-invoicing and procurement channel space. Regulatory headwinds mean this market is ripe for growth, which should benefit Unifiedpost. Due to some unsuccessful past M&A, the company is in a challenging financial position today. However, it has recently embarked on a divestment path, aiming to streamline the business and improve its fundamentals. We like the new direction, however prefer to take a wait-and-see approach. - ...
>Solid Q1 2024 results but order intake below expectation due to subdued demand in some markets - This morning, Jenoptik reported its Q1 2024 results above expectations. Revenues were € 256.1m above consensus at € 245.4m. EBITDA was € 44.5m, giving a margin of 17.4% above the consensus at € 40.6m and 16.5% driven by the improvement in earnings at non-photonic business and the good performance of ‘Advanced Photonic division’. EBIT came in at € 26m, i.e. a margin of 10....
>Solid Q1 2024 results but order intake below expectation due to subdued demand in some markets - This morning, Jenoptik reported its Q1 2024 results above expectations. Revenues were € 256.1m above consensus at € 245.4m. EBITDA was € 44.5m, giving a margin of 17.4% above the consensus at € 40.6m and 16.5% driven by the improvement in earnings at non-photonic business and the good performance of ‘Advanced Photonic division’. EBIT came in at € 26m, i.e. a margin of 10....
>Q1 2024 slightly below expectations - This morning, CompuGroup published its Q1 2024 results, which came in a slightly below expectations. Q1 revenues were down 2% y-o-y to € 285m (-1% vs css). Excluding the TI effect, organic growth was up 3%. By division, HIS continued to drive growth in Q1 with revenues up 7% y-o-y to € 78m (-2% vs the consensus) mainly thanks to the ramp-up of the Hospital Future Act programme in Germany. On the other hand, the performance by AIS...
>Q1 2024 slightly below expectations - This morning, CompuGroup published its Q1 2024 results, which came in a slightly below expectations. Q1 revenues were down 2% y-o-y to € 285m (-1% vs css). Excluding the TI effect, organic growth was up 3%. By division, HIS continued to drive growth in Q1 with revenues up 7% y-o-y to € 78m (-2% vs the consensus) mainly thanks to the ramp-up of the Hospital Future Act programme in Germany. On the other hand, the performance by AIS...
Die Kursreaktion von bis zu -10%, als Reaktion auf die am eher unteren Ende der Erwartungen liegenden Q1-KPIs, scheint uns übertrieben. Immerhin gelang es TeamViewer in schwierigem Makroumfeld die Konzernumsätze um 7% (währungsbereinigt: 9%) zu steigern, das strategisch bedeutsame Enterprise-Geschäft wuchs 17% (währungsbereinigt: 19%). Das ebenfalls von Währungseffekten belastete EBITDA sank um 2%, die EBITDA-Marge (33%; Q1 23: 36%) verfehlte damit unsere Erwartungen. Für H2 ergibt sich aber all...
The share price reaction of up to -10% in response to the Q1 KPIs, which were at the lower end of expectations, seems exaggerated to us. Nevertheless, TeamViewer managed to increase consolidated revenues by 7% (currency-adjusted: 9%) in a difficult macro environment, while the strategically important Enterprise business grew by 17% (currency-adjusted: 19%). EBITDA, which was also impacted by currency effects, fell by 2%, meaning that the EBITDA margin (33%; Q1 23: 36%) fell short of our expectat...
EQS-News: CompuGroup Medical SE & Co. KGaA / Key word(s): Quarter Results/Quarterly / Interim Statement CompuGroup Medical with solid first quarter against strong prior year 08.05.2024 / 07:07 CET/CEST The issuer is solely responsible for the content of this announcement. CompuGroup Medical with solid first quarter against strong prior year Revenues down by 2%, organic growth of 3% adjusted for TI one-offs Recurring revenue share increases to 75% Advancing digitization in German and French healthcare Continuing revenue conversion of hospital order backlog Leverage r...
EQS-News: CompuGroup Medical SE & Co. KGaA / Schlagwort(e): Quartalsergebnis/Quartals-/Zwischenmitteilung CompuGroup Medical mit solidem ersten Quartal gegenüber starkem Vorjahreszeitraum 08.05.2024 / 07:07 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. CompuGroup Medical mit solidem ersten Quartal gegenüber starkem Vorjahreszeitraum Umsatzrückgang um 2 %, organisches Wachstum bereinigt um TI-Einmaleffekte bei 3 % Anteil der wiederkehrenden Umsätze steigt auf 75 % Fortschreitende Digitalisierung im deutschen und französischen Gesu...
>Strong confidence in achieving full year 2024 guidance - Q1 results are overall in line with our and the consensus estimates. Total Billings (goods and services invoiced to customers) are down -1.0% y-o-y to € 174.5m, in line with our estimates of € 174.6m and -3.3% below consensus estimates of € 180.5m respectively, mainly due to a decline of multi-year deals of -€ 6.4m. Revenue came in at € 161.7m, an increase of +6.9% (+9.0% cc) y-o-y which is in line with our an...
EQS-News: TeamViewer SE / Key word(s): Quarter Results/Quarterly / Interim Statement TeamViewer kicks off 2024 with continued profitable revenue growth, FY 2024 guidance reiterated 07.05.2024 / 07:00 CET/CEST The issuer is solely responsible for the content of this announcement. GOPPINGEN, Germany, 7 May 2024 TeamViewer kicks off 2024 with continued profitable revenue growth, FY 2024 guidance reiterated Revenue up 7% (9% cc) yoy to EUR 161.7m; continued growth across all regions Adjusted EBITDA increased to EUR 65.2m with Adjusted EBITDA margin of 40% Enterprise reven...
EQS-News: TeamViewer SE / Schlagwort(e): Quartalsergebnis/Quartals-/Zwischenmitteilung TeamViewer mit anhaltend profitablem Umsatzwachstum im ersten Quartal, Prognose für 2024 bekräftigt 07.05.2024 / 07:00 CET/CEST Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. GÖPPINGEN, Deutschland, 7. Mai 2024 TeamViewer mit anhaltend profitablem Umsatzwachstum im ersten Quartal, Prognose für 2024 bekräftigt Umsatzwachstum von 7% (9% währungsbereinigt) gegenüber Vorjahr auf 161,7 Mio. EUR; anhaltendes Wachstum in allen Regionen Bereinigtes EBITDA steig...
PARIS--(BUSINESS WIRE)-- Regulatory News: L’Assemblée générale mixte annuelle des actionnaires de Tikehau Capital (Paris:TKO) s’est réunie ce jour sous la présidence du Président du Conseil de surveillance M. Christian de Labriffe et a été retransmise en direct sur le site internet de la société, où elle sera également disponible en rediffusion. Le quorum s’est établi à 92,75%. Toutes les résolutions proposées par la Gérance ont été approuvées, notamment celles portant sur l’approbation des comptes annuels et consolidés de l’exercice 2023 et sur la distribution d’un dividende de 0,75 € p...
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