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4/19/2024 5:13:31 AM - OrderYOYO: Likely not the last guidance upgrade in '24 - ABG - Solid Q1 with 33% ARR growth and 15% adj. EBITDA margin<br>Raising '24e-'26e ARR by ~1%, EBITDA by 19-10%<br>More guidance upgrades in sight; FVR of DKK 5-14 (5-13)
4/18/2024 8:05:59 AM - OrderYOYO: Upgrading guidance again after a strong Q1 - ABG - Q1: 33% y-o-y ARR growth and 15% adj. EBITDA margin<br>All FY'24 guidance items upgraded once again<br>Cons to raise '24 adj. EBITDA by 10-20%, but minor top-line revisions
4/12/2024 5:17:20 AM - OrderYOYO: Q1e to show continued strong momentum - ABG - Q1e: We forecast ARR of DKK 297m, 13% adj. EBITDA margin<br>Lifting '24e-'26e ARR by 3-1% and adj. EBITDA by 9-5%<br>Guidance upgrade looks increasingly likely; FVR of DKK 5-13
3/21/2024 7:22:37 AM - OrderYOYO: Profitability path on track - ABG - FY'24 guidance reiterated as expected; better FCF the main surprise<br>Progress on path to profitability prompts raised EBITDA estimates<br>New FVR of DKK 5-12 (5-11)
3/20/2024 9:49:45 AM - OrderYOYO: A non-event - ABG - ARR and P&amp;L headline items known, FCF better vs. ABGSCe<br>FY'24 guidance reiterated (as expected)<br>Expect only limited consensus estimate revisions
3/11/2024 4:32:25 PM - OrderYOYO: Focus is on cash flow and guidance - ABG - ARR and P&amp;L headline figures known, cash flow and cost items not<br>Timing of guidance upgrade hard to predict, but likely still too early<br>Unchanged estimates and FVR of DKK 5-11
2/2/2024 9:00:40 AM - OrderYOYO: Spinning orders into profitable growth - ABG - Market-leading white-label software provider for takeaway restaurants<br>13% ARR CAGR and 11pp EBITDA margin expansion from '23-'27e<br>Fair value range of DKK 5-11/share
10/23/2023 11:27:02 AM - OrderYOYO: Strong Delivery in a Tough Market - Analyst Group - OrderYOYO A/S (“OrderYOYO” or the “Company”) continued the Company’s strong performance in Q3-23, showing 38% ARR growth, amounting to DKK 256m and a net revenue growth of 44%, amounting to DKK 65m in Q3-23. Moreover, profitability continued to improve, and the EBITDA margin (before other extraordinary items) amounted to 11.5%, compared to 4.2% the same quarter last year, showcasing a continuing trend regarding profitability. By solving digital challenges for restaurants and a steady expansion of its product offerings, something that is expected to attract a greater number of restaurant partners and create upselling opportunities, OrderYOYO is estimated to continue to deliver profitable growth. Based on an EV/S-multiple of 3.9x on the 2023 forecast and adjusted for OrderYOYO’s net debt, a potential fair value of DKK 10.2 per share (10.2) is derived in a Base scenario.
10/18/2023 11:24:46 AM - Analyst Group Comments on OrderYOYO’s Q3-23 Trading Update - OrderYOYO announced on Wednesday, October 18th, the company’s performance during Q3-23 and shows a continued strong performance.
8/30/2023 11:49:26 AM - OrderYOYO: Positive Cash Flow Around the Corner - Analyst Group - OrderYOYO A/S (“OrderYOYO” or the “Company”) delivered a strong H1-23, beating our expectations both regarding growth and profitability. Net revenue amounted to DKK 116m, corresponding to a growth of 33% compared to consolidated H1-22 proforma results, while the ARR grew 47% compared to June 2022, amounting to DKK 246m at the end of H1-23. By consistently diversifying the range of products, a strategy anticipated to draw in a larger number of restaurant partners while also presenting upselling opportunities, along with enhanced customer retention leading to reduced churn rates, OrderYOYO is projected to achieve a revenue of DKK 238 million in the year 2023. Based on an EV/S-multiple of 4x on the 2023 forecast and adjusted for OrderYOYO’s net debt, a potential fair value of DKK 10.2 per share (8.1) is derived in a Base scenario.
8/22/2023 1:12:21 PM - Analyst Group Comments on OrderYOYO's H1-23 Report - OrderYOYO published today, August 22, its half year report of 2023 and are showing continued progress.
7/18/2023 11:15:41 AM - OrderYOYO Q2-23: Trading Update - Analyst Group - OrderYOYO announced on Tuesday, July 18th, the company’s performance during Q2-23. OrderYOYO’s ARR amounted to DKK 246m in June 2023, corresponding to a growth of 47% compared to June 2022 consolidated proforma figures of DKK 167m. The net revenue amounted to DKK 62m during Q2-23, compared to DKK 45m during Q2-22, corresponding to a growth of 38% Y-Y. EBITDA before other extraordinary items amounted to DKK 6.3m in Q2-23 compared to DKK -3.3m in Q2-22. Furthermore, the guidance for the full year 2023 was raised again.
4/18/2023 5:13:55 AM - Analyst Group Comments on OrderYOYO’s Q1 Performance and Acquisition of Kingfood - OrderYOYO announced on Monday, April 17th, the company’s performance during Q1-23. OrderYOYO’s ARR amounted to DKK 226m in March 2023, corresponding to a growth of 39% compared to 2022 consolidated proforma figures. Proforma net revenue amounted to DKK 54m and EBITDA before other extraordinary items was positive all months during Q1-23, which amounted to DKK 2.7m during the period. In connection to the Q1-23 trading update, the company announced the acquisition of Kingfood, a vertical market leader within the Asian cuisine segment serving more than 500 takeaway restaurants. Due to the strong Q1-23 performance and the acquisition of Kingfood the company raised its consolidated 2023 guidance.
3/29/2023 10:43:53 AM - OrderYOYO: Ending 2022 strong with profitability in sight - Analyst Group - With the second half of the year 2022 presented, we can state that OrderYOYO A/S (“OrderYOYO” or the “Company”) has ended the year strongly, where the Company continues to grow sales to both new and existing customers within the European markets. In light of several successful data points in the annual report, OrderYOYO delivered a strong Annual Recurring Revenue (ARR) higher than our expectations, which amounted to DKK 212m, corresponding to a growth of 23% YoY. Through a continued expanded product offering, which is expected to attract more restaurant partners as well as provide significant upsell potential, in combination with a higher customer stickiness, and thus reduced churn rates OrderYOYO is estimated to reach a revenue of DKK 206m in 2023. Based on an EV/S-multiple of 3.6x on the 2023 forecast and adjusted for the estimated net debt, a potential fair value of DKK 8.1 per share (8.1) is derived, in a Base scenario.
3/21/2023 10:16:12 AM - Analyst Group Comments on OrderYOYO's Annual Report 2022 - OrderYOYO published, March 20, the company’s annual report of 2022, and are showing progress.
1/12/2023 3:18:51 PM - YOYO’s 2022 Commercial Update - Analyst Group - OrderYOYO announced on Thursday, January 12th, the company’s performance during Q4-22. OrderYOYO’s ARR amounted to DKK 212m in December 2022, corresponding to a growth of 23% compared to 2021 consolidated proforma figures. Unaudited net revenue, app smart only consolidated in H2-22, amounted to DKK 148m in accordance with the latest, increased, guidance of DKK 140-155m. Full-year EBITDA is to be released with the full report, however, OrderYOYO expects the EBITDA to be just below zero, hence in the upper end of the raised guidance range of DKK -5-0m. In connection to the announcement the company raised its consolidated 2023 guidance.
10/27/2022 8:32:58 AM - OrderYOYO: Transformative Merger Paves the Way for Increased Growth - Analyst Group - In July 2022, OrderYOYO completed the merger with app smart, which has created a twice as large company, with greater opportunities to liberate the independent takeaway restaurants in Europe. Through an expanded product offering, which is expected to attract more restaurant partners (RPs) as well as provide significant upsell potential, in combination with a higher customer stickiness, and thus reduce churn rates, OrderYOYO is estimated to reach a revenue of DKK 204m in 2023. Based on an applied 3.5x EV/S target multiple, a potential fair value of DKK 8.1 per share is derived today, in a Base scenario.
6/20/2022 1:21:09 PM - Analyst Group comments on OrderYOYO’s merger with German app smart - OrderYOYO announced on Friday, June 17th, that the company is joining forces with app smart GmbH (“app smart”), a fast-growing market leader within shop systems, POS-systems and digital infrastructure addressing delivery restaurants in Germany and Austria. The transaction values the share capital of app smart DKK 222m (based on last closing price per share of 6.75 DKK of OrderYOYO 2022-06-16), which will be financed via issuance of new shares in OrderYOYO to the sellers and a cash payment of DKK 22.3m. Closing of the transaction is expected to occur on July 1, 2022.
3/30/2022 9:05:43 AM - OrderYOYO: The Growth Journey Continues - Analyst Group - During 2021 OrderYOYO has experienced solid growth in ARR from both existing and new Restaurant Partners, simultaneously as the Company has executed on its strategy through increased investments to drive growth forward. Owing to a substantial increase of restaurant partners (RP), a more significant focus on growing existing restaurant partners and the high scalability in the business model, OrderYOYO is estimated to reach a revenue of DKK 167m in 2023. Based on an applied 5.8x EV/S target multiple yields a potential fair value of DKK 17.9 per share in our Base scenario.
3/22/2022 1:19:03 PM - Analyst Group Comments on OrderYOYO's Annual Report 2021 - OrderYOYO published today, March 22, its annual report of 2021. The following are some key financial metrics that we have chosen to highlight in connection with the report:
2/14/2022 9:31:29 AM - OrderYOYO: Fast Growing and Highly Scalable SaaS Company - Analyst Group - OrderYOYO has over the past six years built a market leading position in the European market regarding white label online ordering, payment and marketing solutions for takeaway restaurants. Owing to a substantial increase of restaurant partners (RP), a more significant focus on growing existing restaurant partners and the high scalability in the business model, OrderYOYO is estimated to reach a revenue of DKK 167m in 2023. Based on an applied 5.8x EV/S target multiple yields a potential fair value of DKK 19.3 per share in our Base scenario.
9/22/2021 8:56:49 AM - Toast säljer aktier för 40 dollar i IPO, värderas till 20 miljarder dollar - CNBC - Restaurangteknikbolaget Toast har prissatt sin börsnotering på 40 dollar aktien, upp från tidigare 34-36 som dessförinnan var högre än ursprungliga intervallet 30-33. Det säger en insiderkälla till CNBC.
6/11/2021 6:58:36 AM - Orderyoyo genomför en nyintroduktion på First North i Köpenhamn med första handelsdag 2 juli - Orderyoyo ansöker om notering på Nasdaq First North Growth Market i Köpenhamn. Anmälningstiden i erbjudandet löper från 11 juni till 24 juni och första handelsdag blir den 2 juli. Det framgår av ett pressmeddelande.