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Artificial Solutions: Stronger ARR than expected - Redeye

Redeye comments on Artificial Solutions ARR numbers for August. The total ARR in August reached SEK71m, whereas the SaaS ARR represented SEK40m. Exceeding our Q3 2023e ARR estimates of SEK65m and SaaS ARR estimate of SEK38m. Given the ARR acceleration in August, we expect the positive momentum to proceed into September, and we will make positive ARR revisions for 2023-2024e.

Redeye comments on Artificial Solutions ARR numbers for August. The total ARR in August reached SEK71m, whereas the SaaS ARR represented SEK40m. Exceeding our Q3 2023e ARR estimates of SEK65m and SaaS ARR estimate of SEK38m. Given the ARR acceleration in August, we expect the positive momentum to proceed into September, and we will make positive ARR revisions for 2023-2024e.
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