We think Leaddesk’s in line top-line metrics weigh more than the cost overrun, which was likely due to ongoing processes. The strategic shift towards larger clients is gradually kicking in; we increase 2027E-28E sales slightly. The company is taking its AI development to next the level through partnering. As the Telia ACE deal still waits regulatory approvals, we do not provide a fair value, given SEB’s role in the transaction.
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