Aktuellt
SENASTE
Q1 figures in line on EBITA but a notch below on revenues as organic growth came in at 11% (SEBe 15%). However, no clouds on the sky, we argue, as order intake seems strong (supports coming quarters) and the company announces the compelling acquisition of Userlike. This expands the product portfolio into an adjacent area which we think is very attractive. Thus, despite 5x ARR purchase price; we think growth rates are favourable and up-selling potential large. Share up today.
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