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While numbers are 13% weaker on adjusted EBITA in Q3, we argue the tightness of the labor market (which negatively impacts Expert Services-sales) should be weighed against continued healthy (better-than-exp) Subscription-sales. We estimate Subscription revenues to have grown by c. 25% organically (incl. Userlike) versus our estimate of 18% which is reassuring. Estimate revisions more negative for 2022 than beyond and any tangible share weakness is considered a buying opp.
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