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Modelon Q4 2022: First impression - Redeye

Modelon is showing steady progress, with new customer acquisitions, an accelerated development pace, and the signing of a SEK11.2m agreement during the quarter. ARR is trending positively and will likely gain momentum with the introduction of the upgraded Modelon Impact in the second half of 2022, as indicated in the report. Based on this report, we expect to make only minor adjustments to our estimates.

Modelon is showing steady progress, with new customer acquisitions, an accelerated development pace, and the signing of a SEK11.2m agreement during the quarter. ARR is trending positively and will likely gain momentum with the introduction of the upgraded Modelon Impact in the second half of 2022, as indicated in the report. Based on this report, we expect to make only minor adjustments to our estimates.
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