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Vertiseit Q4’21 Review: Strong Momentum in Dise - Redeye

Redeye's preliminary revisions suggest a small increase in our sales forecast while leaving EBIT largely unchanged. We are impressed by Dise, showing strong growth and a significant improvement in its SaaS metrics. While the Grassfish numbers are still a bit messy, the ARR contribution seems to be better-than-expected.

Redeye's preliminary revisions suggest a small increase in our sales forecast while leaving EBIT largely unchanged. We are impressed by Dise, showing strong growth and a significant improvement in its SaaS metrics. While the Grassfish numbers are still a bit messy, the ARR contribution seems to be better-than-expected.
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