Carasent (Q1 initial take): Strong ARR, but profitability below expectations on higher costs and softer consulting - Redeye
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Carasent (Q1 initial take): Strong ARR, but profitability below expectations on higher costs and softer consulting - Redeye

Redeye comments on Carasent’s Q1 2026 report, which showed solid ARR growth marginally above our forecast but net sales and earnings below expectations, driven by a weak consulting quarter and higher-than-expected OPEX. We maintain our positive view of Carasent, where organic ARR growth is the most important metric, although we are likely to cut EBITDA-CAPEX somewhat.

Redeye comments on Carasent’s Q1 2026 report, which showed solid ARR growth marginally above our forecast but net sales and earnings below expectations, driven by a weak consulting quarter and higher-than-expected OPEX. We maintain our positive view of Carasent, where organic ARR growth is the most important metric, although we are likely to cut EBITDA-CAPEX somewhat.
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