Redeye’s initial take on Sleeps Cycles' Q1 report confirms the company remains on track with its 2026 investment trajectory. While the decline in the subscriber base continues to weigh on net sales, the company is making clear progress in its B2B segment and in its strategic expansion into MedTech, with partner sales growing by 42% YoY and 8% QoQ. We expect to make marginal downward estimate adjustments, though our fundamental long-term view on the case remains intact, as management continues to prioritise the shift toward diversified revenue streams.
LÄS MER
