Leaddesk provided more colour on the run-off of its third-party business, which prompts us to further lower our medium-term (organic) sales estimates. However, the company is delivering in terms of profitability; we think the run-rate is already close to the 20% (EBITDA margin) target, thus our EBITDA estimates are unchanged. The Telia ACE transaction is said to allow upselling of the AI offering and enable participation in complex large tenders.
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