LeadDesk’s Q3 sales and ARR were in line with our estimates, while EBITDA came in EUR 0.4m below our forecast. We are not overly worried about the profitability miss in a single quarter, given the solid margin improvement the company has delivered over the past two years. With 2026E guidance unchanged and the Telia ACE deal expected to close in December, we see the equity story intact and expect only modest changes to our estimates.
LÄS MER
