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Intuit had another strong quarter managed to deliver an all-around beat with revenues, operating income, and earnings per share rising. In the Self-Employed Group and the Small Business, revenue grew during the quarter. Also, the revenue of the online Ecosystem and the total online payments volume grew. Despite uncertainties in the wider macro environments, the company's small business performance continues to be really strong. Online services revenue, including payroll, time tracking, capital,
Companies: INTUIT (INTU:NYSE)Intuit Inc. (INTU:NAS)
Baptista Research
Intuit had a successful first quarter and managed to surpass Wall Street expectations in terms of revenues as well as earnings. The company is delivering new solutions focusing on breakthrough adoption while developing using the strength of its platform and current technical capabilities. TurboTax also had a strong finish with a number of improvements introduced and tested during the quarter. Besides, the company launched a new brand campaign, updated their website, and improved the first-time u
Intuit had a strong quarter and delivered an all-around beat while continuing its focus on small businesses and customers. It delivered strong margins and strong growth in the quarter. In terms of niche customer targeting, the company’s QuickBooks offering is going to launch an innovative campaign to onboard more Latino business owners and emphasize the tools which are going to help them in developing a big business mindset. There was a rise in the volatility in personal loans and various person
Intuit Inc. is off to a strong start in 2022 with continued momentum from the previous year and is on track to become a worldwide AI-driven expert platform that powers small business customers. The total revenue growth of the company was above Wall Street expectations was driven by self-employed and small business growth and Credit Karma revenue. With the closing of the Mailchimp transaction, Intuit is raising its earnings per share and revenue guidance which is a positive sign. In the quarter C
Companies: Intuitive Investments Group Plc (IIG:LON)Intuit Inc. (INTU:NAS)
Intuit’s stock price has taken a beating over the past few months along with most premium tech stocks but the company’s fundamentals are strong. The company delivered a below par result which made the stock price take plunge even further. It is worth highlighting that Intuit is looking to become an AI-driven expert platform worldwide, powering small businesses and consumers. This accounts for an addressable market of around $300 million based in the possible digital tailwinds, including digital
While Intuit’s stock price may have been witnessing a correction off late, the company is off to a solid start in the 2022 fiscal with sustained momentum across its platform. Intuit caters to a $300 billion addressable market within fintech that is driven by digital tailwinds, including a shift to virtual solutions, an acceleration of online and omnichannel capabilities, and digital money offerings. The management is also committed to developing a personal financial assistant that assists consum
Intuit continued with its exceptional run and had a robust fourth quarter capping off an exceptional year. Their full-year revenue increased by a staggering 25%, including the addition of Credit Karma with the fourth quarter alone contributing $2.6 billion to the top-line. The biggest drivers of the top-line growth are the Consumer Group segment which grew by 16% and the Self-Employed Group which grew by around 14%. These have wonderfully complemented the company’s core QuickBooks Online offerin
Intuit has held a monopolistic position in the domain of accounting and tax software. The company has a strong economic moat with customer stickiness at both, consumer and enterprise levels. The company reported a strong quarterly result with more than 20% growth across all segments and the management also provided an upbeat guidance for the year. Each of Intuit’s offerings such as Quickbooks, TurboTax, Mint, and Credit Karma have established industry leading positions in their respective domain
Companies: Intuitive Investments Group Plc (IIG:LON)Intuit Inc. (0JCT:LON)
Research Tree provides access to ongoing research coverage, media content and regulatory news on Intuit Inc.. We currently have 0 research reports from 4 professional analysts.
Concurrent Technologies delivered a record £31.7m revenue and a substantial increase in profitability in FY23. Management has successfully navigated through the challenging period of worldwide component supply problems that characterised FY22 and delivered a strong recovery in FY23. The business has been completely transformed since the new management team started in 2021 and the focused strategy is delivering. With revenue from the increased number of design-in wins secured in FY23 starting to
Companies: Concurrent Technologies Plc
Cavendish
1Spatial’s FY24 results reflected robust momentum for the enterprise business and continued improvement in the revenue mix, with investment in growth suppressing margin and cash generation. This investment phase will continue in FY25 to lay the foundation for transformational growth from 1Streetworks and in the US in the coming years. Our scenario analysis indicates the upside from successful execution is significant, with further wins for 1Streetworks and in the US being the key catalysts for m
Companies: 1Spatial Plc
Edison
Crimson Tide has reported FY23 results to December in line with expectations, with additional operating leverage benefitting updated FY24 and maiden FY25 and FY26 forecasts. FY23 delivered +15% revenue growth to £6.2m at 86% GM, of which over 90% is recurring, and maintained £5.8m ARR even after unexpected customer churn in the year as we previously noted. Crucially, the Group achieved milestone adj EBITDA profitability of £0.4m at 7% EBITDA margin, and edges closer to adj PBT profitability expe
Companies: Crimson Tide Plc
Touchstar is a supplier of mobile data computing solutions and managed services to a variety of industrial sectors. This morning's full year results reflect the outcome of a multi-year strategy coming to fruition for the group, with recurring revenue growth of 8.7% delivering overall revenue growth of 7.1% and in turn a 60% increase in PBT to £0.7m. Over the past few years, Touchstar has focused on enhancing the returns from their product offering through a shift towards recurring software licen
Companies: Touchstar plc
WHIreland
Altitude has released a trading update for the year to 31 March 2024 confirming Management expects FY24 results to at least meet market expectations. Our unchanged forecasts show annual revenue growth of 38.9% in FY24 as the Group’s Merchanting division expanded significantly, driven by increased numbers of sales Affiliates and by the US Gear Shops. This translates to adjusted PBT growth of 29.4% to £1.2m on our FY24 estimates. In line results also means that over the last two years both revenue
Companies: Altitude Group plc
Zeus Capital
Please find below our weekly update covering themes that we feel that are of interest to investors and participants in the small and mid-cap TMT sector as well as commentary on recent newsflow.
Companies: CPX CNC TRAK CLCO TERN MWE
Allenby Capital
17th April 2024 * A corporate client of Hybridan LLP ** Arranged by type of listing and date of announcement *** Alphabetically arranged **** Potential means Intention to Float (ITF) has been announced Dish of the day Admissions: Delistings: What’s baking in the oven? ** Potential**** Initial Public Offerings: Reverse Takeovers: 16 April 2024: Electric Guitar (ELEG.L) Concurrent with its Admission to trading on AIM, Electric Guitar is proposing to acquire the entire issued share capital of 3radi
Companies: ARS TIDE SCE SNX ECK CNS TST SPEC SSTY
Hybridan
The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. For the second year running, apart from global economic influences affecting world markets, performance in 2023 was dented by the capital-intensive nature of the sector. The HHI fell 3.7%, to 483.8, underperforming the main London markets – FTSE 100 (+3.8%) and FTSE All-Share (3.8%) but outperforming the FTSE AIM All-Share Index (
Companies: TXG NDVA TSVT BCOW Z29 TXG NCYT GNS SUN AMS OMG APH EKF EAH IMM AGL DEMG AGY TSTL IPO GDR ETX TRX HVO CTEC AVO OXB DEST VLG IXI VAL INDV AGR AVCT BAI 123F IMCR BCOW
Hardman & Co
Arcontech has reported encouraging H1 24 results to December, with revenue £1.45m, adj EBIT £0.4m and net cash £5.7m, in line with our conservatively unchanged £2.8m FY24 revenue estimate. Revenue growth (+7% yoy) reflects the multi-year contract won in October and the strengthening relationships with core Tier-1 customers, with signs of improvements in challenging market conditions. Our prudent forecasts reflect the impact of unexpected growth in floating user terminal numbers in H1, with plent
Companies: Arcontech Group PLC
Companies: CNC RNO MAI IUG CUSN POLB
Concurrent Technologies' interim results confirm the worldwide shortage of semiconductor components has placed significant headwinds in front of the business, inevitably slowing manufacturing output and order shipments to customers. None of these delays have led to any loss of underlying business, however, we anticipate a significant period of growth to follow the normalisation of component supply chains, fulfilling both delayed backlog and a rapidly growing order intake. Investment in R&D doubl
IQGeo’s FY23 results show remarkable organic revenue growth of +64% to £44.5m, FY23 adj EBITDA +2% ahead of our +5% upgrade at the January trading update, and a confident outlook that leads us to conservatively reiterate our FY24E and FY25E forecasts. Excellent execution of the land and expand strategy has scaled organic exit ARR +50% yoy to £21.3m, with record order intake +40% yoy to £57.2m, and net recurring revenue retention increasing to 133% from 108% in FY22. After upgrading by +6% in Jan
Companies: IQGeo Group PLC
Journeo has confirmed record results for FY23A, in-line with recent upgraded expectations across the board. FY23A revenue increased significantly by 118% to £46.1m (including 20% organic growth) and Adj PBT increased 270% to £4m, representing a near doubling of the Adj PBT margin. Journeo has positioned itself for a period of sustained growth following the transformational Infotec acquisition, the bolt-on MultiQ acquisition and ongoing R&D in the existing business. Journeo looks compelling on an
Companies: Journeo plc
Intelligent Ultrasound has reported its results for the 12 months to December 2023. In line with the January trading update, the company has reported group revenues of £11.2m, up 11% reported or c36% adjusting for one-off sales in FY22. Importantly, the company generated £2.0m from its Clinical AI product portfolio versus £0.7m in FY22 and we note GE HealthCare has expanded the range of Voluson ultrasound machines that include SonoLyst, powered by Intelligent Ultrasound’s ScanNav software. The c
Companies: Intelligent Ultrasound Group Plc
Auto Trader’s FY23 results last week showed continued strong performance from its core marketplace business despite constrained supply in new and used vehicles.
Companies: Auto Trader Group PLC
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