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Unlike its rival Dell, HP delivered a disappointing result failing to meet market expectati0ons in terms of revenues as well as earnings in an environment characterized by a weakening PC demand. The management is focused on reducing structural costs and delivered strong free cash flow. During the quarter, the company's commercial business made a great recovery. The management claims to have made progress in order to rebalance the system’s profitability and reduce the reliance on transactional su
Companies: HP (HPQ:NYSE)HP Inc. (HPQ:NYS)
Baptista Research
HP Inc also had a significantly below par result along with its rival, Dell Technologies as the industry cycle has commenced its downward trend after the huge upswing during the pandemic. The results of this quarter were impacted by macroeconomic challenges, which included a significant slowdown in consumer demand to geopolitical, currency, and inflation challenges. The only silver lining was that the revenue from Mobile workstations and Consumer premiums were up. The company is optimizing its
HP Inc may no longer be benefitting from the significant Covid-19 tailwinds that it enjoyed for nearly 2 years but the company has continued returning significant capital to shareholders, and investing organically and inorganically to drive long-term value creation. Despite ongoing supply chain and logistics challenges and new macro impacts from the recent Covid-related lockdowns in China and the Russia-Ukraine war, overall demand remained reasonably good. This is why the company’s revenue incre
Companies: HP Inc. (HPQ:NYS)HP Inc. (0J2E:LON)
HP Inc. has delivered a decent, sustainable growth in revenues and free cash flows in 2021. Its most recent quarter saw the top-line grow by 12% with an improved profitability. The PC and printing portfolio of HP has remained reasonably resilient and innovative, and it is seen that they are entering the upcoming year with stronger momentum. The management is building new digital capabilities, accelerating transformation, and at the same time driving efficiencies and reducing structural costs. Th
HP Inc. has delivered a good performance in 2021 and had a minimal impact of the post-lockdown slowdown. The growth of its commercial PC business in the year is offsetting the relative slowdown in its consumer business as the tailwinds of the Covid-19 have faded away. Its most recent quarter saw a double-digit top-line grow by 12% with an improved profitability. The PC and printing portfolio of HP has remained reasonably resilient and innovative, and it is seen that they are entering the upcomin
HP and Dell have been traditional rivals in the PC market. While both tech majors have diversified into various other aspects of business, their core PC domain has gained a significant amount of limelight after increased PC consumption during the pandemic, espcially with the work-from-home culture being adopted in many organizations. The increased importance of online education and increased gaming activity have also led to a massive demand for PCs and both these companies have been benefitting
Companies: D1EL34 HPQ DELL 0J2E
HP Inc delivered exceptional sustained revenue, operating profit, and free cash flow growth in the fourth quarter, keeping up with its track record of meeting or exceeding its goals. The overall industry outlook for PC consumption continues to be positive and the management has manifestd its confidence through an encouraging long-term financial outlook. The primary reason behind HP's success is the improved mix they are driving, given its leadership in the commercial PC market. As more offices r
HP Inc delivered a mediocre result with a revenue growth of 7% that was below our expectations. However, the company’s non-GAAP net earnings increased 71% to $1.2 billion which was far ahead of what the Wall Street had anticipated. HP’s strong cash flow generation continued as it generated $1 billion of free cash flow, returning $1.7 billion to shareholders. It is worth mentioning that in the third quarter HP launched its two significant products – a new Pavilion line-up that brings premium comp
Xerox is planning to make a cash-and-stock offer for personalcomputer and printer maker HP, the Wall Street Journal reported late Tuesday evening. The company's board discussed the possibility on Tuesday, people familiar with the matter told the Journal, adding that Xerox has an informal funding commitment from a major bank. Xerox, which makes printers and copiers, has a market cap of $8.05 billion, less than a third of HP's $27.27 billion market value. Xerox’s bold (potential) acquisition appea
Companies: HP Inc. (0J2E:LON)Xerox Holdings Corporation (0A6Y:LON)
Arden Partners
HPE valued at 11.4x EBITDA, giving MCRO access to HPE's 50,000 customers
Companies: Micro Focus International plcHP Inc.
Research Tree
Research Tree provides access to ongoing research coverage, media content and regulatory news on HP Inc.. We currently have 0 research reports from 4 professional analysts.
Interims to January are in line with the February TU, and materially unchanged forecasts for the FY July 2024. After the well flagged expected 1H24 revenue movement of -7% (vs 1H23 which had been strengthened by c£2m perpetual licence sales in the US), prospects for the second half are supported by several new contracts that will generate revenue in 2H24, in addition to material contract delivery milestones from existing large projects such as major TRACS Enterprise, Railhub deployments, and Rem
Companies: Tracsis plc
Cavendish
Eleco’s FY23 results show robust organic recurring revenue growth of +17% with recurring revenue +22% to £20.7m, adj EBITDA +2% ahead of the January update, and a confident outlook with Q1 ARR already at £24.5m vs £22.6m at FY23. At this point, the excellent start to FY24 leads us to reiterate our FY24-26E revenue, adj EBITDA, EFCF, and DPS, and we include the April 2024 acquisition of Vertical Digital in our FY24-26E net cash, as we explain below. As Eleco builds upon the successful acquisition
Companies: Eleco Plc
Made Tech has won a material expansion (worth up to £19.5m/2yrs) with a long-standing customer, The Department for Levelling Up, Housing and Communities (“DLUHC”). Coming off the back of a soft H1 bookings performance, we expect this win to materially boost investor sentiment and reassure how notwithstanding a tough backdrop (given an impending general election) MTEC continues to outcompete legacy providers and in-so-doing, grow its share of wallet with large/strategic customers. Landing near FY
Companies: Made Tech Group PLC
Singer Capital Markets
Companies: 88E CNC FTC TRCS HEIQ CREO ZAM
Companies: 1Spatial Plc
Liberum
Following the updated guidance published last week, Alphawave reported a 74% YoY increase in revenue to US$321.7m for FY23 generating adjusted EBITDA of US$62.6m, up 34% YoY. As previewed, bookings in 1Q24 were strong at US$117.9m, up 20% YoY and ahead of guidance. The results release and conference call confirm that revised guidance mainly reflects a more conservative approach to revenue recognition under new CFO, Rahul Mathur, and an acceleration in the pace at which Alphawave is pivoting away
Companies: Alphawave IP Group PLC
Capital Access Group
Companies: Cerillion Plc
tinyBuild’s FY23 results confirmed a sharp drop in revenue and swing into adjusted EBITDA losses, as well as asset impairments and high cash burn. After already making $10m of annualised cost savings, the company continues to run-down its cash balance and now relies on a H2-weighted release schedule to reduce cash outflows.
Companies: tinyBuild Inc.
Zeus Capital
Cerillion has announced a very solid update, as H1 sales and EBITDA are both up 10% y/y to £22.5m and £10.9m respectively, notwithstanding the exceptionally strong base period (sales and EBITDA +27% and +38% resp.). Results therefore point to continued strong customer demand, reflecting how Cerillion’s out-of-the-box product continues to resonate and gain adoption, particularly in a ‘budget conscious’ environment, by offering faster time to market, greater configurability and at a lower cost. Me
Companies: Synectics PLC
Shore Capital
24th 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: FTC AGL SRT SOU G4M AOM SUP
Hybridan
As reported in March, underlying EBITDA profitability improved to record levels despite FX headwinds. Further platform and proposition developments were completed, key steps on its digital roadmap, and it has already won 7 contracts YTD. Alongside planned growth in private membership, this will at least offset the loss of one contract. Forecasts are left unchanged today and, as member engagement throttles back up, FX headwinds ease, and proof points of digital efficiency emerge, markets should b
Companies: Ten Lifestyle Group PLC
itim is a disruptive SaaS-based platform that enables store-based retailers to implement a proven Omni-channel solution. This morning, the group has announced an additional professional services contract with its long-standing client, The Entertainer. Following a year-long trial, The Entertainer is opening in over 800 Tesco stores across the UK & Ireland, alongside a supplier agreement for Tesco stores across Central Europe. Under the contract, The Entertainer will extend its use of itim's Unify
Companies: Itim Group PLC
WHIreland
Alphawave Semi has reduced guidance for FY23 and prospectively citing lower revenues from China, changes in expected revenue recognition from long-term contracts, and continuing investment in R&D. The share price has reacted negatively, giving up most of the gains since the trading statement at the end of January. Current consensus, which is a good match for pre-existing guidance, should be reduced, most likely following release of the FY23 results and full 1Q24 trading update due on 23 April. H
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