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Companies: SGZ DPLM AZN ASC UJO GPH BBOX EYE BOO
Companies: ELCO SOLI SDI
ENGAGE XR (formerly known as VR Education Holdings) has published its full year results for FY22, which were delayed following the successful and oversubscribed net equity raise of €9.9m in February 2023. ENGAGE XR has signed a rapidly growing number of strategic and commercial partnership agreements with companies invested in promoting the VR medium and the development of corporate metaverses.
Companies: Engage XR Holdings PLC
No growth in sight, we cut top-line forecasts for 23/24e
We have updated our forecasts for the seven European online retailers under our coverage, following the Q1 reporting season. At the start of the year, growth for online pure-plays was scarce. Current trading comments suggest this hadn''t changed in April/May. The outlook message across the sub-sector was consistent as almost all the retailers push top-line growth and profit expectations out to the second half of 23/24e. This report aligns
Companies: ASC THG BOO ALE YOU ZAL GFG
BNP Paribas Exane
Companies: Kainos Group PLC
Following the +40% yoy Q1 23 revenue growth at April’s trading update, ENGAGE XR has reported in line FY22 results, growth to over 200 customers, and we reiterate our FY23 and FY24 forecasts. Today’s announcement confirms that FY22 saw new customer wins and renewals from blue-chip customers including Pfizer, MTN, HSBC, KIA, Pearson, Lenovo, Kuehne & Nagel, 3M, KPMG, Meta, HTC, BHP, Adtalem Global Education, University of Miami, and Stanford University; and the momentum has continued into Q1 with
19th May 2023
Status of this Note and Disclaimer
This document has been issued to you by Hybridan LLP for information purposes only and should not be construed in any circumstances as an offer to sell or solicitation of any offer to buy any security or other financial instrument, nor shall it, or the fact of its distribution, form the basis of, or be relied upon in connection with, any contract relating to such action. This document has no regard for the specific investment objectiv
Companies: EUZ TON IQE GDR FAB IBPO KDR COIN
Please find a link to 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: NWT MIRA MWE
Companies: EDR IOG TRR TEK PURP
Microlise hosted its annual Transport Conference on Wednesday which was well-attended, and included a number of product demonstrations and customer presentations. The key themes of the conference were digital transformation (more data than ever before), regulatory compliance, and decarbonisation. Our key takeaway from the conference was the stickiness of Microlise’s software (churn was 0.4% in FY22) and the upsell potential within the existing customer base. We see opportunities for outperforman
Companies: Microlise Group plc
Singer Capital Markets
Companies: Aptitude Software Group plc
Solid Q1 beat however Q2 guide was a blowout, with revenues guided +53% q/q. Co seeing a steep increase in Datacenter demand stemming from Generative AI. Demand has extended visibility and co has procured significant supply for H2, suggesting this run-rate is sustainable through year-end.
FQ1 beat; FQ2 huge beat; Raising FY24-26 estimates 42-75%; Remain Neutral on valuation
NVDA delivered a FQ1 revenues/EPS beat of 10-17% on the back of better Datacenter and Gaming demand. However, the star of
Companies: NVIDIA (NVDA:NYSE)NVIDIA Corporation (NVDA:NAS)
Companies: RNO TIA TWD STM
Companies: ASC RTN VLS RNK UJO CPG DEST
Companies: FDM Group (Holdings) plc