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eBay delivered a solid set of results in the last quarter despite ongoing macro uncertainty and managed an all-around beat. Notable turnarounds were observed in GMV growth since the company improved product experiences and launched authentication. In the previous quarter, eBay acquired myFitment and in this quarter, it started making the technology of myFitment accessible to all buyers beginning with the pilot group of P&A sellers. The company's significant investments in fitment over the last f
Companies: EBAY (EBAY:NYSE)eBay Inc. (EBAY:NAS)
Baptista Research
eBay had a solid third quarter and delivered an all-around beat. While the company’s business is impacted by low consumer confidence in many markets markets, and the drags on discretionary income from inflation, increasing oil prices, and rising interest rates, it has still performed well. Their emphasis on non-new-in-season categories has strengthened the platform's resistance to these challenges. The company also completed the tech-led re-imagination in the quarter and met its short-term commi
eBay had a decent quarter and delivered an all-around beat. As enthusiastic buyers are spending more, the payments and advertising continue to grow. eBay launched various key innovations this quarter in line with its long-term objectives. This has put the company in a stronger position today. Among major updates, the management went on to acquire myFitment, the leader in providing support and tools to help online Powersports and automotive accessories and parts sellers thrive to enhance the acce
eBay is one of the largest and most popular marketplace platform companies in the world. Despite having to deal with a difficult confluence of geopolitical and macroeconomic developments since the beginning of the year, eBay has performed well financially across all key metrics, including GMV, revenue, and earnings. The company's performance has been driven by continued progress toward the strategic goals, including an increase in the scope and capabilities of its targeted categories and better
Companies: eBay Inc. (0R3D:LON)eBay Inc. (EBAY:NAS)
This is our first report on one of the most popular marketplace companies in the world – eBay. Despite having to deal with a difficult confluence of geopolitical and macroeconomic developments since the beginning of the year, eBay has performed well financially and has exceeded Wall Street expectations across all key metrics, including GMV, revenue, and earnings. The company's Q1 results were driven by continued progress toward the strategic goals, including an increase in the scope and capabili
Research Tree provides access to ongoing research coverage, media content and regulatory news on eBay Inc.. We currently have 122 research reports from 3 professional analysts.
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
Cavendish
Craneware is the market leader in value cycle SaaS provision in the US with a 40% market penetration and the ambition to become ubiquitous in US hospitals. The shackles of Covid disruption, digestion of the Sentry acquisition, and the transitioning of its customers to the fully cloud based Trisus platform, have fallen away and opened up new sales opportunities for the group. While the shares have out-performed strongly, multiples look reasonable compared with peers. We calculate a DCF based fair
Companies: Craneware plc
Capital Access Group
In 2023, the company delivered strong 13% organic constant currency revenue growth and Adjusted EBITDA in line with expectations, even after including one-off inventory provisions.
Companies: Big Technologies PLC
Zeus Capital
Companies: FOG PEB KBT EMR TIME GETB JNEO
Companies: CML Microsystems Plc
Shore Capital
GetBusy’s FY23 results show organic revenue growth of +10% to £21.1m, FY23 adjusted EBITDA +£0.1m ahead of our +£0.3m upgrade at the January trading update, and a promising outlook that leads us to reiterate our FY24E forecasts. At constant currency, ARR grew +10% yoy to £20.5m, recurring revenue grew +12% to £20.3m, and net revenue retention of 100.0% per month reflects upselling and price increases, with gross monthly churn of 0.8% per month vs 0.9% in FY22. Within SmartVault, the July 2023 la
Companies: GetBusy Plc
Nanoco, the world-leading provider of cadmium-free Quantum Dot technology, has reported positive 1H24 results, and stated that FY24 performance is expected to be in-line with market expectations. We reiterate our FY24E forecasts. Operationally, the company has achieved strong progress over the past six months, and the interims statement includes further progress on the company’s next-generation revenue programmes being implemented post period end. We maintain our 60.2p price target.
Companies: Nanoco Group PLC
Companies: FOG TND BVXP ACC HDD
Broadcast playout automation solutions provider Pebble Beach has reported confident FY23 results to Dec 2023 in line with updated January trading update expectations, and has announced the much-anticipated Project Oceans will launch as PRIMA (Platform for Real-time Integrated Media Applications) in April 2024. This underpins a mid-term 80% recurring revenue ambition and expansion in addressable market. FY23 delivered +11% revenue growth to £12.4m, which benefitted from the unwind of defensive in
Companies: Pebble Beach Systems Group PLC
The trading update confirms revenues in line with our expectations. Excess inventory flow through and market softness in China have impacted CML’s core business, but Microwave Technologies Inc (MwT) is performing ahead of expectations. The net effect, along with MwT acquisition related costs, is that Reported PBT and EBITDA are to be lower than expectations, but not substantially so. The long-term investment case is founded upon the opportunity in next-generation wireless and, with £18m cash and
Progressive Equity Research
Companies: LPA SOLI NANO QTX
Companies: Windward Ltd.
Canaccord Genuity
Companies: BILN IGP RBN SBTX
Companies: PMG DUKE CMCL BOOM
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
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