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The full year results are marginally ahead of our revised upwards forecasts. There is solid momentum across the Group and we see double-digit revenue growth and expanding margins ahead. This double-digit forecast growth rate is driving the rating of the stock down to a single digit EV/EBITDA rating. Buy.
Companies: Shearwater Group plc
Tribal has announced four contract wins with new and existing customers - demonstrating continued execution and support for the Group’s strategic direction, collectively worth £1.2m in ARR (FY20 ARR: £47.5m i.e. +2.5%). These wins will to contribute to unchanged forecasts, looking for c.10% ARR growth pa.
Companies: Tribal Group plc
Immotion is a leading UK-based Virtual Reality (VR) experience provider. This morning, the group has announced its third larger theatre style VR installation, a 16 seat VR theatre at Sea Life in Orlando, as well as a contract extension at its existing 22 seat VR theatre at Clearwater Marine Aquarium. Two smaller installations have also been noted. Encouragingly, the overall performance of the group's location based entertainment sites is reported to be strong, driven by the two existing larger f
Companies: Immotion Group Plc
Companies: GetBusy Plc
FDM has delivered a strong H1, with revenues modestly below last year (which included a full quarter pre-COVID) and profitability buoyed by careful cost control and a recovering demand profile across most geographies. The group continues to invest for long-term growth in a number of areas, but despite this, and even with ongoing COVID uncertainty in multiple locations, the tone is confident, and management appear comfortable with delivering at least our (and consensus) estimates for the year. H
Companies: FDM Group (Holdings) plc
Q3 21 was a satisfactory quarter with organic recurring revenue up 6.1%. Cloud native revenue grew significantly (+37% vs +30% in H1 21) thanks to Sage Intacct, Sage Accounting in the UK, Sage People, AutoEntry and the migration from cloud connected software to cloud native solutions. Consequently, organic recurring revenue growth accelerated in 9m21 (+5%) vs H1 21 (+4.4%). By geography, North America was the best performer. 2021 guidance was revised upwards at the top line.
Companies: Sage Group plc
FTC continues to impress; the FY results confirm the positive outcome to the year to May21 revealed by the post-YE update in June. Project delays and COVID concerns in 1H gave way to excellent 2H profitability (£1.2m Adj. EBITDA) and a very good FY21, demonstrating FTC’s resilience to the combined challenges of the pandemic, management change, and component shortages, and delivering profit with significant cashflow, as well as a prestigious Queen’s Award for Enterprise. FY revenue was just shy o
Companies: Filtronic plc
What a difference a year makes - 12 months ago, the focus, quite understandably, was on the course of the pandemic and the lifting of the Lockdown (1) measures. For investors, it was the sustainability of the rally in markets seen since March 2020. Today, while we are still thinking about the lifting of lockdown measures, we are also concerned about two “old favourites” from previous decades. Inflation and the parlous state of public finances. The BoE has said that although CPI inflation rose to
Companies: AEMC BVC BAG BRSD BWNG CBOX CEG CTG CLG CML CRPR DNK EML ESC FAR FA/ GPH INSE MTW MOTR MMAG NRR NESF NMCN NSF OTMP OBD SAVE SCS STVG SNX SYS TMG TGL VLS VOG WYN
Digital health SaaS-provider Induction Healthcare has successfully renewed the existing contract Attend Anywhere had with NHS Wales for a further 12 months. It is worth £1.635m over the period, which is an uplift of around £400k on the existing deal. The increase reflects additional scope of work to include front line support services around the core video consultation offering. We make no change to forecasts at this stage, but are encouraged by another successful renewal and uplift. The shares
Companies: Induction Healthcare Group Plc
Netflix reported a mixed result as it managed to surpass its rather modest guidance of 1 million net subscriber additions by adding 1.54 million subscribers. The company’s revenues surpassed Wall Street expectations but there were concerns associated with the company losing nearly 430,0000 subscribers in its core North American market. Competitive pressures and the limited Originals content being rolled out in the first half of the year was responsible for this loss of subscribers. However, the
Companies: NETFLIX (NFLX:NYSE)Netflix, Inc. (NFLX:NAS)
In today’s AGM trading update, management confirmed that it had seen a good start to FY22. All divisions are benefiting from the consumer shift to transacting online. Cryptocurrency trading has boosted Identity volumes in the quarter, while Location continues to see good demand and recent licence extensions point to a recovery in the Fraud business. The strong trading in Q122 provides management with confidence for the year ahead; we maintain our forecasts.
Companies: GB Group PLC
PayPal had a mixed quarter and reported a 19% top-line growth which was below expectations but managed to deliver an earnings beat. The company saw 4.7 billion transactions during the quarter, up 27% as compared to the previous year and its payment transactions per active account were 43.5 million, an improvement of 11% versus the prior year quarter. The company’s total payment volume (TPV) rose by a staggering 40% to $310.99 billion with Venmo alone accounting for $58 billion, a 58% jump as com
Companies: PAYPAL HOLDINGS (PYPL:NYSE)PayPal Holdings Inc (PYPL:NAS)
Aferian (formerly Amino Technologies) has announced robust interims to May in line with the June trading update, proving execution against organic and acquisitive growth strategy. Revenue up 19% to $45.3m (1H20: $38.0m); adjusted EBITDA up 17% to $8.3m (1H20: $7.1m); impressive ARR growth to $13.8m (1H20: $10.1m). Software & Services revenue contributed $9.9m, of which 56% is recurring revenue (1H20: 53%). The Nordija acquisition in May 2021 continues to accelerate the strategic shift towards so
Companies: Aferian plc
Earnings in FY21E are expected to be more than 6% ahead of the forecasts we set last summer. For any company trading through a pandemic year, this is a decent beat in our opinion. With the stock trading at the bottom of its two-year trading range, we can say with some surety that an earnings surprise was definitely not in the price. Buy.
The pandemic highlighted the shortcomings of the outpatient model in secondary care and accelerated the transition to virtual care models that was already underway. This shift is structural and, in future, care will likely be delivered via a hybrid of in-person and virtual care. As healthcare systems recover post-Covid, more flexible and efficient methods of managing patients are required. Induction’s platform is ideally placed for this new paradigm.