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Trimble Inc had a disappointing result and failed to meet Wall Street expectations in terms of revenues as well as earnings. Its total revenue during this year was 7% higher than the previous one and the company has experienced the fourth quarter of operating margin expansion but this was below par. The challenges in terms of the supply chain remained the same in the business environment, which has also affected the operations of the company. Trimble delivered over 20% organic growth in ARR in a
Companies: TRIMBLE NAVIGATION (TRMB:NYSE)Trimble Inc. (TRMB:NAS)
Baptista Research
Trimble showed a decent organic revenue growth in the last quarter but failed to meet Wall Street expectations on the revenue front. The company’s top-line was impacted by the changes in the foreign exchange rates and it barely managed to meet market expectations regarding earnings. Recurring and software revenue continued to grow at quite a strong rate which is reflected by the sequential acceleration of its organic ARR growth. Higher prices of fuel inflated overall transportation costs, but th
This is our first report on agri-tech player, Trimble Inc. The company has delivered a robust set of results this quarter with growth in total revenue and gross margin, with excellent progress seen on the Trimble Construction One offering. Trimble also went on to acquire Bilberry to extend its selective spraying capabilities for sustainable farming. Through Trimble Ventures, the company also invested in an Autonomous farming-as-a-service enterprise, Sabanto. From the perspective of capital alloc
Trimble Inc is a well-known player in the agri-tech space. The company has gone through its fair share of corporate restructuring with a series of acquisitions and divestments. Trimble went on to acquire Bilberry to extend its selective spraying capabilities for sustainable farming. Through Trimble Ventures, the company also invested in an Autonomous farming-as-a-service enterprise, Sabanto. From the perspective of capital allocation, Trimble has divested 5 businesses where the revenue was more
Research Tree provides access to ongoing research coverage, media content and regulatory news on Trimble Inc.. We currently have 4 research reports from 2 professional analysts.
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
Companies: Alphawave IP Group PLC
Capital Access Group
On 9 January last year, we set out our ten top stock picks for 2023, for what turned out to be another relatively poor twelve months for UK equities due to two wars, stubbornly high inflation and further tightening of monetary policy. This was even as other major markets, such as the US, largely recovered in the year. In the 2023 calendar year, the AIM All-Share index fell 8.2% and is still 42% off its 2021 high. From the release of our 2023 top picks note, the average total return (assuming div
Companies: PTAL GHH IGP MSLH PINE NXQ EQLS NXR AXL
Zeus Capital
This report is intended to help UK small- and mid-cap investors gain a better understanding of software companies’ routes to market, and to highlight how one of the most important facets of the way in which they grow and deliver value is routinely ignored. We examine sales processes for six UK-listed companies and one that has recently been taken over, and consider why they have followed their respective paths.
Companies: Idox plc
Progressive Equity Research
Companies: Synectics PLC
Shore Capital
Maintel has reported a trading update for the year ending December 2023, indicating revenue in of at least £101m and adj EBITDA of “in excess of £9m”, compared with respective forecasts of £98m and £8.6m. Net debt of £18.1m also outperforms our expected year-end net debt of £18.6m. The group is continuing the trend established with the reintroduction of forecasts in April 2023, where growing confidence in delivery led to upgraded forecasts in both August and September, and still achieving outper
Companies: Maintel Holdings Plc
Cavendish
Eleco’s FY23 trading update highlights record recurring revenue growth of +22% to £20.7m, strong profitability that leads us to expect FY23E adjusted EBITDA +3% ahead of our previous forecast, and a confident outlook that leads us to reiterate our FY24-26E EBITDA and EFCF. Across the group, excellent execution of the SaaS transition has driven recurring revenue to 74% of group revenue from 64% in FY22, and ARR is +24% yoy to £22.6m (£19.7m at H1), including c£2m of ARR from the successful acquis
Companies: Eleco Plc
Companies: GHH PHC GETB DEC LORD GELN
ATG’s H1/24 trading statement indicates revenue for the six-month period to 31 March 2024 was $86m, a 6% increase on H1/23 (1% organic growth), helped by the addition of the EstateSales.Net (ESN) marketplace last year, which performed well in the period. Total marketplace revenue increased 2% (organic), driven by growth in value-added services (VAS) and event fees, offsetting a decline in commission revenue (mainly through lower asset prices).
Companies: Auction Technology Group PLC
GE Healthcare has announced the launch of the Voluson Signature 20 and 18 ultrasound systems, with the related press release noting these systems ‘comprehensively integrate artificial intelligence’ to improve the ultrasound procedure for clinicians and the women being scanned. These ultrasound systems include SonoLyst, the AI which incorporates Intelligent Ultrasound’s ScanNav Assist and ScanNav AutoCapture AI software. The launch of additional Voluson systems including the SonoLyst suite of AI
Companies: Intelligent Ultrasound Group Plc
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