Analyser av Skolon

Skolon: Aced earnings - ABG

'24e-'26e sales up 3-2% In line to reach annual growth target of ~50% Revised FVR of SEK 30-45 (25-40) Sales driven by evenly balanced ARPP...

Organic growth of 31%, +6pp vs. ABGSCe Significant EBITDA improvement Likely positive consensus estimate revisions Q3'24 report Skolon deli...

Q3'24e organic sales growth of 24% y-o-y Minor positive estimate revisions FVR of SEK 25-40 reiterated What to expect in Q3'24e We expect Q...

'24e-'26e sales up 3-2% Volume growth to pick up in H2 Revised FVR of SEK 25-40 (20-35) Q2: Strong growth in sales and ARPPU Q2 net sales a...

Organic growth of 66%, +14pp vs. ABGSCe ARPPU +11% vs.

- Minor positive estimate revisions - Expect primarily volume-driven growth - FVR of SEK 20-35 reiterated What to expect in Q2'24e For Q2'24...

CEO highlighted the UK as a springboard for international growth Potential to add more user groups Position with partners to improve with a ...

'24e-'26e sales up 2-1% Volume growth to continue into the year FVR of SEK 20-35 reiterated Q1: Strong growth in sales and paying users Q1 ...

Organic growth of 79%, +34pp above ABGSCe Paying users 6% above ABGSCe Likely positive cons.

Minor estimate revisions Expect primarily volume-driven growth FVR of SEK 20-35 reiterated What to expect in Q1'24e For Q1'24, we expect sa...