Modelon: Continued transition to the cloud - Redeye
Modelon’s Q3 2023 report contained no big surprises. The ARR was exactly in line with our estimates and sales were close. The ongoing transition from on-premise installations of the flagship product Modelon Impact to more streamlined and managed cloud services is temporarily extending sales cycles, but we believe Modelon is set to pick-up pace in 2024. We make some adjustments to our estimates following the report, mainly on the growth side.
Länk till analysen i sin helhet: https://www.redeye.se/research/960109/modelon-continued-transition-to-the-cloud?utm_source=finwire&utm_medium=RSS