Skolon: Another strong ARPPU delivery - ABG
Organic growth of 31%, +6pp vs. ABGSCe
Significant EBITDA improvement
Likely positive consensus estimate revisions
Q3'24 report
Skolon delivered net sales of SEK 53m (+7% vs ABGSCe 50m), corresponding to y-o-y organic growth of 31% (+6pp vs ABGSCe 25%). The gross margin decreased slightly to 19.9% (-1.6pp vs ABGSCe 21.5%). EBITDA amounted to SEK 2.6m (+2m vs ABGSCe 0.6m), ARPPU came in at SEK 165 (+4% vs ABGSCe 158), as the number of paying users amounted to SEK 835k (-1% vs ABGSCe 844k).
Länk till analysen i sin helhet: https://cr.abgsc.com/foretag/company-name/Equity-research/2024/10/skolon---another-strong-arppu-delivery/