Aktieanalys

Skolon: ARPPU-driven sales beat - ABG

ABG Sundal Collier Publicerad: 20 Aug 08:48

Organic growth of 66%, +14pp vs. ABGSCe
ARPPU +11% vs. ABGSCe
Likely positive consensus estimate revisions

Q2'24 report

Skolon delivered a strong report, with net sales of SEK 40m (11% vs ABGSCe 36m), representing a 66% y-o-y organic growth (+14pp vs ABGSCe 52%). EBITDA amounted to SEK -2m (-1m vs ABGSCe -1m), as costs were somewhat higher than we had expected. ARPPU was SEK 160 (+11% vs ABGSCe 144) and the number of paying users amounted to SEK 778k (-5% vs ABGSCe 821k). These figures imply a meaningful beat on sales, which appears to be mostly driven by ARPPU growth (prices), which was 11% above our expectations, whereas number of paying users was 5% below our expectations.

Länk till analysen i sin helhet: https://cr.abgsc.com/foretag/company-name/Equity-research/2024/8/skolon---arppu-driven-sales-beat/

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