Waystream: Confirmation of the potential in the framework agreements - Redeye

Redeye is impressed by the speed at which Telenor/DNA placed their first order. This points to the potential and opportunity that Waystream has in the market among the larger Nordic telecom operators. The relatively high value from one order is exciting and shows that the market is there and that Waystream is in an excellent position to reap the benefits when the other clients start to recover. We believe this will coincide with Europe’s increasingly likely interest rate cuts during the upcoming year. We do not adjust our estimates for 2024e but are more upbeat that growth will return during the upcoming year.

Länk till analysen i sin helhet: https://www.redeye.se/research/968329/waystream-confirmation-of-the-potential-in-the-framework-agreements?utm_source=finwire&utm_medium=RSS