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Sopheon oktober 2018

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trinko
1
Leuk interview. krijg de link niet.

Digitization Trends in Germany

Interview with: Hans-Cristian Eppich, Business Development Director, Sopheon GmbH.

Hans-Cristian Eppich was interviewed during DTIM (Disruptive Technologies and Innovation Foresight Minds) 2018 in Berlin.

During this interview your will learn:

What is Accolade what it can do for businesses.
The big digitization trend within larger companies in Germany.
How Accolade can add measurable value to the big companies in Germany but also those in the SME sector.

PS interview staat op de side van Sopheon
tritace
0
AField & Digital Marketing Manager – Amsterdam
Job Title/Position: Field & Digital Marketing Manager – EMEA
Department: Marketing
Location: Amsterdam, Netherlands
Supervisor: Global Marketing Director
And that’s why we’re looking for you!

Working out of Amsterdam, this position offers an opportunity for an experienced marketer who is passionate about field and digital marketing to contribute to the continued growth and momentum in Europe and the Middle East of a leading B2B software company
trinko
0
Potential turn 5-8 okt lijkt begonnen zou nu een flink stuk omhoog kunnen , hoop het:-)
Gartje
0
Ze hebben al tijden potentieel om flink te stijgen trinko, waar maak jij dat uit op?
marblesthegame
0
Sopheon PLC

08 October 2018

Embargoed Release: 07:00hrs Monday 8 Oct 2018

SOPHEON PLC

("Sopheon" or the "Company")

Trading Update - Record Third Quarter

Sopheon plc, the international provider of software and services for complete Enterprise Innovation Management solutions, issues the following trading update.

In our interim results statement issued on 23 August 2018, we noted the continued momentum of the business, with revenue visibility(1) for the year already at $27.2m. This, coupled with a high level of ongoing sales activity, gave the Board confidence in the outturn for the 2018 full year performance.

Since that statement, a number of further transactions have been signed resulting in a record third quarter performance, traditionally our quietest quarter due to the holiday period. Included in the wins were two material contracts booked during the final days of the quarter - one with a new enterprise customer, and the other a license extension linked to strong recent adoption performance at an existing customer. These two customers operate in the chemicals and electronics sectors respectively. We are therefore delighted to report that revenue visibility has now broken through $30m. We view this continued delivery of commercial results as emblematic of the growing maturity of the market that we serve, and of Sopheon's rising reputation for value underpinned by increasing adoption of our solutions.

Sales pipeline activity for the balance of the year remains robust. The Board now expects the results for the year to exceed current market expectations(2) .
woutje.
0
Is er iemand die een mooi overzicht heeft van omzet-resultaten en forecast dit jaar, met bijbehorende koersverwachting?
Gartje
0
Ik hoop toch wel dat we nu eindelijk eens die 10 pond voorgoed achter ons kunnen laten, en richting die 11 en 12 pond gaan, aan Sopheon kan het niet meer liggen. Dus presteren buitengewoon goed!!
tritace
1
Revenue visibility improves further

Upgrades reflect impressive delivery of growth
The strong momentum seen in Sopheon’s first half has continued
through Q3, with the Group announcing that revenue visibility now
exceeds $30 million for 2018 – up from U$27.2 million at the time of
the interim results. This reflects a record Q3 performance with a
number of transactions, including the addition of two new contracts
of material size - one with a new customer and one an extension with
an existing customer – which were booked towards the end of the
third quarter. The update notes that the sales pipeline for the balance
of the year remains ‘robust’. Unsurprisingly, the Board says that it
sees the strong performance as indicative of the growing maturity
both of the Enterprise Innovation Management solutions market and
of Sopheon’s reputation and business model. New customer wins in
the first half of 2018 were some 50% ahead of those achieved in the
comparator period and momentum has clearly continued. We
increase estimates for revenue and Adjusted EBITDA by 5% and 8%
respectively for FY 2018E and also nudge up FY 2019E to reflect the
updated revenue visibility in the trading update. After an impressive
performance so far in 2018 and with Q4 typically a key contributor of
revenue performance, we look forward to further positive updates.
Bijlage:
trinko
0
limomilo
0
Het is jammer dat we steeds na het bereiken van de 10 weer terugvallen naar 9. dat is nu al een keer of 2/3 gebeurd. Als het fonds was blijven hangen vlak onder de 10 zaten we inderdaad nu al ruim boven de 11.
trinko
0

Mooi om te lezen!

Sopheon (LON:SPE)
Share price: 1020p (up 12.3% today, at 14:19)
No. shares: 10.1m
Market cap: £103.0m

Trading update

Sopheon plc, the international provider of software and services for complete Enterprise Innovation Management solutions, issues the following trading update.


This company is really on a roll! There's another positive update today - here are the key points;

... a number of further transactions have been signed resulting in a record third quarter performance, traditionally our quietest quarter due to the holiday period
... We are therefore delighted to report that revenue visibility has now broken through $30m
... Sales pipeline activity for the balance of the year remains robust. The Board now expects the results for the year to exceed current market expectations2.


By revenue visibility, I think they are referring to revenues for the full year to 31 Dec 2018. Plus, presumably whatever additional contracts can be won in Q4.

Forecasts - have been increased, to 48.3p adjusted EPS this year, and 55.2p next year. That gives a 2018 PER of 21.1, falling to 18.5 for 2019. That seems a reasonable valuation, given that the company has established a track record of beating forecasts. Therefore, I wouldn't be surprised to see this share break out to new highs in the months ahead.

My opinion - I failed to spot the opportunity here, which is a pity.

Well done to holders! We have a good update out today, and comments from the house broker that a further beat against (upwardly revised) forecasts could be on the cards. That seems to me a strong reason to hang on to this share, if I held (which I don't unfortunately).



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