View Financial HealthSerko 配当と自社株買い配当金 基準チェック /06Serko配当金を支払った記録がありません。主要情報n/a配当利回りn/aバイバック利回り総株主利回りn/a将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • Apr 30Serko Limited to Report Fiscal Year 2026 Results on May 20, 2026Serko Limited announced that they will report fiscal year 2026 results at 4:45 PM, IDLE - International Date Line on May 20, 2026お知らせ • Apr 16Serko Limited, Annual General Meeting, Jun 30, 2026Serko Limited, Annual General Meeting, Jun 30, 2026. Location: meeting physically, auckland New Zealandお知らせ • Oct 28Serko Limited to Report First Half, 2026 Results on Nov 18, 2025Serko Limited announced that they will report first half, 2026 results on Nov 18, 2025お知らせ • May 08Serko Limited to Report Fiscal Year 2025 Results on May 20, 2025Serko Limited announced that they will report fiscal year 2025 results on May 20, 2025お知らせ • Apr 08Serko Limited, Annual General Meeting, Jun 26, 2025Serko Limited, Annual General Meeting, Jun 26, 2025. Location: auckland New Zealandお知らせ • Jan 30Serko Limited Announces Executive ChangesSerko Limited announced the appointment of Matthew Gerrie as new Chief Operating Officer, effective 17 March 2025 and the resignation of Chief Product Officer, Joydip Das. In his role as COO, Mr. Gerrie will play a key role in scaling Serko's global operations, driving growth and optimising performance across international markets. He will assume Serko's product responsibilities, following the resignation of Mr. Das. Mr. Gerrie joins Serko from Booking Holdings. He brings a wealth of experience to Serko, having spent more than 11 years at Booking.com, the flagship brand of Booking Holdings Inc, where he held senior roles including Vice President of Customer Insights and Senior Director of Marketing Science & Communication. Most recently, he served as Director of Strategy, Analytics in Global Strategy & Business Development at Booking Holdings Inc. Serko advised that its Chief Product Officer, Joydip Das, will leave Serko in April 2025.お知らせ • Jan 09Serko Limited (NZSE:SKO) completed the acquisition of GetThere L.P. from Sabre GLBL Inc.Serko Limited (NZSE:SKO) entered into definitive agreement to acquire GetThere L.P. from Sabre GLBL Inc. for $24.75 million on October 23, 2024. The purchase price payable by Serko pursuant to the Transaction is $12 million, comprising an upfront cash payment of $10 million to be paid on completion of the transaction, and a deferred payment one year from completion of the Transaction of up to $2 million to be satisfied by way of either (i) cash or (ii) an issuance to Sabre of ordinary shares in Serko. Further, under the Strategic Partnership Agreement between Serko and Sabre, if certain performance metrics are met at the end of the first year and second year, Serko will pay Sabre a bonus of up to $12.75 million, to be satisfied by either a payment in cash or issuance of ordinary shares in Serko of an equivalent value ("Performance Shares"). If Serko elects to issue the Consideration Shares and/or the Performance Shares the issuance would be grossed up by multiple of 1.05 for potential block trade discount. The transaction is subject to customary conditions. GetThere team members joining Serko in the United States, Australia, United Kingdom and India. Serko Limited (NZSE:SKO) completed the acquisition of GetThere L.P. from Sabre GLBL Inc. on January 7, 2025. Dan Malone and Gavin George of Haynes and Boone, LLP acted as legal advisor to Sabre GLBL Inc.お知らせ • Dec 10Serko Ltd. to Launch NDC Content in Zeno with Amadeus TechnologySerko Ltd. announced it will roll-out NDC content with Amadeus, expanding its multi-source airline retailing capabilities within the Serko platform. Scheduled to go live in mid-2025, Serko's corporate travel solution, Zeno, will integrate NDC-enabled content through the Amadeus Travel Platform. Travelers will be able to shop and book NDC offers via Amadeus, including corporate-negotiated fares and personalized ancillary services, within Zeno's connected trip experience. The Amadeus Travel Platform is currently live with 29 airlines providing NDC content, with additional airlines scheduled to join in 2025 and beyond. For Serko's Travel Management Company partners, as well as corporate and government customers, this integration will provide an additional source for accessing NDC offers within Zeno, particularly relevant for the Australia and New Zealand market as Qantas has announced that it will introduce its revised distribution strategy on 1 July 2025. Serko's future product releases will continue to enhance the customer experience when sourcing NDC content via Amadeus, enabling mixed airline itineraries across various fare types (NDC, EDIFACT, and LCC) and the ability to manage NDC bookings online. The initiative is directly supported by Amadeus and will see Serko's product and engineering teams working closely with Amadeus Implementation Consulting Services.Reported Earnings • Nov 01First half 2025 earnings released: NZ$0.043 loss per share (vs NZ$0.06 loss in 1H 2024)First half 2025 results: NZ$0.043 loss per share (improved from NZ$0.06 loss in 1H 2024). Revenue: NZ$41.5m (up 16% from 1H 2024). Net loss: NZ$5.11m (loss narrowed 29% from 1H 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.お知らせ • Oct 30Serko Limited (NZSE:SKO) entered into definitive agreement to acquire GetThere L.P. from Sabre GLBL Inc. for $24.75 million.Serko Limited (NZSE:SKO) entered into definitive agreement to acquire GetThere L.P. from Sabre GLBL Inc. for $24.75 million on October 23, 2024. The purchase price payable by Serko pursuant to the Transaction is $12 million, comprising an upfront cash payment of $10 million to be paid on completion of the transaction, and a deferred payment one year from completion of the Transaction of up to $2 million to be satisfied by way of either (i) cash or (ii) an issuance to Sabre of ordinary shares in Serko. Further, under the Strategic Partnership Agreement between Serko and Sabre, if certain performance metrics are met at the end of the first year and second year, Serko will pay Sabre a bonus of up to $12.75 million, to be satisfied by either a payment in cash or issuance of ordinary shares in Serko of an equivalent value ("Performance Shares"). If Serko elects to issue the Consideration Shares and/or the Performance Shares the issuance would be grossed up by multiple of 1.05 for potential block trade discount. The transaction is subject to customary conditions. GetThere team members joining Serko in the United States, Australia, United Kingdom and India.お知らせ • Oct 29Serko Limited to Report First Half, 2025 Results on Oct 29, 2024Serko Limited announced that they will report first half, 2025 results on Oct 29, 2024お知らせ • Sep 19Serko Limited Appoints Matt Weaver as Head of DataSerko Limited appointed Matt Weaver as Head of Data. In his role as Head of Data, Matt will lead Serko’s data team to deliver data-driven insights that drive business impact. Matt brings over 10 years of experience in data science and analytics, most recently at Booking.com where he led the Central Marketing Experimentation Group, responsible for developing and articulating the measurement and experimentation strategy.お知らせ • Jun 25Serko Limited Appoints David Holyoke as Head of Unmanaged Travel, Effective July 1, 2024Serko Ltd. announced the appointment of David Holyoke as Head of Unmanaged Travel, to take effect on July 1st. In his role as Head of Unmanaged Travel at Serko, David will spearhead the company's efforts to expand its offerings in the SME travel market. Leveraging his extensive experience in corporate travel, David will provide strategic leadership and direction, driving market growth and product innovation. His goals include enhancing Serko’s SME travel products through data-driven initiatives, optimizing the user experience, and strengthening partnerships such as Serko’s successful collaboration with Booking.com, Booking.com for Business. David brings over 20 years of experience in the corporate travel industry, having held senior leadership roles at Airbnb and Travel Leaders. In his most recent role as Head of Commercial Strategy at Airbnb, David played a pivotal role in shaping the company's commercial direction. He also served as the founding GM for Airbnb for Work, where he built and scaled ventures in the corporate travel sector.Reported Earnings • May 29Full year 2024 earnings released: NZ$0.13 loss per share (vs NZ$0.26 loss in FY 2023)Full year 2024 results: NZ$0.13 loss per share (improved from NZ$0.26 loss in FY 2023). Revenue: NZ$71.2m (up 53% from FY 2023). Net loss: NZ$15.9m (loss narrowed 48% from FY 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Breakeven Date Change • May 29Forecast breakeven date pushed back to 2026The 7 analysts covering Serko previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of NZ$11.8m in 2026. Average annual earnings growth of 100% is required to achieve expected profit on schedule.お知らせ • May 01Serko Limited to Report Fiscal Year 2024 Results on May 28, 2024Serko Limited announced that they will report fiscal year 2024 results on May 28, 2024Buy Or Sell Opportunity • Apr 02Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to AU$3.35. The fair value is estimated to be AU$4.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Earnings per share has grown by 5.9%. Revenue is forecast to grow by 32% in a year. Earnings are forecast to grow by 69% in the next year.お知らせ • Mar 22Serko Limited, Annual General Meeting, Jun 18, 2024Serko Limited, Annual General Meeting, Jun 18, 2024, at 14:00 NZST - New Zealand Standard.Reported Earnings • Nov 18First half 2024 earnings released: NZ$0.06 loss per share (vs NZ$0.17 loss in 1H 2023)First half 2024 results: NZ$0.06 loss per share (improved from NZ$0.17 loss in 1H 2023). Revenue: NZ$35.8m (up 90% from 1H 2023). Net loss: NZ$7.17m (loss narrowed 64% from 1H 2023). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Breakeven Date Change • Nov 16Forecast breakeven date pushed back to 2026The 6 analysts covering Serko previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 66% per year to 2025. The company is expected to make a profit of NZ$17.6m in 2026. Average annual earnings growth of 109% is required to achieve expected profit on schedule.お知らせ • Oct 24Serko Limited to Report First Half, 2024 Results on Nov 15, 2023Serko Limited announced that they will report first half, 2024 results on Nov 15, 2023お知らせ • Oct 10Serko Limited Appoints Liz Fraser as Chief Revenue Officer, Effective January 2023Serko Limited announced the appointment of Liz Fraser as Chief Revenue Officer. Liz has extensive experience driving revenue growth across both the travel and media sectors in senior leadership roles at TVNZ, Air New Zealand and most recently as Commercial Director at MediaWorks. Liz's start date is early January 2024.Breakeven Date Change • Sep 19No longer forecast to breakevenThe analyst covering Serko no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of NZ$828.9k in 2025. New forecast suggests the company will make a loss of NZ$14.4m in 2026.お知らせ • Jun 28Serko Limited Affirmed Earnings Guidance for the Fiscal Year 2024Serko Limited affirmed earnings guidance for the fiscal year 2024. For the period, the company affirmed its guidance provided in May that it continues to anticipate FY24 total income of between $63 million and $70 million and total spend of between $86 million and $90 million.お知らせ • Jun 23Serko Limited Appoints Joydip Das as Chief Product OfficerSerko Limited announced the expansion of its product leadership function with the appointment of Joydip Das, as Serko's Chief Product Officer. Joydip brings with him a wealth of experience as a global product leader most recently as the Chief Product Officer of Iress, and prior to that as a Vice President, Product at Salesforce.com and SAP. Joydip will be starting in early October 2023.Recent Insider Transactions • Jun 17Independent Non-Executive Director recently sold AU$113k worth of stockOn the 14th of June, Clyde McConaghy sold around 35k shares on-market at roughly AU$3.22 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$30k more than they bought in the last 12 months.Breakeven Date Change • May 18Forecast to breakeven in 2026The 5 analysts covering Serko expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 53% per year to 2025. The company is expected to make a profit of NZ$9.45m in 2026. Average annual earnings growth of 78% is required to achieve expected profit on schedule.お知らせ • May 17Serko Limited Provides Earnings Guidance for the Fiscal Years 2024 and 2025Serko Limited provided earnings guidance for the fiscal years 2024 and 2025. The company anticipates full year total income of between NZD 63 million and NZD 70 million for fiscal year 2024 based on current trends including the continued business travel recovery, growth in active customers in Booking.com for Business, a strong Euro:NZD exchange rate and current average revenue per completed room night. The company confirms its aspiration of NZD 100 million in total income in fiscal year 2025.Reported Earnings • Nov 25First half 2023 earnings released: NZ$0.17 loss per share (vs NZ$0.14 loss in 1H 2022)First half 2023 results: NZ$0.17 loss per share (further deteriorated from NZ$0.14 loss in 1H 2022). Revenue: NZ$18.8m (up 115% from 1H 2022). Net loss: NZ$19.7m (loss widened 30% from 1H 2022). Revenue is forecast to grow 48% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Breakeven Date Change • Nov 17No longer forecast to breakevenThe 6 analysts covering Serko no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of NZ$2.86m in 2024. New consensus forecast suggests the company will make a loss of NZ$12.6m in 2024.Recent Insider Transactions • May 26Chief Operating Officer recently sold AU$146k worth of stockOn the 20th of May, Charles Nowaczek sold around 40k shares on-market at roughly AU$3.64 per share. This was the largest sale by an insider in the last 3 months. Charles has been a seller over the last 12 months, reducing personal holdings by AU$245k.Breakeven Date Change • May 21No longer forecast to breakevenThe 6 analysts covering Serko no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of NZ$2.86m in 2024. New consensus forecast suggests the company will make a loss of NZ$3.82m in 2024.Breakeven Date Change • May 19Forecast breakeven date moved forward to 2023The 6 analysts covering Serko previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of NZ$1.27m in 2023. Earnings growth of 98% is required to achieve expected profit on schedule.Recent Insider Transactions • Dec 04Insider recently sold AU$865k worth of stockOn the 1st of December, Simon Botherway sold around 139k shares on-market at roughly AU$6.23 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$6.9m more than they bought in the last 12 months.Reported Earnings • Nov 27First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: NZ$0.14 loss per share (down from NZ$0.11 loss in 1H 2021). Revenue: NZ$9.15m (up 81% from 1H 2021). Net loss: NZ$15.2m (loss widened 50% from 1H 2021). Revenue missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 159%, compared to a 30% growth forecast for the industry in Australia.Executive Departure • Aug 25Independent Non-Executive Director Simon Botherway has left the companyOn the 18th of August, Simon Botherway's tenure as Independent Non-Executive Director ended after 7.3 years in the role. As of June 2021, Simon still personally held 277.57k shares (AU$2.0m worth at the time). Simon is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.58 years.Recent Insider Transactions • Jun 30Chief Financial Officer recently sold AU$171k worth of stockOn the 24th of June, Susan Putt sold around 24k shares on-market at roughly AU$7.03 per share. In the last 3 months, there was an even bigger sale from another insider worth AU$843k. Susan has been a seller over the last 12 months, reducing personal holdings by AU$598k.Recent Insider Transactions • Jun 23Chief Financial Officer recently sold AU$427k worth of stockOn the 18th of June, Susan Putt sold around 62k shares on-market at roughly AU$6.89 per share. In the last 3 months, there was an even bigger sale from another insider worth AU$843k. This was Susan's only on-market trade for the last 12 months.Recent Insider Transactions • May 28Chief Operating Officer recently sold AU$843k worth of stockOn the 26th of May, Charles Nowaczek sold around 140k shares on-market at roughly AU$6.02 per share. This was the largest sale by an insider in the last 3 months. This was Charles' only on-market trade for the last 12 months.Reported Earnings • May 19Full year 2021 earnings released: NZ$0.30 loss per share (vs NZ$0.10 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: NZ$16.9m (down 35% from FY 2020). Net loss: NZ$29.4m (loss widened 214% from FY 2020).Is New 90 Day High Low • Feb 11New 90-day high: AU$5.44The company is up 2.0% from its price of AU$5.35 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.Recent Insider Transactions • Nov 24Independent Non-Executive Director recently sold AU$4.7m worth of stockOn the 20th of November, Simon Botherway sold around 934k shares on-market at roughly AU$5.02 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$6.0m more than they bought in the last 12 months.Reported Earnings • Nov 20First half 2021 earnings released: NZ$0.11 loss per shareThe company reported a poor first half result with increased losses and weaker revenues and control over expenses. First half 2021 results: Revenue: NZ$5.06m (down 66% from 1H 2020). Net loss: NZ$10.1m (loss widened NZ$9.25m from 1H 2020).Is New 90 Day High Low • Nov 11New 90-day high: AU$5.16The company is up 84% from its price of AU$2.80 on 13 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.Is New 90 Day High Low • Oct 03New 90-day high: AU$4.48The company is up 39% from its price of AU$3.22 on 03 July 2020. The Australian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.決済の安定と成長配当データの取得安定した配当: SKOの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: SKOの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Serko 配当利回り対市場SKO 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (SKO)n/a市場下位25% (AU)2.8%市場トップ25% (AU)6.7%業界平均 (Software)1.2%アナリスト予想 (SKO) (最長3年)0%注目すべき配当: SKOは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: SKOは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: SKOの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: SKOが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YAU 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/06 09:01終値2026/05/05 00:00収益2025/09/30年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Serko Limited 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Siraj AhmedCitigroup IncSiraj AhmedCitigroup IncChristopher ByrneDeutsche Bank8 その他のアナリストを表示
お知らせ • Apr 30Serko Limited to Report Fiscal Year 2026 Results on May 20, 2026Serko Limited announced that they will report fiscal year 2026 results at 4:45 PM, IDLE - International Date Line on May 20, 2026
お知らせ • Apr 16Serko Limited, Annual General Meeting, Jun 30, 2026Serko Limited, Annual General Meeting, Jun 30, 2026. Location: meeting physically, auckland New Zealand
お知らせ • Oct 28Serko Limited to Report First Half, 2026 Results on Nov 18, 2025Serko Limited announced that they will report first half, 2026 results on Nov 18, 2025
お知らせ • May 08Serko Limited to Report Fiscal Year 2025 Results on May 20, 2025Serko Limited announced that they will report fiscal year 2025 results on May 20, 2025
お知らせ • Apr 08Serko Limited, Annual General Meeting, Jun 26, 2025Serko Limited, Annual General Meeting, Jun 26, 2025. Location: auckland New Zealand
お知らせ • Jan 30Serko Limited Announces Executive ChangesSerko Limited announced the appointment of Matthew Gerrie as new Chief Operating Officer, effective 17 March 2025 and the resignation of Chief Product Officer, Joydip Das. In his role as COO, Mr. Gerrie will play a key role in scaling Serko's global operations, driving growth and optimising performance across international markets. He will assume Serko's product responsibilities, following the resignation of Mr. Das. Mr. Gerrie joins Serko from Booking Holdings. He brings a wealth of experience to Serko, having spent more than 11 years at Booking.com, the flagship brand of Booking Holdings Inc, where he held senior roles including Vice President of Customer Insights and Senior Director of Marketing Science & Communication. Most recently, he served as Director of Strategy, Analytics in Global Strategy & Business Development at Booking Holdings Inc. Serko advised that its Chief Product Officer, Joydip Das, will leave Serko in April 2025.
お知らせ • Jan 09Serko Limited (NZSE:SKO) completed the acquisition of GetThere L.P. from Sabre GLBL Inc.Serko Limited (NZSE:SKO) entered into definitive agreement to acquire GetThere L.P. from Sabre GLBL Inc. for $24.75 million on October 23, 2024. The purchase price payable by Serko pursuant to the Transaction is $12 million, comprising an upfront cash payment of $10 million to be paid on completion of the transaction, and a deferred payment one year from completion of the Transaction of up to $2 million to be satisfied by way of either (i) cash or (ii) an issuance to Sabre of ordinary shares in Serko. Further, under the Strategic Partnership Agreement between Serko and Sabre, if certain performance metrics are met at the end of the first year and second year, Serko will pay Sabre a bonus of up to $12.75 million, to be satisfied by either a payment in cash or issuance of ordinary shares in Serko of an equivalent value ("Performance Shares"). If Serko elects to issue the Consideration Shares and/or the Performance Shares the issuance would be grossed up by multiple of 1.05 for potential block trade discount. The transaction is subject to customary conditions. GetThere team members joining Serko in the United States, Australia, United Kingdom and India. Serko Limited (NZSE:SKO) completed the acquisition of GetThere L.P. from Sabre GLBL Inc. on January 7, 2025. Dan Malone and Gavin George of Haynes and Boone, LLP acted as legal advisor to Sabre GLBL Inc.
お知らせ • Dec 10Serko Ltd. to Launch NDC Content in Zeno with Amadeus TechnologySerko Ltd. announced it will roll-out NDC content with Amadeus, expanding its multi-source airline retailing capabilities within the Serko platform. Scheduled to go live in mid-2025, Serko's corporate travel solution, Zeno, will integrate NDC-enabled content through the Amadeus Travel Platform. Travelers will be able to shop and book NDC offers via Amadeus, including corporate-negotiated fares and personalized ancillary services, within Zeno's connected trip experience. The Amadeus Travel Platform is currently live with 29 airlines providing NDC content, with additional airlines scheduled to join in 2025 and beyond. For Serko's Travel Management Company partners, as well as corporate and government customers, this integration will provide an additional source for accessing NDC offers within Zeno, particularly relevant for the Australia and New Zealand market as Qantas has announced that it will introduce its revised distribution strategy on 1 July 2025. Serko's future product releases will continue to enhance the customer experience when sourcing NDC content via Amadeus, enabling mixed airline itineraries across various fare types (NDC, EDIFACT, and LCC) and the ability to manage NDC bookings online. The initiative is directly supported by Amadeus and will see Serko's product and engineering teams working closely with Amadeus Implementation Consulting Services.
Reported Earnings • Nov 01First half 2025 earnings released: NZ$0.043 loss per share (vs NZ$0.06 loss in 1H 2024)First half 2025 results: NZ$0.043 loss per share (improved from NZ$0.06 loss in 1H 2024). Revenue: NZ$41.5m (up 16% from 1H 2024). Net loss: NZ$5.11m (loss narrowed 29% from 1H 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
お知らせ • Oct 30Serko Limited (NZSE:SKO) entered into definitive agreement to acquire GetThere L.P. from Sabre GLBL Inc. for $24.75 million.Serko Limited (NZSE:SKO) entered into definitive agreement to acquire GetThere L.P. from Sabre GLBL Inc. for $24.75 million on October 23, 2024. The purchase price payable by Serko pursuant to the Transaction is $12 million, comprising an upfront cash payment of $10 million to be paid on completion of the transaction, and a deferred payment one year from completion of the Transaction of up to $2 million to be satisfied by way of either (i) cash or (ii) an issuance to Sabre of ordinary shares in Serko. Further, under the Strategic Partnership Agreement between Serko and Sabre, if certain performance metrics are met at the end of the first year and second year, Serko will pay Sabre a bonus of up to $12.75 million, to be satisfied by either a payment in cash or issuance of ordinary shares in Serko of an equivalent value ("Performance Shares"). If Serko elects to issue the Consideration Shares and/or the Performance Shares the issuance would be grossed up by multiple of 1.05 for potential block trade discount. The transaction is subject to customary conditions. GetThere team members joining Serko in the United States, Australia, United Kingdom and India.
お知らせ • Oct 29Serko Limited to Report First Half, 2025 Results on Oct 29, 2024Serko Limited announced that they will report first half, 2025 results on Oct 29, 2024
お知らせ • Sep 19Serko Limited Appoints Matt Weaver as Head of DataSerko Limited appointed Matt Weaver as Head of Data. In his role as Head of Data, Matt will lead Serko’s data team to deliver data-driven insights that drive business impact. Matt brings over 10 years of experience in data science and analytics, most recently at Booking.com where he led the Central Marketing Experimentation Group, responsible for developing and articulating the measurement and experimentation strategy.
お知らせ • Jun 25Serko Limited Appoints David Holyoke as Head of Unmanaged Travel, Effective July 1, 2024Serko Ltd. announced the appointment of David Holyoke as Head of Unmanaged Travel, to take effect on July 1st. In his role as Head of Unmanaged Travel at Serko, David will spearhead the company's efforts to expand its offerings in the SME travel market. Leveraging his extensive experience in corporate travel, David will provide strategic leadership and direction, driving market growth and product innovation. His goals include enhancing Serko’s SME travel products through data-driven initiatives, optimizing the user experience, and strengthening partnerships such as Serko’s successful collaboration with Booking.com, Booking.com for Business. David brings over 20 years of experience in the corporate travel industry, having held senior leadership roles at Airbnb and Travel Leaders. In his most recent role as Head of Commercial Strategy at Airbnb, David played a pivotal role in shaping the company's commercial direction. He also served as the founding GM for Airbnb for Work, where he built and scaled ventures in the corporate travel sector.
Reported Earnings • May 29Full year 2024 earnings released: NZ$0.13 loss per share (vs NZ$0.26 loss in FY 2023)Full year 2024 results: NZ$0.13 loss per share (improved from NZ$0.26 loss in FY 2023). Revenue: NZ$71.2m (up 53% from FY 2023). Net loss: NZ$15.9m (loss narrowed 48% from FY 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Breakeven Date Change • May 29Forecast breakeven date pushed back to 2026The 7 analysts covering Serko previously expected the company to break even in 2025. New consensus forecast suggests the company will make a profit of NZ$11.8m in 2026. Average annual earnings growth of 100% is required to achieve expected profit on schedule.
お知らせ • May 01Serko Limited to Report Fiscal Year 2024 Results on May 28, 2024Serko Limited announced that they will report fiscal year 2024 results on May 28, 2024
Buy Or Sell Opportunity • Apr 02Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to AU$3.35. The fair value is estimated to be AU$4.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 57% over the last 3 years. Earnings per share has grown by 5.9%. Revenue is forecast to grow by 32% in a year. Earnings are forecast to grow by 69% in the next year.
お知らせ • Mar 22Serko Limited, Annual General Meeting, Jun 18, 2024Serko Limited, Annual General Meeting, Jun 18, 2024, at 14:00 NZST - New Zealand Standard.
Reported Earnings • Nov 18First half 2024 earnings released: NZ$0.06 loss per share (vs NZ$0.17 loss in 1H 2023)First half 2024 results: NZ$0.06 loss per share (improved from NZ$0.17 loss in 1H 2023). Revenue: NZ$35.8m (up 90% from 1H 2023). Net loss: NZ$7.17m (loss narrowed 64% from 1H 2023). Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Breakeven Date Change • Nov 16Forecast breakeven date pushed back to 2026The 6 analysts covering Serko previously expected the company to break even in 2025. New consensus forecast suggests losses will reduce by 66% per year to 2025. The company is expected to make a profit of NZ$17.6m in 2026. Average annual earnings growth of 109% is required to achieve expected profit on schedule.
お知らせ • Oct 24Serko Limited to Report First Half, 2024 Results on Nov 15, 2023Serko Limited announced that they will report first half, 2024 results on Nov 15, 2023
お知らせ • Oct 10Serko Limited Appoints Liz Fraser as Chief Revenue Officer, Effective January 2023Serko Limited announced the appointment of Liz Fraser as Chief Revenue Officer. Liz has extensive experience driving revenue growth across both the travel and media sectors in senior leadership roles at TVNZ, Air New Zealand and most recently as Commercial Director at MediaWorks. Liz's start date is early January 2024.
Breakeven Date Change • Sep 19No longer forecast to breakevenThe analyst covering Serko no longer expects the company to break even during the foreseeable future. The company was expected to make a profit of NZ$828.9k in 2025. New forecast suggests the company will make a loss of NZ$14.4m in 2026.
お知らせ • Jun 28Serko Limited Affirmed Earnings Guidance for the Fiscal Year 2024Serko Limited affirmed earnings guidance for the fiscal year 2024. For the period, the company affirmed its guidance provided in May that it continues to anticipate FY24 total income of between $63 million and $70 million and total spend of between $86 million and $90 million.
お知らせ • Jun 23Serko Limited Appoints Joydip Das as Chief Product OfficerSerko Limited announced the expansion of its product leadership function with the appointment of Joydip Das, as Serko's Chief Product Officer. Joydip brings with him a wealth of experience as a global product leader most recently as the Chief Product Officer of Iress, and prior to that as a Vice President, Product at Salesforce.com and SAP. Joydip will be starting in early October 2023.
Recent Insider Transactions • Jun 17Independent Non-Executive Director recently sold AU$113k worth of stockOn the 14th of June, Clyde McConaghy sold around 35k shares on-market at roughly AU$3.22 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$30k more than they bought in the last 12 months.
Breakeven Date Change • May 18Forecast to breakeven in 2026The 5 analysts covering Serko expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 53% per year to 2025. The company is expected to make a profit of NZ$9.45m in 2026. Average annual earnings growth of 78% is required to achieve expected profit on schedule.
お知らせ • May 17Serko Limited Provides Earnings Guidance for the Fiscal Years 2024 and 2025Serko Limited provided earnings guidance for the fiscal years 2024 and 2025. The company anticipates full year total income of between NZD 63 million and NZD 70 million for fiscal year 2024 based on current trends including the continued business travel recovery, growth in active customers in Booking.com for Business, a strong Euro:NZD exchange rate and current average revenue per completed room night. The company confirms its aspiration of NZD 100 million in total income in fiscal year 2025.
Reported Earnings • Nov 25First half 2023 earnings released: NZ$0.17 loss per share (vs NZ$0.14 loss in 1H 2022)First half 2023 results: NZ$0.17 loss per share (further deteriorated from NZ$0.14 loss in 1H 2022). Revenue: NZ$18.8m (up 115% from 1H 2022). Net loss: NZ$19.7m (loss widened 30% from 1H 2022). Revenue is forecast to grow 48% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Breakeven Date Change • Nov 17No longer forecast to breakevenThe 6 analysts covering Serko no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of NZ$2.86m in 2024. New consensus forecast suggests the company will make a loss of NZ$12.6m in 2024.
Recent Insider Transactions • May 26Chief Operating Officer recently sold AU$146k worth of stockOn the 20th of May, Charles Nowaczek sold around 40k shares on-market at roughly AU$3.64 per share. This was the largest sale by an insider in the last 3 months. Charles has been a seller over the last 12 months, reducing personal holdings by AU$245k.
Breakeven Date Change • May 21No longer forecast to breakevenThe 6 analysts covering Serko no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of NZ$2.86m in 2024. New consensus forecast suggests the company will make a loss of NZ$3.82m in 2024.
Breakeven Date Change • May 19Forecast breakeven date moved forward to 2023The 6 analysts covering Serko previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of NZ$1.27m in 2023. Earnings growth of 98% is required to achieve expected profit on schedule.
Recent Insider Transactions • Dec 04Insider recently sold AU$865k worth of stockOn the 1st of December, Simon Botherway sold around 139k shares on-market at roughly AU$6.23 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$6.9m more than they bought in the last 12 months.
Reported Earnings • Nov 27First half 2022 earnings: EPS in line with expectations, revenues disappointFirst half 2022 results: NZ$0.14 loss per share (down from NZ$0.11 loss in 1H 2021). Revenue: NZ$9.15m (up 81% from 1H 2021). Net loss: NZ$15.2m (loss widened 50% from 1H 2021). Revenue missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 159%, compared to a 30% growth forecast for the industry in Australia.
Executive Departure • Aug 25Independent Non-Executive Director Simon Botherway has left the companyOn the 18th of August, Simon Botherway's tenure as Independent Non-Executive Director ended after 7.3 years in the role. As of June 2021, Simon still personally held 277.57k shares (AU$2.0m worth at the time). Simon is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.58 years.
Recent Insider Transactions • Jun 30Chief Financial Officer recently sold AU$171k worth of stockOn the 24th of June, Susan Putt sold around 24k shares on-market at roughly AU$7.03 per share. In the last 3 months, there was an even bigger sale from another insider worth AU$843k. Susan has been a seller over the last 12 months, reducing personal holdings by AU$598k.
Recent Insider Transactions • Jun 23Chief Financial Officer recently sold AU$427k worth of stockOn the 18th of June, Susan Putt sold around 62k shares on-market at roughly AU$6.89 per share. In the last 3 months, there was an even bigger sale from another insider worth AU$843k. This was Susan's only on-market trade for the last 12 months.
Recent Insider Transactions • May 28Chief Operating Officer recently sold AU$843k worth of stockOn the 26th of May, Charles Nowaczek sold around 140k shares on-market at roughly AU$6.02 per share. This was the largest sale by an insider in the last 3 months. This was Charles' only on-market trade for the last 12 months.
Reported Earnings • May 19Full year 2021 earnings released: NZ$0.30 loss per share (vs NZ$0.10 loss in FY 2020)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2021 results: Revenue: NZ$16.9m (down 35% from FY 2020). Net loss: NZ$29.4m (loss widened 214% from FY 2020).
Is New 90 Day High Low • Feb 11New 90-day high: AU$5.44The company is up 2.0% from its price of AU$5.35 on 13 November 2020. The Australian market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 3.0% over the same period.
Recent Insider Transactions • Nov 24Independent Non-Executive Director recently sold AU$4.7m worth of stockOn the 20th of November, Simon Botherway sold around 934k shares on-market at roughly AU$5.02 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$6.0m more than they bought in the last 12 months.
Reported Earnings • Nov 20First half 2021 earnings released: NZ$0.11 loss per shareThe company reported a poor first half result with increased losses and weaker revenues and control over expenses. First half 2021 results: Revenue: NZ$5.06m (down 66% from 1H 2020). Net loss: NZ$10.1m (loss widened NZ$9.25m from 1H 2020).
Is New 90 Day High Low • Nov 11New 90-day high: AU$5.16The company is up 84% from its price of AU$2.80 on 13 August 2020. The Australian market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.
Is New 90 Day High Low • Oct 03New 90-day high: AU$4.48The company is up 39% from its price of AU$3.22 on 03 July 2020. The Australian market is down 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is per share.