View Future GrowthLumine Group 過去の業績過去 基準チェック /56Lumine Groupは、平均年間15.7%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間17.1% 27.4%収益成長率で 成長しています。 Lumine Groupの自己資本利益率は14.1%であり、純利益率は14.7%です。主要情報15.75%収益成長率56.90%EPS成長率Software 業界の成長8.18%収益成長率27.35%株主資本利益率14.10%ネット・マージン14.71%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.074 (down from US$0.081 in 1Q 2025). Revenue: US$208.3m (up 17% from 1Q 2025). Net income: US$19.0m (down 8.5% from 1Q 2025). Profit margin: 9.1% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$258.9m from FY 2024).Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.097 (up from US$0.071 in 3Q 2024). Revenue: US$186.7m (up 5.3% from 3Q 2024). Net income: US$24.8m (up 36% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Canada.Reported Earnings • Aug 03Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: US$0.092 (up from US$0.009 loss in 2Q 2024). Revenue: US$184.0m (up 13% from 2Q 2024). Net income: US$23.6m (up US$25.8m from 2Q 2024). Profit margin: 13% (up from net loss in 2Q 2024). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.Reported Earnings • Mar 07Full year 2024 earnings released: US$1.21 loss per share (vs US$38.98 loss in FY 2023)Full year 2024 results: US$1.21 loss per share (improved from US$38.98 loss in FY 2023). Revenue: US$668.4m (up 34% from FY 2023). Net loss: US$258.9m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada.Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: US$0.071 (vs US$2.42 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.071 (up from US$2.42 loss in 3Q 2023). Revenue: US$168.8m (up 28% from 3Q 2023). Net income: US$18.3m (up US$197.3m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.すべての更新を表示Recent updatesライブニュース • Jun 03Lumine Group Expands Media Portfolio With Acquisition of Synamedia Video Network BusinessLumine Group has agreed to acquire the Video Network Business from Synamedia, which will become its 16th corporate carve-out transaction. The acquired operations will run independently under the product name "Quortex," in line with Lumine’s decentralization approach. The deal is expected to deepen Lumine’s presence in the media supply chain domain, adding further exposure to video network solutions. This move signals that Lumine is continuing to build out its portfolio in specialized media software, while maintaining a structure where acquired businesses keep operational autonomy. Investors may want to watch how effectively Lumine integrates Quortex and what this means for margins, capital allocation, and any future disclosure around the performance of the expanded media supply chain portfolio.Price Target Changed • May 17Price target decreased by 8.5% to CA$40.50Down from CA$44.25, the current price target is an average from 4 analysts. New target price is 103% above last closing price of CA$19.91. Stock is down 60% over the past year. The company is forecast to post earnings per share of US$0.38 for next year compared to US$0.46 last year.分析記事 • May 08Earnings Miss: Lumine Group Inc. Missed EPS By 30% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for Lumine Group Inc. ( CVE:LMN ), which a week ago released some disappointing...Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.074 (down from US$0.081 in 1Q 2025). Revenue: US$208.3m (up 17% from 1Q 2025). Net income: US$19.0m (down 8.5% from 1Q 2025). Profit margin: 9.1% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Mar 10Lumine Group Inc., Annual General Meeting, May 15, 2026Lumine Group Inc., Annual General Meeting, May 15, 2026. Location: ontario, toronto CanadaReported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$258.9m from FY 2024).Price Target Changed • Mar 05Price target decreased by 13% to CA$43.50Down from CA$49.75, the current price target is an average from 4 analysts. New target price is 67% above last closing price of CA$26.05. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.45 for next year compared to US$0.38 last year.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CA$22.25, the stock trades at a forward P/E ratio of 73x. Average forward P/E is 6x in the Software industry in Canada. Total loss to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$29.17 per share.お知らせ • Feb 14Lumine Group Inc. (TSXV:LMN) completed the acquisition of Synchronoss Technologies, Inc. (NasdaqCM:SNCR).Lumine Group Inc. (TSXV:LMN) entered into a non-binding letter of intent to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for approximately $120 million on August 24, 2025. Lumine Group agreed to acquire Synchronoss Technologies on December 3, 2025. A cash consideration valued at $9 per share will be paid by Lumine Group Inc. In case of termination of transaction, sell side will pay a termination fee of $7.75 million. Upon completion of the transaction, the Synchronoss’ common stock will no longer be listed on the Nasdaq Stock Market. The Company is expected to remain headquartered in Bridgewater, New Jersey. The transaction is subject to approval of offer by target shareholders, board approval and approval by antitrust authorities. Both board unanimously approved the deal. Synchronoss stockholders voted to approve the transaction at the Company’s Special Meeting of Stockholders on February 12, 2026. The completion of the transaction is expected on February 13, 2026. The team of Goodwin Procter LLP led by Mike Patrone, Josh Zachariah, Josh Eisenson, Amanda Gill, Stephanie Barbanell, Deb Birnbach, Paul Jin, Eram Khan, Sarah Bock, Jennifer Fay, Jacob Osborn, Steve Charkoudian, Jackie Klosek, Dan Karelitz and Brian Muhkerjee acted as legal advisor for Lumine Group Inc. Marc F. Dupre, Andrew Y. Luh and Keith J. Scherer of Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor for Synchronoss Technologies, Inc. Equiniti Trust Company, LLC and acted as transfer agent for Synchronoss Technologies, Inc. Innisfree M&A Incorporated acted as information agent for Synchronoss Technologies, Inc. Lumine Group Inc. (TSXV:LMN) completed the acquisition of Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on February 13, 2026.分析記事 • Feb 06Lumine Group Inc. (CVE:LMN) Shares May Have Slumped 25% But Getting In Cheap Is Still UnlikelyTo the annoyance of some shareholders, Lumine Group Inc. ( CVE:LMN ) shares are down a considerable 25% in the last...Buy Or Sell Opportunity • Jan 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to CA$23.19. The fair value is estimated to be CA$29.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to decline by 34% in the next 2 years.分析記事 • Jan 11Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Dec 20Is There Now An Opportunity In Lumine Group Inc. (CVE:LMN)?While Lumine Group Inc. ( CVE:LMN ) might not have the largest market cap around , it saw a decent share price growth...お知らせ • Dec 05Lumine Group Inc. (TSXV:LMN) agreed to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for $120 million.Lumine Group Inc. (TSXV:LMN) agreed to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for $120 million on December 3, 2025. A cash consideration valued at $9 per share will be paid by Lumine Group Inc. In case of termination of transaction, seller will pay a termination fee of $7.75 million. The transaction is subject to approval of offer by target shareholders and approval by anti-trust authorities. The expected completion of the transaction is June 1, 2026. Goodwin Procter LLP acted as legal advisor for Lumine Group Inc. Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor for Synchronoss Technologies, Inc.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CA$30.92, the stock trades at a forward P/E ratio of 99x. Average forward P/E is 5x in the Software industry in Canada. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$30.50 per share.New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Nov 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 49% to CA$25.15. The fair value is estimated to be CA$32.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CA$27.30, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 11x in the Software industry in Canada. Total loss to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$32.18 per share.分析記事 • Nov 08Lumine Group Inc.'s (CVE:LMN) 28% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioTo the annoyance of some shareholders, Lumine Group Inc. ( CVE:LMN ) shares are down a considerable 28% in the last...Price Target Changed • Nov 05Price target decreased by 8.1% to CA$54.50Down from CA$59.33, the current price target is an average from 4 analysts. New target price is 82% above last closing price of CA$29.87. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.097 (up from US$0.071 in 3Q 2024). Revenue: US$186.7m (up 5.3% from 3Q 2024). Net income: US$24.8m (up 36% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Canada.分析記事 • Oct 29Estimating The Fair Value Of Lumine Group Inc. (CVE:LMN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Lumine Group fair value estimate is CA$34.16 Lumine Group's...分析記事 • Oct 11Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Sep 30Now 21% overvaluedOver the last 90 days, the stock has fallen 16% to CA$41.04. The fair value is estimated to be CA$34.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.分析記事 • Sep 23What Lumine Group Inc.'s (CVE:LMN) P/S Is Not Telling YouYou may think that with a price-to-sales (or "P/S") ratio of 11.4x Lumine Group Inc. ( CVE:LMN ) is a stock to avoid...Price Target Changed • Aug 05Price target increased by 13% to CA$59.33Up from CA$52.67, the current price target is an average from 3 analysts. New target price is 12% above last closing price of CA$53.00. Stock is up 49% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.Reported Earnings • Aug 03Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: US$0.092 (up from US$0.009 loss in 2Q 2024). Revenue: US$184.0m (up 13% from 2Q 2024). Net income: US$23.6m (up US$25.8m from 2Q 2024). Profit margin: 13% (up from net loss in 2Q 2024). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.Price Target Changed • May 02Price target increased by 7.0% to CA$50.67Up from CA$47.33, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CA$44.35. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.お知らせ • Apr 02Lumine Group Inc. (TSXV:LMN) completed the acquisition of Assets related to the Vidispine brand and business from Arvato Systems GmbH.Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH on January 23, 2025. Lumine Group Inc. (TSXV:LMN) completed the acquisition of Assets related to the Vidispine brand and business from Arvato Systems GmbH on April 1, 2025.お知らせ • Mar 11Lumine Group Inc., Annual General Meeting, May 13, 2025Lumine Group Inc., Annual General Meeting, May 13, 2025.分析記事 • Mar 10Getting In Cheap On Lumine Group Inc. (CVE:LMN) Is UnlikelyLumine Group Inc.'s ( CVE:LMN ) price-to-sales (or "P/S") ratio of 10.3x may look like a poor investment opportunity...Reported Earnings • Mar 07Full year 2024 earnings released: US$1.21 loss per share (vs US$38.98 loss in FY 2023)Full year 2024 results: US$1.21 loss per share (improved from US$38.98 loss in FY 2023). Revenue: US$668.4m (up 34% from FY 2023). Net loss: US$258.9m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada.Price Target Changed • Feb 18Price target increased by 22% to CA$47.00Up from CA$38.50, the current price target is provided by 1 analyst. New target price is 20% above last closing price of CA$39.05. Stock is up 14% over the past year. The company posted a net loss per share of US$38.98 last year.お知らせ • Feb 15Lumine Group Inc. Announces Return of David Nyland as CEO from Temporary Leave of Absence, Effective February 17, 2025Lumine Group Inc. announced that David Nyland is returning from his temporary leave of absence and will reassume his duties as Chief Executive Officer of Lumine Group, effective February 17, 2025. Tony Garcia, who has served as interim Chief Executive Officer, will continue in his position as Group President.お知らせ • Jan 24Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH.Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH on January 23, 2025.分析記事 • Jan 16Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jan 12Lumine Group Inc. Announces Board ChangesLumine Group Inc. announced the resignation of Robin van Poelje from, and the appointment of Laurie Schultz to, Lumine Group’s Board of Directors (“Board”). Ms. Schultz has over thirty years of experience in the software and technology sectors, including leadership of several multi-million dollar software businesses spanning the personal finance, small business accounting, SaaS, mid-market ERP, and GRC categories. Ms. Schultz has been a member of the board of directors at Constellation Software since November 2021. She served as the President and CEO of Galvanize from 2011 until it was sold in 2021. Starting in 1999, she held several executive positions at Intuit and Sage including serving as SVP and GM at Sage’s Mid-Market ERP business group from 2007 until 2011. Ms. Schultz was a Senior Manager at KPMG from 1996 until 1999 and was a Senior Manager at Telus Communications from 1989 until 1996. Ms. Schultz holds a Bachelor of Commerce and an MBA from the University of Alberta.お知らせ • Jan 03Lumine Group Inc. Announces Temporary Leave of Absence and Appointment of Interim CEOLumine Group Inc. announced that David Nyland is taking a temporary leave of absence, effective immediately. Tony Garcia, Group President, has been appointed as Interim CEO in Mr. Nyland's absence. Mr. Garcia has been with Lumine Group since 2017 and has played an instrumental role in the company's group operations and M&A activities.分析記事 • Nov 23Why Investors Shouldn't Be Surprised By Lumine Group Inc.'s (CVE:LMN) 31% Share Price SurgeThe Lumine Group Inc. ( CVE:LMN ) share price has done very well over the last month, posting an excellent gain of 31...Price Target Changed • Nov 04Price target increased by 9.2% to CA$41.50Up from CA$38.00, the current price target is an average from 2 analysts. New target price is 9.2% above last closing price of CA$38.00. Stock is up 91% over the past year. The company posted a net loss per share of US$38.98 last year.Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: US$0.071 (vs US$2.42 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.071 (up from US$2.42 loss in 3Q 2023). Revenue: US$168.8m (up 28% from 3Q 2023). Net income: US$18.3m (up US$197.3m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.分析記事 • Oct 16Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buy Or Sell Opportunity • Sep 10Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to CA$36.21. The fair value is estimated to be CA$29.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last year. Meanwhile, the company became loss making.Reported Earnings • Aug 08Second quarter 2024 earnings released: US$0.009 loss per share (vs US$6.62 loss in 2Q 2023)Second quarter 2024 results: US$0.009 loss per share (improved from US$6.62 loss in 2Q 2023). Revenue: US$162.8m (up 25% from 2Q 2023). Net loss: US$2.24m (loss narrowed 100% from 2Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada.分析記事 • Aug 02Estimating The Intrinsic Value Of Lumine Group Inc. (CVE:LMN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Lumine Group fair value estimate is CA$31.42 With CA$36.50...分析記事 • Jun 26Lumine Group (CVE:LMN) Could Easily Take On More DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • May 02First quarter 2024 earnings released: US$3.53 loss per share (vs US$9.61 loss in 1Q 2023)First quarter 2024 results: US$3.53 loss per share (improved from US$9.61 loss in 1Q 2023). Revenue: US$141.1m (up 48% from 1Q 2023). Net loss: US$304.3m (loss narrowed 53% from 1Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in Canada.お知らせ • May 01Lumine Group Inc. (TSXV:LMN) compeleted the acquisition of Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, IncLumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 3, 2024. Casa Systems intends to facilitate the sale of its businesses, including the Assets, through a Chapter 11 process. Casa has engaged Sidley Austin LLP as legal counsel, Ducera Partners LLC as financial advisor, and Alvarez & Marsal North America, LLC as restructuring advisor.Lumine Group Inc. (TSXV:LMN) completed the acquisition of Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 30, 2024.分析記事 • Apr 09Getting In Cheap On Lumine Group Inc. (CVE:LMN) Might Be DifficultLumine Group Inc.'s ( CVE:LMN ) price-to-sales (or "P/S") ratio of 13.7x may look like a poor investment opportunity...お知らせ • Apr 04Lumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc.Lumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 3, 2024. Casa Systems intends to facilitate the sale of its businesses, including the Assets, through a Chapter 11 process. Casa has engaged Sidley Austin LLP as legal counsel, Ducera Partners LLC as financial advisor, and Alvarez & Marsal North America, LLC as restructuring advisor.お知らせ • Apr 02Lumine Group Inc. (TSXV:LMN) completed the acquisition of Device Management and Service Management Platform businesses of Nokia.Lumine Group Inc. (TSXV:LMN) entered into a definitive agreement to acquire Device Management and Service Management Platform businesses of Nokia for €185 million on December 20, 2023. The total purchase price of up to €185 million, which includes a contingent consideration of up to €35 million based on the performance of the business during the first year following close. Following the acquisition, Lumine Group will restore the Motive brand as the new corporate entity for the Device Management and Service Management Platform solutions as a stand-alone business unit within Lumine Group. Approximately 500 Nokia Device Management and Service Management Platform employees are expected to transfer to Lumine Group as part of the deal. Both companies will work closely together to ensure a smooth transition and business continuity. The transaction is subject to certain terms, conditions, and consultations with works council or other employee representative bodies where required by law and deal is expected to close in the first quarter of 2024. Eduardo Gallardo, Jon Kubek from Paul Hastings LLP acted as legal advisors to Nokia Oyj (HLSE:NOKIA) in the transaction.Lumine Group Inc. (TSXV:LMN) completed the acquisition of Device Management and Service Management Platform businesses of Nokia on April 1, 2024.New Risk • Mar 26New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 256% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Mar 10Lumine Group Inc., Annual General Meeting, May 13, 2024Lumine Group Inc., Annual General Meeting, May 13, 2024.Reported Earnings • Mar 05Full year 2023 earnings releasedFull year 2023 results: Revenue: US$499.7m (up 95% from FY 2022). Net loss: US$2.83b (down US$2.85b from profit in FY 2022). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada.分析記事 • Nov 24Lumine Group Inc. (CVE:LMN) Soars 40% But It's A Story Of Risk Vs RewardLumine Group Inc. ( CVE:LMN ) shares have had a really impressive month, gaining 40% after a shaky period beforehand...Reported Earnings • Nov 03Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: US$131.3m (up 99% from 3Q 2022). Net loss: US$179.0m (down US$190.8m from profit in 3Q 2022).お知らせ • Nov 02Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR).Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on November 1, 2023. Following the acquisition, Lumine Group will restore the brands to operate as three autonomous business units.Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on November 1, 2023.Reported Earnings • Aug 07Second quarter 2023 earnings releasedSecond quarter 2023 results: US$6.62 loss per share. Revenue: US$129.9m (up 97% from 2Q 2022). Net loss: US$489.6m (down US$501.4m from profit in 2Q 2022).収支内訳Lumine Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSXV:LMN 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 26795117372031 Dec 25766119340030 Sep 2573699355030 Jun 2572792314031 Mar 2570666321031 Dec 24668-259323030 Sep 24624-1,795352030 Jun 24578-1,991344031 Mar 24545-2,478317031 Dec 23500-2,826295030 Sep 23425-1,320244030 Jun 23360-1,130231031 Mar 23291-632187031 Dec 2225627161030 Sep 2224735135031 Dec 2122827133031 Dec 20166201010質の高い収益: LMNは 高品質の収益 を持っています。利益率の向上: LMNの現在の純利益率 (14.7%)は、昨年(9.4%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: LMN過去 5 年間で収益を上げており、収益は年間15.7%増加しています。成長の加速: LMNの過去 1 年間の収益成長率 ( 76.7% ) は、5 年間の平均 ( 年間15.7%を上回っています。収益対業界: LMNの過去 1 年間の収益成長率 ( 76.7% ) はSoftware業界-2.5%を上回りました。株主資本利益率高いROE: LMNの 自己資本利益率 ( 14.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2026/06/08 15:29終値2026/06/08 00:00収益2026/03/31年間収益2025/12/31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Lumine Group Inc. 3 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。3 アナリスト機関Jerome DubreuilDesjardins Securities Inc.Paul TreiberRBC Capital MarketsDavid KwanTD Cowen
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.074 (down from US$0.081 in 1Q 2025). Revenue: US$208.3m (up 17% from 1Q 2025). Net income: US$19.0m (down 8.5% from 1Q 2025). Profit margin: 9.1% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$258.9m from FY 2024).
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.097 (up from US$0.071 in 3Q 2024). Revenue: US$186.7m (up 5.3% from 3Q 2024). Net income: US$24.8m (up 36% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Canada.
Reported Earnings • Aug 03Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: US$0.092 (up from US$0.009 loss in 2Q 2024). Revenue: US$184.0m (up 13% from 2Q 2024). Net income: US$23.6m (up US$25.8m from 2Q 2024). Profit margin: 13% (up from net loss in 2Q 2024). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.
Reported Earnings • Mar 07Full year 2024 earnings released: US$1.21 loss per share (vs US$38.98 loss in FY 2023)Full year 2024 results: US$1.21 loss per share (improved from US$38.98 loss in FY 2023). Revenue: US$668.4m (up 34% from FY 2023). Net loss: US$258.9m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada.
Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: US$0.071 (vs US$2.42 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.071 (up from US$2.42 loss in 3Q 2023). Revenue: US$168.8m (up 28% from 3Q 2023). Net income: US$18.3m (up US$197.3m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.
ライブニュース • Jun 03Lumine Group Expands Media Portfolio With Acquisition of Synamedia Video Network BusinessLumine Group has agreed to acquire the Video Network Business from Synamedia, which will become its 16th corporate carve-out transaction. The acquired operations will run independently under the product name "Quortex," in line with Lumine’s decentralization approach. The deal is expected to deepen Lumine’s presence in the media supply chain domain, adding further exposure to video network solutions. This move signals that Lumine is continuing to build out its portfolio in specialized media software, while maintaining a structure where acquired businesses keep operational autonomy. Investors may want to watch how effectively Lumine integrates Quortex and what this means for margins, capital allocation, and any future disclosure around the performance of the expanded media supply chain portfolio.
Price Target Changed • May 17Price target decreased by 8.5% to CA$40.50Down from CA$44.25, the current price target is an average from 4 analysts. New target price is 103% above last closing price of CA$19.91. Stock is down 60% over the past year. The company is forecast to post earnings per share of US$0.38 for next year compared to US$0.46 last year.
分析記事 • May 08Earnings Miss: Lumine Group Inc. Missed EPS By 30% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for Lumine Group Inc. ( CVE:LMN ), which a week ago released some disappointing...
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.074 (down from US$0.081 in 1Q 2025). Revenue: US$208.3m (up 17% from 1Q 2025). Net income: US$19.0m (down 8.5% from 1Q 2025). Profit margin: 9.1% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Mar 10Lumine Group Inc., Annual General Meeting, May 15, 2026Lumine Group Inc., Annual General Meeting, May 15, 2026. Location: ontario, toronto Canada
Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$258.9m from FY 2024).
Price Target Changed • Mar 05Price target decreased by 13% to CA$43.50Down from CA$49.75, the current price target is an average from 4 analysts. New target price is 67% above last closing price of CA$26.05. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.45 for next year compared to US$0.38 last year.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CA$22.25, the stock trades at a forward P/E ratio of 73x. Average forward P/E is 6x in the Software industry in Canada. Total loss to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$29.17 per share.
お知らせ • Feb 14Lumine Group Inc. (TSXV:LMN) completed the acquisition of Synchronoss Technologies, Inc. (NasdaqCM:SNCR).Lumine Group Inc. (TSXV:LMN) entered into a non-binding letter of intent to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for approximately $120 million on August 24, 2025. Lumine Group agreed to acquire Synchronoss Technologies on December 3, 2025. A cash consideration valued at $9 per share will be paid by Lumine Group Inc. In case of termination of transaction, sell side will pay a termination fee of $7.75 million. Upon completion of the transaction, the Synchronoss’ common stock will no longer be listed on the Nasdaq Stock Market. The Company is expected to remain headquartered in Bridgewater, New Jersey. The transaction is subject to approval of offer by target shareholders, board approval and approval by antitrust authorities. Both board unanimously approved the deal. Synchronoss stockholders voted to approve the transaction at the Company’s Special Meeting of Stockholders on February 12, 2026. The completion of the transaction is expected on February 13, 2026. The team of Goodwin Procter LLP led by Mike Patrone, Josh Zachariah, Josh Eisenson, Amanda Gill, Stephanie Barbanell, Deb Birnbach, Paul Jin, Eram Khan, Sarah Bock, Jennifer Fay, Jacob Osborn, Steve Charkoudian, Jackie Klosek, Dan Karelitz and Brian Muhkerjee acted as legal advisor for Lumine Group Inc. Marc F. Dupre, Andrew Y. Luh and Keith J. Scherer of Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor for Synchronoss Technologies, Inc. Equiniti Trust Company, LLC and acted as transfer agent for Synchronoss Technologies, Inc. Innisfree M&A Incorporated acted as information agent for Synchronoss Technologies, Inc. Lumine Group Inc. (TSXV:LMN) completed the acquisition of Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on February 13, 2026.
分析記事 • Feb 06Lumine Group Inc. (CVE:LMN) Shares May Have Slumped 25% But Getting In Cheap Is Still UnlikelyTo the annoyance of some shareholders, Lumine Group Inc. ( CVE:LMN ) shares are down a considerable 25% in the last...
Buy Or Sell Opportunity • Jan 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to CA$23.19. The fair value is estimated to be CA$29.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to decline by 34% in the next 2 years.
分析記事 • Jan 11Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Dec 20Is There Now An Opportunity In Lumine Group Inc. (CVE:LMN)?While Lumine Group Inc. ( CVE:LMN ) might not have the largest market cap around , it saw a decent share price growth...
お知らせ • Dec 05Lumine Group Inc. (TSXV:LMN) agreed to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for $120 million.Lumine Group Inc. (TSXV:LMN) agreed to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for $120 million on December 3, 2025. A cash consideration valued at $9 per share will be paid by Lumine Group Inc. In case of termination of transaction, seller will pay a termination fee of $7.75 million. The transaction is subject to approval of offer by target shareholders and approval by anti-trust authorities. The expected completion of the transaction is June 1, 2026. Goodwin Procter LLP acted as legal advisor for Lumine Group Inc. Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor for Synchronoss Technologies, Inc.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CA$30.92, the stock trades at a forward P/E ratio of 99x. Average forward P/E is 5x in the Software industry in Canada. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$30.50 per share.
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Nov 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 49% to CA$25.15. The fair value is estimated to be CA$32.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CA$27.30, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 11x in the Software industry in Canada. Total loss to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$32.18 per share.
分析記事 • Nov 08Lumine Group Inc.'s (CVE:LMN) 28% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioTo the annoyance of some shareholders, Lumine Group Inc. ( CVE:LMN ) shares are down a considerable 28% in the last...
Price Target Changed • Nov 05Price target decreased by 8.1% to CA$54.50Down from CA$59.33, the current price target is an average from 4 analysts. New target price is 82% above last closing price of CA$29.87. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.097 (up from US$0.071 in 3Q 2024). Revenue: US$186.7m (up 5.3% from 3Q 2024). Net income: US$24.8m (up 36% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Canada.
分析記事 • Oct 29Estimating The Fair Value Of Lumine Group Inc. (CVE:LMN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Lumine Group fair value estimate is CA$34.16 Lumine Group's...
分析記事 • Oct 11Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Sep 30Now 21% overvaluedOver the last 90 days, the stock has fallen 16% to CA$41.04. The fair value is estimated to be CA$34.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
分析記事 • Sep 23What Lumine Group Inc.'s (CVE:LMN) P/S Is Not Telling YouYou may think that with a price-to-sales (or "P/S") ratio of 11.4x Lumine Group Inc. ( CVE:LMN ) is a stock to avoid...
Price Target Changed • Aug 05Price target increased by 13% to CA$59.33Up from CA$52.67, the current price target is an average from 3 analysts. New target price is 12% above last closing price of CA$53.00. Stock is up 49% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.
Reported Earnings • Aug 03Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: US$0.092 (up from US$0.009 loss in 2Q 2024). Revenue: US$184.0m (up 13% from 2Q 2024). Net income: US$23.6m (up US$25.8m from 2Q 2024). Profit margin: 13% (up from net loss in 2Q 2024). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.
Price Target Changed • May 02Price target increased by 7.0% to CA$50.67Up from CA$47.33, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CA$44.35. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.
お知らせ • Apr 02Lumine Group Inc. (TSXV:LMN) completed the acquisition of Assets related to the Vidispine brand and business from Arvato Systems GmbH.Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH on January 23, 2025. Lumine Group Inc. (TSXV:LMN) completed the acquisition of Assets related to the Vidispine brand and business from Arvato Systems GmbH on April 1, 2025.
お知らせ • Mar 11Lumine Group Inc., Annual General Meeting, May 13, 2025Lumine Group Inc., Annual General Meeting, May 13, 2025.
分析記事 • Mar 10Getting In Cheap On Lumine Group Inc. (CVE:LMN) Is UnlikelyLumine Group Inc.'s ( CVE:LMN ) price-to-sales (or "P/S") ratio of 10.3x may look like a poor investment opportunity...
Reported Earnings • Mar 07Full year 2024 earnings released: US$1.21 loss per share (vs US$38.98 loss in FY 2023)Full year 2024 results: US$1.21 loss per share (improved from US$38.98 loss in FY 2023). Revenue: US$668.4m (up 34% from FY 2023). Net loss: US$258.9m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada.
Price Target Changed • Feb 18Price target increased by 22% to CA$47.00Up from CA$38.50, the current price target is provided by 1 analyst. New target price is 20% above last closing price of CA$39.05. Stock is up 14% over the past year. The company posted a net loss per share of US$38.98 last year.
お知らせ • Feb 15Lumine Group Inc. Announces Return of David Nyland as CEO from Temporary Leave of Absence, Effective February 17, 2025Lumine Group Inc. announced that David Nyland is returning from his temporary leave of absence and will reassume his duties as Chief Executive Officer of Lumine Group, effective February 17, 2025. Tony Garcia, who has served as interim Chief Executive Officer, will continue in his position as Group President.
お知らせ • Jan 24Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH.Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH on January 23, 2025.
分析記事 • Jan 16Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jan 12Lumine Group Inc. Announces Board ChangesLumine Group Inc. announced the resignation of Robin van Poelje from, and the appointment of Laurie Schultz to, Lumine Group’s Board of Directors (“Board”). Ms. Schultz has over thirty years of experience in the software and technology sectors, including leadership of several multi-million dollar software businesses spanning the personal finance, small business accounting, SaaS, mid-market ERP, and GRC categories. Ms. Schultz has been a member of the board of directors at Constellation Software since November 2021. She served as the President and CEO of Galvanize from 2011 until it was sold in 2021. Starting in 1999, she held several executive positions at Intuit and Sage including serving as SVP and GM at Sage’s Mid-Market ERP business group from 2007 until 2011. Ms. Schultz was a Senior Manager at KPMG from 1996 until 1999 and was a Senior Manager at Telus Communications from 1989 until 1996. Ms. Schultz holds a Bachelor of Commerce and an MBA from the University of Alberta.
お知らせ • Jan 03Lumine Group Inc. Announces Temporary Leave of Absence and Appointment of Interim CEOLumine Group Inc. announced that David Nyland is taking a temporary leave of absence, effective immediately. Tony Garcia, Group President, has been appointed as Interim CEO in Mr. Nyland's absence. Mr. Garcia has been with Lumine Group since 2017 and has played an instrumental role in the company's group operations and M&A activities.
分析記事 • Nov 23Why Investors Shouldn't Be Surprised By Lumine Group Inc.'s (CVE:LMN) 31% Share Price SurgeThe Lumine Group Inc. ( CVE:LMN ) share price has done very well over the last month, posting an excellent gain of 31...
Price Target Changed • Nov 04Price target increased by 9.2% to CA$41.50Up from CA$38.00, the current price target is an average from 2 analysts. New target price is 9.2% above last closing price of CA$38.00. Stock is up 91% over the past year. The company posted a net loss per share of US$38.98 last year.
Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: US$0.071 (vs US$2.42 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.071 (up from US$2.42 loss in 3Q 2023). Revenue: US$168.8m (up 28% from 3Q 2023). Net income: US$18.3m (up US$197.3m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.
分析記事 • Oct 16Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buy Or Sell Opportunity • Sep 10Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to CA$36.21. The fair value is estimated to be CA$29.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last year. Meanwhile, the company became loss making.
Reported Earnings • Aug 08Second quarter 2024 earnings released: US$0.009 loss per share (vs US$6.62 loss in 2Q 2023)Second quarter 2024 results: US$0.009 loss per share (improved from US$6.62 loss in 2Q 2023). Revenue: US$162.8m (up 25% from 2Q 2023). Net loss: US$2.24m (loss narrowed 100% from 2Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada.
分析記事 • Aug 02Estimating The Intrinsic Value Of Lumine Group Inc. (CVE:LMN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Lumine Group fair value estimate is CA$31.42 With CA$36.50...
分析記事 • Jun 26Lumine Group (CVE:LMN) Could Easily Take On More DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • May 02First quarter 2024 earnings released: US$3.53 loss per share (vs US$9.61 loss in 1Q 2023)First quarter 2024 results: US$3.53 loss per share (improved from US$9.61 loss in 1Q 2023). Revenue: US$141.1m (up 48% from 1Q 2023). Net loss: US$304.3m (loss narrowed 53% from 1Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in Canada.
お知らせ • May 01Lumine Group Inc. (TSXV:LMN) compeleted the acquisition of Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, IncLumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 3, 2024. Casa Systems intends to facilitate the sale of its businesses, including the Assets, through a Chapter 11 process. Casa has engaged Sidley Austin LLP as legal counsel, Ducera Partners LLC as financial advisor, and Alvarez & Marsal North America, LLC as restructuring advisor.Lumine Group Inc. (TSXV:LMN) completed the acquisition of Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 30, 2024.
分析記事 • Apr 09Getting In Cheap On Lumine Group Inc. (CVE:LMN) Might Be DifficultLumine Group Inc.'s ( CVE:LMN ) price-to-sales (or "P/S") ratio of 13.7x may look like a poor investment opportunity...
お知らせ • Apr 04Lumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc.Lumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 3, 2024. Casa Systems intends to facilitate the sale of its businesses, including the Assets, through a Chapter 11 process. Casa has engaged Sidley Austin LLP as legal counsel, Ducera Partners LLC as financial advisor, and Alvarez & Marsal North America, LLC as restructuring advisor.
お知らせ • Apr 02Lumine Group Inc. (TSXV:LMN) completed the acquisition of Device Management and Service Management Platform businesses of Nokia.Lumine Group Inc. (TSXV:LMN) entered into a definitive agreement to acquire Device Management and Service Management Platform businesses of Nokia for €185 million on December 20, 2023. The total purchase price of up to €185 million, which includes a contingent consideration of up to €35 million based on the performance of the business during the first year following close. Following the acquisition, Lumine Group will restore the Motive brand as the new corporate entity for the Device Management and Service Management Platform solutions as a stand-alone business unit within Lumine Group. Approximately 500 Nokia Device Management and Service Management Platform employees are expected to transfer to Lumine Group as part of the deal. Both companies will work closely together to ensure a smooth transition and business continuity. The transaction is subject to certain terms, conditions, and consultations with works council or other employee representative bodies where required by law and deal is expected to close in the first quarter of 2024. Eduardo Gallardo, Jon Kubek from Paul Hastings LLP acted as legal advisors to Nokia Oyj (HLSE:NOKIA) in the transaction.Lumine Group Inc. (TSXV:LMN) completed the acquisition of Device Management and Service Management Platform businesses of Nokia on April 1, 2024.
New Risk • Mar 26New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 256% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Mar 10Lumine Group Inc., Annual General Meeting, May 13, 2024Lumine Group Inc., Annual General Meeting, May 13, 2024.
Reported Earnings • Mar 05Full year 2023 earnings releasedFull year 2023 results: Revenue: US$499.7m (up 95% from FY 2022). Net loss: US$2.83b (down US$2.85b from profit in FY 2022). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada.
分析記事 • Nov 24Lumine Group Inc. (CVE:LMN) Soars 40% But It's A Story Of Risk Vs RewardLumine Group Inc. ( CVE:LMN ) shares have had a really impressive month, gaining 40% after a shaky period beforehand...
Reported Earnings • Nov 03Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: US$131.3m (up 99% from 3Q 2022). Net loss: US$179.0m (down US$190.8m from profit in 3Q 2022).
お知らせ • Nov 02Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR).Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on November 1, 2023. Following the acquisition, Lumine Group will restore the brands to operate as three autonomous business units.Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on November 1, 2023.
Reported Earnings • Aug 07Second quarter 2023 earnings releasedSecond quarter 2023 results: US$6.62 loss per share. Revenue: US$129.9m (up 97% from 2Q 2022). Net loss: US$489.6m (down US$501.4m from profit in 2Q 2022).