View Past PerformanceTeamViewer バランスシートの健全性財務の健全性 基準チェック /26TeamViewerの総株主資本は€214.5M 、総負債は€902.6Mで、負債比率は420.8%となります。総資産と総負債はそれぞれ€1.7Bと€1.5Bです。 TeamViewerの EBIT は€261.3Mで、利息カバレッジ比率7.2です。現金および短期投資は€32.6Mです。主要情報420.80%負債資本比率€902.60m負債インタレスト・カバレッジ・レシオ7.2x現金€32.59mエクイティ€214.49m負債合計€1.46b総資産€1.67b財務の健全性に関する最新情報分析記事 • Sep 25We Think TeamViewer (ETR:TMV) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Jun 14Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Feb 05TeamViewer (ETR:TMV) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 26Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jun 05Here's Why TeamViewer (ETR:TMV) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Nov 14Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...すべての更新を表示Recent updates分析記事 • May 08TeamViewer SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsThe investors in TeamViewer SE 's ( ETR:TMV ) will be rubbing their hands together with glee today, after the share...ライブニュース • May 08Mercedes-AMG PETRONAS F1 Adopts TeamViewer ONE for AI-Powered Endpoint ManagementMercedes-AMG PETRONAS F1 Team has upgraded from TeamViewer Tensor to the new TeamViewer ONE platform. TeamViewer ONE gives the racing team real-time visibility and control across thousands of IT and operational endpoints. The platform uses AI to detect and resolve IT issues before they disrupt factory, office or trackside operations. For you as an investor, this upgrade highlights how TeamViewer is positioning its ONE platform for complex, high-demand environments where uptime is critical. Formula 1 operations rely on tightly coordinated data flows and remote access across cars, pits, factories and corporate locations. Being selected in this setting underlines the product’s focus on autonomous endpoint management and resilience. The deal also shows how TeamViewer is emphasizing AI-driven monitoring and automation, not just traditional remote access. While financial terms are not disclosed, continued adoption within an existing high-profile partner such as Mercedes-AMG PETRONAS F1 can help reinforce TeamViewer’s visibility in enterprise and industrial use cases. This is an area many investors watch closely for subscription depth and product stickiness.Reported Earnings • May 06First quarter 2026 earnings released: EPS: €0.22 (vs €0.19 in 1Q 2025)First quarter 2026 results: EPS: €0.22 (up from €0.19 in 1Q 2025). Revenue: €183.2m (up 2.5% from 1Q 2025). Net income: €34.2m (up 15% from 1Q 2025). Profit margin: 19% (up from 17% in 1Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.ナラティブの更新 • May 02TMV: AI Risk Reassessment And Execution Will Drive Future Rerating PotentialNarrative Update The average analyst price target for TeamViewer has shifted to €5. This reflects a series of recent cuts as analysts factor in AI related risks while keeping core valuation inputs such as fair value, revenue growth, profit margin and future P/E broadly unchanged.お知らせ • Apr 29TeamViewer Introduces AI-Driven Scripting for Tia At Gartner Digital Workplace SummitTeamViewer introduced AI-driven scripting for Tia (TeamViewer Intelligent Agent) at the Gartner Digital Workplace Summit 2026 in London. Building on more than one million AI session summaries produced since launch, Tia can now learn from an organization's support history and turn resolved issues into ready-to-run automations, giving IT teams a faster, more consistent path to standardizing proven fixes. The release marks an important milestone in TeamViewer's Autonomous Endpoint Management (AEM) roadmap. The new capabilities address one of IT's most persistent inefficiencies: even when issues are resolved, the applied fixes are rarely captured in a way that prevents the same problem from recurring. Tia now tackles this in two connected steps: First, it draws on AI insights from real support sessions to ground its troubleshooting recommendations in an organization's actual support history and context, surfacing proven remediation steps from past sessions rather than relying on general knowledge. From there, IT teams can choose to turn any resolved session into a script that Tia generates based on the documented remediation steps. The automation is then ready for the team to review and refine before deploying it to selected devices or device groups. The release reflects how TeamViewer is building out its AEM vision in stages through TeamViewer ONE, its unified digital workplace platform: from secure remote support and real-time endpoint observability to in-session AI expert augmentation and knowledge capture, and now to AI-driven automations grounded in proven fixes. Each resolved incident makes the next one easier to prevent, as AI sessions and endpoint telemetry combine to surface recurring patterns across the IT environment. Where remote support platforms, DEX tools, and RMM solutions each address parts of this challenge in isolation, Tia connects them, grounding every automation in verified remediation steps drawn from the customer's own support history and relevant context. TeamViewer is unveiling the innovation at the Gartner Digital Workplace Summit 2026 in London, where the company is also presenting two sessions: "Building the Autonomous Workplace with a DEX Knowledge Layer" on April 28, and "The Top 3 DEX Myths Sabotaging Your Digital Strategy" on April 27. Attendees can visit TeamViewer at Expo Booth 207 or the Engagement Zone in the foyer on Level 1.お知らせ • Apr 23TeamViewer SE, Annual General Meeting, Jun 02, 2026TeamViewer SE, Annual General Meeting, Jun 02, 2026, at 11:00 W. Europe Standard Time.お知らせ • Apr 18TeamViewer Unveils Agentless Access And Assist AR Enhancements At Hannover MesseTeamViewer unveiled key enhancements to its Agentless Access and Assist AR solutions, strengthening its portfolio for the AI-accelerated convergence of operational technology (OT) and IT environments. TeamViewer Agentless Access enables direct, zero-trust remote access to any kind of OT equipment. It routes access through an on-premises gateway, without requiring software installation on the endpoint itself. TeamViewer and Bechtle present a secure access gateway hardware that comes pre-configured with Agentless Access. This allows companies to deploy secure, scalable remote access and endpoint management to their industrial systems in a plug-and-play manner. The Bechtle partnership is complemented by a new Agentless Access release that offers extended protocol support, allowing seamless, secure access to legacy systems such as Windows XP. IT/OT teams can now keep these systems isolated from any direct internet access, while enabling use cases ranging from remote control to remote PLC programming. TeamViewer is also showcasing an AI-powered extension to its Assist AR solution at Hannover Messe. It helps industrial service teams to capture expert knowledge and use it to resolve unplanned downtimes faster and more consistently. By combining Augmented Reality with TeamViewer's AI agent Tia and its proprietary knowledge graph, support staff receive real-time suggestions during live video calls on how similar issues have been resolved in the past. This makes expert knowledge immediately available where and when it is needed most, streamlines support processes, and helps manufacturers reduce downtime, costs, and operational risk. Agentless Access and Assist AR will both be demonstrated live at the TeamViewer booth at Hannover Messe in Hall 15, stand E52.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €5.17, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Software industry in Germany. Total loss to shareholders of 67% over the past three years.ナラティブの更新 • Apr 16TMV: AI Risk Recalibration Will Drive Future Rerating PotentialThe updated analyst price target for TeamViewer has shifted from about €16.35 to €13.50, as analysts weigh a mix of more cautious views on AI related risks and incremental adjustments to growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research on TeamViewer shows a split view, with some firms turning more cautious on AI related risks and others taking a more constructive stance on the risk or reward setup.ナラティブの更新 • Apr 02TMV: AI Execution Risks Will Trigger Future Earnings Re Rating OpportunityNarrative Update: TeamViewer Analyst Target Shift The updated analyst price target for TeamViewer is €8.57 per share. This level reflects mixed recent research, with some analysts reducing targets toward €5 on AI-related risks while others turned more positive.Reported Earnings • Mar 19Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €0.75 (down from €0.77 in FY 2024). Revenue: €746.8m (up 11% from FY 2024). Net income: €118.2m (down 3.9% from FY 2024). Profit margin: 16% (down from 18% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.ナラティブの更新 • Mar 19TMV: AI Execution Risks Will Set Up Future Earnings Re RatingAnalysts have trimmed the TeamViewer price target to €5, with a lower fair value estimate and reduced future P/E assumptions. This reflects growing caution around AI related risks to the business model.お知らせ • Mar 06Teamviewer Announces Enhancements to Microsoft Intune IntegrationTeamViewer announced enhancements to the integration between TeamViewer Tensor and Microsoft Intune. By preserving full operational context and eliminating the need to switch tools, the integration enables IT teams to resolve issues more efficiently. New functionalities include automated device synchronization across the two platforms, unattended remote access for Windows, macOS, and Android, as well as extended TeamViewer remote connectivity for Intune-enrolled devices that do not have the Company Portal app installed. Through automatic synchronization of device data between Microsoft Intune and TeamViewer Tensor, the integration provides accurate, near real-time visibility across platforms. This eliminates duplicate configuration efforts, reduces administrative overhead, and supports seamless management of distributed IT environments at scale. With support for Windows Local Administrator Password Solution (LAPS), TeamViewer enables secure, on-demand retrieval of privileged credentials, allowing IT teams to resolve issues efficiently while maintaining strong access controls within a single platform. It builds on Microsoft Entra ID and Intune security policies to enable conditional access enforcement, centralized auditability, and compliance-ready remote sessions within existing enterprise governance frameworks. The integration is available in private preview for selected enterprise customers and partners, with general availability planned in the coming weeks.ナラティブの更新 • Mar 05TMV: AI Automation Reset Will Drive Future Re Rating PotentialThe updated analyst price target for TeamViewer edges down from about €16.92 to roughly €16.35. This reflects recent cuts in Street targets and analyst expectations for slightly softer revenue growth, a higher discount rate, modestly better margins, and a lower future P/E assumption.お知らせ • Mar 03TeamViewer SE to Report Fiscal Year 2025 Results on Mar 18, 2026TeamViewer SE announced that they will report fiscal year 2025 results on Mar 18, 2026お知らせ • Feb 24Teamviewer Appoints Tim Koubek as President of the AmericasTeamViewer has appointed Tim Koubek as President of TeamViewer Americas. Koubek is an accomplished enterprise sales leader with deep experience scaling infrastructure software businesses across the Americas and globally. As a multi-time Chief Revenue Officer, he has consistently delivered strong growth by implementing winning sales methodologies and building high-performing go-to-market teams. Koubek's proven track record includes serving as Senior Vice President of Sales at LogicMonitor, where he delivered exceptionally strong growth and helped shape the company's evolution from an infrastructure monitoring tool to a broader observability platform. At BMC Software, he owned a step-change in topline growth and sales productivity on the back of a highly disciplined playbook approach. Koubek has extensive expertise in enterprise sales across industries including highly regulated and complex environments.Price Target Changed • Feb 18Price target decreased by 7.4% to €9.69Down from €10.46, the current price target is an average from 17 analysts. New target price is 103% above last closing price of €4.76. Stock is down 62% over the past year. The company is forecast to post earnings per share of €0.89 for next year compared to €0.75 last year.ナラティブの更新 • Feb 18TMV: Cost Discipline And Cash Generation Will Support Future Earnings Re RatingAnalysts have trimmed their TeamViewer price targets by around €0.40 to €3 in response to updated assumptions for slightly lower revenue growth, a marginally higher discount rate, and modestly adjusted profit margin and P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts appear to see the recent price target trimming as fine tuning rather than a major reset, with adjustments of around €0.40 that keep their broader view of the business model intact.分析記事 • Feb 18Some Investors May Be Willing To Look Past TeamViewer's (ETR:TMV) Soft EarningsThe most recent earnings report from TeamViewer SE ( ETR:TMV ) was disappointing for shareholders. While the headline...Reported Earnings • Feb 11Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €0.75 (down from €0.77 in FY 2024). Revenue: €746.8m (up 11% from FY 2024). Net income: €118.2m (down 3.9% from FY 2024). Profit margin: 16% (down from 18% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.ナラティブの更新 • Feb 04TMV: Higher Discount Rate Will Highlight Potential Upside In Reassessed Cash FlowsAnalysts have cut their fair value estimate for TeamViewer from €11.00 to €6.50, citing updated assumptions on discount rates, growth, profitability and valuation multiples. These changes are broadly in line with the recent trimming of the Street price target to €8.25.ナラティブの更新 • Jan 21TMV: AI Automation Progress Will Drive Future Re Rating PotentialAnalysts have reduced their price targets for TeamViewer, with recent cuts such as Morgan Stanley to €8.25 and Berenberg to €11. This has helped drive a lower blended fair value estimate from about €20.00 to roughly €16.92, reflecting updated views on growth, margins and an adjusted future P/E assumption of 17.72x.分析記事 • Jan 07When Should You Buy TeamViewer SE (ETR:TMV)?TeamViewer SE ( ETR:TMV ), is not the largest company out there, but it received a lot of attention from a substantial...ナラティブの更新 • Jan 06TMV: Cost Controls And Recurring Revenues Will Support Future Earnings Re-RatingAnalysts have trimmed their price target on TeamViewer to €11 from €14, reflecting updated assumptions for the discount rate, margin profile, and future P/E multiples in their models. Analyst Commentary Recent commentary reflects a more cautious stance on TeamViewer, with the trimmed price target to €11 indicating reassessment of both execution risks and valuation assumptions.ナラティブの更新 • Dec 19TMV: Cost Controls And Recurring Revenues Will Support Future Earnings Multiple ExpansionAnalysts have slightly reduced their price target on TeamViewer to EUR 11 from EUR 14. This reflects modestly lower assumptions for fair value, revenue growth, and profit margins, even as the longer term earnings multiple outlook edges higher.ナラティブの更新 • Dec 05TMV: Cost Discipline And Margin Resilience Will Support Future Share Price UpsideAnalysts have reduced their price target on TeamViewer from EUR 14 to EUR 11, reflecting slightly softer assumptions for long term revenue growth, profit margins and valuation multiples. Analyst Commentary Recent commentary highlights a more cautious stance on TeamViewer, with price targets adjusted downward to reflect moderated expectations for growth and profitability.お知らせ • Dec 02Teamviewer Announces Executive ChangesTeamViewer announced the appointment of Finn Faldi as Executive Vice President Global Inside Sales. In this newly created role, Finn will join the Senior Leadership Team and unite and lead all inside sales teams across the Americas (AMS), EMEA, and APAC regions. The goal is to further streamline and strengthen a sales channel that has played a pivotal role in TeamViewer's commercial development and will continue to do so across products and customer categories. Finn Faldi has a strong track record of leadership at TeamViewer, having previously served as President, TeamViewer Americas, where he was instrumental in scaling the region's operations and driving growth. Since his departure in 2021, he has remained closely connected to TeamViewer as a Senior Advisor, while also advising and investing in other growth companies in the software sector. His return marks a further step in TeamViewer's ongoing efforts to optimize its global sales organization and accelerate growth across all regions. This leadership addition coincides with the departure of Georg Beyschlag, currently President TeamViewer Americas, who will leave TeamViewer at the end of the year after more than seven years of successful service in various leadership roles.ナラティブの更新 • Nov 21TMV: Improved Profit Margins Will Drive Share Price Appreciation AheadAnalysts have revised their average price target for TeamViewer, with recent adjustments reflecting a reduction from EUR 14 to EUR 11. This change is largely due to neutral revenue growth expectations and updated sector valuation metrics.お知らせ • Nov 19TeamViewer Launches Tia, the Intelligent Agent for Autonomous IT SupportTeamViewer announced the next leap in its AI journey at Microsoft Ignite: Tia, the intelligent agent designed to transform how IT issues are found, fixed, and prevented. AI is evolving from guiding human decisions to taking meaningful action. Tia represents the next step in this shift, moving from assistive to agentic intelligence and turning AI from a passive advisor into an active problem solver. Integrated into TeamViewer ONE, Tia brings together the company's strengths in remote connectivity and digital employee experience to create a unified environment where IT problems can be identified and resolved autonomously. Tia operates across devices and systems, leveraging contextual insights from device and session data to detect, diagnose, and resolve issues faster. It learns how problems occur, recommends relevant remediations and automation, and generates the scripts to execute them. Routine disruptions such as login errors, configuration faults, or application slowdowns can be handled automatically within policy, while complex cases remain under IT oversight. It also provides customizable dashboards that give teams tailored views of key metrics, data sources, and trends to visualize anomalies, performance, and automation outcomes. This creates a continuous learning loop that helps IT anticipate issues and keeps employees productive. At its core, Tia runs on a multi-agent framework with specialized agents covering performance, connectivity, application support, and account management. These agents share intelligence to expand IT capacity, accelerate resolution, and improve long-term system stability.お知らせ • Nov 10TeamViewer Introduces Agentless Access to Secure and Simplify Remote Operations in Industrial EnvironmentsTeamViewer announced at the Gartner IT Symposium in Barcelona the launch of Agentless Access. The new feature in TeamViewer's enterprise platform, Tensor, allows manufacturers and machine builders (OEMs) to remotely work on machines and other operational technology (OT) systems, without installing software on each device. The solution strengthens cybersecurity and compliance across connected production environments while reducing complexity for both IT and OT teams. TeamViewer Tensor is now fully optimized for operational technology and industrial remote operations. Clients such as Schwabische Werkzeugmaschinen GmbH already use it for remote PLC programming, allowing them to control and automate machines on the shop floor. The newly launched Agentless Access extends this capability, providing centralized management and simplified configuration for OT endpoints, including human-machine interfaces (HMIs), legacy systems, and closed devices, without installing software on each devices. Combined with Tensor's Hybrid Conditional Access, this gives manufacturers a complete solution for secure, flexible, and controlled connectivity across highly segmented networks, while streamlining maintenance and troubleshooting workflows. As factories modernize and become more connected, industrial systems are increasingly exposed to cyberattacks. Organizations need secure, flexible connectivity solutions that protect critical systems while maximizing uptime, ensuring compliance, and maintaining operational control. Agentless Access addresses these challenges by allowing manufacturers to work directly on PLCs (programmable logic controllers) and HMIs for maintenance or troubleshooting without making software changes to the devices, eliminating a major operational barrier that can introduce risk or downtime. TeamViewer Tensor for operational technology enforces zero-trust remote access across segmented networks and protects them with granular access controls, protocol isolation, and full audit logging. This way, IT teams maintain governance and visibility, while OT teams retain operational control and safety. As IT and OT environments increasingly intersect, Agentless Access enables secure collaboration across both domains through one platform. TeamViewer will present the new feature and other innovations for secure remote operations at Smart Remote Service in Berlin and Microsoft Ignite in San Francisco, showing how manufacturers can strengthen cybersecurity and operational efficiency.ナラティブの更新 • Nov 06TMV: Profit Margin Improvement Will Drive Share Upside PotentialTeamViewer's analyst price target has been revised downward from €12.81 to €11.30, as analysts cite tempered revenue growth expectations and a slightly higher discount rate, even though profit margin projections are improving. Analyst Commentary Recent analyst activity has highlighted a mix of optimism and ongoing caution around TeamViewer’s future prospects, as reflected in recent price target adjustments and rating changes.分析記事 • Oct 29Take Care Before Jumping Onto TeamViewer SE (ETR:TMV) Even Though It's 26% CheaperUnfortunately for some shareholders, the TeamViewer SE ( ETR:TMV ) share price has dived 26% in the last thirty days...Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €6.47, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 22x in the Software industry in Germany. Total loss to shareholders of 33% over the past three years.ナラティブの更新 • Oct 23Analysts Revise TeamViewer Outlook as Valuation and Growth Estimates Adjust Amid New IntegrationsAnalysts have revised TeamViewer's fair value estimate downward from €15.16 to €12.81. This adjustment reflects a tempered outlook on growth and profit margins, despite recent upgrades in price targets from major firms.Reported Earnings • Oct 23Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: €0.18 (down from €0.25 in 3Q 2024). Revenue: €189.5m (up 12% from 3Q 2024). Net income: €28.7m (down 28% from 3Q 2024). Profit margin: 15% (down from 23% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 51%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.分析記事 • Sep 25We Think TeamViewer (ETR:TMV) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 02Investors Holding Back On TeamViewer SE (ETR:TMV)With a price-to-earnings (or "P/E") ratio of 12.6x TeamViewer SE ( ETR:TMV ) may be sending bullish signals at the...分析記事 • Aug 06TeamViewer's (ETR:TMV) Solid Earnings Are Supported By Other Strong FactorsXTRA:TMV 1 Year Share Price vs Fair Value Explore TeamViewer's Fair Values from the Community and select yours...分析記事 • Aug 01TeamViewer SE Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's shaping up to be a tough period for TeamViewer SE ( ETR:TMV ), which a week ago released some disappointing...Reported Earnings • Jul 29Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €0.14 (down from €0.17 in 2Q 2024). Revenue: €185.6m (up 13% from 2Q 2024). Net income: €22.6m (down 15% from 2Q 2024). Profit margin: 12% (down from 16% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 62%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Jul 10Should You Think About Buying TeamViewer SE (ETR:TMV) Now?TeamViewer SE ( ETR:TMV ), might not be a large cap stock, but it received a lot of attention from a substantial price...分析記事 • Jun 14Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • May 22We Think Shareholders Are Less Likely To Approve A Large Pay Rise For TeamViewer SE's (ETR:TMV) CEO For NowKey Insights TeamViewer's Annual General Meeting to take place on 28th of May Salary of €1.04m is part of CEO Oliver...分析記事 • May 09Analyst Estimates: Here's What Brokers Think Of TeamViewer SE (ETR:TMV) After Its First-Quarter ReportIt's been a sad week for TeamViewer SE ( ETR:TMV ), who've watched their investment drop 19% to €10.90 in the week...Reported Earnings • May 07First quarter 2025 earnings released: EPS: €0.19 (vs €0.14 in 1Q 2024)First quarter 2025 results: EPS: €0.19 (up from €0.14 in 1Q 2024). Revenue: €178.8m (up 11% from 1Q 2024). Net income: €29.6m (up 33% from 1Q 2024). Profit margin: 17% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €11.16, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 26x in the Software industry in Germany. Total loss to shareholders of 5.1% over the past three years.お知らせ • May 05TeamViewer Launches DEX Essentials, Expanding Digital Workplace InnovationTeamViewer announced the upcoming launch of TeamViewerDEX Essentials--a new offering designed to bring digital employee experience (DEX) capabilities to its entire customer base, including small and medium-sized businesses, for the first time. DEX platforms have traditionally been tailored to meet the scale and demands of large enterprises managing thousands of employees and devices. With DEX Essentials, TeamViewer is extending those powerful capabilities to its existing customer base, especially to smaller, fast-moving businesses, delivering an out-of-the-box, easy-to-deploy solution that helps IT teams proactively manage and optimize the digital workplace at any scale. TeamViewer DEX Essentials gives IT teams the tools to: Prevent downtime by resolving performance, app, operating system, and network issues before users notice; Automate routine fixes to reduce ticket volumes and free up IT for strategic work; Ensure stability and security across devices without interrupting productivity; Gain actionable insights to improve compliance, user experience, and system health.お知らせ • Apr 17TeamViewer SE, Annual General Meeting, May 28, 2025TeamViewer SE, Annual General Meeting, May 28, 2025, at 11:00 W. Europe Standard Time.Reported Earnings • Mar 23Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: €0.77 (up from €0.66 in FY 2023). Revenue: €671.4m (up 7.1% from FY 2023). Net income: €123.1m (up 8.0% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • Mar 03With TeamViewer SE (ETR:TMV) It Looks Like You'll Get What You Pay ForThere wouldn't be many who think TeamViewer SE's ( ETR:TMV ) price-to-earnings (or "P/E") ratio of 15.1x is worth a...Reported Earnings • Feb 14Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: €0.77 (up from €0.66 in FY 2023). Revenue: €671.4m (up 7.1% from FY 2023). Net income: €123.1m (up 8.0% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.新しいナラティブ • Feb 09ARR Metric Introduction Will Improve Revenue Predictability And Boost Investor Confidence Strong Enterprise growth and new AI features could lead to higher revenues, improved revenue mix, and increased customer retention. 分析記事 • Feb 05TeamViewer (ETR:TMV) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jan 08TeamViewer SE to Report Q4, 2024 Results on Jan 08, 2025TeamViewer SE announced that they will report Q4, 2024 results at 5:30 PM, Central European Standard Time on Jan 08, 2025New Risk • Dec 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (608% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change).Valuation Update With 7 Day Price Move • Dec 13Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €10.08, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Software industry in Germany. Total loss to shareholders of 13% over the past three years.お知らせ • Dec 11TeamViewer SE (XTRA:TMV) agreed to acquire 1E Ltd from Carlyle Europe Technology Partners IV, managed by The Carlyle Group Inc. (NasdaqGS:CG) for enterprise value of $720 million.TeamViewer SE (XTRA:TMV) agreed to acquire 1E Ltd from Carlyle Europe Technology Partners IV, managed by The Carlyle Group Inc. (NasdaqGS:CG) for enterprise value of $720 million on December 9, 2024. TeamViewer SE signed definitive agreement to acquire 1E Ltd from Carlyle Europe Technology Partners IV, managed by The Carlyle Group Inc. (NasdaqGS:CG) on December 10, 2024. It is all cash transaction. The acquisition will be Financing via existing credit lines and new debt instruments. Mark Banfield, CEO of 1E, will join TeamViewer as CCO after closing. The transaction is subject to approval by regulatory board / committee. The transaction is expected to complete in early 2025. Arma Partners LLP acted as financial advisor for 1E Ltd.お知らせ • Dec 03TeamViewer Introduces Smart Service SolutionTeamViewer introduced TeamViewer Smart Service. Designed for after-sales support, this solution helps manufacturers of machinery and equipment (OEMs) efficiently troubleshoot issues at customer sites. By unifying software and hardware support in one solution, Smart Service enables manufacturers to minimize downtime, address workforce challenges, and streamline complex operations across IT and OT environments. TeamViewer Smart Service offers OEMs in various sectors, including industrial manufacturing, agriculture, healthcare, and professional electronics, a comprehensive toolkit to support the detection, reporting, and immediate resolution of machine issues. Leveraging industry-proven augmented reality (AR) for expert-guided problem resolution, TeamViewer Smart Service enables swift handling of physical defects through remote assistance, while remote machine access resolves software issues — all secured with industry-grade security. In addition to these capabilities, Smart Service goes beyond simple screen sharing. Features like port forwarding and VPN extension enable seamless and secure connectivity, even for complex OT environments, ensuring efficient and reliable support for high-stakes operational needs. To facilitate seamless communication during remote assistance calls, TeamViewer Smart Service includes live captions of language with optional real-time translation capabilities. This feature enables global collaboration by reducing language barriers and enhancing communication, even in noisy environments. Additionally, these captions can be transcribed and saved automatically, creating detailed records of troubleshooting sessions. This built-in documentation capability helps OEMs maintain a comprehensive knowledge base, accelerating issue resolution by allowing teams to reference past solutions. By integrating these tools, Smart Service supports end-to-end troubleshooting, equipping on-site technicians with real-time expert guidance while enhancing workforce training and operational efficiency. As industries increasingly rely on complex, high-tech, and individualized equipment, this level of support becomes essential. Beyond improving response times and reducing costs, TeamViewer Smart Service also enables manufacturers to lower their carbon footprint by reducing the need for travel to service and maintain equipment. In light of stricter ESG reporting requirements, TeamViewer's solution meets both operational and environmental goals by minimizing travel while offering comprehensive support for IT and OT environments.お知らせ • Nov 29+ 2 more updatesTeamViewer SE to Report Q3, 2025 Results on Nov 04, 2025TeamViewer SE announced that they will report Q3, 2025 results on Nov 04, 2025分析記事 • Nov 13TeamViewer (ETR:TMV) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by the solid earnings posted by TeamViewer SE ( ETR:TMV ) recently. Our analysis...Reported Earnings • Nov 07Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.25 (up from €0.16 in 3Q 2023). Revenue: €168.7m (up 6.7% from 3Q 2023). Net income: €39.5m (up 49% from 3Q 2023). Profit margin: 23% (up from 17% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.分析記事 • Nov 07Investors Holding Back On TeamViewer SE (ETR:TMV)There wouldn't be many who think TeamViewer SE's ( ETR:TMV ) price-to-earnings (or "P/E") ratio of 16.9x is worth a...分析記事 • Oct 17Investors Met With Slowing Returns on Capital At TeamViewer (ETR:TMV)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...分析記事 • Sep 26Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Aug 01Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: €0.16 (down from €0.20 in 2Q 2023). Revenue: €164.1m (up 6.5% from 2Q 2023). Net income: €26.5m (down 22% from 2Q 2023). Profit margin: 16% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.4%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.分析記事 • Aug 01A Piece Of The Puzzle Missing From TeamViewer SE's (ETR:TMV) Share PriceTeamViewer SE's ( ETR:TMV ) price-to-earnings (or "P/E") ratio of 15.4x might make it look like a buy right now...分析記事 • Jul 04Returns on Capital Paint A Bright Future For TeamViewer (ETR:TMV)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Jun 05Here's Why TeamViewer (ETR:TMV) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 10Analysts Are Updating Their TeamViewer SE (ETR:TMV) Estimates After Its First-Quarter ResultsShareholders might have noticed that TeamViewer SE ( ETR:TMV ) filed its quarterly result this time last week. The...お知らせ • May 09TeamViewer SE Reiterates Revenue Guidance for the Full Year 2024TeamViewer SE reiterated revenue guidance for the full year 2024. The company is firmly on track to deliver on its guidance for fiscal year 2024. The company reiterates its revenue outlook of EUR 660 million to EUR 685 million based on an average FX rate of 2023.Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.14 (vs €0.13 in 1Q 2023)First quarter 2024 results: EPS: €0.14. Revenue: €161.7m (up 6.8% from 1Q 2023). Net income: €22.3m (down 3.5% from 1Q 2023). Profit margin: 14% (down from 15% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany.分析記事 • Apr 11Investors Holding Back On TeamViewer SE (ETR:TMV)With a median price-to-earnings (or "P/E") ratio of close to 17x in Germany, you could be forgiven for feeling...Reported Earnings • Mar 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.66 (up from €0.37 in FY 2022). Revenue: €626.7m (up 11% from FY 2022). Net income: €114.0m (up 69% from FY 2022). Profit margin: 18% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.分析記事 • Feb 15TeamViewer's (ETR:TMV) Performance Is Even Better Than Its Earnings SuggestTeamViewer SE ( ETR:TMV ) recently posted some strong earnings, and the market responded positively. Our analysis found...分析記事 • Feb 10Results: TeamViewer SE Exceeded Expectations And The Consensus Has Updated Its EstimatesInvestors in TeamViewer SE ( ETR:TMV ) had a good week, as its shares rose 8.4% to close at €14.53 following the...New Risk • Feb 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 535% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 08Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.66 (up from €0.37 in FY 2022). Revenue: €626.7m (up 11% from FY 2022). Net income: €114.0m (up 69% from FY 2022). Profit margin: 18% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.分析記事 • Jan 03Risks To Shareholder Returns Are Elevated At These Prices For TeamViewer SE (ETR:TMV)With a price-to-earnings (or "P/E") ratio of 21.1x TeamViewer SE ( ETR:TMV ) may be sending bearish signals at the...分析記事 • Dec 05Is It Too Late To Consider Buying TeamViewer SE (ETR:TMV)?TeamViewer SE ( ETR:TMV ), is not the largest company out there, but it received a lot of attention from a substantial...お知らせ • Nov 28+ 5 more updatesTeamViewer SE to Report Fiscal Year 2023 Final Results on Mar 14, 2024TeamViewer SE announced that they will report fiscal year 2023 final results on Mar 14, 2024分析記事 • Nov 14Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...New Risk • Nov 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 487% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.Reported Earnings • Oct 31Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: €0.16 (up from €0.091 in 3Q 2022). Revenue: €158.1m (up 10% from 3Q 2022). Net income: €26.5m (up 61% from 3Q 2022). Profit margin: 17% (up from 12% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.分析記事 • Oct 24Returns On Capital Are A Standout For TeamViewer (ETR:TMV)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...分析記事 • Aug 11Is TeamViewer (ETR:TMV) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Aug 02Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: €0.20 (up from €0.063 in 2Q 2022). Revenue: €154.2m (up 12% from 2Q 2022). Net income: €34.0m (up 191% from 2Q 2022). Profit margin: 22% (up from 8.5% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.分析記事 • Jul 24TeamViewer (ETR:TMV) Is Very Good At Capital AllocationWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Jul 14TeamViewer SE Announces Management ChangesTeamViewer SE, appointed Mei Dent as Chief Product and Technology Officer, starting 31 August 2023. She will join the management board of TeamViewer SE alongside CEO Oliver Steil, CFO Michael Wilkens and CCO Peter Turner. Mei will drive the company’s product vision and overall innovation strategy and will head TeamViewer’s global product management, solution delivery and R&D teams including its software development hubs in Germany, Austria, Greece and Portugal. With this newly created role that anchors all technology responsibilities in the management board, TeamViewer underlines the strategic importance of product development and innovation for the company. Mei Dent has an excellent track record as a technology executive in the software and IT industry. She started her career as a software developer at IBM and spent nearly 25 years in various product and engineering related leadership roles at Canadian software giant OpenText. As VP R&D at OpenText, she successfully pioneered the first multi-tenant SaaS product for the company and therefore developed a key element of OpenText’s cloud offering. As part of the senior leadership team of the company’s software development organization, she was also responsible for global engineering practices and processes for security, performance, user experience, as well as reusable and shared services. In her most recent role as CTO at customer communications management and engagement software provider Doxim, Mei led the entire technology organization and scaled it to support the company’s growth. She was responsible for the full lifecycle of Doxim’s platform development as well as product integration in the context of Doxim’s acquisitions. Mei holds a Master in Computer Science from the Western University in Ontario. She will be based in Goppingen, Germany. Dr. Mike Eissele, TeamViewer’s current CTO, and Dr. Hendrik Witt, TeamViewer’s current CPO will leave the company at the end of 2023 after a transition phase and a comprehensive handover to Mei. Beyond that, both remain available with their extensive knowledge to support the company further as needed. Mike leaves TeamViewer after more than 14 years and numerous successful product launches and releases as well as pioneering the use of Augmented Reality software at TeamViewer. Under his leadership the company built dedicated software development hubs outside of Germany to become more flexible in R&D. Hendrik joined TeamViewer three years ago with the acquisition of Augmented Reality software specialist Ubimax. The founder and former CEO of Ubimax will leave TeamViewer as planned after a very successful journey with the company and a complete integration of Ubimax’s product offering “Frontline” into TeamViewer’s solution portfolio as well as the recent go live of TeamViewer Remote, the company’s upgraded remote access and support solution for SMB customers and non-commercial users.分析記事 • Jun 11Why TeamViewer SE (ETR:TMV) Could Be Worth WatchingTeamViewer SE ( ETR:TMV ), is not the largest company out there, but it saw significant share price movement during...分析記事 • May 29Are Investors Undervaluing TeamViewer SE (ETR:TMV) By 46%?Key Insights Using the 2 Stage Free Cash Flow to Equity, TeamViewer fair value estimate is €27.11 TeamViewer is...分析記事 • May 13These 4 Measures Indicate That TeamViewer (ETR:TMV) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • May 03First quarter 2023 earnings released: EPS: €0.13 (vs €0.075 in 1Q 2022)First quarter 2023 results: EPS: €0.13 (up from €0.075 in 1Q 2022). Revenue: €151.3m (up 13% from 1Q 2022). Net income: €23.1m (up 58% from 1Q 2022). Profit margin: 15% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.財務状況分析短期負債: TMVの 短期資産 ( €115.3M ) は 短期負債 ( €635.1M ) をカバーしていません。長期負債: TMVの短期資産 ( €115.3M ) は 長期負債 ( €820.9M ) をカバーしていません。デット・ツー・エクイティの歴史と分析負債レベル: TMVの 純負債対資本比率 ( 405.6% ) は 高い と見なされます。負債の削減: TMVの負債対資本比率は、過去 5 年間で343.6%から420.8%に増加しました。債務返済能力: TMVの負債は 営業キャッシュフロー によって 十分にカバー されています ( 26.2% )。インタレストカバレッジ: TMVの負債に対する 利息支払い は EBIT ( 7.2 x coverage) によって 十分にカバーされています。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YSoftware 業界の健全な企業。View Dividend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2026/05/21 18:21終値2026/05/21 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TeamViewer SE 14 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。21 アナリスト機関James GoodmanBarclaysAlice JenningsBarclaysSven MerktBarclays18 その他のアナリストを表示
分析記事 • Sep 25We Think TeamViewer (ETR:TMV) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jun 14Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Feb 05TeamViewer (ETR:TMV) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Sep 26Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Jun 05Here's Why TeamViewer (ETR:TMV) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Nov 14Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 08TeamViewer SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsThe investors in TeamViewer SE 's ( ETR:TMV ) will be rubbing their hands together with glee today, after the share...
ライブニュース • May 08Mercedes-AMG PETRONAS F1 Adopts TeamViewer ONE for AI-Powered Endpoint ManagementMercedes-AMG PETRONAS F1 Team has upgraded from TeamViewer Tensor to the new TeamViewer ONE platform. TeamViewer ONE gives the racing team real-time visibility and control across thousands of IT and operational endpoints. The platform uses AI to detect and resolve IT issues before they disrupt factory, office or trackside operations. For you as an investor, this upgrade highlights how TeamViewer is positioning its ONE platform for complex, high-demand environments where uptime is critical. Formula 1 operations rely on tightly coordinated data flows and remote access across cars, pits, factories and corporate locations. Being selected in this setting underlines the product’s focus on autonomous endpoint management and resilience. The deal also shows how TeamViewer is emphasizing AI-driven monitoring and automation, not just traditional remote access. While financial terms are not disclosed, continued adoption within an existing high-profile partner such as Mercedes-AMG PETRONAS F1 can help reinforce TeamViewer’s visibility in enterprise and industrial use cases. This is an area many investors watch closely for subscription depth and product stickiness.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: €0.22 (vs €0.19 in 1Q 2025)First quarter 2026 results: EPS: €0.22 (up from €0.19 in 1Q 2025). Revenue: €183.2m (up 2.5% from 1Q 2025). Net income: €34.2m (up 15% from 1Q 2025). Profit margin: 19% (up from 17% in 1Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
ナラティブの更新 • May 02TMV: AI Risk Reassessment And Execution Will Drive Future Rerating PotentialNarrative Update The average analyst price target for TeamViewer has shifted to €5. This reflects a series of recent cuts as analysts factor in AI related risks while keeping core valuation inputs such as fair value, revenue growth, profit margin and future P/E broadly unchanged.
お知らせ • Apr 29TeamViewer Introduces AI-Driven Scripting for Tia At Gartner Digital Workplace SummitTeamViewer introduced AI-driven scripting for Tia (TeamViewer Intelligent Agent) at the Gartner Digital Workplace Summit 2026 in London. Building on more than one million AI session summaries produced since launch, Tia can now learn from an organization's support history and turn resolved issues into ready-to-run automations, giving IT teams a faster, more consistent path to standardizing proven fixes. The release marks an important milestone in TeamViewer's Autonomous Endpoint Management (AEM) roadmap. The new capabilities address one of IT's most persistent inefficiencies: even when issues are resolved, the applied fixes are rarely captured in a way that prevents the same problem from recurring. Tia now tackles this in two connected steps: First, it draws on AI insights from real support sessions to ground its troubleshooting recommendations in an organization's actual support history and context, surfacing proven remediation steps from past sessions rather than relying on general knowledge. From there, IT teams can choose to turn any resolved session into a script that Tia generates based on the documented remediation steps. The automation is then ready for the team to review and refine before deploying it to selected devices or device groups. The release reflects how TeamViewer is building out its AEM vision in stages through TeamViewer ONE, its unified digital workplace platform: from secure remote support and real-time endpoint observability to in-session AI expert augmentation and knowledge capture, and now to AI-driven automations grounded in proven fixes. Each resolved incident makes the next one easier to prevent, as AI sessions and endpoint telemetry combine to surface recurring patterns across the IT environment. Where remote support platforms, DEX tools, and RMM solutions each address parts of this challenge in isolation, Tia connects them, grounding every automation in verified remediation steps drawn from the customer's own support history and relevant context. TeamViewer is unveiling the innovation at the Gartner Digital Workplace Summit 2026 in London, where the company is also presenting two sessions: "Building the Autonomous Workplace with a DEX Knowledge Layer" on April 28, and "The Top 3 DEX Myths Sabotaging Your Digital Strategy" on April 27. Attendees can visit TeamViewer at Expo Booth 207 or the Engagement Zone in the foyer on Level 1.
お知らせ • Apr 23TeamViewer SE, Annual General Meeting, Jun 02, 2026TeamViewer SE, Annual General Meeting, Jun 02, 2026, at 11:00 W. Europe Standard Time.
お知らせ • Apr 18TeamViewer Unveils Agentless Access And Assist AR Enhancements At Hannover MesseTeamViewer unveiled key enhancements to its Agentless Access and Assist AR solutions, strengthening its portfolio for the AI-accelerated convergence of operational technology (OT) and IT environments. TeamViewer Agentless Access enables direct, zero-trust remote access to any kind of OT equipment. It routes access through an on-premises gateway, without requiring software installation on the endpoint itself. TeamViewer and Bechtle present a secure access gateway hardware that comes pre-configured with Agentless Access. This allows companies to deploy secure, scalable remote access and endpoint management to their industrial systems in a plug-and-play manner. The Bechtle partnership is complemented by a new Agentless Access release that offers extended protocol support, allowing seamless, secure access to legacy systems such as Windows XP. IT/OT teams can now keep these systems isolated from any direct internet access, while enabling use cases ranging from remote control to remote PLC programming. TeamViewer is also showcasing an AI-powered extension to its Assist AR solution at Hannover Messe. It helps industrial service teams to capture expert knowledge and use it to resolve unplanned downtimes faster and more consistently. By combining Augmented Reality with TeamViewer's AI agent Tia and its proprietary knowledge graph, support staff receive real-time suggestions during live video calls on how similar issues have been resolved in the past. This makes expert knowledge immediately available where and when it is needed most, streamlines support processes, and helps manufacturers reduce downtime, costs, and operational risk. Agentless Access and Assist AR will both be demonstrated live at the TeamViewer booth at Hannover Messe in Hall 15, stand E52.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 23%After last week's 23% share price gain to €5.17, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 17x in the Software industry in Germany. Total loss to shareholders of 67% over the past three years.
ナラティブの更新 • Apr 16TMV: AI Risk Recalibration Will Drive Future Rerating PotentialThe updated analyst price target for TeamViewer has shifted from about €16.35 to €13.50, as analysts weigh a mix of more cautious views on AI related risks and incremental adjustments to growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research on TeamViewer shows a split view, with some firms turning more cautious on AI related risks and others taking a more constructive stance on the risk or reward setup.
ナラティブの更新 • Apr 02TMV: AI Execution Risks Will Trigger Future Earnings Re Rating OpportunityNarrative Update: TeamViewer Analyst Target Shift The updated analyst price target for TeamViewer is €8.57 per share. This level reflects mixed recent research, with some analysts reducing targets toward €5 on AI-related risks while others turned more positive.
Reported Earnings • Mar 19Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €0.75 (down from €0.77 in FY 2024). Revenue: €746.8m (up 11% from FY 2024). Net income: €118.2m (down 3.9% from FY 2024). Profit margin: 16% (down from 18% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
ナラティブの更新 • Mar 19TMV: AI Execution Risks Will Set Up Future Earnings Re RatingAnalysts have trimmed the TeamViewer price target to €5, with a lower fair value estimate and reduced future P/E assumptions. This reflects growing caution around AI related risks to the business model.
お知らせ • Mar 06Teamviewer Announces Enhancements to Microsoft Intune IntegrationTeamViewer announced enhancements to the integration between TeamViewer Tensor and Microsoft Intune. By preserving full operational context and eliminating the need to switch tools, the integration enables IT teams to resolve issues more efficiently. New functionalities include automated device synchronization across the two platforms, unattended remote access for Windows, macOS, and Android, as well as extended TeamViewer remote connectivity for Intune-enrolled devices that do not have the Company Portal app installed. Through automatic synchronization of device data between Microsoft Intune and TeamViewer Tensor, the integration provides accurate, near real-time visibility across platforms. This eliminates duplicate configuration efforts, reduces administrative overhead, and supports seamless management of distributed IT environments at scale. With support for Windows Local Administrator Password Solution (LAPS), TeamViewer enables secure, on-demand retrieval of privileged credentials, allowing IT teams to resolve issues efficiently while maintaining strong access controls within a single platform. It builds on Microsoft Entra ID and Intune security policies to enable conditional access enforcement, centralized auditability, and compliance-ready remote sessions within existing enterprise governance frameworks. The integration is available in private preview for selected enterprise customers and partners, with general availability planned in the coming weeks.
ナラティブの更新 • Mar 05TMV: AI Automation Reset Will Drive Future Re Rating PotentialThe updated analyst price target for TeamViewer edges down from about €16.92 to roughly €16.35. This reflects recent cuts in Street targets and analyst expectations for slightly softer revenue growth, a higher discount rate, modestly better margins, and a lower future P/E assumption.
お知らせ • Mar 03TeamViewer SE to Report Fiscal Year 2025 Results on Mar 18, 2026TeamViewer SE announced that they will report fiscal year 2025 results on Mar 18, 2026
お知らせ • Feb 24Teamviewer Appoints Tim Koubek as President of the AmericasTeamViewer has appointed Tim Koubek as President of TeamViewer Americas. Koubek is an accomplished enterprise sales leader with deep experience scaling infrastructure software businesses across the Americas and globally. As a multi-time Chief Revenue Officer, he has consistently delivered strong growth by implementing winning sales methodologies and building high-performing go-to-market teams. Koubek's proven track record includes serving as Senior Vice President of Sales at LogicMonitor, where he delivered exceptionally strong growth and helped shape the company's evolution from an infrastructure monitoring tool to a broader observability platform. At BMC Software, he owned a step-change in topline growth and sales productivity on the back of a highly disciplined playbook approach. Koubek has extensive expertise in enterprise sales across industries including highly regulated and complex environments.
Price Target Changed • Feb 18Price target decreased by 7.4% to €9.69Down from €10.46, the current price target is an average from 17 analysts. New target price is 103% above last closing price of €4.76. Stock is down 62% over the past year. The company is forecast to post earnings per share of €0.89 for next year compared to €0.75 last year.
ナラティブの更新 • Feb 18TMV: Cost Discipline And Cash Generation Will Support Future Earnings Re RatingAnalysts have trimmed their TeamViewer price targets by around €0.40 to €3 in response to updated assumptions for slightly lower revenue growth, a marginally higher discount rate, and modestly adjusted profit margin and P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts appear to see the recent price target trimming as fine tuning rather than a major reset, with adjustments of around €0.40 that keep their broader view of the business model intact.
分析記事 • Feb 18Some Investors May Be Willing To Look Past TeamViewer's (ETR:TMV) Soft EarningsThe most recent earnings report from TeamViewer SE ( ETR:TMV ) was disappointing for shareholders. While the headline...
Reported Earnings • Feb 11Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: €0.75 (down from €0.77 in FY 2024). Revenue: €746.8m (up 11% from FY 2024). Net income: €118.2m (down 3.9% from FY 2024). Profit margin: 16% (down from 18% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 4.6%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
ナラティブの更新 • Feb 04TMV: Higher Discount Rate Will Highlight Potential Upside In Reassessed Cash FlowsAnalysts have cut their fair value estimate for TeamViewer from €11.00 to €6.50, citing updated assumptions on discount rates, growth, profitability and valuation multiples. These changes are broadly in line with the recent trimming of the Street price target to €8.25.
ナラティブの更新 • Jan 21TMV: AI Automation Progress Will Drive Future Re Rating PotentialAnalysts have reduced their price targets for TeamViewer, with recent cuts such as Morgan Stanley to €8.25 and Berenberg to €11. This has helped drive a lower blended fair value estimate from about €20.00 to roughly €16.92, reflecting updated views on growth, margins and an adjusted future P/E assumption of 17.72x.
分析記事 • Jan 07When Should You Buy TeamViewer SE (ETR:TMV)?TeamViewer SE ( ETR:TMV ), is not the largest company out there, but it received a lot of attention from a substantial...
ナラティブの更新 • Jan 06TMV: Cost Controls And Recurring Revenues Will Support Future Earnings Re-RatingAnalysts have trimmed their price target on TeamViewer to €11 from €14, reflecting updated assumptions for the discount rate, margin profile, and future P/E multiples in their models. Analyst Commentary Recent commentary reflects a more cautious stance on TeamViewer, with the trimmed price target to €11 indicating reassessment of both execution risks and valuation assumptions.
ナラティブの更新 • Dec 19TMV: Cost Controls And Recurring Revenues Will Support Future Earnings Multiple ExpansionAnalysts have slightly reduced their price target on TeamViewer to EUR 11 from EUR 14. This reflects modestly lower assumptions for fair value, revenue growth, and profit margins, even as the longer term earnings multiple outlook edges higher.
ナラティブの更新 • Dec 05TMV: Cost Discipline And Margin Resilience Will Support Future Share Price UpsideAnalysts have reduced their price target on TeamViewer from EUR 14 to EUR 11, reflecting slightly softer assumptions for long term revenue growth, profit margins and valuation multiples. Analyst Commentary Recent commentary highlights a more cautious stance on TeamViewer, with price targets adjusted downward to reflect moderated expectations for growth and profitability.
お知らせ • Dec 02Teamviewer Announces Executive ChangesTeamViewer announced the appointment of Finn Faldi as Executive Vice President Global Inside Sales. In this newly created role, Finn will join the Senior Leadership Team and unite and lead all inside sales teams across the Americas (AMS), EMEA, and APAC regions. The goal is to further streamline and strengthen a sales channel that has played a pivotal role in TeamViewer's commercial development and will continue to do so across products and customer categories. Finn Faldi has a strong track record of leadership at TeamViewer, having previously served as President, TeamViewer Americas, where he was instrumental in scaling the region's operations and driving growth. Since his departure in 2021, he has remained closely connected to TeamViewer as a Senior Advisor, while also advising and investing in other growth companies in the software sector. His return marks a further step in TeamViewer's ongoing efforts to optimize its global sales organization and accelerate growth across all regions. This leadership addition coincides with the departure of Georg Beyschlag, currently President TeamViewer Americas, who will leave TeamViewer at the end of the year after more than seven years of successful service in various leadership roles.
ナラティブの更新 • Nov 21TMV: Improved Profit Margins Will Drive Share Price Appreciation AheadAnalysts have revised their average price target for TeamViewer, with recent adjustments reflecting a reduction from EUR 14 to EUR 11. This change is largely due to neutral revenue growth expectations and updated sector valuation metrics.
お知らせ • Nov 19TeamViewer Launches Tia, the Intelligent Agent for Autonomous IT SupportTeamViewer announced the next leap in its AI journey at Microsoft Ignite: Tia, the intelligent agent designed to transform how IT issues are found, fixed, and prevented. AI is evolving from guiding human decisions to taking meaningful action. Tia represents the next step in this shift, moving from assistive to agentic intelligence and turning AI from a passive advisor into an active problem solver. Integrated into TeamViewer ONE, Tia brings together the company's strengths in remote connectivity and digital employee experience to create a unified environment where IT problems can be identified and resolved autonomously. Tia operates across devices and systems, leveraging contextual insights from device and session data to detect, diagnose, and resolve issues faster. It learns how problems occur, recommends relevant remediations and automation, and generates the scripts to execute them. Routine disruptions such as login errors, configuration faults, or application slowdowns can be handled automatically within policy, while complex cases remain under IT oversight. It also provides customizable dashboards that give teams tailored views of key metrics, data sources, and trends to visualize anomalies, performance, and automation outcomes. This creates a continuous learning loop that helps IT anticipate issues and keeps employees productive. At its core, Tia runs on a multi-agent framework with specialized agents covering performance, connectivity, application support, and account management. These agents share intelligence to expand IT capacity, accelerate resolution, and improve long-term system stability.
お知らせ • Nov 10TeamViewer Introduces Agentless Access to Secure and Simplify Remote Operations in Industrial EnvironmentsTeamViewer announced at the Gartner IT Symposium in Barcelona the launch of Agentless Access. The new feature in TeamViewer's enterprise platform, Tensor, allows manufacturers and machine builders (OEMs) to remotely work on machines and other operational technology (OT) systems, without installing software on each device. The solution strengthens cybersecurity and compliance across connected production environments while reducing complexity for both IT and OT teams. TeamViewer Tensor is now fully optimized for operational technology and industrial remote operations. Clients such as Schwabische Werkzeugmaschinen GmbH already use it for remote PLC programming, allowing them to control and automate machines on the shop floor. The newly launched Agentless Access extends this capability, providing centralized management and simplified configuration for OT endpoints, including human-machine interfaces (HMIs), legacy systems, and closed devices, without installing software on each devices. Combined with Tensor's Hybrid Conditional Access, this gives manufacturers a complete solution for secure, flexible, and controlled connectivity across highly segmented networks, while streamlining maintenance and troubleshooting workflows. As factories modernize and become more connected, industrial systems are increasingly exposed to cyberattacks. Organizations need secure, flexible connectivity solutions that protect critical systems while maximizing uptime, ensuring compliance, and maintaining operational control. Agentless Access addresses these challenges by allowing manufacturers to work directly on PLCs (programmable logic controllers) and HMIs for maintenance or troubleshooting without making software changes to the devices, eliminating a major operational barrier that can introduce risk or downtime. TeamViewer Tensor for operational technology enforces zero-trust remote access across segmented networks and protects them with granular access controls, protocol isolation, and full audit logging. This way, IT teams maintain governance and visibility, while OT teams retain operational control and safety. As IT and OT environments increasingly intersect, Agentless Access enables secure collaboration across both domains through one platform. TeamViewer will present the new feature and other innovations for secure remote operations at Smart Remote Service in Berlin and Microsoft Ignite in San Francisco, showing how manufacturers can strengthen cybersecurity and operational efficiency.
ナラティブの更新 • Nov 06TMV: Profit Margin Improvement Will Drive Share Upside PotentialTeamViewer's analyst price target has been revised downward from €12.81 to €11.30, as analysts cite tempered revenue growth expectations and a slightly higher discount rate, even though profit margin projections are improving. Analyst Commentary Recent analyst activity has highlighted a mix of optimism and ongoing caution around TeamViewer’s future prospects, as reflected in recent price target adjustments and rating changes.
分析記事 • Oct 29Take Care Before Jumping Onto TeamViewer SE (ETR:TMV) Even Though It's 26% CheaperUnfortunately for some shareholders, the TeamViewer SE ( ETR:TMV ) share price has dived 26% in the last thirty days...
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €6.47, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 22x in the Software industry in Germany. Total loss to shareholders of 33% over the past three years.
ナラティブの更新 • Oct 23Analysts Revise TeamViewer Outlook as Valuation and Growth Estimates Adjust Amid New IntegrationsAnalysts have revised TeamViewer's fair value estimate downward from €15.16 to €12.81. This adjustment reflects a tempered outlook on growth and profit margins, despite recent upgrades in price targets from major firms.
Reported Earnings • Oct 23Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: €0.18 (down from €0.25 in 3Q 2024). Revenue: €189.5m (up 12% from 3Q 2024). Net income: €28.7m (down 28% from 3Q 2024). Profit margin: 15% (down from 23% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 51%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
分析記事 • Sep 25We Think TeamViewer (ETR:TMV) Can Stay On Top Of Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Sep 02Investors Holding Back On TeamViewer SE (ETR:TMV)With a price-to-earnings (or "P/E") ratio of 12.6x TeamViewer SE ( ETR:TMV ) may be sending bullish signals at the...
分析記事 • Aug 06TeamViewer's (ETR:TMV) Solid Earnings Are Supported By Other Strong FactorsXTRA:TMV 1 Year Share Price vs Fair Value Explore TeamViewer's Fair Values from the Community and select yours...
分析記事 • Aug 01TeamViewer SE Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's shaping up to be a tough period for TeamViewer SE ( ETR:TMV ), which a week ago released some disappointing...
Reported Earnings • Jul 29Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €0.14 (down from €0.17 in 2Q 2024). Revenue: €185.6m (up 13% from 2Q 2024). Net income: €22.6m (down 15% from 2Q 2024). Profit margin: 12% (down from 16% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) also missed analyst estimates by 62%. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Jul 10Should You Think About Buying TeamViewer SE (ETR:TMV) Now?TeamViewer SE ( ETR:TMV ), might not be a large cap stock, but it received a lot of attention from a substantial price...
分析記事 • Jun 14Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 22We Think Shareholders Are Less Likely To Approve A Large Pay Rise For TeamViewer SE's (ETR:TMV) CEO For NowKey Insights TeamViewer's Annual General Meeting to take place on 28th of May Salary of €1.04m is part of CEO Oliver...
分析記事 • May 09Analyst Estimates: Here's What Brokers Think Of TeamViewer SE (ETR:TMV) After Its First-Quarter ReportIt's been a sad week for TeamViewer SE ( ETR:TMV ), who've watched their investment drop 19% to €10.90 in the week...
Reported Earnings • May 07First quarter 2025 earnings released: EPS: €0.19 (vs €0.14 in 1Q 2024)First quarter 2025 results: EPS: €0.19 (up from €0.14 in 1Q 2024). Revenue: €178.8m (up 11% from 1Q 2024). Net income: €29.6m (up 33% from 1Q 2024). Profit margin: 17% (up from 14% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €11.16, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 26x in the Software industry in Germany. Total loss to shareholders of 5.1% over the past three years.
お知らせ • May 05TeamViewer Launches DEX Essentials, Expanding Digital Workplace InnovationTeamViewer announced the upcoming launch of TeamViewerDEX Essentials--a new offering designed to bring digital employee experience (DEX) capabilities to its entire customer base, including small and medium-sized businesses, for the first time. DEX platforms have traditionally been tailored to meet the scale and demands of large enterprises managing thousands of employees and devices. With DEX Essentials, TeamViewer is extending those powerful capabilities to its existing customer base, especially to smaller, fast-moving businesses, delivering an out-of-the-box, easy-to-deploy solution that helps IT teams proactively manage and optimize the digital workplace at any scale. TeamViewer DEX Essentials gives IT teams the tools to: Prevent downtime by resolving performance, app, operating system, and network issues before users notice; Automate routine fixes to reduce ticket volumes and free up IT for strategic work; Ensure stability and security across devices without interrupting productivity; Gain actionable insights to improve compliance, user experience, and system health.
お知らせ • Apr 17TeamViewer SE, Annual General Meeting, May 28, 2025TeamViewer SE, Annual General Meeting, May 28, 2025, at 11:00 W. Europe Standard Time.
Reported Earnings • Mar 23Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: €0.77 (up from €0.66 in FY 2023). Revenue: €671.4m (up 7.1% from FY 2023). Net income: €123.1m (up 8.0% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • Mar 03With TeamViewer SE (ETR:TMV) It Looks Like You'll Get What You Pay ForThere wouldn't be many who think TeamViewer SE's ( ETR:TMV ) price-to-earnings (or "P/E") ratio of 15.1x is worth a...
Reported Earnings • Feb 14Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: €0.77 (up from €0.66 in FY 2023). Revenue: €671.4m (up 7.1% from FY 2023). Net income: €123.1m (up 8.0% from FY 2023). Profit margin: 18% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
新しいナラティブ • Feb 09ARR Metric Introduction Will Improve Revenue Predictability And Boost Investor Confidence Strong Enterprise growth and new AI features could lead to higher revenues, improved revenue mix, and increased customer retention.
分析記事 • Feb 05TeamViewer (ETR:TMV) Has A Pretty Healthy Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jan 08TeamViewer SE to Report Q4, 2024 Results on Jan 08, 2025TeamViewer SE announced that they will report Q4, 2024 results at 5:30 PM, Central European Standard Time on Jan 08, 2025
New Risk • Dec 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (608% net debt to equity). Share price has been volatile over the past 3 months (6.9% average weekly change).
Valuation Update With 7 Day Price Move • Dec 13Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €10.08, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Software industry in Germany. Total loss to shareholders of 13% over the past three years.
お知らせ • Dec 11TeamViewer SE (XTRA:TMV) agreed to acquire 1E Ltd from Carlyle Europe Technology Partners IV, managed by The Carlyle Group Inc. (NasdaqGS:CG) for enterprise value of $720 million.TeamViewer SE (XTRA:TMV) agreed to acquire 1E Ltd from Carlyle Europe Technology Partners IV, managed by The Carlyle Group Inc. (NasdaqGS:CG) for enterprise value of $720 million on December 9, 2024. TeamViewer SE signed definitive agreement to acquire 1E Ltd from Carlyle Europe Technology Partners IV, managed by The Carlyle Group Inc. (NasdaqGS:CG) on December 10, 2024. It is all cash transaction. The acquisition will be Financing via existing credit lines and new debt instruments. Mark Banfield, CEO of 1E, will join TeamViewer as CCO after closing. The transaction is subject to approval by regulatory board / committee. The transaction is expected to complete in early 2025. Arma Partners LLP acted as financial advisor for 1E Ltd.
お知らせ • Dec 03TeamViewer Introduces Smart Service SolutionTeamViewer introduced TeamViewer Smart Service. Designed for after-sales support, this solution helps manufacturers of machinery and equipment (OEMs) efficiently troubleshoot issues at customer sites. By unifying software and hardware support in one solution, Smart Service enables manufacturers to minimize downtime, address workforce challenges, and streamline complex operations across IT and OT environments. TeamViewer Smart Service offers OEMs in various sectors, including industrial manufacturing, agriculture, healthcare, and professional electronics, a comprehensive toolkit to support the detection, reporting, and immediate resolution of machine issues. Leveraging industry-proven augmented reality (AR) for expert-guided problem resolution, TeamViewer Smart Service enables swift handling of physical defects through remote assistance, while remote machine access resolves software issues — all secured with industry-grade security. In addition to these capabilities, Smart Service goes beyond simple screen sharing. Features like port forwarding and VPN extension enable seamless and secure connectivity, even for complex OT environments, ensuring efficient and reliable support for high-stakes operational needs. To facilitate seamless communication during remote assistance calls, TeamViewer Smart Service includes live captions of language with optional real-time translation capabilities. This feature enables global collaboration by reducing language barriers and enhancing communication, even in noisy environments. Additionally, these captions can be transcribed and saved automatically, creating detailed records of troubleshooting sessions. This built-in documentation capability helps OEMs maintain a comprehensive knowledge base, accelerating issue resolution by allowing teams to reference past solutions. By integrating these tools, Smart Service supports end-to-end troubleshooting, equipping on-site technicians with real-time expert guidance while enhancing workforce training and operational efficiency. As industries increasingly rely on complex, high-tech, and individualized equipment, this level of support becomes essential. Beyond improving response times and reducing costs, TeamViewer Smart Service also enables manufacturers to lower their carbon footprint by reducing the need for travel to service and maintain equipment. In light of stricter ESG reporting requirements, TeamViewer's solution meets both operational and environmental goals by minimizing travel while offering comprehensive support for IT and OT environments.
お知らせ • Nov 29+ 2 more updatesTeamViewer SE to Report Q3, 2025 Results on Nov 04, 2025TeamViewer SE announced that they will report Q3, 2025 results on Nov 04, 2025
分析記事 • Nov 13TeamViewer (ETR:TMV) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe market seemed underwhelmed by the solid earnings posted by TeamViewer SE ( ETR:TMV ) recently. Our analysis...
Reported Earnings • Nov 07Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: €0.25 (up from €0.16 in 3Q 2023). Revenue: €168.7m (up 6.7% from 3Q 2023). Net income: €39.5m (up 49% from 3Q 2023). Profit margin: 23% (up from 17% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
分析記事 • Nov 07Investors Holding Back On TeamViewer SE (ETR:TMV)There wouldn't be many who think TeamViewer SE's ( ETR:TMV ) price-to-earnings (or "P/E") ratio of 16.9x is worth a...
分析記事 • Oct 17Investors Met With Slowing Returns on Capital At TeamViewer (ETR:TMV)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 • Sep 26Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Aug 01Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: €0.16 (down from €0.20 in 2Q 2023). Revenue: €164.1m (up 6.5% from 2Q 2023). Net income: €26.5m (down 22% from 2Q 2023). Profit margin: 16% (down from 22% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.4%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
分析記事 • Aug 01A Piece Of The Puzzle Missing From TeamViewer SE's (ETR:TMV) Share PriceTeamViewer SE's ( ETR:TMV ) price-to-earnings (or "P/E") ratio of 15.4x might make it look like a buy right now...
分析記事 • Jul 04Returns on Capital Paint A Bright Future For TeamViewer (ETR:TMV)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Jun 05Here's Why TeamViewer (ETR:TMV) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • May 10Analysts Are Updating Their TeamViewer SE (ETR:TMV) Estimates After Its First-Quarter ResultsShareholders might have noticed that TeamViewer SE ( ETR:TMV ) filed its quarterly result this time last week. The...
お知らせ • May 09TeamViewer SE Reiterates Revenue Guidance for the Full Year 2024TeamViewer SE reiterated revenue guidance for the full year 2024. The company is firmly on track to deliver on its guidance for fiscal year 2024. The company reiterates its revenue outlook of EUR 660 million to EUR 685 million based on an average FX rate of 2023.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: €0.14 (vs €0.13 in 1Q 2023)First quarter 2024 results: EPS: €0.14. Revenue: €161.7m (up 6.8% from 1Q 2023). Net income: €22.3m (down 3.5% from 1Q 2023). Profit margin: 14% (down from 15% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany.
分析記事 • Apr 11Investors Holding Back On TeamViewer SE (ETR:TMV)With a median price-to-earnings (or "P/E") ratio of close to 17x in Germany, you could be forgiven for feeling...
Reported Earnings • Mar 14Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.66 (up from €0.37 in FY 2022). Revenue: €626.7m (up 11% from FY 2022). Net income: €114.0m (up 69% from FY 2022). Profit margin: 18% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
分析記事 • Feb 15TeamViewer's (ETR:TMV) Performance Is Even Better Than Its Earnings SuggestTeamViewer SE ( ETR:TMV ) recently posted some strong earnings, and the market responded positively. Our analysis found...
分析記事 • Feb 10Results: TeamViewer SE Exceeded Expectations And The Consensus Has Updated Its EstimatesInvestors in TeamViewer SE ( ETR:TMV ) had a good week, as its shares rose 8.4% to close at €14.53 following the...
New Risk • Feb 09New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 535% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 08Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: €0.66 (up from €0.37 in FY 2022). Revenue: €626.7m (up 11% from FY 2022). Net income: €114.0m (up 69% from FY 2022). Profit margin: 18% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 32% per year, which means it is significantly lagging earnings.
分析記事 • Jan 03Risks To Shareholder Returns Are Elevated At These Prices For TeamViewer SE (ETR:TMV)With a price-to-earnings (or "P/E") ratio of 21.1x TeamViewer SE ( ETR:TMV ) may be sending bearish signals at the...
分析記事 • Dec 05Is It Too Late To Consider Buying TeamViewer SE (ETR:TMV)?TeamViewer SE ( ETR:TMV ), is not the largest company out there, but it received a lot of attention from a substantial...
お知らせ • Nov 28+ 5 more updatesTeamViewer SE to Report Fiscal Year 2023 Final Results on Mar 14, 2024TeamViewer SE announced that they will report fiscal year 2023 final results on Mar 14, 2024
分析記事 • Nov 14Does TeamViewer (ETR:TMV) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
New Risk • Nov 03New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 487% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. This is currently the only risk that has been identified for the company.
Reported Earnings • Oct 31Third quarter 2023 earnings: EPS exceeds analyst expectationsThird quarter 2023 results: EPS: €0.16 (up from €0.091 in 3Q 2022). Revenue: €158.1m (up 10% from 3Q 2022). Net income: €26.5m (up 61% from 3Q 2022). Profit margin: 17% (up from 12% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings.
分析記事 • Oct 24Returns On Capital Are A Standout For TeamViewer (ETR:TMV)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
分析記事 • Aug 11Is TeamViewer (ETR:TMV) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Aug 02Second quarter 2023 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2023 results: EPS: €0.20 (up from €0.063 in 2Q 2022). Revenue: €154.2m (up 12% from 2Q 2022). Net income: €34.0m (up 191% from 2Q 2022). Profit margin: 22% (up from 8.5% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
分析記事 • Jul 24TeamViewer (ETR:TMV) Is Very Good At Capital AllocationWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Jul 14TeamViewer SE Announces Management ChangesTeamViewer SE, appointed Mei Dent as Chief Product and Technology Officer, starting 31 August 2023. She will join the management board of TeamViewer SE alongside CEO Oliver Steil, CFO Michael Wilkens and CCO Peter Turner. Mei will drive the company’s product vision and overall innovation strategy and will head TeamViewer’s global product management, solution delivery and R&D teams including its software development hubs in Germany, Austria, Greece and Portugal. With this newly created role that anchors all technology responsibilities in the management board, TeamViewer underlines the strategic importance of product development and innovation for the company. Mei Dent has an excellent track record as a technology executive in the software and IT industry. She started her career as a software developer at IBM and spent nearly 25 years in various product and engineering related leadership roles at Canadian software giant OpenText. As VP R&D at OpenText, she successfully pioneered the first multi-tenant SaaS product for the company and therefore developed a key element of OpenText’s cloud offering. As part of the senior leadership team of the company’s software development organization, she was also responsible for global engineering practices and processes for security, performance, user experience, as well as reusable and shared services. In her most recent role as CTO at customer communications management and engagement software provider Doxim, Mei led the entire technology organization and scaled it to support the company’s growth. She was responsible for the full lifecycle of Doxim’s platform development as well as product integration in the context of Doxim’s acquisitions. Mei holds a Master in Computer Science from the Western University in Ontario. She will be based in Goppingen, Germany. Dr. Mike Eissele, TeamViewer’s current CTO, and Dr. Hendrik Witt, TeamViewer’s current CPO will leave the company at the end of 2023 after a transition phase and a comprehensive handover to Mei. Beyond that, both remain available with their extensive knowledge to support the company further as needed. Mike leaves TeamViewer after more than 14 years and numerous successful product launches and releases as well as pioneering the use of Augmented Reality software at TeamViewer. Under his leadership the company built dedicated software development hubs outside of Germany to become more flexible in R&D. Hendrik joined TeamViewer three years ago with the acquisition of Augmented Reality software specialist Ubimax. The founder and former CEO of Ubimax will leave TeamViewer as planned after a very successful journey with the company and a complete integration of Ubimax’s product offering “Frontline” into TeamViewer’s solution portfolio as well as the recent go live of TeamViewer Remote, the company’s upgraded remote access and support solution for SMB customers and non-commercial users.
分析記事 • Jun 11Why TeamViewer SE (ETR:TMV) Could Be Worth WatchingTeamViewer SE ( ETR:TMV ), is not the largest company out there, but it saw significant share price movement during...
分析記事 • May 29Are Investors Undervaluing TeamViewer SE (ETR:TMV) By 46%?Key Insights Using the 2 Stage Free Cash Flow to Equity, TeamViewer fair value estimate is €27.11 TeamViewer is...
分析記事 • May 13These 4 Measures Indicate That TeamViewer (ETR:TMV) Is Using Debt Reasonably WellThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • May 03First quarter 2023 earnings released: EPS: €0.13 (vs €0.075 in 1Q 2022)First quarter 2023 results: EPS: €0.13 (up from €0.075 in 1Q 2022). Revenue: €151.3m (up 13% from 1Q 2022). Net income: €23.1m (up 58% from 1Q 2022). Profit margin: 15% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has fallen by 29% per year, which means it is performing significantly worse than earnings.
