This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsironSource（8HP）株式概要ironSource Ltd. operates a business platform for app developers and telecom operators in Israel and internationally. 詳細8HP ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長4/6過去の実績3/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より55.7%で取引されている 収益は年間29.04%増加すると予測されています 過去1年間で収益は72.9%増加しました リスク分析German市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見る8HP Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€2.86該当なし内在価値ディスカウントEst. Revenue$PastFuture02b2016201920222025202620282031Revenue US$1.6bEarnings US$155.7mAdvancedSet Fair ValueView all narrativesironSource Ltd. 競合他社init innovation in traffic systemsSymbol: XTRA:IXXMarket cap: €496.6mIVU Traffic TechnologiesSymbol: XTRA:IVUMarket cap: €354.1mTeamViewerSymbol: XTRA:TMVMarket cap: €931.8mATOSS SoftwareSymbol: XTRA:AOFMarket cap: €1.2b価格と性能株価の高値、安値、推移の概要ironSource過去の株価現在の株価€2.8652週高値€4.9052週安値€2.06ベータ01ヶ月の変化-25.52%3ヶ月変化-28.86%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-31.08%最新ニュースお知らせ • Oct 04ironSource Ltd. Launches Updated ROAS Optimizer, Enabling Greater Visibility Into Campaign PerformanceironSource Ltd. announced a major update to its ROAS (Return On Ad Spend) Optimizer. ironSource is the first company to provide an area on its platform fully dedicated to ROAS optimization data - providing app marketers with a trend visualization and daily breakdown of their ROAS goal against ROAS performance over time. The ROAS Optimizer allows app marketers to set a target ROAS goal, and then leave the engine to drive the highest scale possible while achieving the ROAS goal, saving hours of manual work. This latest update gives marketers the ability to get a visualization of the results of their campaigns over time, and the control to readjust their goals based on that data. This visibility into installs, spend, eCPI, current ROAS goals, effective ROAS goals over time and more, arms marketers with insights enabling them to learn from their campaigns’ performance and improve their user acquisition strategy. The update also includes self-serve capabilities, which allow marketers to optimize their ROAS goals and adjust campaigns directly on the platform. This update is one of many for the ROAS Optimizers, whose engines are updated almost every week, making them smarter and more efficient in helping advertisers increase the scale and quality of their campaigns.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: US$0.013 (vs US$0.011 in 2Q 2021)Second quarter 2022 results: EPS: US$0.013 (up from US$0.011 in 2Q 2021). Revenue: US$182.8m (up 35% from 2Q 2021). Net income: US$12.7m (up 74% from 2Q 2021). Profit margin: 7.0% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 28%, compared to a 7.7% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to €3.88, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 21x in the Software industry in Germany.お知らせ • Jul 28ironSource Ltd., Annual General Meeting, Sep 01, 2022ironSource Ltd., Annual General Meeting, Sep 01, 2022, at 13:00 Coordinated Universal Time. Location: 121 Menachem Begin Street Tel Aviv-Yafo, Israel,12th floor. Isarel Israel Agenda: To re-elect each of Eyal Milrad, Marni Walden and Yehoshua Nir (Shuki), as Class I directors, to hold office until the close of the company’s annual general meeting of shareholders in 2025, and until their respective successors are duly elected and qualified; and to consider other maters.お知らせ • Jul 22ironSource Ltd. to Report Q2, 2022 Results on Aug 10, 2022ironSource Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 10, 2022お知らせ • Jul 14Unity Software Inc. (NYSE:U) agreed to acquire ironSource Ltd. (NYSE:IS) for approximately $4.4 billion.Unity Software Inc. (NYSE:U) agreed to acquire ironSource Ltd. (NYSE:IS) for approximately $4.4 billion on July 13, 2022. Each ordinary share of ironSource will be exchanged for 0.1089 shares of Unity common stock. Once closed, current Unity stockholders will own approximately 73.5% and current ironSource shareholders will own approximately 26.5% of the combined company. Upon closing of the merger, Tomer Bar-Zeev will join Unity’s Board of Directors and serve as a key member of Unity’s executive leadership team. In addition, two additional ironSource Directors will join the Unity Board of Directors upon closing of the transaction. The proposed all-stock transaction has been approved by the boards of directors of both companies, is expected to close during Unity’s fourth quarter of 2022 and is subject to customary closing conditions, and regulatory and shareholder approval. The transaction is Highly accretive. Morgan Stanley served as lead financial advisor to Unity. Goldman Sachs also served as financial advisor to Unity, and Morrison & Foerster LLP and Herzog Fox & Neeman served as its legal advisors. Jefferies LLC served as exclusive financial advisor to ironSource, and Latham & Watkins LLP and Meitar Law Offices served as its legal advisors.最新情報をもっと見るRecent updatesお知らせ • Oct 04ironSource Ltd. Launches Updated ROAS Optimizer, Enabling Greater Visibility Into Campaign PerformanceironSource Ltd. announced a major update to its ROAS (Return On Ad Spend) Optimizer. ironSource is the first company to provide an area on its platform fully dedicated to ROAS optimization data - providing app marketers with a trend visualization and daily breakdown of their ROAS goal against ROAS performance over time. The ROAS Optimizer allows app marketers to set a target ROAS goal, and then leave the engine to drive the highest scale possible while achieving the ROAS goal, saving hours of manual work. This latest update gives marketers the ability to get a visualization of the results of their campaigns over time, and the control to readjust their goals based on that data. This visibility into installs, spend, eCPI, current ROAS goals, effective ROAS goals over time and more, arms marketers with insights enabling them to learn from their campaigns’ performance and improve their user acquisition strategy. The update also includes self-serve capabilities, which allow marketers to optimize their ROAS goals and adjust campaigns directly on the platform. This update is one of many for the ROAS Optimizers, whose engines are updated almost every week, making them smarter and more efficient in helping advertisers increase the scale and quality of their campaigns.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: US$0.013 (vs US$0.011 in 2Q 2021)Second quarter 2022 results: EPS: US$0.013 (up from US$0.011 in 2Q 2021). Revenue: US$182.8m (up 35% from 2Q 2021). Net income: US$12.7m (up 74% from 2Q 2021). Profit margin: 7.0% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 28%, compared to a 7.7% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to €3.88, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 21x in the Software industry in Germany.お知らせ • Jul 28ironSource Ltd., Annual General Meeting, Sep 01, 2022ironSource Ltd., Annual General Meeting, Sep 01, 2022, at 13:00 Coordinated Universal Time. Location: 121 Menachem Begin Street Tel Aviv-Yafo, Israel,12th floor. Isarel Israel Agenda: To re-elect each of Eyal Milrad, Marni Walden and Yehoshua Nir (Shuki), as Class I directors, to hold office until the close of the company’s annual general meeting of shareholders in 2025, and until their respective successors are duly elected and qualified; and to consider other maters.お知らせ • Jul 22ironSource Ltd. to Report Q2, 2022 Results on Aug 10, 2022ironSource Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 10, 2022お知らせ • Jul 14Unity Software Inc. (NYSE:U) agreed to acquire ironSource Ltd. (NYSE:IS) for approximately $4.4 billion.Unity Software Inc. (NYSE:U) agreed to acquire ironSource Ltd. (NYSE:IS) for approximately $4.4 billion on July 13, 2022. Each ordinary share of ironSource will be exchanged for 0.1089 shares of Unity common stock. Once closed, current Unity stockholders will own approximately 73.5% and current ironSource shareholders will own approximately 26.5% of the combined company. Upon closing of the merger, Tomer Bar-Zeev will join Unity’s Board of Directors and serve as a key member of Unity’s executive leadership team. In addition, two additional ironSource Directors will join the Unity Board of Directors upon closing of the transaction. The proposed all-stock transaction has been approved by the boards of directors of both companies, is expected to close during Unity’s fourth quarter of 2022 and is subject to customary closing conditions, and regulatory and shareholder approval. The transaction is Highly accretive. Morgan Stanley served as lead financial advisor to Unity. Goldman Sachs also served as financial advisor to Unity, and Morrison & Foerster LLP and Herzog Fox & Neeman served as its legal advisors. Jefferies LLC served as exclusive financial advisor to ironSource, and Latham & Watkins LLP and Meitar Law Offices served as its legal advisors.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 43% share price gain to €3.30, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 21x in the Software industry in Germany.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €2.26, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Software industry in Germany.お知らせ • Jun 01ironSource Officially Supports App Development Engine Flutter, Expanding Access for Developers of Apps in All CategoriesironSource announced its official support of app development engine Flutter. App developers who have built their apps with Flutter can now integrate the ironSource SDK into their app, and monetize through ironSource’s market-leading mediation solution LevelPlay, giving them access to powerful optimization features, robust reporting offering total transparency and the ability to connect to any ad network through mediation custom adaptors. All future ironSource features will be supported for the Flutter platform, and available in pub.dev, the official package repository for Flutter apps.Reported Earnings • May 14First quarter 2022 earnings released: EPS: US$0.014 (vs US$0.011 in 1Q 2021)First quarter 2022 results: EPS: US$0.014 (up from US$0.011 in 1Q 2021). Revenue: US$189.7m (up 58% from 1Q 2021). Net income: US$13.8m (up 87% from 1Q 2021). Profit margin: 7.3% (up from 6.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 31%, compared to a 12% growth forecast for the industry in Germany.お知らせ • May 13Ironsource Ltd. Provides Earnings Guidance for the Second Quarter and Full-Year Fiscal of 2022ironSource Ltd. provided earnings guidance for the second quarter and full-year fiscal of 2022. For the second quarter of fiscal 2022, total revenue is expected to be between $180 million and $185 million, representing 35% year-over-year growth at the midpoint.For the full-year fiscal 2022, total revenue is expected to be in the range of $750 million to $780 million compared to $790 million to $820 million previously, representing 38% year-over-year growth at the midpoint.お知らせ • May 05ironSource Ltd. Launches Luna ViewsironSource Ltd. announced the launch of Luna Views, allowing customers using ironSource Luna app marketing software to easily and quickly access critical campaign breakdowns that would normally require resource-intensive manual work of a BI team. Based on live data, Luna Views offers a library of ready-made widgets covering popular metrics and activities like creative testing, best and worst performing creatives, ROAS and CPC. Additionally, it is fully modular, allowing marketers to create custom views for data and breakdowns they need. In an industry with large numbers of creative campaigns running simultaneously, the huge amounts of data being processed can be overwhelming for less data-savvy team members who need visibility into campaigns’ performance, and for those who need instant insights into the most important KPIs. Additionally, there’s no one-size-fits-all for how data should be viewed, with each growth team needing a different view of different data to help them optimize campaigns. Luna’s new dashboard feature addresses this complexity by offering a fully modular, customizable view of the unified, live data of app marketing campaigns. The dashboards utilize widgets, each configurable to hundreds of marketing parameters with multiple different chart types, enabling a truly unique and personalized view based on the specific needs of each app business for each of their apps. The data can then easily be shared in easily digestible charts for others in the company. Since launching in closed beta customers have created, on average, 2-3 new boards every month, a testament to the value the feature drives for marketers.お知らせ • May 02ironSource Ltd. to Report Q1, 2022 Results on May 12, 2022ironSource Ltd. announced that they will report Q1, 2022 results Pre-Market on May 12, 2022Reported Earnings • Apr 01Full year 2021 earnings released: EPS: US$0.065 (vs US$0.05 in FY 2020)Full year 2021 results: EPS: US$0.065 (up from US$0.05 in FY 2020). Revenue: US$553.5m (up 67% from FY 2020). Net income: US$54.2m (up 69% from FY 2020). Profit margin: 9.8% (in line with FY 2020). Over the next year, revenue is forecast to grow 47%, compared to a 15% growth forecast for the industry in Germany.Board Change • Mar 17No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 10 non-independent directors. Director Tal Payne was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.株主還元8HPDE SoftwareDE 市場7D-10.1%-5.2%-2.9%1Yn/a-41.9%-0.8%株主還元を見る業界別リターン: 8HPがGerman Software業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: 8HP German市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is 8HP's price volatile compared to industry and market?8HP volatility8HP Average Weekly Movement11.4%Software Industry Average Movement7.2%Market Average Movement5.9%10% most volatile stocks in DE Market13.0%10% least volatile stocks in DE Market2.7%安定した株価: 8HPの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 8HPの weekly volatility ( 11% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20101,289Tomer Bar-Zeevwww.is.comもっと見るironSource Ltd. 基礎のまとめironSource の収益と売上を時価総額と比較するとどうか。8HP 基礎統計学時価総額€2.79b収益（TTM）€65.41m売上高(TTM)€665.93m44.4xPER（株価収益率4.4xP/Sレシオ8HP は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8HP 損益計算書（TTM）収益US$671.17m売上原価US$126.99m売上総利益US$544.18mその他の費用US$478.25m収益US$65.93m直近の収益報告Jun 30, 2022次回決算日該当なし一株当たり利益（EPS）0.065グロス・マージン81.08%純利益率9.82%有利子負債／自己資本比率0%8HP の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation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2022/11/08 10:46終値2022/11/04 00:00収益2022/06/30年間収益2021/12/31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ironSource Ltd. 11 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。13 アナリスト機関Colin SebastianBairdJason BazinetCitigroup IncFranco Granda PenaherreraD.A. Davidson & Co.10 その他のアナリストを表示
お知らせ • Oct 04ironSource Ltd. Launches Updated ROAS Optimizer, Enabling Greater Visibility Into Campaign PerformanceironSource Ltd. announced a major update to its ROAS (Return On Ad Spend) Optimizer. ironSource is the first company to provide an area on its platform fully dedicated to ROAS optimization data - providing app marketers with a trend visualization and daily breakdown of their ROAS goal against ROAS performance over time. The ROAS Optimizer allows app marketers to set a target ROAS goal, and then leave the engine to drive the highest scale possible while achieving the ROAS goal, saving hours of manual work. This latest update gives marketers the ability to get a visualization of the results of their campaigns over time, and the control to readjust their goals based on that data. This visibility into installs, spend, eCPI, current ROAS goals, effective ROAS goals over time and more, arms marketers with insights enabling them to learn from their campaigns’ performance and improve their user acquisition strategy. The update also includes self-serve capabilities, which allow marketers to optimize their ROAS goals and adjust campaigns directly on the platform. This update is one of many for the ROAS Optimizers, whose engines are updated almost every week, making them smarter and more efficient in helping advertisers increase the scale and quality of their campaigns.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: US$0.013 (vs US$0.011 in 2Q 2021)Second quarter 2022 results: EPS: US$0.013 (up from US$0.011 in 2Q 2021). Revenue: US$182.8m (up 35% from 2Q 2021). Net income: US$12.7m (up 74% from 2Q 2021). Profit margin: 7.0% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 28%, compared to a 7.7% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to €3.88, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 21x in the Software industry in Germany.
お知らせ • Jul 28ironSource Ltd., Annual General Meeting, Sep 01, 2022ironSource Ltd., Annual General Meeting, Sep 01, 2022, at 13:00 Coordinated Universal Time. Location: 121 Menachem Begin Street Tel Aviv-Yafo, Israel,12th floor. Isarel Israel Agenda: To re-elect each of Eyal Milrad, Marni Walden and Yehoshua Nir (Shuki), as Class I directors, to hold office until the close of the company’s annual general meeting of shareholders in 2025, and until their respective successors are duly elected and qualified; and to consider other maters.
お知らせ • Jul 22ironSource Ltd. to Report Q2, 2022 Results on Aug 10, 2022ironSource Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 10, 2022
お知らせ • Jul 14Unity Software Inc. (NYSE:U) agreed to acquire ironSource Ltd. (NYSE:IS) for approximately $4.4 billion.Unity Software Inc. (NYSE:U) agreed to acquire ironSource Ltd. (NYSE:IS) for approximately $4.4 billion on July 13, 2022. Each ordinary share of ironSource will be exchanged for 0.1089 shares of Unity common stock. Once closed, current Unity stockholders will own approximately 73.5% and current ironSource shareholders will own approximately 26.5% of the combined company. Upon closing of the merger, Tomer Bar-Zeev will join Unity’s Board of Directors and serve as a key member of Unity’s executive leadership team. In addition, two additional ironSource Directors will join the Unity Board of Directors upon closing of the transaction. The proposed all-stock transaction has been approved by the boards of directors of both companies, is expected to close during Unity’s fourth quarter of 2022 and is subject to customary closing conditions, and regulatory and shareholder approval. The transaction is Highly accretive. Morgan Stanley served as lead financial advisor to Unity. Goldman Sachs also served as financial advisor to Unity, and Morrison & Foerster LLP and Herzog Fox & Neeman served as its legal advisors. Jefferies LLC served as exclusive financial advisor to ironSource, and Latham & Watkins LLP and Meitar Law Offices served as its legal advisors.
お知らせ • Oct 04ironSource Ltd. Launches Updated ROAS Optimizer, Enabling Greater Visibility Into Campaign PerformanceironSource Ltd. announced a major update to its ROAS (Return On Ad Spend) Optimizer. ironSource is the first company to provide an area on its platform fully dedicated to ROAS optimization data - providing app marketers with a trend visualization and daily breakdown of their ROAS goal against ROAS performance over time. The ROAS Optimizer allows app marketers to set a target ROAS goal, and then leave the engine to drive the highest scale possible while achieving the ROAS goal, saving hours of manual work. This latest update gives marketers the ability to get a visualization of the results of their campaigns over time, and the control to readjust their goals based on that data. This visibility into installs, spend, eCPI, current ROAS goals, effective ROAS goals over time and more, arms marketers with insights enabling them to learn from their campaigns’ performance and improve their user acquisition strategy. The update also includes self-serve capabilities, which allow marketers to optimize their ROAS goals and adjust campaigns directly on the platform. This update is one of many for the ROAS Optimizers, whose engines are updated almost every week, making them smarter and more efficient in helping advertisers increase the scale and quality of their campaigns.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: US$0.013 (vs US$0.011 in 2Q 2021)Second quarter 2022 results: EPS: US$0.013 (up from US$0.011 in 2Q 2021). Revenue: US$182.8m (up 35% from 2Q 2021). Net income: US$12.7m (up 74% from 2Q 2021). Profit margin: 7.0% (up from 5.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 28%, compared to a 7.7% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 15% share price gain to €3.88, the stock trades at a forward P/E ratio of 52x. Average forward P/E is 21x in the Software industry in Germany.
お知らせ • Jul 28ironSource Ltd., Annual General Meeting, Sep 01, 2022ironSource Ltd., Annual General Meeting, Sep 01, 2022, at 13:00 Coordinated Universal Time. Location: 121 Menachem Begin Street Tel Aviv-Yafo, Israel,12th floor. Isarel Israel Agenda: To re-elect each of Eyal Milrad, Marni Walden and Yehoshua Nir (Shuki), as Class I directors, to hold office until the close of the company’s annual general meeting of shareholders in 2025, and until their respective successors are duly elected and qualified; and to consider other maters.
お知らせ • Jul 22ironSource Ltd. to Report Q2, 2022 Results on Aug 10, 2022ironSource Ltd. announced that they will report Q2, 2022 results Pre-Market on Aug 10, 2022
お知らせ • Jul 14Unity Software Inc. (NYSE:U) agreed to acquire ironSource Ltd. (NYSE:IS) for approximately $4.4 billion.Unity Software Inc. (NYSE:U) agreed to acquire ironSource Ltd. (NYSE:IS) for approximately $4.4 billion on July 13, 2022. Each ordinary share of ironSource will be exchanged for 0.1089 shares of Unity common stock. Once closed, current Unity stockholders will own approximately 73.5% and current ironSource shareholders will own approximately 26.5% of the combined company. Upon closing of the merger, Tomer Bar-Zeev will join Unity’s Board of Directors and serve as a key member of Unity’s executive leadership team. In addition, two additional ironSource Directors will join the Unity Board of Directors upon closing of the transaction. The proposed all-stock transaction has been approved by the boards of directors of both companies, is expected to close during Unity’s fourth quarter of 2022 and is subject to customary closing conditions, and regulatory and shareholder approval. The transaction is Highly accretive. Morgan Stanley served as lead financial advisor to Unity. Goldman Sachs also served as financial advisor to Unity, and Morrison & Foerster LLP and Herzog Fox & Neeman served as its legal advisors. Jefferies LLC served as exclusive financial advisor to ironSource, and Latham & Watkins LLP and Meitar Law Offices served as its legal advisors.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 43% share price gain to €3.30, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 21x in the Software industry in Germany.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €2.26, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Software industry in Germany.
お知らせ • Jun 01ironSource Officially Supports App Development Engine Flutter, Expanding Access for Developers of Apps in All CategoriesironSource announced its official support of app development engine Flutter. App developers who have built their apps with Flutter can now integrate the ironSource SDK into their app, and monetize through ironSource’s market-leading mediation solution LevelPlay, giving them access to powerful optimization features, robust reporting offering total transparency and the ability to connect to any ad network through mediation custom adaptors. All future ironSource features will be supported for the Flutter platform, and available in pub.dev, the official package repository for Flutter apps.
Reported Earnings • May 14First quarter 2022 earnings released: EPS: US$0.014 (vs US$0.011 in 1Q 2021)First quarter 2022 results: EPS: US$0.014 (up from US$0.011 in 1Q 2021). Revenue: US$189.7m (up 58% from 1Q 2021). Net income: US$13.8m (up 87% from 1Q 2021). Profit margin: 7.3% (up from 6.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 31%, compared to a 12% growth forecast for the industry in Germany.
お知らせ • May 13Ironsource Ltd. Provides Earnings Guidance for the Second Quarter and Full-Year Fiscal of 2022ironSource Ltd. provided earnings guidance for the second quarter and full-year fiscal of 2022. For the second quarter of fiscal 2022, total revenue is expected to be between $180 million and $185 million, representing 35% year-over-year growth at the midpoint.For the full-year fiscal 2022, total revenue is expected to be in the range of $750 million to $780 million compared to $790 million to $820 million previously, representing 38% year-over-year growth at the midpoint.
お知らせ • May 05ironSource Ltd. Launches Luna ViewsironSource Ltd. announced the launch of Luna Views, allowing customers using ironSource Luna app marketing software to easily and quickly access critical campaign breakdowns that would normally require resource-intensive manual work of a BI team. Based on live data, Luna Views offers a library of ready-made widgets covering popular metrics and activities like creative testing, best and worst performing creatives, ROAS and CPC. Additionally, it is fully modular, allowing marketers to create custom views for data and breakdowns they need. In an industry with large numbers of creative campaigns running simultaneously, the huge amounts of data being processed can be overwhelming for less data-savvy team members who need visibility into campaigns’ performance, and for those who need instant insights into the most important KPIs. Additionally, there’s no one-size-fits-all for how data should be viewed, with each growth team needing a different view of different data to help them optimize campaigns. Luna’s new dashboard feature addresses this complexity by offering a fully modular, customizable view of the unified, live data of app marketing campaigns. The dashboards utilize widgets, each configurable to hundreds of marketing parameters with multiple different chart types, enabling a truly unique and personalized view based on the specific needs of each app business for each of their apps. The data can then easily be shared in easily digestible charts for others in the company. Since launching in closed beta customers have created, on average, 2-3 new boards every month, a testament to the value the feature drives for marketers.
お知らせ • May 02ironSource Ltd. to Report Q1, 2022 Results on May 12, 2022ironSource Ltd. announced that they will report Q1, 2022 results Pre-Market on May 12, 2022
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: US$0.065 (vs US$0.05 in FY 2020)Full year 2021 results: EPS: US$0.065 (up from US$0.05 in FY 2020). Revenue: US$553.5m (up 67% from FY 2020). Net income: US$54.2m (up 69% from FY 2020). Profit margin: 9.8% (in line with FY 2020). Over the next year, revenue is forecast to grow 47%, compared to a 15% growth forecast for the industry in Germany.
Board Change • Mar 17No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 10 non-independent directors. Director Tal Payne was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
