View ValuationSinch 将来の成長Future 基準チェック /36Sinch利益と収益がそれぞれ年間35%と3.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.3% 37.7%なると予測されています。主要情報35.0%収益成長率37.66%EPS成長率Software 収益成長15.2%収益成長率3.3%将来の株主資本利益率6.33%アナリストカバレッジGood最終更新日08 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 07Sinch AB (publ) to Report Q3, 2026 Results on Nov 05, 2026Sinch AB (publ) announced that they will report Q3, 2026 results on Nov 05, 2026Reported Earnings • Apr 24Full year 2025 earnings released: EPS: kr0.26 (vs kr7.60 loss in FY 2024)Full year 2025 results: EPS: kr0.26 (up from kr7.60 loss in FY 2024). Revenue: kr27.5b (down 5.4% from FY 2024). Net income: kr217.0m (up kr6.63b from FY 2024). Profit margin: 0.8% (up from net loss in FY 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 16Sinch AB Appoints Jonathan Bean as Executive Vice President, EMEA & Global PartnershipsSinch AB announced the appointment of Jonathan Bean as Executive Vice President, EMEA & Global Partnerships. Jonathan Bean transitions from his role as Chief Marketing Officer, which he has held since 2019, and will lead Sinch's EMEA business and global partner ecosystem. Prior to his new role, Bean served as Chief Marketing Officer at Sinch, where he played a key role in building the company's global marketing, growth, and partner organisation. Before joining Sinch, he was Chief Revenue Officer at Mynewsdesk. Earlier in his career, he held senior sales leadership roles at Cision. Bean holds an MBA from Henley Business School and a degree in Communications from the University of Leeds. As part of this leadership transition, Nicklas Molin will leave Sinch at the end of April. Sinch has initiated the search for a new Chief Marketing Officer.お知らせ • Mar 10Sinch AB Announces Voice Relay CapabilitySinch AB (publ) announced at Enterprise Connect new innovations across its Enterprise Voice platform, including Voice Relay, a new capability that enables developers to connect text-based AI agents directly to live phone calls. The announcement introduces Voice Relay in early access release, alongside AI-ready voice infrastructure, enhanced branded calling protection and expanded global network capabilities designed to help enterprises build secure, scalable customer conversations. Sinch provides the communications infrastructure that enables enterprises to bring AI-powered conversations to the global telephone network. Voice Relay allows developers to connect AI agents to the global telephone network quickly and reliably, helping them automate routine calls, reduce wait times and resolve issues faster without having to build and manage complex voice infrastructure themselves. Leveraging AI for voice interactions has historically required the management of complex audio streaming infrastructure, speech recognition services, text-to-speech systems and latency optimization. Voice Relay simplifies this process by allowing developers to connect AI agents built on large language models directly to live voice calls. With Voice Relay, Sinch manages the real-time conversational loop during a call, including speech recognition, voice synthesis and interruption handling. Developers can integrate AI agents with Sinch's global voice network using a simple interface while Sinch handles the underlying complexity of real-time voice interactions. Voice Relay provides the infrastructure that connects those agents to the global voice network, delivering the real-time media, reliability and control required to run AI-powered voice interactions in production.New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% 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 Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results.Reported Earnings • Feb 18Full year 2025 earnings released: EPS: kr0.26 (vs kr7.60 loss in FY 2024)Full year 2025 results: EPS: kr0.26 (up from kr7.60 loss in FY 2024). Revenue: kr27.5b (down 5.4% from FY 2024). Net income: kr217.0m (up kr6.63b from FY 2024). Profit margin: 0.8% (up from net loss in FY 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.お知らせ • Feb 18Sinch AB (publ) to Report Fiscal Year 2025 Final Results on Apr 23, 2026Sinch AB (publ) announced that they will report fiscal year 2025 final results at 9:00 AM, Central European Standard Time on Apr 23, 2026お知らせ • Jan 26Sinch AB (publ), Annual General Meeting, May 21, 2026Sinch AB (publ), Annual General Meeting, May 21, 2026.お知らせ • Dec 16Sinch AB (publ) Announces Executive ChangesSinch AB (publ) on December 15, 2025 announced the appointment of Lindy Puttkammer as its new Chief Human Resources Officer (CHRO), reporting to CEO Laurinda Pang, effective January 1, 2026. Since joining Sinch in 2024, Puttkammer has served as Head of HR Americas and, most recently, also led the company's global Compensation and Benefits function. Prior to Sinch, she spent more than a decade at Lumen Technologies, where she held several senior leadership roles including Vice President of Talent Acquisition and Vice President of Human Resources. She holds a Master of Education (M.Ed.) with a specialization in HR Studies from Colorado State University. The appointment follows the announcement that the current CHRO, Christina Raaschou, will be leaving Sinch to take on a new professional challenge. She will remain in her role until the end of February 2026 to ensure a smooth handover.New Risk • Dec 12New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 96% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.お知らせ • Nov 15+ 3 more updatesSinch AB (publ) to Report Fiscal Year 2026 Results on Feb 11, 2027Sinch AB (publ) announced that they will report fiscal year 2026 results on Feb 11, 2027Recent Insider Transactions • Nov 12Chief Executive Officer recently bought kr2.8m worth of stockOn the 7th of November, Laurinda Pang bought around 100k shares on-market at roughly kr27.80 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Laurinda's only on-market trade for the last 12 months.Reported Earnings • Nov 06Third quarter 2025 earnings released: kr0.01 loss per share (vs kr7.22 loss in 3Q 2024)Third quarter 2025 results: kr0.01 loss per share (improved from kr7.22 loss in 3Q 2024). Revenue: kr6.83b (down 5.7% from 3Q 2024). Net loss: kr10.0m (loss narrowed 100% from 3Q 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Sep 10Sinch AB (Publ) Announces Chief Product Officer ChangesSinch AB (publ) announced the appointment of Daniel Morris as its new Chief Product Officer. He succeeds Robert Gerstmann, Sinch co-founder and Chief Evangelist, who has served in the role on an interim basis. Daniel Morris joined Sinch in 2021 through the acquisition of Pathwire and has since played a pivotal role in shaping the company's Email and Applications businesses, as well as its overall product strategy. With more than 20 years of senior product leadership experience at Sinch, Pathwire, Rackspace, and IBM, he brings extensive expertise and a deep understanding of Sinch's market and technology.Reported Earnings • Jul 22Second quarter 2025 earnings released: EPS: kr0.03 (vs kr0.11 in 2Q 2024)Second quarter 2025 results: EPS: kr0.03 (down from kr0.11 in 2Q 2024). Revenue: kr6.82b (down 4.4% from 2Q 2024). Net income: kr25.0m (down 74% from 2Q 2024). Profit margin: 0.4% (down from 1.3% in 2Q 2024). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.New Risk • Jul 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 9.3% 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. This is currently the only risk that has been identified for the company.お知らせ • Jul 02Sinch AB (publ)(OM:SINCH) dropped from OMX Stockholm 30 IndexSinch AB (publ) has been dropped from the OMX OMX Stockholm 30 IndexRecent Insider Transactions • Jun 18Chief Financial Officer recently bought kr4.9m worth of stockOn the 13th of June, Johnas Dahlberg bought around 200k shares on-market at roughly kr24.26 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Johnas' only on-market trade for the last 12 months.Buy Or Sell Opportunity • Jun 13Now 21% undervaluedOver the last 90 days, the stock has risen 13% to kr25.09. The fair value is estimated to be kr31.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jun 04Sinch Unveils Mailgun InspectSinch (Sinch AB (publ) announced the launch of Mailgun Inspect, a powerful new API-first solution that empowers Martech and Enterprise platforms to embed robust email testing and quality assurance tools directly into their products as a white-label offering. For global Martech platforms, Mailgun Inspect offers a powerful, white-label-ready solution that can be deeply embedded into their own products, enabling them to deliver robust email testing capabilities under their own brand, at global scale. For enterprise teams, it provides an intuitive, high-performance toolset to catch rendering issues, ensure accessibility, and optimize inbox experiences, all backed by Mailgun's reliability, performance, and developer-first design. Built for integration, scale, and performance, Mailgun Inspect brings the trusted capabilities of Sinch Email on Acid into Mailgun's infrastructure, delivering enterprise-grade reliability with developer-first experience. Mailgun Inspect offers advanced features including: Over 100+ client rendering previews, including dark mode and mobile clients; Accessibility testing aligned with WCAG 2.2 and EAA standards; Content validation (image and link checks) helping detect issues before impacting customer experience; White-label APIs and sub user management; Usage-based pricing-eliminating restrictive user-seat models. The launch comes ahead of the European Accessibility Act (EAA), which takes effect in June of 2025, setting new standards for inclusive digital communication. Mailgun Inspect helps organizations meet these requirements by offering integrated accessibility testing and actionable guidance to create compliance-ready workflows.お知らせ • May 22Sinch AB (Publ) Elects Kristina Willgård as A New Member of the Board of DirectorsSinch AB (publ) in its Annual General Meeting held on May 22, 2025 approved to elect Kristina Willgård as a new member of the board of directors.Buy Or Sell Opportunity • May 12Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to kr24.57. The fair value is estimated to be kr31.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Apr 24Full year 2024 earnings released: kr7.60 loss per share (vs kr0.05 profit in FY 2023)Full year 2024 results: kr7.60 loss per share (down from kr0.05 profit in FY 2023). Revenue: kr29.1b (flat on FY 2023). Net loss: kr6.41b (down kr6.46b from profit in FY 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.お知らせ • Apr 18Sinch AB (publ), Annual General Meeting, May 22, 2025Sinch AB (publ), Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time. Location: at sinchs offices, at lindhagensgatan 112, stockholm SwedenRecent Insider Transactions • Apr 04Insider recently bought kr506k worth of stockOn the 31st of March, Nicklas Molin bought around 24k shares on-market at roughly kr21.07 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr1.7m more in shares than they bought in the last 12 months.お知らせ • Mar 28Sinch Announces Management ChangesSinch AB (publ), announced that Chief Product Officer Sean O'Neal will leave Sinch to take up the position as CEO of a company in a different industry. Sean O'Neal originally joined Sinch as President of the SMB Business Unit, and took on the role as CPO as Sinch established its new operating model in early 2024. The company has initiated a process to recruit his successor. During the interim, Robert Gerstmann, Sinch co-founder and Chief Evangelist, will lead the product organization.Reported Earnings • Feb 13Full year 2024 earnings released: kr7.60 loss per share (vs kr0.05 profit in FY 2023)Full year 2024 results: kr7.60 loss per share (down from kr0.05 profit in FY 2023). Revenue: kr29.6b (up 1.6% from FY 2023). Net loss: kr6.41b (down kr6.46b from profit in FY 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.お知らせ • Feb 06+ 1 more updateSinch AB (Publ) Announces Stepping Down of Thomas Heath, Chief Strategy OfficerSinch AB (publ) announced that Thomas Heath, Chief Strategy Officer, has announced that he will step down from his position, Sinch’s leadership team will from 1 April include: Laurinda Pang, Chief Executive Officer; Brett Scorza, Chief Technology Officer; Christina Raaschou, Chief Human Resources Officer; Ilse Van der Haar, Chief Legal Officer; Jonas Dahlberg, Chief Financial Officer; Jonathan Bean, Chief Marketing Officer; Julia Fraser, EVP Americas; Nicklas Molin, EVP EMEA; Sean O’Neal, Chief Product Officer; Sibito Morley, Chief Data and Transformation Officer and Wendy Johnstone, EVP APAC.お知らせ • Jan 03Sinch AB (publ) to Report Fiscal Year 2024 Final Results on Apr 23, 2025Sinch AB (publ) announced that they will report fiscal year 2024 final results on Apr 23, 2025お知らせ • Dec 04+ 3 more updatesSinch AB (publ) to Report Q2, 2025 Results on Jul 22, 2025Sinch AB (publ) announced that they will report Q2, 2025 results on Jul 22, 2025お知らせ • Nov 11Sinch AB (publ) Appoints David Ruggiero as Senior Vice President of Sales for the North America RegionSinch AB (publ) announced the appointment of David Ruggiero as Senior Vice President of Sales for the North America region. A highly experienced executive with over 25 years of expertise in sales leadership across Enterprise, Mid Markets and SMB, David will lead Sinch's sales strategy in the North American team, driving expansion across the region and reinforcing Sinch's commitment to delivering exceptional customer experiences. David joins Sinch with a strong background in strategic planning, operational excellence, and sales process development. Known for leading high performing sales organizations, David has extensive experience leading go-to-market (GTM) transformations across diverse industries and a proven ability to build world-class sales teams. Prior to joining Sinch, David held executive leadership roles at notable companies, including Zoom, Microsoft, Outreach, Cisco, Avaya, and Qwest, where he successfully grew revenue, optimized operations, and led transformative sales initiatives. Based out of Dallas, TX, David will oversee Sinch's sales operations in the North American region, focusing on accelerating growth, expanding market reach, and building strong, long-term relationships with Sinch's strong customer base. In this new role, David will focus on refining and executing Sinch's sales strategy for the North America team, leveraging the company's innovative solutions to meet the evolving needs of businesses across the region. As Sinch continues to scale its solutions across messaging, voice, video, and customer engagement, David Ruggiero's appointment underscores Sinch's commitment to serving enterprises, brands, and mobile operators in the North American market with innovative, reliable, and secure communication solutions.Reported Earnings • Nov 07Third quarter 2024 earnings released: kr7.22 loss per share (vs kr0.055 profit in 3Q 2023)Third quarter 2024 results: kr7.22 loss per share (down from kr0.055 profit in 3Q 2023). Revenue: kr7.31b (flat on 3Q 2023). Net loss: kr6.09b (down kr6.14b from profit in 3Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 40% per year whereas the company’s share price has fallen by 43% per year.お知らせ • Oct 15Sinch Enables the Transformation of Emergency CommunicationsSinch announced that it is paving the way for the transformation of emergency communications with its advanced Next Generation 911 (NG911) technology. By integrating a wide range of multimedia options — such as voice calls, real-time text (RTT), internet of things (IoT) data and video — Sinch enhances accessibility and ensures more reliable and comprehensive communication than voice-only 911 services. These NG911 innovations ensure first-responders receive mission-critical, real-time data, improving response times and public safety. Sinch plays a leading role in NG911 services across the United States, transforming emergency communication infrastructure and delivering over 40% of the NG911 traffic in markets where it's available. Sinch's advanced NG911 technology is built on its public-safety-grade nationwide 911 network, processing 4+ million 911 calls each month and reaches 5,000+ public safety answering points (PSAPs) in the United States, Canada, Puerto Rico, and the U.S. Virgin Islands. Emergency call centers (ECCs) upgraded to accept NG911 features receive comprehensive, real-time information that enhances public safety and response efforts. One of the key features of Sinch's NG911 platform is its ability to deliver precise, real-time location data to emergency responders. The inclusion of multimedia data — such as live video feeds, medical records or building floor plans — further enriches the information available to emergency responders, giving them a more comprehensive understanding of situations before they arrive on site. This combination of multimedia capabilities and precise location makes Sinch's NG911 infrastructure a critical tool for modernizing and improving the overall effectiveness of emergency services. Functionality like RTT enables instant text-based communication for individuals with hearing or speech impairments, ensuring equitable access to emergency services. Sinch's geo-redundant infrastructure safeguards data security, reliability, and compliance with FCC and DHS regulations, supporting seamless integration with older systems, without disrupting existing services. Collaboration with mobile network operators (MNOs) and NG partners has been crucial in expanding the reach and efficacy of Sinch's NG911 services, facilitating widespread adoption and integration of advanced communication technologies across networks. Deployments of Sinch NG911 technology, including the first statewide NG i3 location services implementation in Massachusetts, and further implementations in West Virginia, and Louisiana, have greatly enhanced location data precision, crucial for faster emergency response. RTT capabilities have similarly improved communication in states like Illinois, Texas, Florida, West Virginia, Louisiana, and Nebraska, underscoring Sinch's role in leading NG911 services across the United States. Sinch plans to continue expanding its NG911 services across more states in the U.S.; exploring opportunities to adapt these technologies for international markets; and advancing the capabilities of NG911 including IoT (internet of things) video and data (like medical information and floor plans), for more comprehensive data and communication features.お知らせ • Oct 08Sinch AB (publ) Announces Resignation of Roshan Saldanha as CFOSinch AB (publ) announced that Roshan Saldanha, on his own initiative, has chosen to leave the company for a similar position in a different sector. Roshan has been Sinch's CFO since March 2019 and will continue in his role until his successor takes office, or until March 2025 at the latest. The process to recruit a new CFO will be initiated immediately.Recent Insider Transactions • Oct 02Chief Marketing Officer recently sold kr947k worth of stockOn the 30th of September, Jonathan Bean sold around 30k shares on-market at roughly kr31.58 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr2.2m more than they bought in the last 12 months.Reported Earnings • Jul 22Second quarter 2024 earnings released: EPS: kr0.11 (vs kr0.083 loss in 2Q 2023)Second quarter 2024 results: EPS: kr0.11 (up from kr0.083 loss in 2Q 2023). Revenue: kr7.14b (flat on 2Q 2023). Net income: kr95.0m (up kr165.0m from 2Q 2023). Profit margin: 1.3% (up from net loss in 2Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has fallen by 48% per year, which means it is performing significantly worse than earnings.お知らせ • Jul 17Sinch Introduces Sinch AI: Revolutionizing Customer Engagement with Intentional IntelligenceSinch AB (publ) announced the debut of Sinch AI. This capability equips forward-thinking businesses with advanced tools to craft smarter, safer, and more efficient conversational experiences, setting them apart in an increasingly competitive market. In today's fast-paced business environment, the challenges are immense. With customer expectations reaching new heights and market conditions constantly evolving, maintaining customer loyalty remains critical, yet harder than ever. Exceptional conversational experiences are a reliable key differentiator, allowing businesses to distinguish themselves and rise above the competition. Recent advancements in AI have significantly enhanced these interactions, making them not only more impactful and valuable but also impossible to ignore. The Company's mission is to enable the Company's customers to create impactful conversational experiences that transform interactions from mere engagement to genuine delight. Seamlessly integrated throughout the Sinch Customer Communications Cloud, Sinch AI delivers intelligent solutions across all major business functions. Sinch AI accelerates marketing and support teams with generative writing tools and sophisticated bots throughout the Company's suite of applications. For developers and product managers, Sinch AI provides smarter building blocks that detect conversational nuances like sentiment and intention via the Company's robust API platform. Additionally, within the Company's Super Network, Sinch AI proactively filters out fraud, enabling operators to connect with confidence. The AI the Company creates is purpose-driven, designed to help people work faster, solve important problems, and integrate reliably. By speeding up their work, helping spot and reduce fraud, and enhancing message understanding, the Company ensures customers can achieve more with Sinch AI. Sinch's commitment to intentionally applied AI is evident in its customer success stories, such as the recent collaboration with Moet Ik Naar De Dokter (MINDD) in the Netherlands. By utilizing Sinch AI, MINDD transformed patient triage, making the process faster, prioritizing patient safety, and addressing biases to ensure effective and equitable navigation for all users.お知らせ • Jun 20Johan Stuart Is Leaving Sinch AB (Publ)'s Board of DirectorsSinch AB (publ) announced that Johan Stuart is leaving the board of directors for personal reasons. The process of finding a successor will now be initiated. Johan Stuart has been a member of Sinch's board of directors since 2015.Recent Insider Transactions • Jun 06Chief Marketing Officer recently sold kr1.2m worth of stockOn the 31st of May, Jonathan Bean sold around 54k shares on-market at roughly kr23.12 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr2.5m more than they bought in the last 12 months.Board Change • May 29Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Renee Stromberg was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 17Sinch AB (publ) Elects Mattias Stenberg and Lena Almefelt as Members of the Board of DirectorsSinch AB (publ) resolved to elect Mattias Stenberg and Lena Almefelt as new members of the board of directors, at its annual general meeting held on 16 May 2024.Reported Earnings • Apr 24Full year 2023 earnings released: EPS: kr0.05 (vs kr6.04 loss in FY 2022)Full year 2023 results: EPS: kr0.05 (up from kr6.04 loss in FY 2022). Revenue: kr29.1b (up 3.7% from FY 2022). Net income: kr42.0m (up kr4.99b from FY 2022). Profit margin: 0.1% (up from net loss in FY 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 28 percentage points per year, which is a significant difference in performance.お知らせ • Mar 27Sinch Appoints Ilse van der Haar as Chief Legal Officer, Effective April 1, 2024Sinch AB (publ) announced that it has appointed Ilse van der Haar as Chief Legal Officer and member of the Sinch Global Leadership Team. Ilse brings a broad experience and a proven track record of success from some 20 years of experience in senior legal positions with focus on compliance and regulatory affairs. She joined Sinch in 2022 as VP Privacy and Regulatory and her previous experience includes positions with PostNord and Tele2. Ilse van der Haar will take up the new position on 1 April 2024. Following this appointment, Sinch's leadership team will consist of: Laurinda Pang, CEO; Brett Scorza, Chief Technology Officer; Christina Raaschou, Chief Human Resources Officer; Cristina David, Chief Information Officer; Ilse van der Haar, Chief Legal Officer; Jonathan Bean, Chief Marketing Officer; Julia Fraser, EVP Americas; Nicklas Molin, EVP EMEA; Roshan Saldanha, Chief Financial Officer; Sean O'Neal, Chief Product Officer; Sibito Morley, Chief Data and Transformation Officer; Thomas Heath, Chief Strategy Officer; Wendy Johnstone, EVP APAC.お知らせ • Feb 22Sinch AB (Publ) Appoints Wendy Johnstone as Executive Vice President Apac, Effective February 23, 2024Sinch AB (publ) announced that it has appointed Wendy Johnstone as Executive Vice President APAC and member of the Sinch Global Leadership Team. Wendy brings a broad experience and a proven track record of success from over 25 years in the technology and SaaS sectors across EMEA and APAC. She joins Sinch from Zendesk where she had the position as Senior Vice President Asia Pacific and Japan. Wendy Johnstone will succeed Damien Tabor who has had this position on an interim basis and will continue as Sinch APAC’s Chief Financial Officer. Wendy is based in Singapore and her first day at Sinch will be February 23.New Risk • Feb 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 81% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Large one-off items impacting financial results.Reported Earnings • Feb 17Full year 2023 earnings released: EPS: kr0.05 (vs kr6.04 loss in FY 2022)Full year 2023 results: EPS: kr0.05 (up from kr6.04 loss in FY 2022). Revenue: kr29.2b (up 4.0% from FY 2022). Net income: kr42.0m (up kr4.99b from FY 2022). Profit margin: 0.1% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.お知らせ • Feb 11Sinch AB (publ) to Report Fiscal Year 2023 Results on Apr 22, 2024Sinch AB (publ) announced that they will report fiscal year 2023 results at 9:00 AM, Central European Standard Time on Apr 22, 2024Buying Opportunity • Jan 02Now 25% undervaluedOver the last 90 days, the stock is up 78%. The fair value is estimated to be kr46.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: kr0.055 (vs kr5.69 loss in 3Q 2022)Third quarter 2023 results: EPS: kr0.055 (up from kr5.69 loss in 3Q 2022). Revenue: kr7.27b (up 1.0% from 3Q 2022). Net income: kr46.0m (up kr4.81b from 3Q 2022). Profit margin: 0.6% (up from net loss in 3Q 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.お知らせ • Nov 04+ 3 more updatesSinch AB (publ), Annual General Meeting, May 16, 2024Sinch AB (publ), Annual General Meeting, May 16, 2024, at 10:00 Central European Standard Time. Location: Sinch, Lindhagensgatan 112 Stokholm Swedenお知らせ • Oct 28Sinch AB (publ) to Report Q4, 2023 Results on Feb 15, 2024Sinch AB (publ) announced that they will report Q4, 2023 results on Feb 15, 2024お知らせ • Oct 27+ 1 more updateSinch AB (publ) Announces New Operating Model to Accelerate GrowthSinch AB (publ) announced a new operating model to accelerate its organic growth. The new model increases the focus on customers, unlocks cross- and upselling, and leverages the company's global scale in Product and R&D. Implementation of the new model implies thorough integration of multiple acquired entities into joint organizations so that efficiency gains and cost synergies can be reinvested into initiatives that drive growth. The changes reflect a commitment to organize around customers at a time when technology is surpassing what was previously thought possible. The new operating model organizes Sinch's customer-facing functions into three strong geographical regions addressing customer demand for Sinch's entire product portfolio. The new structure creates a more efficient go-to-market engine that will support customers in key markets around the world. Product and R&D will be centralized to better leverage Sinch's global scale, gain efficiencies, and accelerate innovation. A single global organization for product strategy and product management will report to a Chief Product Officer, with a global Chief Technology Officer taking responsibility for Sinch's R&D and platform operations. Financial reporting. The new organization is expected to be implemented by January 1, 2024. Sinch's financial reporting will remain unchanged throughout 2023 but will be updated to reflect these changes in the first half of 2024. Whereas the organizational changes will unlock resources through increased efficiency and reduced duplication, Sinch's ambition is to reinvest these savings into initiatives that drive growth. With implementation during the first half of 2024, Sinch expects to see results during the second half of 2024. possible non-recurring charges and other financial implications will be communicated when Sinch publishes its results for the fourth quarter 2023, on February 15, 2024. Changes to management. The Americas region will include both North and Latin America and will be Sinch's largest region, contributing more than half of Sinch's overall revenues and gross profit. To lead the region, Sinch has recruited Julia Fraser as EVP, Americas. Julia Fraser brings more than 20 years of experience from technology, telecoms and software, and joins Sinch from a recent position as Senior Vice President, Customer Success, at Lumen Technologies. The EMEA region will be led by Nicklas Molin as EVP, EMEA. Nicklas Molin joined Sinch in 2016 and the Global Leadership Team in early 2023. The APAC region will be led by Damien Tabor in an interim capacity. Damien Tabor is currently CFO of Sinch's SMB business unit and will assume responsibility for APAC until a permanent recruitment has been completed. The global CTO organization will be led by Brett Scorza, who currently leads Sinch's Voice business. Prior to Sinch, Brett Scorza served as CIO for Inteliquent, which was acquired by Sinch in 2021. The global product organization will be led by Sean O'Neal, who joined Sinch in October 2022 to lead Sinch's SMB-focused software business. Josh Odom has decided to step down from his operational leadership role at Sinch but will remain a key advisor to the CTO and CPO on technology and innovation topics. Petter Bengtsson will maintain his focus on North America, reporting to Julia Fraser. Effective January 1, 2024, Sinch's Global Leadership Team will include: Laurinda Pang, CEO. Brett Scorza, Chief Technology Officer. Christina Raaschou, Chief Human Resources Officer. Cristina David, Chief Information Officer. Jonathan Bean, Chief Marketing Officer. Jonathan Bean, Chief marketing Officer. Julia Fraser, EVP Americas.お知らせ • Oct 26Sinch Expands the Mailgun Product Suite with Mailgun Optimize and Mailgun Validate to Transform Email DeliverabilitySinch (Sinch AB (publ) announced that Mailgun Optimize, the first deliverability solution built on an email sending platform, and Mailgun Validate, the fastest and most accurate address verification solution, are now part of the Sinch Mailgun product suite. Mailgun is an industry leader in email delivery, with over 400 billion emails sent every year for the world's biggest brands and technology providers. The expanded product suite improves every part of the email management lifecycle, all through one integrated platform and global Super Network, versus relying on piecemeal third-party solutions that lack insights at scale. Email deliverability is extremely complex and poised to become even more difficult with upcoming policy changes from major inbox service providers. Following a dramatic increase in email volume that started in 2020, Google and Yahoo! will implement increased identity validation and other spam-prevention requirements for high-volume senders, matching established best practices such as DMARC, SPF and DKIM. Reaching users will be hard than ever, making sender reputation and strong deliverability practices the keys to successfully driving ROI. Mailgun Optimize and Mailgun Validate work seamlessly with Mailgun Send to bridge the complexities of delivery and deliverability, ensuring emails are reliably sent and landing in the primary inbox. A 2023 Forrester Consulting Total Economic Impact™? Study found that for a composite organization of customers interviewed, the three-year incremental impact of using Mailgun for sending and deliverability was $627,000 due to 20.6 million additional emails being delivered and opened. Mailgun found that deliverability customers have a 97.4% average delivery rate, significantly outperforming the industry average of 84.8%, withounce rates dropping to just 0.42% and open rates increasing by upwards of 21%. introducing the Mailgun Product Suite: Mailgun Optimize, formerly known as InboxReady, maximizes inbox placement by helping customers build and maintain their sender reputation while avoiding disruptions like blocklisting with advanced monitoring, reporting, and visualization. While Optimize is email service provider (ESP) agnostic and can be used on any platform to get actionable deliverability insights, leveraging it as part of the full Mailgun solution unlocks added benefits such as: Automatically integrated Microsoft SNDS IP data; Real-time bounce classification; Simplified inbox placement testing; Expanded spam trap monitoring; Mailgun Validate verifies email addresses on demand to ensure customers are protecting their reputation by sending to the cleanest list possible. Validate uses real-world send data, rather than broken SMTP handshakes, combined with an proprietary process for more reliable results. This multilayer verification approach includes MX record validation, grammar and typo checks, domain analysis and more. Mailgun Send empowers businesses to send, receive and track emails effortlessly. Built by developers for developers for developers for developers, Send makes integrating a world-class cloud sending infrastructure easy through RESTful email APIs, maintained SDKs and global compliance policies. With 99.99% server uptime and 24/7/365 support, even the enterprises can build impactful customer experiences on their terms.お知らせ • Sep 12Sinch Announces Its Global Launch of Sms for Zoho Desk, Which Extends Sinch Messagemedia's, Two-Way SMS CapabilitiesSinch announced its global launch of SMS for Zoho Desk, which extends Sinch MessageMedia's industry-leading, two-way SMS capabilities. Deepening existing, highly-rated integrations with the Zoho Suite — SMS for Zoho Desk by Sinch MessageMedia enables customer service teams to easily manage and quickly address customer inquiries from a centralized platform, cutting down on response times and improving customer satisfaction. Customer service interactions can make or break customer relationships or a brand's reputation, with direct impacts to companies' bottom lines. Research from Sinch MessageMedia finds that customers are 82% more likely to have a favorable impression of a brand simply by being able to engage in two-way conversations. SMS for Zoho Desk by Sinch MessageMedia empowers businesses to take their customer support to the next level. Seamless, one-to-one conversational messaging directly within Zoho Desk eliminates the need for support teams to juggle multiple platforms, and instant, automated responses free agents up to focus on more complicated customer queries. The result: reduced strain on staff and faster ticket times.Reported Earnings • Jul 21Second quarter 2023 earnings released: kr0.08 loss per share (vs kr0.049 loss in 2Q 2022)Second quarter 2023 results: kr0.08 loss per share (further deteriorated from kr0.049 loss in 2Q 2022). Revenue: kr7.13b (up 7.8% from 2Q 2022). Net loss: kr70.0m (loss widened 75% from 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.お知らせ • Jun 06Sinch AB (Publ) Announces Executive ChangesSinch AB (publ), which powers meaningful conversations between businesses and their customers through its Customer Communications Cloud announced that it has appointed Sylvan "Sibito" H Morley III, as Chief Data and Transformation Officer. Sibito Morley has broad industrial experience from senior roles at companies across technology, manufacturing, healthcare, and aviation. In each of these roles, he has focused on the use of technology and data to better leverage existing assets and achieve identified strategic outcomes. He joins Sinch from a recent position as SVP and Chief Data Officer at Lumen Technology. Mr. Morley will join Sinch on 6 June 2023. Julie Rassat, Chief Integration & Transformation Officer, will report to Mr. Morley upon his arrival. Following this announcement, Sinch's leadership team will consist of: Laurinda Pang, CEO, Brett Scorza, President Voice, Christina Raaschou, Chief Human Resources Officer,Cristina David, Chief Information Officer, Jonathan Bean, Chief Marketing Officer, Josh Odom, President, CPaaS, Nicklas Molin, EVP International, Petter Bengtsson, EVP North AmericaRoshan Saldanha, Chief Financial Officer, Sean O'Neal, President SMB, Sibito Morley, Chief Data and Transformation Officer and Thomas Heath, Chief Strategy Officer.Reported Earnings • Apr 26Full year 2022 earnings released: kr6.04 loss per share (vs kr1.29 profit in FY 2021)Full year 2022 results: kr6.04 loss per share (down from kr1.29 profit in FY 2021). Revenue: kr28.1b (up 73% from FY 2021). Net loss: kr4.94b (down kr5.85b from profit in FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 17Full year 2022 earnings released: kr6.03 loss per share (vs kr1.29 profit in FY 2021)Full year 2022 results: kr6.03 loss per share (down from kr1.29 profit in FY 2021). Revenue: kr27.7b (up 70% from FY 2021). Net loss: kr4.94b (down kr5.85b from profit in FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.お知らせ • Jan 13Swedbank Robur Fonder AB acquired an unknown minority stake in Sinch AB (publ).Swedbank Robur Fonder AB acquired an unknown minority stake in Sinch AB (publ) on December 31, 2022. Swedbank Robur Fonder AB completed the acquisition of an unknown minority stake in Sinch AB (publ) on December 31, 2022.お知らせ • Dec 03+ 2 more updatesSinch AB (publ) to Report Q2, 2023 Results on Jul 21, 2023Sinch AB (publ) announced that they will report Q2, 2023 results on Jul 21, 2023Reported Earnings • Nov 03Third quarter 2022 earnings released: kr5.69 loss per share (vs kr0.37 profit in 3Q 2021)Third quarter 2022 results: kr5.69 loss per share (down from kr0.37 profit in 3Q 2021). Revenue: kr7.20b (up 83% from 3Q 2021). Net loss: kr4.77b (down kr5.03b from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 23% share price gain to kr20.85, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 29x in the Software industry in the United Kingdom. Total returns to shareholders of 22% over the past three years.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 26% share price gain to kr17.76, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 29x in the Software industry in the United Kingdom. Total returns to shareholders of 8.2% over the past three years.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr20.39, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 35x in the Software industry in the United Kingdom. Total returns to shareholders of 56% over the past three years.Board Change • Jul 31High number of new directorsDirector Hudson Smith was the last director to join the board, commencing their role in 2022.Reported Earnings • Jul 22Second quarter 2022 earnings released: kr0.05 loss per share (vs kr0.069 profit in 2Q 2021)Second quarter 2022 results: kr0.05 loss per share (down from kr0.069 profit in 2Q 2021). Revenue: kr6.62b (up 80% from 2Q 2021). Net loss: kr40.0m (down 185% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 33%, compared to a 22% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 11Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to kr26.68, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 33x in the Software industry in the United Kingdom. Total returns to shareholders of 81% over the past three years.Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr38.28, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 37x in the Software industry in the United Kingdom. Total returns to shareholders of 131% over the past three years.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr46.27, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 33x in the Software industry in the United Kingdom. Total returns to shareholders of 225% over the past three years.Recent Insider Transactions • May 14President & CEO recently bought kr3.0m worth of stockOn the 9th of May, Oscar Werner bought around 74k shares on-market at roughly kr40.44 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr11m. Oscar has been a buyer over the last 12 months, purchasing a net total of kr7.2m worth in shares.Board Change • May 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Bridget Cosgrave was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 04Chairman of the Board recently bought kr11m worth of stockOn the 28th of April, Erik Froberg bought around 300k shares on-market at roughly kr38.00 per share. This was the largest purchase by an insider in the last 3 months. Erik has been a buyer over the last 12 months, purchasing a net total of kr15m worth in shares.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: kr0.11 (vs kr0.22 in 1Q 2021)First quarter 2022 results: EPS: kr0.11 (down from kr0.22 in 1Q 2021). Revenue: kr6.55b (up 96% from 1Q 2021). Net income: kr88.0m (down 38% from 1Q 2021). Profit margin: 1.3% (down from 4.2% in 1Q 2021). Over the next year, revenue is forecast to grow 47%, compared to a 28% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to kr64.40, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 38x in the Software industry in the United Kingdom. Total returns to shareholders of 436% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr86.92 per share.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to kr61.69, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 35x in the Software industry in the United Kingdom. Total loss to shareholders of 61% over the past year. Simply Wall St's valuation model estimates the intrinsic value at kr105 per share.Recent Insider Transactions • Feb 22Insider recently bought kr10m worth of stockOn the 17th of February, Robert Gerstmann bought around 109k shares on-market at roughly kr92.58 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr14m more in shares than they have sold in the last 12 months.Reported Earnings • Feb 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr1.88 (up from kr0.76 in FY 2020). Revenue: kr16.2b (up 100% from FY 2020). Net income: kr1.32b (up 195% from FY 2020). Profit margin: 8.1% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 54%, compared to a 29% growth forecast for the industry in the United Kingdom.Buying Opportunity • Feb 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be kr127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% per annum over the last 3 years. Earnings per share has grown by 33% per annum over the last 3 years.Recent Insider Transactions • Nov 25Chief Executive Officer recently bought kr4.3m worth of stockOn the 23rd of November, Oscar Werner bought around 35k shares on-market at roughly kr121 per share. This was the largest purchase by an insider in the last 3 months. This was Oscar's only on-market trade for the last 12 months.Recent Insider Transactions • Nov 12Chief Financial Officer recently bought kr500k worth of stockOn the 11th of November, Roshan Saldanha bought around 4k shares on-market at roughly kr118 per share. This was the largest purchase by an insider in the last 3 months. This was Roshan's only on-market trade for the last 12 months.Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS kr0.37 (vs kr0.16 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr3.94b (up 122% from 3Q 2020). Net income: kr266.0m (up 176% from 3Q 2020). Profit margin: 6.8% (up from 5.4% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS kr0.069 (vs kr0.063 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: kr3.68b (up 127% from 2Q 2020). Net income: kr47.0m (up 27% from 2Q 2020). Profit margin: 1.3% (down from 2.3% in 2Q 2020).Reported Earnings • Apr 26Full year 2020 earnings released: EPS kr7.62 (vs kr5.12 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr8.09b (up 60% from FY 2019). Net income: kr445.9m (up 62% from FY 2019). Profit margin: 5.5% (up from 5.4% in FY 2019). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 189% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 20Full year 2020 earnings released: EPS kr7.56 (vs kr5.12 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr8.02b (up 58% from FY 2019). Net income: kr442.3m (up 61% from FY 2019). Profit margin: 5.5% (up from 5.4% in FY 2019). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 206% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 20Revenue beats expectationsRevenue exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 62%, compared to a 7.9% growth forecast for the Software industry in the United Kingdom.Is New 90 Day High Low • Feb 10New 90-day high: kr1,385The company is up 59% from its price of kr873 on 11 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr690 per share.業績と収益の成長予測LSE:0RBI - アナリストの将来予測と過去の財務データ ( )SEK Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202829,5561,1412,4953,158512/31/202727,9389442,1322,744812/31/202626,8227261,9032,59973/31/202626,9793681,9282,561N/A12/31/202527,5312171,4492,103N/A9/30/202528,489-3561,3962,055N/A6/30/202528,953-6,4411,4472,097N/A3/31/202529,357-6,3711,8272,451N/A12/31/202429,093-6,4132,3552,944N/A9/30/202428,893-5,9442,1952,766N/A6/30/202429,0201962,5793,191N/A3/31/202428,997311,5252,129N/A12/31/202329,128421,1591,788N/A9/30/202329,235-3291,3752,034N/A6/30/202329,067-5,1391,2541,898N/A3/31/202328,568-5,1091,9122,580N/A12/31/202228,096-4,9431,8652,508N/A9/30/202225,666-4,2641,4712,007N/A6/30/202222,407767386791N/A3/31/202219,475854-387-118N/A12/31/202116,275907150329N/A9/30/202114,039670-348-195N/A6/30/202111,879500266403N/A3/31/20219,819490771906N/A12/31/20208,093446338454N/A9/30/20206,603325553642N/A6/30/20206,042297476557N/A3/31/20205,597313356424N/A12/31/20195,074275N/A327N/A9/30/20194,668283N/A284N/A6/30/20194,431253N/A214N/A3/31/20194,252228N/A294N/A12/31/20184,008180N/A305N/A9/30/20183,762166N/A274N/A6/30/20183,565140N/A227N/A3/31/20183,307110N/A94N/A12/31/20173,076134N/A51N/A9/30/20172,79286N/A56N/A6/30/20172,60490N/A115N/A3/31/20172,15586N/A64N/A12/31/20161,80371N/A59N/A6/30/20161,08842N/A40N/A3/31/20161,02951N/A50N/A12/31/201597148N/A75N/A9/30/201591050N/A69N/A6/30/201584853N/A95N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 0RBIの予測収益成長率 (年間35% ) は 貯蓄率 ( 3.4% ) を上回っています。収益対市場: 0RBIの収益 ( 35% ) はUK市場 ( 12.2% ) よりも速いペースで成長すると予測されています。高成長収益: 0RBIの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: 0RBIの収益 ( 3.3% ) UK市場 ( 4.4% ) よりも低い成長が予測されています。高い収益成長: 0RBIの収益 ( 3.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 0RBIの 自己資本利益率 は、3年後には低くなると予測されています ( 6.3 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2026/05/11 01:16終値2026/05/11 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Sinch AB (publ) 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関null nullABG Sundal CollierAndreas MarkouBerenbergVictor ChengBofA Global Research8 その他のアナリストを表示
お知らせ • May 07Sinch AB (publ) to Report Q3, 2026 Results on Nov 05, 2026Sinch AB (publ) announced that they will report Q3, 2026 results on Nov 05, 2026
Reported Earnings • Apr 24Full year 2025 earnings released: EPS: kr0.26 (vs kr7.60 loss in FY 2024)Full year 2025 results: EPS: kr0.26 (up from kr7.60 loss in FY 2024). Revenue: kr27.5b (down 5.4% from FY 2024). Net income: kr217.0m (up kr6.63b from FY 2024). Profit margin: 0.8% (up from net loss in FY 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 16Sinch AB Appoints Jonathan Bean as Executive Vice President, EMEA & Global PartnershipsSinch AB announced the appointment of Jonathan Bean as Executive Vice President, EMEA & Global Partnerships. Jonathan Bean transitions from his role as Chief Marketing Officer, which he has held since 2019, and will lead Sinch's EMEA business and global partner ecosystem. Prior to his new role, Bean served as Chief Marketing Officer at Sinch, where he played a key role in building the company's global marketing, growth, and partner organisation. Before joining Sinch, he was Chief Revenue Officer at Mynewsdesk. Earlier in his career, he held senior sales leadership roles at Cision. Bean holds an MBA from Henley Business School and a degree in Communications from the University of Leeds. As part of this leadership transition, Nicklas Molin will leave Sinch at the end of April. Sinch has initiated the search for a new Chief Marketing Officer.
お知らせ • Mar 10Sinch AB Announces Voice Relay CapabilitySinch AB (publ) announced at Enterprise Connect new innovations across its Enterprise Voice platform, including Voice Relay, a new capability that enables developers to connect text-based AI agents directly to live phone calls. The announcement introduces Voice Relay in early access release, alongside AI-ready voice infrastructure, enhanced branded calling protection and expanded global network capabilities designed to help enterprises build secure, scalable customer conversations. Sinch provides the communications infrastructure that enables enterprises to bring AI-powered conversations to the global telephone network. Voice Relay allows developers to connect AI agents to the global telephone network quickly and reliably, helping them automate routine calls, reduce wait times and resolve issues faster without having to build and manage complex voice infrastructure themselves. Leveraging AI for voice interactions has historically required the management of complex audio streaming infrastructure, speech recognition services, text-to-speech systems and latency optimization. Voice Relay simplifies this process by allowing developers to connect AI agents built on large language models directly to live voice calls. With Voice Relay, Sinch manages the real-time conversational loop during a call, including speech recognition, voice synthesis and interruption handling. Developers can integrate AI agents with Sinch's global voice network using a simple interface while Sinch handles the underlying complexity of real-time voice interactions. Voice Relay provides the infrastructure that connects those agents to the global voice network, delivering the real-time media, reliability and control required to run AI-powered voice interactions in production.
New Risk • Feb 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% 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 Share price has been volatile over the past 3 months (7.4% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Feb 18Full year 2025 earnings released: EPS: kr0.26 (vs kr7.60 loss in FY 2024)Full year 2025 results: EPS: kr0.26 (up from kr7.60 loss in FY 2024). Revenue: kr27.5b (down 5.4% from FY 2024). Net income: kr217.0m (up kr6.63b from FY 2024). Profit margin: 0.8% (up from net loss in FY 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
お知らせ • Feb 18Sinch AB (publ) to Report Fiscal Year 2025 Final Results on Apr 23, 2026Sinch AB (publ) announced that they will report fiscal year 2025 final results at 9:00 AM, Central European Standard Time on Apr 23, 2026
お知らせ • Jan 26Sinch AB (publ), Annual General Meeting, May 21, 2026Sinch AB (publ), Annual General Meeting, May 21, 2026.
お知らせ • Dec 16Sinch AB (publ) Announces Executive ChangesSinch AB (publ) on December 15, 2025 announced the appointment of Lindy Puttkammer as its new Chief Human Resources Officer (CHRO), reporting to CEO Laurinda Pang, effective January 1, 2026. Since joining Sinch in 2024, Puttkammer has served as Head of HR Americas and, most recently, also led the company's global Compensation and Benefits function. Prior to Sinch, she spent more than a decade at Lumen Technologies, where she held several senior leadership roles including Vice President of Talent Acquisition and Vice President of Human Resources. She holds a Master of Education (M.Ed.) with a specialization in HR Studies from Colorado State University. The appointment follows the announcement that the current CHRO, Christina Raaschou, will be leaving Sinch to take on a new professional challenge. She will remain in her role until the end of February 2026 to ensure a smooth handover.
New Risk • Dec 12New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 96% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
お知らせ • Nov 15+ 3 more updatesSinch AB (publ) to Report Fiscal Year 2026 Results on Feb 11, 2027Sinch AB (publ) announced that they will report fiscal year 2026 results on Feb 11, 2027
Recent Insider Transactions • Nov 12Chief Executive Officer recently bought kr2.8m worth of stockOn the 7th of November, Laurinda Pang bought around 100k shares on-market at roughly kr27.80 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Laurinda's only on-market trade for the last 12 months.
Reported Earnings • Nov 06Third quarter 2025 earnings released: kr0.01 loss per share (vs kr7.22 loss in 3Q 2024)Third quarter 2025 results: kr0.01 loss per share (improved from kr7.22 loss in 3Q 2024). Revenue: kr6.83b (down 5.7% from 3Q 2024). Net loss: kr10.0m (loss narrowed 100% from 3Q 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Sep 10Sinch AB (Publ) Announces Chief Product Officer ChangesSinch AB (publ) announced the appointment of Daniel Morris as its new Chief Product Officer. He succeeds Robert Gerstmann, Sinch co-founder and Chief Evangelist, who has served in the role on an interim basis. Daniel Morris joined Sinch in 2021 through the acquisition of Pathwire and has since played a pivotal role in shaping the company's Email and Applications businesses, as well as its overall product strategy. With more than 20 years of senior product leadership experience at Sinch, Pathwire, Rackspace, and IBM, he brings extensive expertise and a deep understanding of Sinch's market and technology.
Reported Earnings • Jul 22Second quarter 2025 earnings released: EPS: kr0.03 (vs kr0.11 in 2Q 2024)Second quarter 2025 results: EPS: kr0.03 (down from kr0.11 in 2Q 2024). Revenue: kr6.82b (down 4.4% from 2Q 2024). Net income: kr25.0m (down 74% from 2Q 2024). Profit margin: 0.4% (down from 1.3% in 2Q 2024). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
New Risk • Jul 22New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 9.3% 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. This is currently the only risk that has been identified for the company.
お知らせ • Jul 02Sinch AB (publ)(OM:SINCH) dropped from OMX Stockholm 30 IndexSinch AB (publ) has been dropped from the OMX OMX Stockholm 30 Index
Recent Insider Transactions • Jun 18Chief Financial Officer recently bought kr4.9m worth of stockOn the 13th of June, Johnas Dahlberg bought around 200k shares on-market at roughly kr24.26 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was Johnas' only on-market trade for the last 12 months.
Buy Or Sell Opportunity • Jun 13Now 21% undervaluedOver the last 90 days, the stock has risen 13% to kr25.09. The fair value is estimated to be kr31.67, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jun 04Sinch Unveils Mailgun InspectSinch (Sinch AB (publ) announced the launch of Mailgun Inspect, a powerful new API-first solution that empowers Martech and Enterprise platforms to embed robust email testing and quality assurance tools directly into their products as a white-label offering. For global Martech platforms, Mailgun Inspect offers a powerful, white-label-ready solution that can be deeply embedded into their own products, enabling them to deliver robust email testing capabilities under their own brand, at global scale. For enterprise teams, it provides an intuitive, high-performance toolset to catch rendering issues, ensure accessibility, and optimize inbox experiences, all backed by Mailgun's reliability, performance, and developer-first design. Built for integration, scale, and performance, Mailgun Inspect brings the trusted capabilities of Sinch Email on Acid into Mailgun's infrastructure, delivering enterprise-grade reliability with developer-first experience. Mailgun Inspect offers advanced features including: Over 100+ client rendering previews, including dark mode and mobile clients; Accessibility testing aligned with WCAG 2.2 and EAA standards; Content validation (image and link checks) helping detect issues before impacting customer experience; White-label APIs and sub user management; Usage-based pricing-eliminating restrictive user-seat models. The launch comes ahead of the European Accessibility Act (EAA), which takes effect in June of 2025, setting new standards for inclusive digital communication. Mailgun Inspect helps organizations meet these requirements by offering integrated accessibility testing and actionable guidance to create compliance-ready workflows.
お知らせ • May 22Sinch AB (Publ) Elects Kristina Willgård as A New Member of the Board of DirectorsSinch AB (publ) in its Annual General Meeting held on May 22, 2025 approved to elect Kristina Willgård as a new member of the board of directors.
Buy Or Sell Opportunity • May 12Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.1% to kr24.57. The fair value is estimated to be kr31.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.7% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Apr 24Full year 2024 earnings released: kr7.60 loss per share (vs kr0.05 profit in FY 2023)Full year 2024 results: kr7.60 loss per share (down from kr0.05 profit in FY 2023). Revenue: kr29.1b (flat on FY 2023). Net loss: kr6.41b (down kr6.46b from profit in FY 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
お知らせ • Apr 18Sinch AB (publ), Annual General Meeting, May 22, 2025Sinch AB (publ), Annual General Meeting, May 22, 2025, at 10:00 W. Europe Standard Time. Location: at sinchs offices, at lindhagensgatan 112, stockholm Sweden
Recent Insider Transactions • Apr 04Insider recently bought kr506k worth of stockOn the 31st of March, Nicklas Molin bought around 24k shares on-market at roughly kr21.07 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr1.7m more in shares than they bought in the last 12 months.
お知らせ • Mar 28Sinch Announces Management ChangesSinch AB (publ), announced that Chief Product Officer Sean O'Neal will leave Sinch to take up the position as CEO of a company in a different industry. Sean O'Neal originally joined Sinch as President of the SMB Business Unit, and took on the role as CPO as Sinch established its new operating model in early 2024. The company has initiated a process to recruit his successor. During the interim, Robert Gerstmann, Sinch co-founder and Chief Evangelist, will lead the product organization.
Reported Earnings • Feb 13Full year 2024 earnings released: kr7.60 loss per share (vs kr0.05 profit in FY 2023)Full year 2024 results: kr7.60 loss per share (down from kr0.05 profit in FY 2023). Revenue: kr29.6b (up 1.6% from FY 2023). Net loss: kr6.41b (down kr6.46b from profit in FY 2023). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 42% per year but the company’s share price has only fallen by 29% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 06+ 1 more updateSinch AB (Publ) Announces Stepping Down of Thomas Heath, Chief Strategy OfficerSinch AB (publ) announced that Thomas Heath, Chief Strategy Officer, has announced that he will step down from his position, Sinch’s leadership team will from 1 April include: Laurinda Pang, Chief Executive Officer; Brett Scorza, Chief Technology Officer; Christina Raaschou, Chief Human Resources Officer; Ilse Van der Haar, Chief Legal Officer; Jonas Dahlberg, Chief Financial Officer; Jonathan Bean, Chief Marketing Officer; Julia Fraser, EVP Americas; Nicklas Molin, EVP EMEA; Sean O’Neal, Chief Product Officer; Sibito Morley, Chief Data and Transformation Officer and Wendy Johnstone, EVP APAC.
お知らせ • Jan 03Sinch AB (publ) to Report Fiscal Year 2024 Final Results on Apr 23, 2025Sinch AB (publ) announced that they will report fiscal year 2024 final results on Apr 23, 2025
お知らせ • Dec 04+ 3 more updatesSinch AB (publ) to Report Q2, 2025 Results on Jul 22, 2025Sinch AB (publ) announced that they will report Q2, 2025 results on Jul 22, 2025
お知らせ • Nov 11Sinch AB (publ) Appoints David Ruggiero as Senior Vice President of Sales for the North America RegionSinch AB (publ) announced the appointment of David Ruggiero as Senior Vice President of Sales for the North America region. A highly experienced executive with over 25 years of expertise in sales leadership across Enterprise, Mid Markets and SMB, David will lead Sinch's sales strategy in the North American team, driving expansion across the region and reinforcing Sinch's commitment to delivering exceptional customer experiences. David joins Sinch with a strong background in strategic planning, operational excellence, and sales process development. Known for leading high performing sales organizations, David has extensive experience leading go-to-market (GTM) transformations across diverse industries and a proven ability to build world-class sales teams. Prior to joining Sinch, David held executive leadership roles at notable companies, including Zoom, Microsoft, Outreach, Cisco, Avaya, and Qwest, where he successfully grew revenue, optimized operations, and led transformative sales initiatives. Based out of Dallas, TX, David will oversee Sinch's sales operations in the North American region, focusing on accelerating growth, expanding market reach, and building strong, long-term relationships with Sinch's strong customer base. In this new role, David will focus on refining and executing Sinch's sales strategy for the North America team, leveraging the company's innovative solutions to meet the evolving needs of businesses across the region. As Sinch continues to scale its solutions across messaging, voice, video, and customer engagement, David Ruggiero's appointment underscores Sinch's commitment to serving enterprises, brands, and mobile operators in the North American market with innovative, reliable, and secure communication solutions.
Reported Earnings • Nov 07Third quarter 2024 earnings released: kr7.22 loss per share (vs kr0.055 profit in 3Q 2023)Third quarter 2024 results: kr7.22 loss per share (down from kr0.055 profit in 3Q 2023). Revenue: kr7.31b (flat on 3Q 2023). Net loss: kr6.09b (down kr6.14b from profit in 3Q 2023). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 40% per year whereas the company’s share price has fallen by 43% per year.
お知らせ • Oct 15Sinch Enables the Transformation of Emergency CommunicationsSinch announced that it is paving the way for the transformation of emergency communications with its advanced Next Generation 911 (NG911) technology. By integrating a wide range of multimedia options — such as voice calls, real-time text (RTT), internet of things (IoT) data and video — Sinch enhances accessibility and ensures more reliable and comprehensive communication than voice-only 911 services. These NG911 innovations ensure first-responders receive mission-critical, real-time data, improving response times and public safety. Sinch plays a leading role in NG911 services across the United States, transforming emergency communication infrastructure and delivering over 40% of the NG911 traffic in markets where it's available. Sinch's advanced NG911 technology is built on its public-safety-grade nationwide 911 network, processing 4+ million 911 calls each month and reaches 5,000+ public safety answering points (PSAPs) in the United States, Canada, Puerto Rico, and the U.S. Virgin Islands. Emergency call centers (ECCs) upgraded to accept NG911 features receive comprehensive, real-time information that enhances public safety and response efforts. One of the key features of Sinch's NG911 platform is its ability to deliver precise, real-time location data to emergency responders. The inclusion of multimedia data — such as live video feeds, medical records or building floor plans — further enriches the information available to emergency responders, giving them a more comprehensive understanding of situations before they arrive on site. This combination of multimedia capabilities and precise location makes Sinch's NG911 infrastructure a critical tool for modernizing and improving the overall effectiveness of emergency services. Functionality like RTT enables instant text-based communication for individuals with hearing or speech impairments, ensuring equitable access to emergency services. Sinch's geo-redundant infrastructure safeguards data security, reliability, and compliance with FCC and DHS regulations, supporting seamless integration with older systems, without disrupting existing services. Collaboration with mobile network operators (MNOs) and NG partners has been crucial in expanding the reach and efficacy of Sinch's NG911 services, facilitating widespread adoption and integration of advanced communication technologies across networks. Deployments of Sinch NG911 technology, including the first statewide NG i3 location services implementation in Massachusetts, and further implementations in West Virginia, and Louisiana, have greatly enhanced location data precision, crucial for faster emergency response. RTT capabilities have similarly improved communication in states like Illinois, Texas, Florida, West Virginia, Louisiana, and Nebraska, underscoring Sinch's role in leading NG911 services across the United States. Sinch plans to continue expanding its NG911 services across more states in the U.S.; exploring opportunities to adapt these technologies for international markets; and advancing the capabilities of NG911 including IoT (internet of things) video and data (like medical information and floor plans), for more comprehensive data and communication features.
お知らせ • Oct 08Sinch AB (publ) Announces Resignation of Roshan Saldanha as CFOSinch AB (publ) announced that Roshan Saldanha, on his own initiative, has chosen to leave the company for a similar position in a different sector. Roshan has been Sinch's CFO since March 2019 and will continue in his role until his successor takes office, or until March 2025 at the latest. The process to recruit a new CFO will be initiated immediately.
Recent Insider Transactions • Oct 02Chief Marketing Officer recently sold kr947k worth of stockOn the 30th of September, Jonathan Bean sold around 30k shares on-market at roughly kr31.58 per share. This transaction amounted to 39% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr2.2m more than they bought in the last 12 months.
Reported Earnings • Jul 22Second quarter 2024 earnings released: EPS: kr0.11 (vs kr0.083 loss in 2Q 2023)Second quarter 2024 results: EPS: kr0.11 (up from kr0.083 loss in 2Q 2023). Revenue: kr7.14b (flat on 2Q 2023). Net income: kr95.0m (up kr165.0m from 2Q 2023). Profit margin: 1.3% (up from net loss in 2Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has fallen by 48% per year, which means it is performing significantly worse than earnings.
お知らせ • Jul 17Sinch Introduces Sinch AI: Revolutionizing Customer Engagement with Intentional IntelligenceSinch AB (publ) announced the debut of Sinch AI. This capability equips forward-thinking businesses with advanced tools to craft smarter, safer, and more efficient conversational experiences, setting them apart in an increasingly competitive market. In today's fast-paced business environment, the challenges are immense. With customer expectations reaching new heights and market conditions constantly evolving, maintaining customer loyalty remains critical, yet harder than ever. Exceptional conversational experiences are a reliable key differentiator, allowing businesses to distinguish themselves and rise above the competition. Recent advancements in AI have significantly enhanced these interactions, making them not only more impactful and valuable but also impossible to ignore. The Company's mission is to enable the Company's customers to create impactful conversational experiences that transform interactions from mere engagement to genuine delight. Seamlessly integrated throughout the Sinch Customer Communications Cloud, Sinch AI delivers intelligent solutions across all major business functions. Sinch AI accelerates marketing and support teams with generative writing tools and sophisticated bots throughout the Company's suite of applications. For developers and product managers, Sinch AI provides smarter building blocks that detect conversational nuances like sentiment and intention via the Company's robust API platform. Additionally, within the Company's Super Network, Sinch AI proactively filters out fraud, enabling operators to connect with confidence. The AI the Company creates is purpose-driven, designed to help people work faster, solve important problems, and integrate reliably. By speeding up their work, helping spot and reduce fraud, and enhancing message understanding, the Company ensures customers can achieve more with Sinch AI. Sinch's commitment to intentionally applied AI is evident in its customer success stories, such as the recent collaboration with Moet Ik Naar De Dokter (MINDD) in the Netherlands. By utilizing Sinch AI, MINDD transformed patient triage, making the process faster, prioritizing patient safety, and addressing biases to ensure effective and equitable navigation for all users.
お知らせ • Jun 20Johan Stuart Is Leaving Sinch AB (Publ)'s Board of DirectorsSinch AB (publ) announced that Johan Stuart is leaving the board of directors for personal reasons. The process of finding a successor will now be initiated. Johan Stuart has been a member of Sinch's board of directors since 2015.
Recent Insider Transactions • Jun 06Chief Marketing Officer recently sold kr1.2m worth of stockOn the 31st of May, Jonathan Bean sold around 54k shares on-market at roughly kr23.12 per share. This transaction amounted to 41% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr2.5m more than they bought in the last 12 months.
Board Change • May 29Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Renee Stromberg was the last independent director to join the board, commencing their role in 2017. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 17Sinch AB (publ) Elects Mattias Stenberg and Lena Almefelt as Members of the Board of DirectorsSinch AB (publ) resolved to elect Mattias Stenberg and Lena Almefelt as new members of the board of directors, at its annual general meeting held on 16 May 2024.
Reported Earnings • Apr 24Full year 2023 earnings released: EPS: kr0.05 (vs kr6.04 loss in FY 2022)Full year 2023 results: EPS: kr0.05 (up from kr6.04 loss in FY 2022). Revenue: kr29.1b (up 3.7% from FY 2022). Net income: kr42.0m (up kr4.99b from FY 2022). Profit margin: 0.1% (up from net loss in FY 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 28 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 27Sinch Appoints Ilse van der Haar as Chief Legal Officer, Effective April 1, 2024Sinch AB (publ) announced that it has appointed Ilse van der Haar as Chief Legal Officer and member of the Sinch Global Leadership Team. Ilse brings a broad experience and a proven track record of success from some 20 years of experience in senior legal positions with focus on compliance and regulatory affairs. She joined Sinch in 2022 as VP Privacy and Regulatory and her previous experience includes positions with PostNord and Tele2. Ilse van der Haar will take up the new position on 1 April 2024. Following this appointment, Sinch's leadership team will consist of: Laurinda Pang, CEO; Brett Scorza, Chief Technology Officer; Christina Raaschou, Chief Human Resources Officer; Cristina David, Chief Information Officer; Ilse van der Haar, Chief Legal Officer; Jonathan Bean, Chief Marketing Officer; Julia Fraser, EVP Americas; Nicklas Molin, EVP EMEA; Roshan Saldanha, Chief Financial Officer; Sean O'Neal, Chief Product Officer; Sibito Morley, Chief Data and Transformation Officer; Thomas Heath, Chief Strategy Officer; Wendy Johnstone, EVP APAC.
お知らせ • Feb 22Sinch AB (Publ) Appoints Wendy Johnstone as Executive Vice President Apac, Effective February 23, 2024Sinch AB (publ) announced that it has appointed Wendy Johnstone as Executive Vice President APAC and member of the Sinch Global Leadership Team. Wendy brings a broad experience and a proven track record of success from over 25 years in the technology and SaaS sectors across EMEA and APAC. She joins Sinch from Zendesk where she had the position as Senior Vice President Asia Pacific and Japan. Wendy Johnstone will succeed Damien Tabor who has had this position on an interim basis and will continue as Sinch APAC’s Chief Financial Officer. Wendy is based in Singapore and her first day at Sinch will be February 23.
New Risk • Feb 18New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 81% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.7% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Feb 17Full year 2023 earnings released: EPS: kr0.05 (vs kr6.04 loss in FY 2022)Full year 2023 results: EPS: kr0.05 (up from kr6.04 loss in FY 2022). Revenue: kr29.2b (up 4.0% from FY 2022). Net income: kr42.0m (up kr4.99b from FY 2022). Profit margin: 0.1% (up from net loss in FY 2022). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 11Sinch AB (publ) to Report Fiscal Year 2023 Results on Apr 22, 2024Sinch AB (publ) announced that they will report fiscal year 2023 results at 9:00 AM, Central European Standard Time on Apr 22, 2024
Buying Opportunity • Jan 02Now 25% undervaluedOver the last 90 days, the stock is up 78%. The fair value is estimated to be kr46.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: kr0.055 (vs kr5.69 loss in 3Q 2022)Third quarter 2023 results: EPS: kr0.055 (up from kr5.69 loss in 3Q 2022). Revenue: kr7.27b (up 1.0% from 3Q 2022). Net income: kr46.0m (up kr4.81b from 3Q 2022). Profit margin: 0.6% (up from net loss in 3Q 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 56 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 04+ 3 more updatesSinch AB (publ), Annual General Meeting, May 16, 2024Sinch AB (publ), Annual General Meeting, May 16, 2024, at 10:00 Central European Standard Time. Location: Sinch, Lindhagensgatan 112 Stokholm Sweden
お知らせ • Oct 28Sinch AB (publ) to Report Q4, 2023 Results on Feb 15, 2024Sinch AB (publ) announced that they will report Q4, 2023 results on Feb 15, 2024
お知らせ • Oct 27+ 1 more updateSinch AB (publ) Announces New Operating Model to Accelerate GrowthSinch AB (publ) announced a new operating model to accelerate its organic growth. The new model increases the focus on customers, unlocks cross- and upselling, and leverages the company's global scale in Product and R&D. Implementation of the new model implies thorough integration of multiple acquired entities into joint organizations so that efficiency gains and cost synergies can be reinvested into initiatives that drive growth. The changes reflect a commitment to organize around customers at a time when technology is surpassing what was previously thought possible. The new operating model organizes Sinch's customer-facing functions into three strong geographical regions addressing customer demand for Sinch's entire product portfolio. The new structure creates a more efficient go-to-market engine that will support customers in key markets around the world. Product and R&D will be centralized to better leverage Sinch's global scale, gain efficiencies, and accelerate innovation. A single global organization for product strategy and product management will report to a Chief Product Officer, with a global Chief Technology Officer taking responsibility for Sinch's R&D and platform operations. Financial reporting. The new organization is expected to be implemented by January 1, 2024. Sinch's financial reporting will remain unchanged throughout 2023 but will be updated to reflect these changes in the first half of 2024. Whereas the organizational changes will unlock resources through increased efficiency and reduced duplication, Sinch's ambition is to reinvest these savings into initiatives that drive growth. With implementation during the first half of 2024, Sinch expects to see results during the second half of 2024. possible non-recurring charges and other financial implications will be communicated when Sinch publishes its results for the fourth quarter 2023, on February 15, 2024. Changes to management. The Americas region will include both North and Latin America and will be Sinch's largest region, contributing more than half of Sinch's overall revenues and gross profit. To lead the region, Sinch has recruited Julia Fraser as EVP, Americas. Julia Fraser brings more than 20 years of experience from technology, telecoms and software, and joins Sinch from a recent position as Senior Vice President, Customer Success, at Lumen Technologies. The EMEA region will be led by Nicklas Molin as EVP, EMEA. Nicklas Molin joined Sinch in 2016 and the Global Leadership Team in early 2023. The APAC region will be led by Damien Tabor in an interim capacity. Damien Tabor is currently CFO of Sinch's SMB business unit and will assume responsibility for APAC until a permanent recruitment has been completed. The global CTO organization will be led by Brett Scorza, who currently leads Sinch's Voice business. Prior to Sinch, Brett Scorza served as CIO for Inteliquent, which was acquired by Sinch in 2021. The global product organization will be led by Sean O'Neal, who joined Sinch in October 2022 to lead Sinch's SMB-focused software business. Josh Odom has decided to step down from his operational leadership role at Sinch but will remain a key advisor to the CTO and CPO on technology and innovation topics. Petter Bengtsson will maintain his focus on North America, reporting to Julia Fraser. Effective January 1, 2024, Sinch's Global Leadership Team will include: Laurinda Pang, CEO. Brett Scorza, Chief Technology Officer. Christina Raaschou, Chief Human Resources Officer. Cristina David, Chief Information Officer. Jonathan Bean, Chief Marketing Officer. Jonathan Bean, Chief marketing Officer. Julia Fraser, EVP Americas.
お知らせ • Oct 26Sinch Expands the Mailgun Product Suite with Mailgun Optimize and Mailgun Validate to Transform Email DeliverabilitySinch (Sinch AB (publ) announced that Mailgun Optimize, the first deliverability solution built on an email sending platform, and Mailgun Validate, the fastest and most accurate address verification solution, are now part of the Sinch Mailgun product suite. Mailgun is an industry leader in email delivery, with over 400 billion emails sent every year for the world's biggest brands and technology providers. The expanded product suite improves every part of the email management lifecycle, all through one integrated platform and global Super Network, versus relying on piecemeal third-party solutions that lack insights at scale. Email deliverability is extremely complex and poised to become even more difficult with upcoming policy changes from major inbox service providers. Following a dramatic increase in email volume that started in 2020, Google and Yahoo! will implement increased identity validation and other spam-prevention requirements for high-volume senders, matching established best practices such as DMARC, SPF and DKIM. Reaching users will be hard than ever, making sender reputation and strong deliverability practices the keys to successfully driving ROI. Mailgun Optimize and Mailgun Validate work seamlessly with Mailgun Send to bridge the complexities of delivery and deliverability, ensuring emails are reliably sent and landing in the primary inbox. A 2023 Forrester Consulting Total Economic Impact™? Study found that for a composite organization of customers interviewed, the three-year incremental impact of using Mailgun for sending and deliverability was $627,000 due to 20.6 million additional emails being delivered and opened. Mailgun found that deliverability customers have a 97.4% average delivery rate, significantly outperforming the industry average of 84.8%, withounce rates dropping to just 0.42% and open rates increasing by upwards of 21%. introducing the Mailgun Product Suite: Mailgun Optimize, formerly known as InboxReady, maximizes inbox placement by helping customers build and maintain their sender reputation while avoiding disruptions like blocklisting with advanced monitoring, reporting, and visualization. While Optimize is email service provider (ESP) agnostic and can be used on any platform to get actionable deliverability insights, leveraging it as part of the full Mailgun solution unlocks added benefits such as: Automatically integrated Microsoft SNDS IP data; Real-time bounce classification; Simplified inbox placement testing; Expanded spam trap monitoring; Mailgun Validate verifies email addresses on demand to ensure customers are protecting their reputation by sending to the cleanest list possible. Validate uses real-world send data, rather than broken SMTP handshakes, combined with an proprietary process for more reliable results. This multilayer verification approach includes MX record validation, grammar and typo checks, domain analysis and more. Mailgun Send empowers businesses to send, receive and track emails effortlessly. Built by developers for developers for developers for developers, Send makes integrating a world-class cloud sending infrastructure easy through RESTful email APIs, maintained SDKs and global compliance policies. With 99.99% server uptime and 24/7/365 support, even the enterprises can build impactful customer experiences on their terms.
お知らせ • Sep 12Sinch Announces Its Global Launch of Sms for Zoho Desk, Which Extends Sinch Messagemedia's, Two-Way SMS CapabilitiesSinch announced its global launch of SMS for Zoho Desk, which extends Sinch MessageMedia's industry-leading, two-way SMS capabilities. Deepening existing, highly-rated integrations with the Zoho Suite — SMS for Zoho Desk by Sinch MessageMedia enables customer service teams to easily manage and quickly address customer inquiries from a centralized platform, cutting down on response times and improving customer satisfaction. Customer service interactions can make or break customer relationships or a brand's reputation, with direct impacts to companies' bottom lines. Research from Sinch MessageMedia finds that customers are 82% more likely to have a favorable impression of a brand simply by being able to engage in two-way conversations. SMS for Zoho Desk by Sinch MessageMedia empowers businesses to take their customer support to the next level. Seamless, one-to-one conversational messaging directly within Zoho Desk eliminates the need for support teams to juggle multiple platforms, and instant, automated responses free agents up to focus on more complicated customer queries. The result: reduced strain on staff and faster ticket times.
Reported Earnings • Jul 21Second quarter 2023 earnings released: kr0.08 loss per share (vs kr0.049 loss in 2Q 2022)Second quarter 2023 results: kr0.08 loss per share (further deteriorated from kr0.049 loss in 2Q 2022). Revenue: kr7.13b (up 7.8% from 2Q 2022). Net loss: kr70.0m (loss widened 75% from 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 06Sinch AB (Publ) Announces Executive ChangesSinch AB (publ), which powers meaningful conversations between businesses and their customers through its Customer Communications Cloud announced that it has appointed Sylvan "Sibito" H Morley III, as Chief Data and Transformation Officer. Sibito Morley has broad industrial experience from senior roles at companies across technology, manufacturing, healthcare, and aviation. In each of these roles, he has focused on the use of technology and data to better leverage existing assets and achieve identified strategic outcomes. He joins Sinch from a recent position as SVP and Chief Data Officer at Lumen Technology. Mr. Morley will join Sinch on 6 June 2023. Julie Rassat, Chief Integration & Transformation Officer, will report to Mr. Morley upon his arrival. Following this announcement, Sinch's leadership team will consist of: Laurinda Pang, CEO, Brett Scorza, President Voice, Christina Raaschou, Chief Human Resources Officer,Cristina David, Chief Information Officer, Jonathan Bean, Chief Marketing Officer, Josh Odom, President, CPaaS, Nicklas Molin, EVP International, Petter Bengtsson, EVP North AmericaRoshan Saldanha, Chief Financial Officer, Sean O'Neal, President SMB, Sibito Morley, Chief Data and Transformation Officer and Thomas Heath, Chief Strategy Officer.
Reported Earnings • Apr 26Full year 2022 earnings released: kr6.04 loss per share (vs kr1.29 profit in FY 2021)Full year 2022 results: kr6.04 loss per share (down from kr1.29 profit in FY 2021). Revenue: kr28.1b (up 73% from FY 2021). Net loss: kr4.94b (down kr5.85b from profit in FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 17Full year 2022 earnings released: kr6.03 loss per share (vs kr1.29 profit in FY 2021)Full year 2022 results: kr6.03 loss per share (down from kr1.29 profit in FY 2021). Revenue: kr27.7b (up 70% from FY 2021). Net loss: kr4.94b (down kr5.85b from profit in FY 2021). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 13Swedbank Robur Fonder AB acquired an unknown minority stake in Sinch AB (publ).Swedbank Robur Fonder AB acquired an unknown minority stake in Sinch AB (publ) on December 31, 2022. Swedbank Robur Fonder AB completed the acquisition of an unknown minority stake in Sinch AB (publ) on December 31, 2022.
お知らせ • Dec 03+ 2 more updatesSinch AB (publ) to Report Q2, 2023 Results on Jul 21, 2023Sinch AB (publ) announced that they will report Q2, 2023 results on Jul 21, 2023
Reported Earnings • Nov 03Third quarter 2022 earnings released: kr5.69 loss per share (vs kr0.37 profit in 3Q 2021)Third quarter 2022 results: kr5.69 loss per share (down from kr0.37 profit in 3Q 2021). Revenue: kr7.20b (up 83% from 3Q 2021). Net loss: kr4.77b (down kr5.03b from profit in 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improved over the past weekAfter last week's 23% share price gain to kr20.85, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 29x in the Software industry in the United Kingdom. Total returns to shareholders of 22% over the past three years.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 26% share price gain to kr17.76, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 29x in the Software industry in the United Kingdom. Total returns to shareholders of 8.2% over the past three years.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr20.39, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 35x in the Software industry in the United Kingdom. Total returns to shareholders of 56% over the past three years.
Board Change • Jul 31High number of new directorsDirector Hudson Smith was the last director to join the board, commencing their role in 2022.
Reported Earnings • Jul 22Second quarter 2022 earnings released: kr0.05 loss per share (vs kr0.069 profit in 2Q 2021)Second quarter 2022 results: kr0.05 loss per share (down from kr0.069 profit in 2Q 2021). Revenue: kr6.62b (up 80% from 2Q 2021). Net loss: kr40.0m (down 185% from profit in 2Q 2021). Over the next year, revenue is forecast to grow 33%, compared to a 22% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 11Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to kr26.68, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 33x in the Software industry in the United Kingdom. Total returns to shareholders of 81% over the past three years.
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to kr38.28, the stock trades at a forward P/E ratio of 51x. Average forward P/E is 37x in the Software industry in the United Kingdom. Total returns to shareholders of 131% over the past three years.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr46.27, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 33x in the Software industry in the United Kingdom. Total returns to shareholders of 225% over the past three years.
Recent Insider Transactions • May 14President & CEO recently bought kr3.0m worth of stockOn the 9th of May, Oscar Werner bought around 74k shares on-market at roughly kr40.44 per share. In the last 3 months, there was an even bigger purchase from another insider worth kr11m. Oscar has been a buyer over the last 12 months, purchasing a net total of kr7.2m worth in shares.
Board Change • May 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Bridget Cosgrave was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 04Chairman of the Board recently bought kr11m worth of stockOn the 28th of April, Erik Froberg bought around 300k shares on-market at roughly kr38.00 per share. This was the largest purchase by an insider in the last 3 months. Erik has been a buyer over the last 12 months, purchasing a net total of kr15m worth in shares.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: kr0.11 (vs kr0.22 in 1Q 2021)First quarter 2022 results: EPS: kr0.11 (down from kr0.22 in 1Q 2021). Revenue: kr6.55b (up 96% from 1Q 2021). Net income: kr88.0m (down 38% from 1Q 2021). Profit margin: 1.3% (down from 4.2% in 1Q 2021). Over the next year, revenue is forecast to grow 47%, compared to a 28% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to kr64.40, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 38x in the Software industry in the United Kingdom. Total returns to shareholders of 436% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr86.92 per share.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to kr61.69, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 35x in the Software industry in the United Kingdom. Total loss to shareholders of 61% over the past year. Simply Wall St's valuation model estimates the intrinsic value at kr105 per share.
Recent Insider Transactions • Feb 22Insider recently bought kr10m worth of stockOn the 17th of February, Robert Gerstmann bought around 109k shares on-market at roughly kr92.58 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr14m more in shares than they have sold in the last 12 months.
Reported Earnings • Feb 18Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr1.88 (up from kr0.76 in FY 2020). Revenue: kr16.2b (up 100% from FY 2020). Net income: kr1.32b (up 195% from FY 2020). Profit margin: 8.1% (up from 5.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Over the next year, revenue is forecast to grow 54%, compared to a 29% growth forecast for the industry in the United Kingdom.
Buying Opportunity • Feb 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be kr127, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 45% per annum over the last 3 years. Earnings per share has grown by 33% per annum over the last 3 years.
Recent Insider Transactions • Nov 25Chief Executive Officer recently bought kr4.3m worth of stockOn the 23rd of November, Oscar Werner bought around 35k shares on-market at roughly kr121 per share. This was the largest purchase by an insider in the last 3 months. This was Oscar's only on-market trade for the last 12 months.
Recent Insider Transactions • Nov 12Chief Financial Officer recently bought kr500k worth of stockOn the 11th of November, Roshan Saldanha bought around 4k shares on-market at roughly kr118 per share. This was the largest purchase by an insider in the last 3 months. This was Roshan's only on-market trade for the last 12 months.
Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS kr0.37 (vs kr0.16 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr3.94b (up 122% from 3Q 2020). Net income: kr266.0m (up 176% from 3Q 2020). Profit margin: 6.8% (up from 5.4% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS kr0.069 (vs kr0.063 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: kr3.68b (up 127% from 2Q 2020). Net income: kr47.0m (up 27% from 2Q 2020). Profit margin: 1.3% (down from 2.3% in 2Q 2020).
Reported Earnings • Apr 26Full year 2020 earnings released: EPS kr7.62 (vs kr5.12 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr8.09b (up 60% from FY 2019). Net income: kr445.9m (up 62% from FY 2019). Profit margin: 5.5% (up from 5.4% in FY 2019). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 189% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 20Full year 2020 earnings released: EPS kr7.56 (vs kr5.12 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr8.02b (up 58% from FY 2019). Net income: kr442.3m (up 61% from FY 2019). Profit margin: 5.5% (up from 5.4% in FY 2019). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 206% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 20Revenue beats expectationsRevenue exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 62%, compared to a 7.9% growth forecast for the Software industry in the United Kingdom.
Is New 90 Day High Low • Feb 10New 90-day high: kr1,385The company is up 59% from its price of kr873 on 11 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr690 per share.