View Future GrowthLumine Group 과거 순이익 실적과거 기준 점검 5/6Lumine Group은 연평균 15.7%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 20% 증가했습니다. 매출은 연평균 27.4%의 비율로 증가했습니다. Lumine Group의 자기자본이익률은 14.1%이고 순이익률은 14.7%입니다.핵심 정보15.75%순이익 성장률56.90%주당순이익(EPS) 성장률Software 산업 성장률8.18%매출 성장률27.35%자기자본이익률14.10%순이익률14.71%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.074 (down from US$0.081 in 1Q 2025). Revenue: US$208.3m (up 17% from 1Q 2025). Net income: US$19.0m (down 8.5% from 1Q 2025). Profit margin: 9.1% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$258.9m from FY 2024).Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.097 (up from US$0.071 in 3Q 2024). Revenue: US$186.7m (up 5.3% from 3Q 2024). Net income: US$24.8m (up 36% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Canada.Reported Earnings • Aug 03Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: US$0.092 (up from US$0.009 loss in 2Q 2024). Revenue: US$184.0m (up 13% from 2Q 2024). Net income: US$23.6m (up US$25.8m from 2Q 2024). Profit margin: 13% (up from net loss in 2Q 2024). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.Reported Earnings • Mar 07Full year 2024 earnings released: US$1.21 loss per share (vs US$38.98 loss in FY 2023)Full year 2024 results: US$1.21 loss per share (improved from US$38.98 loss in FY 2023). Revenue: US$668.4m (up 34% from FY 2023). Net loss: US$258.9m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada.Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: US$0.071 (vs US$2.42 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.071 (up from US$2.42 loss in 3Q 2023). Revenue: US$168.8m (up 28% from 3Q 2023). Net income: US$18.3m (up US$197.3m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.모든 업데이트 보기Recent updatesPrice Target Changed • May 17Price target decreased by 8.5% to CA$40.50Down from CA$44.25, the current price target is an average from 4 analysts. New target price is 103% above last closing price of CA$19.91. Stock is down 60% over the past year. The company is forecast to post earnings per share of US$0.38 for next year compared to US$0.46 last year.분석 기사 • May 08Earnings Miss: Lumine Group Inc. Missed EPS By 30% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for Lumine Group Inc. ( CVE:LMN ), which a week ago released some disappointing...Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.074 (down from US$0.081 in 1Q 2025). Revenue: US$208.3m (up 17% from 1Q 2025). Net income: US$19.0m (down 8.5% from 1Q 2025). Profit margin: 9.1% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Mar 10Lumine Group Inc., Annual General Meeting, May 15, 2026Lumine Group Inc., Annual General Meeting, May 15, 2026. Location: ontario, toronto CanadaReported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$258.9m from FY 2024).Price Target Changed • Mar 05Price target decreased by 13% to CA$43.50Down from CA$49.75, the current price target is an average from 4 analysts. New target price is 67% above last closing price of CA$26.05. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.45 for next year compared to US$0.38 last year.Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CA$22.25, the stock trades at a forward P/E ratio of 73x. Average forward P/E is 6x in the Software industry in Canada. Total loss to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$29.17 per share.공시 • Feb 14Lumine Group Inc. (TSXV:LMN) completed the acquisition of Synchronoss Technologies, Inc. (NasdaqCM:SNCR).Lumine Group Inc. (TSXV:LMN) entered into a non-binding letter of intent to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for approximately $120 million on August 24, 2025. Lumine Group agreed to acquire Synchronoss Technologies on December 3, 2025. A cash consideration valued at $9 per share will be paid by Lumine Group Inc. In case of termination of transaction, sell side will pay a termination fee of $7.75 million. Upon completion of the transaction, the Synchronoss’ common stock will no longer be listed on the Nasdaq Stock Market. The Company is expected to remain headquartered in Bridgewater, New Jersey. The transaction is subject to approval of offer by target shareholders, board approval and approval by antitrust authorities. Both board unanimously approved the deal. Synchronoss stockholders voted to approve the transaction at the Company’s Special Meeting of Stockholders on February 12, 2026. The completion of the transaction is expected on February 13, 2026. The team of Goodwin Procter LLP led by Mike Patrone, Josh Zachariah, Josh Eisenson, Amanda Gill, Stephanie Barbanell, Deb Birnbach, Paul Jin, Eram Khan, Sarah Bock, Jennifer Fay, Jacob Osborn, Steve Charkoudian, Jackie Klosek, Dan Karelitz and Brian Muhkerjee acted as legal advisor for Lumine Group Inc. Marc F. Dupre, Andrew Y. Luh and Keith J. Scherer of Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor for Synchronoss Technologies, Inc. Equiniti Trust Company, LLC and acted as transfer agent for Synchronoss Technologies, Inc. Innisfree M&A Incorporated acted as information agent for Synchronoss Technologies, Inc. Lumine Group Inc. (TSXV:LMN) completed the acquisition of Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on February 13, 2026.분석 기사 • Feb 06Lumine Group Inc. (CVE:LMN) Shares May Have Slumped 25% But Getting In Cheap Is Still UnlikelyTo the annoyance of some shareholders, Lumine Group Inc. ( CVE:LMN ) shares are down a considerable 25% in the last...Buy Or Sell Opportunity • Jan 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to CA$23.19. The fair value is estimated to be CA$29.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to decline by 34% in the next 2 years.분석 기사 • Jan 11Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Dec 20Is There Now An Opportunity In Lumine Group Inc. (CVE:LMN)?While Lumine Group Inc. ( CVE:LMN ) might not have the largest market cap around , it saw a decent share price growth...공시 • Dec 05Lumine Group Inc. (TSXV:LMN) agreed to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for $120 million.Lumine Group Inc. (TSXV:LMN) agreed to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for $120 million on December 3, 2025. A cash consideration valued at $9 per share will be paid by Lumine Group Inc. In case of termination of transaction, seller will pay a termination fee of $7.75 million. The transaction is subject to approval of offer by target shareholders and approval by anti-trust authorities. The expected completion of the transaction is June 1, 2026. Goodwin Procter LLP acted as legal advisor for Lumine Group Inc. Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor for Synchronoss Technologies, Inc.Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CA$30.92, the stock trades at a forward P/E ratio of 99x. Average forward P/E is 5x in the Software industry in Canada. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$30.50 per share.New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Nov 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 49% to CA$25.15. The fair value is estimated to be CA$32.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CA$27.30, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 11x in the Software industry in Canada. Total loss to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$32.18 per share.분석 기사 • Nov 08Lumine Group Inc.'s (CVE:LMN) 28% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioTo the annoyance of some shareholders, Lumine Group Inc. ( CVE:LMN ) shares are down a considerable 28% in the last...Price Target Changed • Nov 05Price target decreased by 8.1% to CA$54.50Down from CA$59.33, the current price target is an average from 4 analysts. New target price is 82% above last closing price of CA$29.87. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.097 (up from US$0.071 in 3Q 2024). Revenue: US$186.7m (up 5.3% from 3Q 2024). Net income: US$24.8m (up 36% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Canada.분석 기사 • Oct 29Estimating The Fair Value Of Lumine Group Inc. (CVE:LMN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Lumine Group fair value estimate is CA$34.16 Lumine Group's...분석 기사 • Oct 11Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Sep 30Now 21% overvaluedOver the last 90 days, the stock has fallen 16% to CA$41.04. The fair value is estimated to be CA$34.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.분석 기사 • Sep 23What Lumine Group Inc.'s (CVE:LMN) P/S Is Not Telling YouYou may think that with a price-to-sales (or "P/S") ratio of 11.4x Lumine Group Inc. ( CVE:LMN ) is a stock to avoid...Price Target Changed • Aug 05Price target increased by 13% to CA$59.33Up from CA$52.67, the current price target is an average from 3 analysts. New target price is 12% above last closing price of CA$53.00. Stock is up 49% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.Reported Earnings • Aug 03Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: US$0.092 (up from US$0.009 loss in 2Q 2024). Revenue: US$184.0m (up 13% from 2Q 2024). Net income: US$23.6m (up US$25.8m from 2Q 2024). Profit margin: 13% (up from net loss in 2Q 2024). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.Price Target Changed • May 02Price target increased by 7.0% to CA$50.67Up from CA$47.33, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CA$44.35. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.공시 • Apr 02Lumine Group Inc. (TSXV:LMN) completed the acquisition of Assets related to the Vidispine brand and business from Arvato Systems GmbH.Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH on January 23, 2025. Lumine Group Inc. (TSXV:LMN) completed the acquisition of Assets related to the Vidispine brand and business from Arvato Systems GmbH on April 1, 2025.공시 • Mar 11Lumine Group Inc., Annual General Meeting, May 13, 2025Lumine Group Inc., Annual General Meeting, May 13, 2025.분석 기사 • Mar 10Getting In Cheap On Lumine Group Inc. (CVE:LMN) Is UnlikelyLumine Group Inc.'s ( CVE:LMN ) price-to-sales (or "P/S") ratio of 10.3x may look like a poor investment opportunity...Reported Earnings • Mar 07Full year 2024 earnings released: US$1.21 loss per share (vs US$38.98 loss in FY 2023)Full year 2024 results: US$1.21 loss per share (improved from US$38.98 loss in FY 2023). Revenue: US$668.4m (up 34% from FY 2023). Net loss: US$258.9m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada.Price Target Changed • Feb 18Price target increased by 22% to CA$47.00Up from CA$38.50, the current price target is provided by 1 analyst. New target price is 20% above last closing price of CA$39.05. Stock is up 14% over the past year. The company posted a net loss per share of US$38.98 last year.공시 • Feb 15Lumine Group Inc. Announces Return of David Nyland as CEO from Temporary Leave of Absence, Effective February 17, 2025Lumine Group Inc. announced that David Nyland is returning from his temporary leave of absence and will reassume his duties as Chief Executive Officer of Lumine Group, effective February 17, 2025. Tony Garcia, who has served as interim Chief Executive Officer, will continue in his position as Group President.공시 • Jan 24Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH.Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH on January 23, 2025.분석 기사 • Jan 16Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • Jan 12Lumine Group Inc. Announces Board ChangesLumine Group Inc. announced the resignation of Robin van Poelje from, and the appointment of Laurie Schultz to, Lumine Group’s Board of Directors (“Board”). Ms. Schultz has over thirty years of experience in the software and technology sectors, including leadership of several multi-million dollar software businesses spanning the personal finance, small business accounting, SaaS, mid-market ERP, and GRC categories. Ms. Schultz has been a member of the board of directors at Constellation Software since November 2021. She served as the President and CEO of Galvanize from 2011 until it was sold in 2021. Starting in 1999, she held several executive positions at Intuit and Sage including serving as SVP and GM at Sage’s Mid-Market ERP business group from 2007 until 2011. Ms. Schultz was a Senior Manager at KPMG from 1996 until 1999 and was a Senior Manager at Telus Communications from 1989 until 1996. Ms. Schultz holds a Bachelor of Commerce and an MBA from the University of Alberta.공시 • Jan 03Lumine Group Inc. Announces Temporary Leave of Absence and Appointment of Interim CEOLumine Group Inc. announced that David Nyland is taking a temporary leave of absence, effective immediately. Tony Garcia, Group President, has been appointed as Interim CEO in Mr. Nyland's absence. Mr. Garcia has been with Lumine Group since 2017 and has played an instrumental role in the company's group operations and M&A activities.분석 기사 • Nov 23Why Investors Shouldn't Be Surprised By Lumine Group Inc.'s (CVE:LMN) 31% Share Price SurgeThe Lumine Group Inc. ( CVE:LMN ) share price has done very well over the last month, posting an excellent gain of 31...Price Target Changed • Nov 04Price target increased by 9.2% to CA$41.50Up from CA$38.00, the current price target is an average from 2 analysts. New target price is 9.2% above last closing price of CA$38.00. Stock is up 91% over the past year. The company posted a net loss per share of US$38.98 last year.Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: US$0.071 (vs US$2.42 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.071 (up from US$2.42 loss in 3Q 2023). Revenue: US$168.8m (up 28% from 3Q 2023). Net income: US$18.3m (up US$197.3m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.분석 기사 • Oct 16Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Buy Or Sell Opportunity • Sep 10Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to CA$36.21. The fair value is estimated to be CA$29.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last year. Meanwhile, the company became loss making.Reported Earnings • Aug 08Second quarter 2024 earnings released: US$0.009 loss per share (vs US$6.62 loss in 2Q 2023)Second quarter 2024 results: US$0.009 loss per share (improved from US$6.62 loss in 2Q 2023). Revenue: US$162.8m (up 25% from 2Q 2023). Net loss: US$2.24m (loss narrowed 100% from 2Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada.분석 기사 • Aug 02Estimating The Intrinsic Value Of Lumine Group Inc. (CVE:LMN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Lumine Group fair value estimate is CA$31.42 With CA$36.50...분석 기사 • Jun 26Lumine Group (CVE:LMN) Could Easily Take On More DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • May 02First quarter 2024 earnings released: US$3.53 loss per share (vs US$9.61 loss in 1Q 2023)First quarter 2024 results: US$3.53 loss per share (improved from US$9.61 loss in 1Q 2023). Revenue: US$141.1m (up 48% from 1Q 2023). Net loss: US$304.3m (loss narrowed 53% from 1Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in Canada.공시 • May 01Lumine Group Inc. (TSXV:LMN) compeleted the acquisition of Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, IncLumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 3, 2024. Casa Systems intends to facilitate the sale of its businesses, including the Assets, through a Chapter 11 process. Casa has engaged Sidley Austin LLP as legal counsel, Ducera Partners LLC as financial advisor, and Alvarez & Marsal North America, LLC as restructuring advisor.Lumine Group Inc. (TSXV:LMN) completed the acquisition of Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 30, 2024.분석 기사 • Apr 09Getting In Cheap On Lumine Group Inc. (CVE:LMN) Might Be DifficultLumine Group Inc.'s ( CVE:LMN ) price-to-sales (or "P/S") ratio of 13.7x may look like a poor investment opportunity...공시 • Apr 04Lumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc.Lumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 3, 2024. Casa Systems intends to facilitate the sale of its businesses, including the Assets, through a Chapter 11 process. Casa has engaged Sidley Austin LLP as legal counsel, Ducera Partners LLC as financial advisor, and Alvarez & Marsal North America, LLC as restructuring advisor.공시 • Apr 02Lumine Group Inc. (TSXV:LMN) completed the acquisition of Device Management and Service Management Platform businesses of Nokia.Lumine Group Inc. (TSXV:LMN) entered into a definitive agreement to acquire Device Management and Service Management Platform businesses of Nokia for €185 million on December 20, 2023. The total purchase price of up to €185 million, which includes a contingent consideration of up to €35 million based on the performance of the business during the first year following close. Following the acquisition, Lumine Group will restore the Motive brand as the new corporate entity for the Device Management and Service Management Platform solutions as a stand-alone business unit within Lumine Group. Approximately 500 Nokia Device Management and Service Management Platform employees are expected to transfer to Lumine Group as part of the deal. Both companies will work closely together to ensure a smooth transition and business continuity. The transaction is subject to certain terms, conditions, and consultations with works council or other employee representative bodies where required by law and deal is expected to close in the first quarter of 2024. Eduardo Gallardo, Jon Kubek from Paul Hastings LLP acted as legal advisors to Nokia Oyj (HLSE:NOKIA) in the transaction.Lumine Group Inc. (TSXV:LMN) completed the acquisition of Device Management and Service Management Platform businesses of Nokia on April 1, 2024.New Risk • Mar 26New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 256% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.공시 • Mar 10Lumine Group Inc., Annual General Meeting, May 13, 2024Lumine Group Inc., Annual General Meeting, May 13, 2024.Reported Earnings • Mar 05Full year 2023 earnings releasedFull year 2023 results: Revenue: US$499.7m (up 95% from FY 2022). Net loss: US$2.83b (down US$2.85b from profit in FY 2022). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada.분석 기사 • Nov 24Lumine Group Inc. (CVE:LMN) Soars 40% But It's A Story Of Risk Vs RewardLumine Group Inc. ( CVE:LMN ) shares have had a really impressive month, gaining 40% after a shaky period beforehand...Reported Earnings • Nov 03Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: US$131.3m (up 99% from 3Q 2022). Net loss: US$179.0m (down US$190.8m from profit in 3Q 2022).공시 • Nov 02Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR).Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on November 1, 2023. Following the acquisition, Lumine Group will restore the brands to operate as three autonomous business units.Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on November 1, 2023.Reported Earnings • Aug 07Second quarter 2023 earnings releasedSecond quarter 2023 results: US$6.62 loss per share. Revenue: US$129.9m (up 97% from 2Q 2022). Net loss: US$489.6m (down US$501.4m from profit in 2Q 2022).매출 및 비용 세부 내역Lumine Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSXV:LMN 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 26795117372031 Dec 25766119340030 Sep 2573699355030 Jun 2572792314031 Mar 2570666321031 Dec 24668-259323030 Sep 24624-1,795352030 Jun 24578-1,991344031 Mar 24545-2,478317031 Dec 23500-2,826295030 Sep 23425-1,320244030 Jun 23360-1,130231031 Mar 23291-632187031 Dec 2225627161030 Sep 2224735135031 Dec 2122827133031 Dec 20166201010양질의 수익: LMN는 고품질 수익을 보유하고 있습니다.이익 마진 증가: LMN의 현재 순 이익률 (14.7%)은 지난해 (9.4%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: LMN는 지난 5년 동안 흑자전환하며 연평균 15.7%의 수익 성장을 기록했습니다.성장 가속화: 지난 1년간 LMN 의 수익 증가율(76.7%)은 연간 평균(15.7%)을 초과합니다.수익 대 산업: LMN의 지난 1년 수익 증가율(76.7%)은 Software 업계의 0.3%를 상회했습니다.자기자본이익률높은 ROE: LMN의 자본 수익률(14.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 23:05종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Lumine Group Inc.는 3명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jerome DubreuilDesjardins Securities Inc.Paul TreiberRBC Capital MarketsDavid KwanTD Cowen
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.074 (down from US$0.081 in 1Q 2025). Revenue: US$208.3m (up 17% from 1Q 2025). Net income: US$19.0m (down 8.5% from 1Q 2025). Profit margin: 9.1% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$258.9m from FY 2024).
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.097 (up from US$0.071 in 3Q 2024). Revenue: US$186.7m (up 5.3% from 3Q 2024). Net income: US$24.8m (up 36% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Canada.
Reported Earnings • Aug 03Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: US$0.092 (up from US$0.009 loss in 2Q 2024). Revenue: US$184.0m (up 13% from 2Q 2024). Net income: US$23.6m (up US$25.8m from 2Q 2024). Profit margin: 13% (up from net loss in 2Q 2024). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.
Reported Earnings • Mar 07Full year 2024 earnings released: US$1.21 loss per share (vs US$38.98 loss in FY 2023)Full year 2024 results: US$1.21 loss per share (improved from US$38.98 loss in FY 2023). Revenue: US$668.4m (up 34% from FY 2023). Net loss: US$258.9m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada.
Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: US$0.071 (vs US$2.42 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.071 (up from US$2.42 loss in 3Q 2023). Revenue: US$168.8m (up 28% from 3Q 2023). Net income: US$18.3m (up US$197.3m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.
Price Target Changed • May 17Price target decreased by 8.5% to CA$40.50Down from CA$44.25, the current price target is an average from 4 analysts. New target price is 103% above last closing price of CA$19.91. Stock is down 60% over the past year. The company is forecast to post earnings per share of US$0.38 for next year compared to US$0.46 last year.
분석 기사 • May 08Earnings Miss: Lumine Group Inc. Missed EPS By 30% And Analysts Are Revising Their ForecastsIt's shaping up to be a tough period for Lumine Group Inc. ( CVE:LMN ), which a week ago released some disappointing...
Reported Earnings • May 06First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: US$0.074 (down from US$0.081 in 1Q 2025). Revenue: US$208.3m (up 17% from 1Q 2025). Net income: US$19.0m (down 8.5% from 1Q 2025). Profit margin: 9.1% (down from 12% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 30%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada. Over the last 3 years on average, earnings per share has increased by 81% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Mar 10Lumine Group Inc., Annual General Meeting, May 15, 2026Lumine Group Inc., Annual General Meeting, May 15, 2026. Location: ontario, toronto Canada
Reported Earnings • Mar 06Full year 2025 earnings releasedFull year 2025 results: Net income: (up US$258.9m from FY 2024).
Price Target Changed • Mar 05Price target decreased by 13% to CA$43.50Down from CA$49.75, the current price target is an average from 4 analysts. New target price is 67% above last closing price of CA$26.05. Stock is down 29% over the past year. The company is forecast to post earnings per share of US$0.45 for next year compared to US$0.38 last year.
Valuation Update With 7 Day Price Move • Feb 26Investor sentiment improves as stock rises 19%After last week's 19% share price gain to CA$22.25, the stock trades at a forward P/E ratio of 73x. Average forward P/E is 6x in the Software industry in Canada. Total loss to shareholders of 41% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$29.17 per share.
공시 • Feb 14Lumine Group Inc. (TSXV:LMN) completed the acquisition of Synchronoss Technologies, Inc. (NasdaqCM:SNCR).Lumine Group Inc. (TSXV:LMN) entered into a non-binding letter of intent to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for approximately $120 million on August 24, 2025. Lumine Group agreed to acquire Synchronoss Technologies on December 3, 2025. A cash consideration valued at $9 per share will be paid by Lumine Group Inc. In case of termination of transaction, sell side will pay a termination fee of $7.75 million. Upon completion of the transaction, the Synchronoss’ common stock will no longer be listed on the Nasdaq Stock Market. The Company is expected to remain headquartered in Bridgewater, New Jersey. The transaction is subject to approval of offer by target shareholders, board approval and approval by antitrust authorities. Both board unanimously approved the deal. Synchronoss stockholders voted to approve the transaction at the Company’s Special Meeting of Stockholders on February 12, 2026. The completion of the transaction is expected on February 13, 2026. The team of Goodwin Procter LLP led by Mike Patrone, Josh Zachariah, Josh Eisenson, Amanda Gill, Stephanie Barbanell, Deb Birnbach, Paul Jin, Eram Khan, Sarah Bock, Jennifer Fay, Jacob Osborn, Steve Charkoudian, Jackie Klosek, Dan Karelitz and Brian Muhkerjee acted as legal advisor for Lumine Group Inc. Marc F. Dupre, Andrew Y. Luh and Keith J. Scherer of Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor for Synchronoss Technologies, Inc. Equiniti Trust Company, LLC and acted as transfer agent for Synchronoss Technologies, Inc. Innisfree M&A Incorporated acted as information agent for Synchronoss Technologies, Inc. Lumine Group Inc. (TSXV:LMN) completed the acquisition of Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on February 13, 2026.
분석 기사 • Feb 06Lumine Group Inc. (CVE:LMN) Shares May Have Slumped 25% But Getting In Cheap Is Still UnlikelyTo the annoyance of some shareholders, Lumine Group Inc. ( CVE:LMN ) shares are down a considerable 25% in the last...
Buy Or Sell Opportunity • Jan 27Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 30% to CA$23.19. The fair value is estimated to be CA$29.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to decline by 34% in the next 2 years.
분석 기사 • Jan 11Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Dec 20Is There Now An Opportunity In Lumine Group Inc. (CVE:LMN)?While Lumine Group Inc. ( CVE:LMN ) might not have the largest market cap around , it saw a decent share price growth...
공시 • Dec 05Lumine Group Inc. (TSXV:LMN) agreed to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for $120 million.Lumine Group Inc. (TSXV:LMN) agreed to acquire Synchronoss Technologies, Inc. (NasdaqCM:SNCR) for $120 million on December 3, 2025. A cash consideration valued at $9 per share will be paid by Lumine Group Inc. In case of termination of transaction, seller will pay a termination fee of $7.75 million. The transaction is subject to approval of offer by target shareholders and approval by anti-trust authorities. The expected completion of the transaction is June 1, 2026. Goodwin Procter LLP acted as legal advisor for Lumine Group Inc. Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor for Synchronoss Technologies, Inc.
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment improves as stock rises 21%After last week's 21% share price gain to CA$30.92, the stock trades at a forward P/E ratio of 99x. Average forward P/E is 5x in the Software industry in Canada. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$30.50 per share.
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 18% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Nov 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 49% to CA$25.15. The fair value is estimated to be CA$32.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 36% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 42% in 2 years. Earnings are forecast to grow by 22% in the next 2 years.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to CA$27.30, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 11x in the Software industry in Canada. Total loss to shareholders of 32% over the past year. Simply Wall St's valuation model estimates the intrinsic value at CA$32.18 per share.
분석 기사 • Nov 08Lumine Group Inc.'s (CVE:LMN) 28% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatioTo the annoyance of some shareholders, Lumine Group Inc. ( CVE:LMN ) shares are down a considerable 28% in the last...
Price Target Changed • Nov 05Price target decreased by 8.1% to CA$54.50Down from CA$59.33, the current price target is an average from 4 analysts. New target price is 82% above last closing price of CA$29.87. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.
Reported Earnings • Nov 04Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.097 (up from US$0.071 in 3Q 2024). Revenue: US$186.7m (up 5.3% from 3Q 2024). Net income: US$24.8m (up 36% from 3Q 2024). Profit margin: 13% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) exceeded analyst estimates by 12%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Canada.
분석 기사 • Oct 29Estimating The Fair Value Of Lumine Group Inc. (CVE:LMN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Lumine Group fair value estimate is CA$34.16 Lumine Group's...
분석 기사 • Oct 11Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Sep 30Now 21% overvaluedOver the last 90 days, the stock has fallen 16% to CA$41.04. The fair value is estimated to be CA$34.03, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 39% in 2 years. Earnings are forecast to grow by 24% in the next 2 years.
분석 기사 • Sep 23What Lumine Group Inc.'s (CVE:LMN) P/S Is Not Telling YouYou may think that with a price-to-sales (or "P/S") ratio of 11.4x Lumine Group Inc. ( CVE:LMN ) is a stock to avoid...
Price Target Changed • Aug 05Price target increased by 13% to CA$59.33Up from CA$52.67, the current price target is an average from 3 analysts. New target price is 12% above last closing price of CA$53.00. Stock is up 49% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.
Reported Earnings • Aug 03Second quarter 2025 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2025 results: EPS: US$0.092 (up from US$0.009 loss in 2Q 2024). Revenue: US$184.0m (up 13% from 2Q 2024). Net income: US$23.6m (up US$25.8m from 2Q 2024). Profit margin: 13% (up from net loss in 2Q 2024). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.
Price Target Changed • May 02Price target increased by 7.0% to CA$50.67Up from CA$47.33, the current price target is an average from 3 analysts. New target price is 14% above last closing price of CA$44.35. Stock is up 17% over the past year. The company is forecast to post earnings per share of US$0.36 next year compared to a net loss per share of US$1.21 last year.
공시 • Apr 02Lumine Group Inc. (TSXV:LMN) completed the acquisition of Assets related to the Vidispine brand and business from Arvato Systems GmbH.Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH on January 23, 2025. Lumine Group Inc. (TSXV:LMN) completed the acquisition of Assets related to the Vidispine brand and business from Arvato Systems GmbH on April 1, 2025.
공시 • Mar 11Lumine Group Inc., Annual General Meeting, May 13, 2025Lumine Group Inc., Annual General Meeting, May 13, 2025.
분석 기사 • Mar 10Getting In Cheap On Lumine Group Inc. (CVE:LMN) Is UnlikelyLumine Group Inc.'s ( CVE:LMN ) price-to-sales (or "P/S") ratio of 10.3x may look like a poor investment opportunity...
Reported Earnings • Mar 07Full year 2024 earnings released: US$1.21 loss per share (vs US$38.98 loss in FY 2023)Full year 2024 results: US$1.21 loss per share (improved from US$38.98 loss in FY 2023). Revenue: US$668.4m (up 34% from FY 2023). Net loss: US$258.9m (loss narrowed 91% from FY 2023). Revenue is forecast to grow 22% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada.
Price Target Changed • Feb 18Price target increased by 22% to CA$47.00Up from CA$38.50, the current price target is provided by 1 analyst. New target price is 20% above last closing price of CA$39.05. Stock is up 14% over the past year. The company posted a net loss per share of US$38.98 last year.
공시 • Feb 15Lumine Group Inc. Announces Return of David Nyland as CEO from Temporary Leave of Absence, Effective February 17, 2025Lumine Group Inc. announced that David Nyland is returning from his temporary leave of absence and will reassume his duties as Chief Executive Officer of Lumine Group, effective February 17, 2025. Tony Garcia, who has served as interim Chief Executive Officer, will continue in his position as Group President.
공시 • Jan 24Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH.Lumine Group Inc. (TSXV:LMN) entered into an agreement to acquire Assets related to the Vidispine brand and business from Arvato Systems GmbH on January 23, 2025.
분석 기사 • Jan 16Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • Jan 12Lumine Group Inc. Announces Board ChangesLumine Group Inc. announced the resignation of Robin van Poelje from, and the appointment of Laurie Schultz to, Lumine Group’s Board of Directors (“Board”). Ms. Schultz has over thirty years of experience in the software and technology sectors, including leadership of several multi-million dollar software businesses spanning the personal finance, small business accounting, SaaS, mid-market ERP, and GRC categories. Ms. Schultz has been a member of the board of directors at Constellation Software since November 2021. She served as the President and CEO of Galvanize from 2011 until it was sold in 2021. Starting in 1999, she held several executive positions at Intuit and Sage including serving as SVP and GM at Sage’s Mid-Market ERP business group from 2007 until 2011. Ms. Schultz was a Senior Manager at KPMG from 1996 until 1999 and was a Senior Manager at Telus Communications from 1989 until 1996. Ms. Schultz holds a Bachelor of Commerce and an MBA from the University of Alberta.
공시 • Jan 03Lumine Group Inc. Announces Temporary Leave of Absence and Appointment of Interim CEOLumine Group Inc. announced that David Nyland is taking a temporary leave of absence, effective immediately. Tony Garcia, Group President, has been appointed as Interim CEO in Mr. Nyland's absence. Mr. Garcia has been with Lumine Group since 2017 and has played an instrumental role in the company's group operations and M&A activities.
분석 기사 • Nov 23Why Investors Shouldn't Be Surprised By Lumine Group Inc.'s (CVE:LMN) 31% Share Price SurgeThe Lumine Group Inc. ( CVE:LMN ) share price has done very well over the last month, posting an excellent gain of 31...
Price Target Changed • Nov 04Price target increased by 9.2% to CA$41.50Up from CA$38.00, the current price target is an average from 2 analysts. New target price is 9.2% above last closing price of CA$38.00. Stock is up 91% over the past year. The company posted a net loss per share of US$38.98 last year.
Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: US$0.071 (vs US$2.42 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.071 (up from US$2.42 loss in 3Q 2023). Revenue: US$168.8m (up 28% from 3Q 2023). Net income: US$18.3m (up US$197.3m from 3Q 2023). Profit margin: 11% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in Canada.
분석 기사 • Oct 16Lumine Group (CVE:LMN) Seems To Use Debt Rather SparinglyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Buy Or Sell Opportunity • Sep 10Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 1.1% to CA$36.21. The fair value is estimated to be CA$29.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 61% over the last year. Meanwhile, the company became loss making.
Reported Earnings • Aug 08Second quarter 2024 earnings released: US$0.009 loss per share (vs US$6.62 loss in 2Q 2023)Second quarter 2024 results: US$0.009 loss per share (improved from US$6.62 loss in 2Q 2023). Revenue: US$162.8m (up 25% from 2Q 2023). Net loss: US$2.24m (loss narrowed 100% from 2Q 2023). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada.
분석 기사 • Aug 02Estimating The Intrinsic Value Of Lumine Group Inc. (CVE:LMN)Key Insights Using the 2 Stage Free Cash Flow to Equity, Lumine Group fair value estimate is CA$31.42 With CA$36.50...
분석 기사 • Jun 26Lumine Group (CVE:LMN) Could Easily Take On More DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • May 02First quarter 2024 earnings released: US$3.53 loss per share (vs US$9.61 loss in 1Q 2023)First quarter 2024 results: US$3.53 loss per share (improved from US$9.61 loss in 1Q 2023). Revenue: US$141.1m (up 48% from 1Q 2023). Net loss: US$304.3m (loss narrowed 53% from 1Q 2023). Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Software industry in Canada.
공시 • May 01Lumine Group Inc. (TSXV:LMN) compeleted the acquisition of Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, IncLumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 3, 2024. Casa Systems intends to facilitate the sale of its businesses, including the Assets, through a Chapter 11 process. Casa has engaged Sidley Austin LLP as legal counsel, Ducera Partners LLC as financial advisor, and Alvarez & Marsal North America, LLC as restructuring advisor.Lumine Group Inc. (TSXV:LMN) completed the acquisition of Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 30, 2024.
분석 기사 • Apr 09Getting In Cheap On Lumine Group Inc. (CVE:LMN) Might Be DifficultLumine Group Inc.'s ( CVE:LMN ) price-to-sales (or "P/S") ratio of 13.7x may look like a poor investment opportunity...
공시 • Apr 04Lumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc.Lumine Group Inc. (TSXV:LMN) entered into asset purchase agreement to acquire Axyom Cloud Native 5G Core Software & RAN Assets of Casa Systems, Inc on April 3, 2024. Casa Systems intends to facilitate the sale of its businesses, including the Assets, through a Chapter 11 process. Casa has engaged Sidley Austin LLP as legal counsel, Ducera Partners LLC as financial advisor, and Alvarez & Marsal North America, LLC as restructuring advisor.
공시 • Apr 02Lumine Group Inc. (TSXV:LMN) completed the acquisition of Device Management and Service Management Platform businesses of Nokia.Lumine Group Inc. (TSXV:LMN) entered into a definitive agreement to acquire Device Management and Service Management Platform businesses of Nokia for €185 million on December 20, 2023. The total purchase price of up to €185 million, which includes a contingent consideration of up to €35 million based on the performance of the business during the first year following close. Following the acquisition, Lumine Group will restore the Motive brand as the new corporate entity for the Device Management and Service Management Platform solutions as a stand-alone business unit within Lumine Group. Approximately 500 Nokia Device Management and Service Management Platform employees are expected to transfer to Lumine Group as part of the deal. Both companies will work closely together to ensure a smooth transition and business continuity. The transaction is subject to certain terms, conditions, and consultations with works council or other employee representative bodies where required by law and deal is expected to close in the first quarter of 2024. Eduardo Gallardo, Jon Kubek from Paul Hastings LLP acted as legal advisors to Nokia Oyj (HLSE:NOKIA) in the transaction.Lumine Group Inc. (TSXV:LMN) completed the acquisition of Device Management and Service Management Platform businesses of Nokia on April 1, 2024.
New Risk • Mar 26New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 256% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
공시 • Mar 10Lumine Group Inc., Annual General Meeting, May 13, 2024Lumine Group Inc., Annual General Meeting, May 13, 2024.
Reported Earnings • Mar 05Full year 2023 earnings releasedFull year 2023 results: Revenue: US$499.7m (up 95% from FY 2022). Net loss: US$2.83b (down US$2.85b from profit in FY 2022). Revenue is forecast to grow 31% p.a. on average during the next 2 years, compared to a 17% growth forecast for the Software industry in Canada.
분석 기사 • Nov 24Lumine Group Inc. (CVE:LMN) Soars 40% But It's A Story Of Risk Vs RewardLumine Group Inc. ( CVE:LMN ) shares have had a really impressive month, gaining 40% after a shaky period beforehand...
Reported Earnings • Nov 03Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: US$131.3m (up 99% from 3Q 2022). Net loss: US$179.0m (down US$190.8m from profit in 3Q 2022).
공시 • Nov 02Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR).Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on November 1, 2023. Following the acquisition, Lumine Group will restore the brands to operate as three autonomous business units.Lumine Group Inc. (TSXV:LMN) acquired SPATIALinfo, Inc., Razorsight Corporation and Openwave Messaging, Inc. from Synchronoss Technologies, Inc. (NasdaqCM:SNCR) on November 1, 2023.
Reported Earnings • Aug 07Second quarter 2023 earnings releasedSecond quarter 2023 results: US$6.62 loss per share. Revenue: US$129.9m (up 97% from 2Q 2022). Net loss: US$489.6m (down US$501.4m from profit in 2Q 2022).