Penneo forventer at offentliggøre regnskabet for Q3 2024 den 20. november 2024. Samme dag kl. 12:00 vil Penneos CEO Christian Stendevad og CFO Casper Christiansen præsentere kvartalsregnskabet og de seneste nyheder i et online live-event. Præsentationen vil blive efterfulgt af en Q&A session.

Dagens aktienyheder med Vestjysk Bank, Penneo A/S, Scandinavian Medical Solutions og Curasight

Today, our October SaaS newsletter has been sent out. The median ARR multiple developed positively in the US/global SaaS sector, now at 6.9x ARR (from 6.1x ARR in September) according to The SaaS Capital Index, yet the median ARR multiple for the Danish SaaS sector remained at 3.1x ARR, similar to the level in September. In October, the first Danish SaaS Q3 reports came out from Agillic and OrderYOYO. Additionally, there has been other news in October, including an acquisition from MapsPeople and a guidance upgrade from Dataproces.

Today, our SaaS newsletter for September has been sent out. Overall, September was less eventful across the SaaS sector, yet we can look back at the global/US SaaS sector’s Q2 earnings season before we move into the Q3 earnings season. Looking at the median ARR valuation multiple, this is now 6.1x by the end of September (6.2x by the end of August) for the global/US SaaS sector and 3.1x ARR by the end of September 2024 (3.2x ARR by the end of August) for the Danish SaaS sector.

Yesterday, our SaaS newsletter covering news and Q2/H1 financial reports from August was sent out. Looking overall at the global SaaS sector, the growth outlook is still challenged. However, we have observed some relief for the Danish SaaS companies with optimism into H2 2024. Our full blog shows the ARR growth YoY and EBITDA developments for H1 2024 vs. H1 2023 across the Danish SaaS sector.  

Dagens aktienyheder med Hafnia, Føroya Banki og Penneo A/S

Penneo reported its H1 2024 results this Wednesday, reaffirming its full-year 2024 guidance. We have updated our investment case one-pager after the results and recent news, including an updated overview of the peer group of selected listed Danish SaaS companies.

Her til morgen annoncerede Penneo regnskabet for H1 2024, hvor guidance for 2024 blev fastholdt. Se præsentationen af regnskabet med selskabets CEO og CFO her.

Penneo forventer at offentliggøre resultaterne for første halvår af 2024 den 28. august 2024. Samme dag kl. 13:30 vil Penneos CEO Christian Stendevad og CFO Casper Christiansen præsentere de seneste finansielle resultater, SaaS metrics samt strategiske tiltag i et online live event.

Dagens aktienyheder med RTX A/S, Penneo A/S, Gabriel og Agillic 

Penneo har her til morgen aflagt regnskab for første halvår af 2024. Ved udgangen af Q2 2024 er Penneos ARR på DKK 95,6 mio. svarende til en vækst på 21% YoY. EBITDA forbedres væsentligt til DKK -2,2 mio. i H1 2024 (DKK -10,3 mio. i H1 2023). Selskabet fastholder 2024 guidance, der indebærer en ARR på DKK 105-112 mio. (18-25% YoY) ved udgangen af 2024 samt EBITDA i 2024 på DKK 5-10 mio.

Today, we have sent out the HCA SaaS newsletter for July 2024, providing insights into a very eventful July across the Danish SaaS sector – the Q2 earnings season will take off later in August.

Dagens aktienyheder 16. juli 2024: SaaS opdatering, Penneo, Impero, MapsPeople, og OrderYOYO.

Dagens aktienyheder 4/7-2024: Penneo, Expres2ion Biotechnologies og RTX

This year, the software (SaaS) sector has not ridden the AI wave. Some investors have raised the question of whether AI could harm the growth prospects for the software sector, while others dismiss this thesis due to software companies' strong use cases. At our online SaaS seminar this Tuesday, we got interesting insights from both SaaS investors and SaaS companies.

Mark your calendar on 11 June 2024 at 11.55 where we have the pleasure to invite you to our annual virtual SaaS seminar.