contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


hca-saas-update-january-2025-deepseek-a-cisco-moment-for-investors

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Head of Equities

Michael Friis

Equity Research Assistant

Victor Skriver

Agillic is a Danish Software as a Service (SaaS) company within marketing technology (MarTech), headquartered in Copenhagen, Denmark. Agillic’s omnichannel marketing automation platform empowers brands to work with data-driven insights and content to create, automate and send personalised communication to millions.

Proven business cases are found in retail, finance, travel & hospitality, energy & utility, technology & software, entertainment & gaming, media & publishing, charity & NGO, and in subscription businesses across all industries.

Husk at læse hele vores research disclaimer på https://www.inderes.dk/disclaimer. Dansk:  Agillic er en dansk Software as a Service (SaaS) virksomhed inden for marketingteknologi (MarTech), med hovedkontor i København, Danmark. Agillics omnichannel marketing automation platform giver brands mulighed for at arbejde med datadrevet indsigt og indhold for at skabe, automatisere og sende personlig kommunikation til millioner af personer. Beviste forretningscases findes inden for detailhandel, finans, turisme, energi og forsyning, teknologi og software, underholdning og spil, medier og forlag, velgørenhed og NGO og i abonnementsvirksomheder på tværs af alle brancher. English:  Agillic is a Danish Software as a Service (SaaS) company within marketing technology (MarTech), headquartered in Copenhagen, Denmark. Agillic’s omnichannel marketing automation platform empowers brands to work with data-driven insights and content to create, automate and send personalised communication to millions. Proven business cases are found in retail, finance, travel & hospitality, energy & utility, technology & software, entertainment & gaming, media & publishing, charity & NGO, and in subscription businesses across all industries.

Agillic

OrderYOYO is a Danish Software-as-a-Service (SaaS) company that provides takeaway restaurants with all the necessary software to serve their customers, including online ordering, payment, marketing and business management solutions. The software enables restaurants, primarily within takeaway, to have their own-branded online presence direct to consumers instead of via food portals.

In 2022, OrderYOYO merged with German app smart. Going forward, Germany is an important growth market for OrderYOYO. OrderYOYO has a usage-based business model implying that the company grows with its restaurant partners. The company has been listed at Nasdaq First North in Denmark since July 2021.

OrderYOYO aflagde i sidste uge en trading update for Q3 2022, hvor de nyligt opjusterede forventninger til 2022 blev understøttet af en ARR-vækst på 25% YoY samt meldinger om, at fusionen med app smart fortsat udvikler sig positivt, og det kombinerede selskab har taget markedsandele trods svære markedsbetingelser. OrderYOYO har også øget fokus på profitabilitet med et positivt EBITDA før andre eksterne omkostninger på DKK 1,9 mio. i Q3 2022. Vi forventer, at alt dette kommer i fokus i morgen tirsdag d. 25/10 kl. 11:00, når selskabets ledelse vil præsentere den seneste udvikling og svare på spørgsmål fra tilhørerne sammen med HC Andersen Capital. Du kan tilmeld dig her:           hca.videosync.fi              OrderYOYO – Q3 2022 trading update    OrderYOYO is expected to release its Q3 2022 trading update on 19 October 2022. The company’s management will present the recent results in a virtual live event with a Q&A session the 25 October at 11.00. Here you can get an update on recent...

Husk at læse hele vores research disclaimer på https://www.inderes.dk/disclaimer. Dansk:  OrderYOYO er en dansk Software-as-a-Service (SaaS) virksomhed, der forsyner takeaway-restauranter med al den nødvendige software til at betjene deres kunder, herunder online bestilling, betaling, markedsføring og business management-løsninger. Softwaren gør det muligt for restauranter, primært indenfor takeaway, for at have deres egen-brandede online tilstedeværelse direkte til forbrugerne i stedet for via fødevareportaler. I 2022 fusionerede OrderYOYO med tyske app smart. Fremover er Tyskland et vigtigt vækstmarked for OrderYOYO. OrderYOYO har en brugerbaseret forretningsmodel, der indebærer, at virksomheden vokser med sine restaurantpartnere. Selskabet har været noteret på Nasdaq First North i Danmark siden juli 2021. English:  OrderYOYO is a Danish Software-as-a-Service (SaaS) company that provides takeaway restaurants with all the necessary software to serve their customers, including online ordering, payment, marketing, and business management solutions. The software enables restaurants, primarily within takeaway, to have their own-branded online presence direct to consumers instead of via food portals. In 2022, OrderYOYO merged with German app smart. Going forward, Germany is an important growth market for OrderYOYO. OrderYOYO has a usage-based business model implying that the company grows with its restaurant partners. The company has been listed at Nasdaq First North in Denmark since July 2021.

OrderYOYO

Impero is a Danish Software-as-a-Service (SaaS) company that provides a compliance management platform. The Impero platform enables companies to easily manage compliance through the automation of risk and control management, documentation, and reporting. Impero empowers companies to become more compliant in a scalable, digital, intuitive, and – most importantly – easy way. Impero is listed at Nasdaq First North in Denmark.

Husk at læse hele vores research disclaimer på https://www.inderes.dk/disclaimer. Dansk:  Impero er en dansk Software-as-a-Service (SaaS) virksomhed, der leverer en compliance management platform. Impero-platformen gør det muligt for virksomheder nemt at styre compliance gennem automatisering af risiko- og kontrolstyring, dokumentation og rapportering. Impero giver virksomheder mulighed for at blive mere complaint på en skalerbar, digital, intuitiv og – vigtigst af alt – nem måde. Impero er noteret på Nasdaq First North i Danmark. English:  Impero is a Danish Software-as-a-Service (SaaS) company that provides a compliance management platform. The Impero platform enables companies to easily manage compliance through the automation of risk and control management, documentation, and reporting. Impero empowers companies to become more compliant in a scalable, digital, intuitive, and – most importantly – easy way. Impero is listed at Nasdaq First North in Denmark.

Impero

MapsPeople is a Software-as-a-Service (SaaS) company focusing on digital mapping for indoor navigation. The two primary revenue streams are 1) MapsIndoors which is MapsPeople’s own developed mapping solution for indoor navigation 2) Google Maps partnership with Google. MapsIndoors is the key segment with high double-digit growth rates, and the Google Maps segment is expected to be a more steady business going forward.

MapsPeople has a global presence with offices in Denmark, Germany, Singapore and United States, and customers include some of the largest brands in the world. The company has been listed at Nasdaq First North Premier in Denmark since June 2021.

MapsPeople var i går ude med 2023 guidance på både Contracted ARR og ARR, som selskabet nu guider på. Efter 2022 blev afsluttet med en Contracted ARR på DKK 70,1 mio. (71% vækst) forventer MapsPeople i 2023 en Contracted ARR på mellem DKK 105-115 mio. (forventet vækst på 50-64%) og ARR (defineret som 12 gange månedlig faktureret tilbagevendende omsætning) på mellem DKK 77-87 mio. (forventet vækst på 129-159%). Læs mere her: MapsPeople: Announces 2023 guidance for Contracted ARR and ARR

Ser vi snart nogle grønne tal som investorer? Mapspeople har gang i opsamlingen af nye partnerskaber i USA, der skal understøtte virksomhedens ambitioner om at blive endnu større inden for konferencer og events i det store USA. Læs hele artiklen her. Nu har der jo været heftig tilbagegang i aktien de seneste to år, selvom man gentagende hører gode nyheder, som eksempelvis i deres Q3 report hvor de præsenterede ARR growth på 89% i MapsIndoors, derved en total ARR vækst på 61% YoY. Men hvilken tidshorisont, tror i, at man skal sidde i aktien, før der vil være stabiliseret longterm vækst?

Den 7. oktober udgav HC Andersen Capital en investment case på den danske SaaS-virksomhed, MapsPeople, som en del af et betalt digitalIR samarbejde. Highlights fra casen er præsenteret af HC Andersen Capitals Head of Research, (Growth) @KasperLihn, i denne korte video:

Husk at læse hele vores research disclaimer på https://www.inderes.dk/disclaimer. Dansk:  MapsPeople er en Software-as-a-Service (SaaS) virksomhed med fokus på digital kortlægning til indendørs navigation. De to primære indtægtsstrømme er 1) MapsIndoors som er MapsPeoples egenudviklede kortløsning til indendørs navigation 2) Google Maps partnerskab med Google. MapsIndoors er nøglesegmentet med høje tocifrede vækstrater, og Google Maps-segmentet forventes at være en mere stabil forretning fremadrettet. MapsPeople har en global tilstedeværelse med kontorer i Danmark, Tyskland, Singapore og USA, og kunderne omfatter nogle af de største brands i verden. Virksomheden har været noteret på Nasdaq First North Premier i Danmark siden juni 2021. English:  MapsPeople is a Software-as-a-Service (SaaS) company focusing on digital mapping for indoor navigation. The two primary revenue streams are 1) MapsIndoors which is MapsPeople’s own developed mapping solution for indoor navigation 2) Google Maps partnership with Google. MapsIndoors is the key segment with high double-digit growth rates, and the Google Maps segment is expected to be a more steady business going forward. MapsPeople has a global presence with offices in Denmark, Germany, Singapore, and United States, and customers include some of the largest brands in the world. The company has been listed at Nasdaq First North Premier in Denmark since June 2021.

MapsPeople

Penneo is a Danish Software-as-a-Service (SaaS) company delivering solutions for digital signing (Penneo Sign), document workflow, and compliance such as a Know Your Customer product (Penneo KYC) that helps companies comply with Anti Money Laundering (AML) legislation. Penneo was established in Denmark in 2014, and the company has more than 3,000 customers across Denmark, Sweden, Norway, Finland, and Belgium. Penneo is listed on Nasdaq Copenhagen Main Market.

Penneo afholdte i går deres præsentation af Q3 regnskabet for 2022, som CEO, Christian og CFO, Casper, stod for. De snakkede bl.a. om hvorfor deres tal var dårlige end normal og deres fokus på vækst over profitabilitet.

Husk at læse hele vores research disclaimer på https://www.inderes.dk/disclaimer. Dansk:  Penneo er en dansk Software-as-a-Service (SaaS)-virksomhed, der leverer løsninger til digital signering, dokument-workflow og compliance såsom et Know Your Customer-produkt (KYC), der hjælper virksomheder med at overholde anti-hvidvask-lovgivningen (AML). Penneo blev etableret i Danmark i 2014, og virksomheden har nu mere end 2.400 kunder i Danmark, Sverige, Norge, Finland, Belgien og Tyskland. Penneos primære kunder er revisorer, og virksomheden har ambitionen om at blive markedsleder og den foretrukne partner for revisions- og regnskabsbranchen i Europa. Penneo er noteret på Nasdaq Copenhagen Main Market. English:  Penneo is a Danish Software-as-a-Service (SaaS) company delivering solutions for digital signing, document workflow, and compliance such as a Know Your Customer (KYC) product that helps companies comply with Anti Money Laundering (AML) legislation. Penneo was established in Denmark in 2014, and the company has more than 2,400 customers across Denmark, Sweden, Norway, Finland, Belgium, and Germany. Penneo’s primary customers are auditors, and the company has the ambition to become a market leader and preferred partner for the audit and accounting industry in Europe. Penneo is listed on Nasdaq Copenhagen Main Market.

Penneo

In the January SaaS newsletter, we take a look at the potential future Implications for the SaaS sector from the DeepSeek news, and read-over from the hyperscalers.     

Median ARR multiple: By the end of January 2025, our HCA SaaS Index ended at a median multiple of 3.4x (3.6x by the end of December 2024), while The SaaS Capital Index covering the US/global SaaS market ended January 2025 with a median ARR multiple of 7.3x (from 7.0x by the end of December 2024). The increase in the US multiple could be explained by investors acting on the DeepSeek news flow.
Cloud giants&#x2019; growth plateauing: Compared to the growth rates in Q3 2024, both Google Cloud and Azure (Microsoft) did see declining growth momentum in Q4 2024, while AWS (Amazon) was flat. Furthermore, they all gave pretty muted next quarter guidance for their cloud divisions. This normally does not bode well for the coming SaaS reporting season. However, it seems that some of the weaker growth and disappointing outlooks are due to capacity constraints, implying that the read-over to the SaaS sector maybe is a less strong signal.
DeepSeek drives momentum in the software sector: While we still must confirm the real truth behind the data on DeepSeek, it seems already to have altered with investors&#x2019; mindset. The sharp fall in AI costs indicated by DeepSeek, was also confirmed by one of the world&#x2019;s largest SaaS companies, ServiceNow. ServiceNow indicated a 16x lower cost in just a few months. Lower costs that support the application part of the AI technology shift and thereby the SaaS companies. The investors&apos; reaction to this may best be seen in the WisdomTree Cloud Computing ETF beating the return on the WisdomTree AI ETF year-to-date.
Read the newsletter here: <a href="https://nyhedsbrev.hcandersencapital.dk/api/api/webcopy/view/QVP-tfhs3830sWMih91mqe34uwTXc76Wxw3qQZWx3jhukjMvNkcdSU6D9sd8-S1c:eBJFO-aD4Q7Iz-yuF2KhdQ==/02+SaaS+-+januar+-+2025.html?lgn_uid=LkZ0TToxNzcxNjg0Mzk0_AZSzYDHBfjlRFUDYmQAig!!&amp;lgn_uid=LkZ0TToxNzcxNjg3NDUzQOU4nTWWRAIKaiLh4YktTA!!&amp;ea=5BFJq6hCmqB2qTfcMxSHxmzagG1mBMiUO-35WW-ZrQ97hfpkZwYmk5QXjdBv1JlJa-ddO8MzEZuNVKZYirHHVw==:KQvdt5eyL_w4IA6KN5VHmw==">Link</a>
Disclaimer: HC Andersen Capital receives payment from some of the mentioned SaaS companies in the newsletter (Agillic, Impero, MapsPeople, OrderYOYO, and Penneo) for a Digital IR/Corporate Visibility subscription agreement. /Michael Friis 15:05, 25-02-2025.