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 {
    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
    }
  }
}


tecnotree-lands-new-contract-with-tier-1-us-operator

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

Analyst

Roni Peuranheimo

Tecnotree operates in the IT sector. The company specializes in the development of digital communication solutions. The services include, for example, business process and subscription management services for customers in telecom and other digital service providers. Operations are held on a global level, with the largest presence around Asia, Africa and the Middle East.

Tecnotree

According to the press release, the new contract is multi-year and worth several million dollars. 

Translation: Original published in Finnish on 1/22/2025 at 7:23 am EET.
According to the press release, the new contract is multi-year and worth several million dollars. However, the announcement came in the form of a press release, which somewhat limits the potential size of the deal. In any case, the agreement is very positive for the company, as it is the first major contract in the US market and serves as a first indication of competitiveness there.&#xa0;
<h2>Parties to the agreement not yet disclosed</h2>
According to the press release, the customer is a Tier 1 US operator, but the customer&apos;s name was not disclosed. The deal was done in conjunction with a system integrator that was not named in the press release. We believe the integrator may have been<a href="https://www.inderes.se/analyst-comments/tecnotree-partners-with-hcltech-from-india">&#xa0;HCLTech</a>, with whom the company has worked to win contracts in North America. However, there is no certainty at this stage. 
<h2>Positive news for the company, but no need for immediate forecast changes</h2>
Tecnotree has been pursuing growth in developed markets for some time, particularly in the United States. In particular, we believe that growth in developed markets would have a positive impact on the company&apos;s cash flow profile, as we expect receivables from these markets to be repatriated more quickly than in emerging markets and the company would not be exposed to the same degree of foreign exchange risk. Competition in the US market is naturally fierce, which can put pressure on margins, and success in the country also requires success on the product development front. Nevertheless, the current agreement is one of the first promising signs of expansion in the US and is therefore positive for the company. 
The agreement was announced in a press release, which somewhat limits the potential size of the agreement (the threshold for a stock market release is at least 10% of the previous fiscal year&apos;s revenue). The contract will also run for several years. As a result, the notified agreement does not put any immediate upward pressure on our estimates, which already assume growth in the coming years. We expect to have more information on the deal no later than when the financial statements are released. However, we believe that the signal value of the agreement is greater than its pure economic value.

	2023	24e	25e
Revenue	78.4	77.4	79.9
growth-%	9.50 %	-1.31 %	3.28 %
EBIT (adj.)	23.8	22.8	23.2
EBIT-% (adj.)	30.40 %	29.51 %	29.01 %
EPS (adj.)	0.71	0.93	0.89
Dividend	0.01	0.02	0.03
Dividend %	0.15 %	0.58 %	0.87 %
P/E (adj.)	9.64	3.70	3.86
EV/EBITDA	4.10	2.12	1.77

Tecnotree lands new contract with Tier 1 US operator

Parties to the agreement not yet disclosed

Positive news for the company, but no need for immediate forecast changes

Tecnotree

Key Estimate Figures28.10.2024