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
    }
  }
}


__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

Head of Nordic ER Development, Analyst

Antti Luiro

Analytiker

Frans-Mikael Rostedt

LeadDesk är verksamt inom IT-sektorn. Bolaget är verksamt som en teknisk utvecklare av mjukvarulösningar som vidare används för analys och bearbetning av kundernas försäljning- och supportfunktion. Störst verksamhet återfinns inom den nordiska marknaden, där kunderna består av små- och medelstora företagskunder. Huvudkontoret ligger i Helsingfors.

LeadDesk announced the sale of its minority stake in Profinder to Ilkka Oyj for EUR 2.5 million, significantly exceeding its balance sheet valuation (EUR 0.9 million). The transaction strengthens LeadDesk’s net cash position and increases the share value by approximately EUR 0.4 per share. The price paid for Profinder, EV/Revenue 3x, is notably higher than LeadDesk’s own valuation. The deal does not affect the company’s positive outlook, and LeadDesk is now fully divested from the target group data business.

It’s worth exploring this interesting company, perhaps through this video.                    Inderes              LeadDesk as an Investment | Investor Day November 25, 2024 - Inderes    Time: 2024-11-25 15:30 Language: en Olli Nokso-Koivisto, CEO; Jasper Witte Sales Director, Netherlands and Miikka Haavisto, Director of Business Development, Enterprise Sales talk about LeadDesk as an investment.                             Olli Nokso-Koivisto, CEO; Jasper Witte Sales Director, Netherlands and Miikka Haavisto, Director of Business Development, Enterprise Sales talk about LeadDesk as an investment. LeadDesk offers a cloud service for sales and customer service, such as contact centers. Majority of LeadDesk clients work in the fields of media, security services, energy, telecommunications, financial services, and market research. LeadDesk is a leading supplier of sales and customer-service software in Europe. It currently operates from seven local offices across Europe. The cloud service is used by over 1000 customers and handles over 500 million customer contacts annually.

Jag började fundera på ett par saker, och om någon har tankar får ni gärna dela med er. Tack!    Hur planerar LeadDesk att särskilja sig från sina konkurrenter inom SME- och Enterprise-segmenten, särskilt på marknader där branschens konkurrens hårdnar och konkurrenternas lösningar utvecklas snabbt?   Har LeadDesk identifierat några betydande strategier eller teknologiska innovationer som stödjer konkurrenternas omsättningstillväxt, och som företaget skulle kunna dra nytta av eller behöva reagera på för att konkurrera mer effektivt?

LeadDesks förväntade tillväxt har ännu inte tagit fart, trots att bolaget rör sig i rätt riktning på flera områden. Enligt VD Olli Nokso-Koivisto ser företaget potential framöver, särskilt genom att kombinera AI och mänsklig arbetskraft i contact center-verksamheten. I en Q3-intervju med Inderes betonade Nokso-Koivisto att en mänsklig kundtjänstmedarbetare i dagsläget lyckas engagera kunderna mer effektivt än AI, vilket fortfarande ger kundtjänstmedarbetarna betydande värde för både försäljning och kundupplevelse. Man hoppas att bolaget kan växa lönsamt genom möjligheterna på den centraleuropeiska marknaden, och dessutom väcks frågor om konkurrenternas läge och om LeadDesk skulle kunna vara en möjlig fusion- eller förvärvskandidat. Det återstår att se hur länge man får vänta innan bolaget verkligen börjar leverera ordentligt.

I hope I understood correctly and didn’t mix things up, but here is a summary of LeadDesk’s Q3.  LeadDesk Oyj’s Q3/2024 earnings report provides positive signs for investors, as the company has managed to improve its profitability and growth despite challenging market conditions. Revenue grew by 5.5% in the third quarter and by 6.4% from January to September compared to the previous year. The recurring annual billing contract portfolio, which increased by 6.2%, supports predictable cash flow. The improvement in profitability, with the operating margin rising to 17.7%, indicates increased efficiency and cost management. Geographically, growth has been particularly strong in Continental Europe, especially in Spain and the Netherlands, demonstrating that the company’s strategic focus is working well. Although the Nordic markets have faced challenges, LeadDesk is concentrating on improving efficiency. The development of AI solutions is a key part of the growth strategy, offering significant growth opportunities. The company is also exploring acquisitions, and the integration of the Norwegian company Telemagic has progressed well. Future outlooks remain unchanged, with revenue expected to grow by 5–15%. However, market conditions and risks related to the commercialization of AI may impact the future. Overall, LeadDesk appears to be a promising investment opportunity with growth potential, but there are also risks to consider.                   Inderes              LeadDesk Plc Q3/2024: Quarter of strong profitability - Inderes    LeadDesk Plc Press release 25 October 2024 at 9.05 am. An unofficial translation of the Company release published on 25 October 2024, 9.00 am. In case the document differs from the original,...

SEB förväntar sig att Leaddesk kommer att växa med cirka 10 % före Q3-rapporten. Tillväxten stöds av förvärvet av Telemagic, tillväxten på den europeiska marknaden samt redan vunna stora affärer. Däremot påverkar de befintliga kundernas fortsatta kostnadsbesparingar tillväxten, vilket har lett till en viss nedrevidering av prognoserna för 2025-26. Det rätta värdet beräknas vara 10-13 euro, ner från tidigare 12-14 euro. Q3-försäljningen förväntas växa med 10 %, varav cirka 3 % kommer från Telemagic. Leaddesk har uppnått god tillväxt i Europa, men den svaga ekonomin i Finland begränsar dess möjligheter. Den nuvarande värderingen är 2024E EV/EBITDA 9x, vilket inte är kravfyllt om tillväxten fortsätter.  https://research.sebgroup.com/corporate/reports/129604

LeadDesk, perhaps this is a completely unnecessary question and could be considered more broadly, but could LeadDesk’s problem be this:  Okay, there are other problems as well, but the stock is traded very little; no one can buy a large amount of this at once. Of course, many other companies have a similar problem as well.

LeadDesk

LeadDesk is a SaaS software company whose product enhances the sales and customer service of companies in Europe. Its historical growth track record is good looking beyond short-term challenges...

<p>LeadDesk is a SaaS software company whose product enhances the sales and customer service of companies in Europe. Its historical growth track record is good looking beyond short-term challenges. Driven by strong market growth, competitive offering and good strategy implementation we expect the company’s organic growth to be 10-13% in the next few years. Relative to this, the share’s valuation (2023e EV/S: 1.4x) is very attractive and we believe it entails unjustifiably cautious expectations of the company. </p> 

	2021	22e	23e
Omsättning	24,6	28,0	30,7
tillväxt-%	78,03 %	13,88 %	9,78 %
EBIT (adj.)	1,1	0,7	1,5
EBIT-%	4,60 %	2,37 %	4,84 %
EPS (adj.)	0,08	0,03	0,08
Utdelning	0,00	0,00	0,00
Direktavkastning
P/E (just.)	274,61	224,63	68,84
EV/EBITDA	37,70	10,91	8,25

LeadDesk: Better than its price

LeadDesk

Key Estimate Figures2022-12-20

LeadDesk

Key Estimate Figures2022-12-20

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