Redeye trims its fair value range to SEK19–37 (previously SEK19–50), with a base case of SEK28 (previously SEK34), following a Q4 miss on bo...
Redeye expects a negative share price reaction to InfraCom's Q4 2025 results.
Redeye notes that InfraCom's Q3 2025 net sales met expectations, but EBITDA was impacted by operating expenses 5% above projections.
Redeye notes that InfraCom’s Q3 2025 report aligned with net sales estimates, but EBITDA was weighed on by higher-than-anticipated operating...
Redeye views InfraCom’s Q2 2025 results as mixed, with a declining top line contrasted by rising EBIT and EBITDA.
Redeye notes that InfraCom’s Q2 2025 report was below expectations for sales (-9%) and EBITDA (-12%).
Following Telia’s bid for Bredband2 at SEK3.25 per share, InfraCom has agreed to tender its shares.
Infracom confirmed yesterday that Bredband2 is the underlying investment for its total return swap (TRS).
Nettoomsättningen uppgick till 204,6 MSEK (199,3), vilket motsvarade en ökning med 2,7% y-o-y.
Redeye stated InfraCom's Q1 2025 report provided further evidence that the company has overcome execution issues from the past year.
Redeye noted InfraCom's robust profitability, surpassing its EBITDA estimate by 21%.
Redeye has found that InfraCom has purchased the bankruptcy estate of Koneo, a IT Service company with about 500 business customers.
Nettoomsättningen uppgick till 231,2 MSEK (219,5), vilket motsvarade en ökning med 5,3 procent y-o-y.
Redeye states the report was better than anticipated and is another print that InfraCom is past its trough.
Redeye states InfraCom’s Q4 2024 report came in better than anticipated and is another print showing Infracom is past its nadir.
Nettoomsättningen uppgick till 204,8 MSEK (193,3), vilket motsvarade en ökning med 6,0 procent y-o-y.
Redeye is favourable to InfraCom’s Q3 2024 report, which resulted in the stock rallying 9%, although EBIT and EBITDA were below estimates.
Redeye states the report was 2% higher in sales while higher OPEX weighted on the EBITDA and EBIT resulted in 21% and 26% miss, respectively...
Redeye comments on InfraCom's reported data breach, affecting over 10.
Nettoomsättningen i det andra kvartalet uppgick till 202,7 MSEK (203,9), en minskning med cirka 0,6 procent y-o-y.
InfraCom’s report was weak, and the company faces a cocktail of headwinds.
Redeye states the report was weak, and it is apparent that InfraCom struggles with its Connect acquisition (further write-down of earnouts) ...
I det första kvartalet uppgick nettoomsättningen till 199,3 MSEK (106,6), en ökning med cirka 87,0 % y-o-y, vilket främst var hänförligt til...
InfraCom’s Q1 2024 report was mixed with net sales below Redeye Research estimates (RRe), while better gross margin led to EBITDA in line wi...
Redeye states that InfraCom's net sales was below expectations, and InfraCom states a tougher macro-environment for its non-subscription-bas...
I det fjärde kvartalet uppgick nettoomsättningen till 219,5 MSEK (108,8), en ökning med cirka 101,9 % y-o-y, vilket främst var hänförligt ti...
Redeye states the report aligned with its sales estimates.
Redeye states the report aligned with our sales estimate, but periodization effects and organizational investments put temporary weight on t...
I det tredje kvartalet uppgick nettoomsättningen till 193,3 MSEK (95,4), en ökning med cirka 102,8 % y-o-y, vilket främst var hänförligt til...
Redeye updates its view on Infracom subsequent to its Q3 2023 report.
Redeye comments on Infracom's Q3 2023 report which deviated somewhat on net sales but better profitability resulted in minior deviation on E...
Redeye provides a research update following Infracom’s acquisitions of ComCenter.
Redeye comments on Infracom’s acquisitions of ComCenter, which were announced earlier today.
Infracom har släppt rapport för det andra kvartalet 2023, vilket var det första kvartalet där Connect var med i räkenskaperna.
Redeye maintains its positive view on Infracom following the Q2 2023 report, in which sales came in slightly below our expectations despite ...
Redeye provides an initial comment on Infracom’s Q2 2023 report.
Infracom rapporterade första kvartalet för 2023 och nettoomsättningen uppgick till 106,6 MSEK, en ökning med cirka 44,0 % y-o-y.
Redeye maintains its positive view on Infracom following the Q1 2023 report, in which sales came in slightly below our expectations despite,...
Redeye provides a first comment on Infracom’s Q1 2023 report, released earlier today.
Infracom dubblar verksamheten genom sitt hittills största förvärv.
Redeye provides a research update following Infracom’s recent acquisitions of Connect and Datatal.
(Rättelsen avser ny länk till analysen) Veckan efter att Infracom släppte sin Q4-rapport genomför bolaget två förvärv, som gemensamt fördubb...
Veckan efter att Infracom släppte sin Q4-rapport genomför bolaget två förvärv, som gemensamt fördubblar affärsvolymen.
Redeye comments on Infracom’s acquisitions of Connect and Datatal, which were revealed earlier today.
Nettoomsättningen inkom 9 % högre än våra estimat och kvartalets intäktsökning hänförligt till de tre förvärvade bolagen.
Redeye retains its positive view of Infracom following its Q4 2022 report.
Redeye states its view of Infracom’s Q4 report revealed earlier today.
Infracom är en komplett leverantör av digitala telefoni-, IT-, och nätverkstjänster.
Redeye retains its positive view of Infracom following its Q3 report.
Redeye raises its Base Case of Infracom following the acquisition of Quality of Service as we include pro forma figures in our forecast.
Redeye retains its positive view of Infracom and raises its Base Case somewhat following its Q2 report.
Q2 var ett stabilt kvartal där två nya förvärv presenterades.
Redeye retains its positive view of Infracom following its Q2, where the sales came in largely in line with our expectations with a continue...
Infracom inleder 2022 med imponerande försäljningstillväxt och stigande lönsamhet.
Redeye retains its positive view of Infracom and raises its Base Case somewhat following Infracom’s Q1 report, implying significant upside p...
Redeye retains its positive view on Infracom, following a Q1 report significantly beating our EBIT forecast.
Redeye leaves its Base Case unchanged following Infracom’s Q4 report, implying significant upside potential.
Infracom redovisar ett stabilt kvartal. Bolaget fortsätter sin förvärvsresa och skapar synergier inom koncernen.
Redeye retains its positive view on Infracom, following a solid Q4 report with an EBIT matching our forecasts.
InfraCom växer försäljningen med 25 procent och bibehåller en hög rörelsemarginal.
InfraCom växer nettoomsättningen med starka 33 procent under andra kvartalet.
Redeye retains its positive view on Infracom following a solid Q2 report beating our forecasts slightly.
Redeye remains positive to Infracom following a somewhat better Q2 than we expected.
