* Helps brands to market efficiently through insights * Underlying ARR +8% y-o-y in 2025 carries into 2026e * We set a fair value range of S...
Last Friday, management of Nepa presented the company’s quarterly report, which was followed by a Q&A moderated by Redeye’s analyst.
Redeye updates on Nepa following the Q1 results which showed continued hesitation from clients hurting the growth, but surprisingly strong c...
Redeye comments on Nepa’s Q1-results which saw weaker topline than expected.
Redeye comments on Nepa ahead of its Q1 results (due 7 May).
Redeye updates on Nepa following the company’s Q4-results which showed solid underlying figures - both for topline from remaining markets, a...
Redeye comments on Nepa’s Q4-results which saw weaker topline than expected while ad-hoc sales fron non-subscribers better than expected but...
Redeye believes Nepa is executing according to its plan to restore profitability.
Redeye concludes that Nepa's Q3 report beat estimates across the board.
Redeye thinks the underlying reality of Nepa is improving - with strong sequential ARR growth and firm actions towards improved profitabilit...
Redeye states that topline and gross margin was somewhat better than it expected but that the cost base was somewhat higher.
Redeye states that Nepa’s preliminary Q2 numbers were roughly in line with Redeye’s estimates, with revenues just above and adjusted EBIT ju...
Redeye is positive about Nepa’s board of directors proposing to significantly increase this year’s dividend - considering the company's stro...
Redeye argues that Nepa’s Q1 report was weak, especially with regard to the company’s cost control.
Redeye concludes that Q1 came in softer than Redeye had estimated.
Redeye states that Q4 came in on the weak side and that the outlook for Q1 was weak, but far from catastrophic.
Redeye concludes that Q4 was weaker than expected. Revenue was 5% below expectations, where recurring revenues was on the weaker side and ad...
Redeye adjusts its estimates ahead of Friday's Q4 report.
Redeye thinks the cost cutting program underlines the uncertain economic environment while reducing downside risk.
Redeye initiates coverage of Nepa, a scalable and rapidly growing software company in consumer science – helping customers optimise their ma...
