Analyser av Vertiseit

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Vertiseit (Q3 Review): Organic ARR Pick-Up and Swift Scala Integration Support the Case - Redeye

Base Case lowered to SEK80.5 (86), mainly on a higher WACC and lower Consulting and Systems estimates, while ARR estimates rise c.

Redeye • 22 okt 07:58

Vertiseit (Q3 Initial take): Organic ARR acceleration – Cash EBITDA ahead of expectations - Redeye

Redeye comments on Vertiseit's Q3 report, showing ARR ahead of our forecast with accelerating organic growth, and an adjusted EBITDA-CAPEX (...

Redeye • 21 okt 07:02

Vertiseit: Going Global with Circle K - Redeye

Redeye strengthens its positive view on Vertiseit following Visual Art’s global framework agreement with Circle K.

Redeye • 16 sep 08:59

Vertiseit (Q2 Review): Scal(a)ing global markets - Redeye

Redeye retains its positive view of Vertiseit following the Q2 2026 report.

Redeye • 17 jul 06:51

Vertiseit (Q2 Initial take): Solid underlying numbers – integration costs crush headline EBIT - Redeye

Redeye comments on Vertiseit's Q2 report, showing an ARR matching our expectations alongside a solid beat in adjusted EBITDA – CAPEX (Cash E...

Redeye • 16 jul 06:56

Vertiseit: Dags att Scala? - InvesteraMera

Kan bolaget skala upp genom ett skifte i intäktsmixen, eller skapar förvärvsstrategin problem med integration och marginalutspädning?

InvesteraMera • 09 jun 07:02

Vertiseit: Back to the roots - Redeye

Redeye takes a positive stance towards the acquisition of Scala, adding a strong brand and a solid network of partners, that could further a...

Redeye • 21 maj 15:25

Vertiseit (Q1 Review): Look beyond volatile non-SaaS revenue - Redeye

Redeye retains its positive view on Vertiseit following the Q1 report.

Redeye • 23 apr 06:50

Vertiseit (Q1 Initial Take): ARR and OPEX in line – weak Systems sales drag headline numbers - Redeye

Redeye comments on Vertiseit’s Q1 2026 report. While EBITDA-CAPEX was 32% below our expectations, driven by about 20% lower Systems and Cons...

Redeye • 22 apr 06:55

Vertiseit (Q4 review): Long-term story intact – AI resilience from the back-end - Redeye

Redeye keeps its positive view of Vertiseit following a decent Q4 report.

Redeye • 13 feb 07:28

Vertiseit (Q4 initial take): Somewhat soft Q4, positive outlook - Redeye

Redeye comments on Vertiseit’s Q4 report showing somewhat lower organic ARR growth and higher OPEX than expected.

Redeye • 12 feb 07:30

Vertiseit: Entering audio as AI transforms the market - Redeye

Redeye takes a positive stance towards Vertiseit’s acquisition of Muse, expanding the offering into a new related area, which is going throu...

Redeye • 20 nov 2025 13:10

Vertiseit (Q3 Review): Promising outlook and retail media momentum - Redeye

Redeye keeps its Base Case and retains a positive view of Vertiseit following the Q3 report.

Redeye • 23 okt 2025 14:53

Vertiseit (Q3 Initial take): Slight softness in ARR growth, low System sales hurting headline numbers - Redeye

Redeye comments on Vertiseit’s Q3 report, showing slightly lower ARR growth than expected, while the outlook and deal flow suggest improveme...

Redeye • 23 okt 2025 07:13

Vertiseit: Efficiency program and exciting pipeline - Redeye

Redeye retains its positive view of Vertiseit following the Q2 report.

Redeye • 18 jul 2025 07:44

Vertiseit Q2 2025: Solid ARR growth – EO hurting headline EBIT - Redeye

Redeye comments on Vertiseit’s Q2 report, showing solid underlying ARR growth and an adjusted EBITDA-CAPEX roughly matching our expectations...

Redeye • 17 jul 2025 07:38

Vertiseit: First Roll-up-like acquisition targeting key customer relations - Redeye

Redeye comments on Vertiseit’s acquisition of MDT. As the price is reasonable and the SEK20m in ARR has a slight impact, we make a minor adj...

Redeye • 08 jul 2025 08:02

Vertiseit: Summit Season - Redeye

Redeye provides its key insights from the Grassfish Summit and Digital Signage Summit Europe based on discussions with industry experts, par...

Redeye • 26 maj 2025 14:37

Vertiseit: FX hurting in 2025 – Solid otherwise - Redeye

Redeye retains its positive view of Vertiseit following a Q1 report where FX and a higher headcount than expected hurt margins in Q1 and 202...

Redeye • 28 apr 2025 10:32

Vertiseit Q1: Rough headline ARR – solid FX-adjusted - Redeye

Redeye comments on Vertiseit’s Q1 reporting, showing solid FX-adjusted ARR growth but somewhat soft EBITDA - CAPEX.

Redeye • 25 apr 2025 07:06

Vertiseit: Integration and North America in Focus - Redeye

Redeye retains its positive view of Vertiseit following a solid Q4 that largely matches our expectations.

Redeye • 13 feb 2025 07:18

Vertseit Q4: High Sales and Cost – EBITDA-CAPEX 5% Above Expectations - Redeye

Redeye comments on Vertiseit’s Q4 report, with ARR and EBITDA-CAPEX roughly matching our expectations.

Redeye • 12 feb 2025 12:37

Vertiseit: Strong Q3 as Expected - Redeye

Redeye retains its positive view of Vertiseit following a solid Q3 matching our expectations.

Redeye • 30 okt 2024 14:14

Vertiseit Q3: Solid Numbers All Over - Redeye

Redeye strengthens its positive view towards Vertiseit following a solid Q3, with most lines matching our forecasts – although EBITDA-CAPEX ...

Redeye • 30 okt 2024 10:19

Vertiseit: Fairly Priced Quality Asset for the Long-Term - Redeye

Redeye takes a positive stance towards the acquisition of Visual Art.

Redeye • 03 okt 2024 15:27

Vertiseit: Yet Another Solid Quarter – Net Cash Positive - Redeye

Redeye strengthens its positive view of Vertiseit following a solid Q2 report, with 21% ARR growth and a healthy EBITDA – CAPEX margin.

Redeye • 18 jul 2024 13:21

Vertiseit Q2: Sales and ARR as Expected, Stronger Profit - Redeye

Redeye strengthens its positive view of Vertiseit following a Q2 report that exceeds our expectations.

Redeye • 18 jul 2024 06:42

Vertiseit: Strengthening the Balance Sheet for Further Acquisitions - Redeye

Redeye retains its positive view of Vertiseit following a directed share issue.

Redeye • 22 maj 2024 09:10

Vertiseit: Building to Become the Global Niche Leader - Redeye

Redeye strengthens its positive view of Vertiseit following a solid Q1 report, new long-term goals, and insights from the CMD.

Redeye • 19 apr 2024 08:50

Vertiseit Q1 2024: Solid Q1 and Ambitious Long-Term Targets - Redeye

Redeye reinforces its view of Vertiseit following a solid Q1 report, with slightly higher ARR growth than expected and a strong gross profit...

Redeye • 17 apr 2024 09:33

Vertiseit: Further Improvements in Profitability - Redeye

Redeye strengthens its positive view of Vertiseit following a strong Q4 report, with further improvements in profitability, strong SaaS metr...

Redeye • 16 feb 2024 07:34

Vertiseit Q4 2023: Low OPEX and Strong System Sales Lifts Profitability - Redeye

Redeye reinforces its positive view of Vertiseit following its Q4 report.

Redeye • 15 feb 2024 08:40

Vertiseit: A Giant Leap for Profitability - Redeye

Redeye strengthens its positive view of Vertiseit following a strong Q3 report, with significant improvements in profitability and cash flow...

Redeye • 10 nov 2023 11:11

Vertiseit Q3 2023: Strong Profitability and Cash Flow - Redeye

Redeye strengthens its positive view of Vertiseit following a strong Q3, with significant improvements in cash flow and profitability being ...

Redeye • 09 nov 2023 08:30

Vertiseit: Divesting MultiQ Denmark - Redeye

Yesterday, Vertiseit announced the divestment of its transportation business.

Redeye • 21 sep 2023 07:40

Vertiseit: Solid Top Line While High OPEX Hurt Profitability - Redeye

Redeye retains its positive view despite lowering its Base Case and forecasts.

Redeye • 20 jul 2023 07:09

Vertiseit Q2 2023: Solid ARR Growth, High Costs - Redeye

Redeye sees a mixed Q2 report from Vertiseit, with strong q/q ARR growth, while OPEX and cash flow were weak.

Redeye • 19 jul 2023 08:23

Vertiseit: Margin Expansion Ahead - Redeye

Redeye retains its positive view of Vertiseit following the Q1 report.

Redeye • 03 maj 2023 07:41

Vertiseit Q1 2023: Solid ARR Growth, Higher OPEX - Redeye

Redeye will likely leave its Base Case and forecasts roughly unchanged following Vertiseit’s Q1 report.

Redeye • 28 apr 2023 09:47

Vertiseit: Strong Growth and Outlook - Redeye

Redeye raises its Base Case and forecasts slightly following a solid Q4 report showing high organic ARR growth.

Redeye • 16 feb 2023 07:04

Vertiseit Q4 2022: Strong Sales, EBIT as Expected - Redeye

Redeye retains its positive view of Vertiseit following a solid Q4 report with strong System sales and robust organic ARR growth.

Redeye • 15 feb 2023 08:20

Vertiseit: Strong Margins and Positive Outlook - Redeye

Redeye retains its positive view on Vertiseit following a solid Q3, with margins beating our forecasts and an optimistic outlook.

Redeye • 11 nov 2022 07:36

Vertiseit Q3 2022: Strong Margins - Redeye

Redeye strengthens its positive view on Vertiseit following a solid Q3, showing significant margin improvements, beating our expectations.

Redeye • 10 nov 2022 08:38

Vertiseit: M&A-Fueled- and Solid Organic Growth - Redeye

Redeye retains its positive stance towards Vertiseit following a Q2 report fueled with M&A growth.

Redeye • 28 jul 2022 08:53

Vertiseit Q2: ARR 5% Above Expectations - Redeye

Redeye retains its positive view on Vertiseit following a Q2 showing solid organic ARR growth.

Redeye • 27 jul 2022 08:49

Vertiseit: Solid Q1 and Successful Bid - Redeye

Redeye retains its positive stance towards Vertiseit following a Q1 report beating our forecasts regarding both sales and EBIT.

Redeye • 02 maj 2022 11:01

Vertiseit Q1’22: Solid Beat All Over - Redeye

Redeye sees a solid Q1 report from Vertiseit, with stronger sales and EBIT than we expected.

Redeye • 28 apr 2022 10:14

Vertiseit: Accelerating Momentum - Redeye

Redeye retains its Base Case for Vertiseit following a Q4 report beating our forecasts regarding both sales and EBIT.

Redeye • 03 mar 2022 09:54

Vertiseit Q4’21 Review: Strong Momentum in Dise - Redeye

Redeye's preliminary revisions suggest a small increase in our sales forecast while leaving EBIT largely unchanged.

Redeye • 17 feb 2022 09:46

Vertseit Q4’21: Overall Solid - Redeye

Redeye sees a solid Q4 report beating our forecasts regarding both sales and EBIT, driven by strong SaaS revenue.

Redeye • 16 feb 2022 08:38

Vertiseit: Q2’2021 Review: New Targets Ahead - Redeye

Redeye raises its Base case for Vertiseit following its Q2 report, despite a mixed outcome.

Redeye • 29 jul 2021 10:04

Vertiseit: Q2’2021, Overall ARR Growth as Expected - Redeye

Redeye sees an overall solid Q2 report, with robust ARR growth and a pickup in new sales.

Redeye • 28 jul 2021 11:32