Modelon Q1 2025: EBIT improvements and positive cash flow - Redeye

Redeye shares its initial take on Modelon’s Q1 2025 results, with ARR slightly below expectations while software revenues and costs were in line. ARR grew 13% y/y, driven by 38% growth in Modelon Impact. Management expects delayed customer investments to weigh on ARR in Q2, but is ready to adjust costs accordingly. We expect only minor estimate revisions following the report.

Länk till analysen i sin helhet: https://www.redeye.se/research/1099924/modelon-q1-2025-ebit-improvements-and-positive-cash-flow?utm_source=finwire&utm_medium=RSS