Modelon (Q1 Initial take): Below expectations – Headwinds persist - Redeye

Redeye shares its initial take on Modelon’s Q1 2026 report. Overall, the figures came in below our expectations, particularly regarding ARR and top-line sales growth. While we anticipated a sequential rebound, churn from the legacy business weighed on performance during the quarter. While we will trim our near-term estimates following the report, we retain our long-term positive view on the case, which is underpinned by the potential and strong references from data centres.

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