https://www.temenos.com/news/2023/10/24/temenos-announces-q3-2023-results-d0173va20/
Temenos Announces 25% Total Software Licensing Growth in Q3-23; ARR, EBIT and EPS Guidance Raised
Die Befürchtungen wurden von guten Zahlen überschattet und kommen nicht zur Geltung
Conf Call um 18.30
Q3-23 ARR of USD 687.5m, up 15% c.c.
• Subscription revenue of USD 23.7m, up 36% c.c. in Q3-23
• SaaS ACV of USD 12.8m; SaaS revenue growth of 23% c.c. in Q3-23
• Total software licensing growth of 25% and product revenue growth of 14% c.c. in Q3-23
• EBIT growth of 44% c.c. in Q3-23; EBIT margin of 25.2%, up 6% points c.c.
• Free Cash Flow (FCF) of USD 27.6m, up 479% in Q3-23
• Revised FY-23 guidance (non-IFRS, c.c.); ARR guidance raised to 13-15% growth (up from 12-14%), EBIT guidance raised to at least 8% growth (up from at least 7%) and EPS guidance raised to at least 7% growth (up from at least 6%)
• Other FY-23 guidance reconfirmed: total software licensing growth of at least 6%, FCF growth of 12-14%
Wie die Analystenzunft reagiert, wird man sehen.