DFZ
@darkfloatz
Very strong Q2 report from Serviceware $SJJ today. See 4 highlights below: 1. SaaS growth of +30.5% YoY in H1 2025 2. Operating profit in the black (we have breakeven!) 3. Cash balance grew to €34.7m (+1m y/y and no debt) 4. "Serviceware is experiencing very high demand for its…
Interesting article related to Wallix about the growth of the PAM market - $ALLIX taiwannews.com.tw/news/6164155
Serviceware $SJJ H1 2025 out today Solid 10% sales growth, but it hides the >40% SaaS growth in declining service and license sales EBIT is positive, and has accumulated by 1 MEUR to over 34 MEUR When service and license are done with, this should scale like a proper software
I think #Wallix $ALLIX might be on a short term downward trend after the insider CEO sell of recently: might be a good time to buy some more
$ALLIX +150% YTD, +8.6% yesterday! Hypergrowth in recurring revenues, profitability confirmed — retail investors are waking up (see article from yesterday likely driving the recent activity) The real question: when will the institutions join? investir.lesechos.fr/conseils-bours…
WALLIX La France, deuxième pays le plus touché par les fuites de données usine-digitale.fr/article/la-fra…
$ALLIX Wallix locks in 2025: +25% MRR, +19% rev, and CONFIRMS operating profit target. Europe’s sovereign cyber play is crossing the profitability line. #Cybersecurity #SaaS #PAM #Wallix actusnews.com/documents_comm…
New increased price target of $SJJ at 25 EUR by Montega likely driving the stock price today🔥🔥 @R2Discovery @BetterValueInv
Serviceware SE: original-research: serviceware se (von montega ag): kaufen eqs-news.com/news/research/…
Serviceware major deal #7 YTD and more serviceware-se.com/en/ir-news/new… AI platform SaaS order intake 7digits just in Apr-Jun 25 $SJJ reporting Q2 July 29th Solid momentum. Already more deals vs FY24 Orderbook Q1 25 was 102 MEUR (+26% qoq) Why havent they increased sales guidance?
WALLIX just signed a major distribution deal in Italy to better expand into southern Europe. Thoughts? @R2Discovery @BetterValueInv channelcity.it/news/27482/com…
ENTRETIEN Wallix : "Nous attendons en Europe un sursaut en matière de souveraineté numérique Jean-Noël de Galzain #Zonebourse zonebourse.com/actualite-bour…
Italy becomes the first country to win #Eurovision and the UEFA European Championship in the same year. #Euro2020Final
Gianluigi Donnarumma becomes the first goalkeeper to win player of the Tournament in European championship history. Well deserved. #Euro2020Final #ForzaAzzuri
$PTON KILLING it. Where else can you buy this kind of growth for a mid-teens GP multiple?? (On mobile on a plane forgive my mesmarkups)
So @Lemonade_Inc ranked #1 insurer in the USA for BOTH Homeowners and Renters categories! 🙏🏻🥂🤯 Thanks @clearsurance! media.clearsurance.com/images/2021-Ma…
We just started rolling out Lemonade Life, a Term Life insurance that’s fully digital, requires no doctors or needles, and is actually fun to get! In the next few weeks, we will learn and iterate, and then open it up for everyone. lemonade.com/life
Why aren’t we seeing a wave of smart TVs coming out with built-in cams and zoom software? Seems like a missed opportunity @SamsungTV @LGUS
One of the things our internal #ai #bot #Cooper helps us do, is handle bug reports. Today, Cooper started #prioritizing and triaging bugs automatically!
The tide is turning... ign.com/articles/xbox-… #haptics #PS5 #Dualsense #GamingNews