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Sopheon oktober 2018

67 Posts
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  1. [verwijderd] 2 oktober 2018 08:30
    Leuk interview. krijg de link niet.

    Digitization Trends in Germany

    Interview with: Hans-Cristian Eppich, Business Development Director, Sopheon GmbH.

    Hans-Cristian Eppich was interviewed during DTIM (Disruptive Technologies and Innovation Foresight Minds) 2018 in Berlin.

    During this interview your will learn:

    What is Accolade what it can do for businesses.
    The big digitization trend within larger companies in Germany.
    How Accolade can add measurable value to the big companies in Germany but also those in the SME sector.

    PS interview staat op de side van Sopheon
  2. [verwijderd] 4 oktober 2018 07:48
    AField & Digital Marketing Manager – Amsterdam
    Job Title/Position: Field & Digital Marketing Manager – EMEA
    Department: Marketing
    Location: Amsterdam, Netherlands
    Supervisor: Global Marketing Director
    And that’s why we’re looking for you!

    Working out of Amsterdam, this position offers an opportunity for an experienced marketer who is passionate about field and digital marketing to contribute to the continued growth and momentum in Europe and the Middle East of a leading B2B software company
  3. marblesthegame 8 oktober 2018 08:10
    Sopheon PLC

    08 October 2018

    Embargoed Release: 07:00hrs Monday 8 Oct 2018

    SOPHEON PLC

    ("Sopheon" or the "Company")

    Trading Update - Record Third Quarter

    Sopheon plc, the international provider of software and services for complete Enterprise Innovation Management solutions, issues the following trading update.

    In our interim results statement issued on 23 August 2018, we noted the continued momentum of the business, with revenue visibility(1) for the year already at $27.2m. This, coupled with a high level of ongoing sales activity, gave the Board confidence in the outturn for the 2018 full year performance.

    Since that statement, a number of further transactions have been signed resulting in a record third quarter performance, traditionally our quietest quarter due to the holiday period. Included in the wins were two material contracts booked during the final days of the quarter - one with a new enterprise customer, and the other a license extension linked to strong recent adoption performance at an existing customer. These two customers operate in the chemicals and electronics sectors respectively. We are therefore delighted to report that revenue visibility has now broken through $30m. We view this continued delivery of commercial results as emblematic of the growing maturity of the market that we serve, and of Sopheon's rising reputation for value underpinned by increasing adoption of our solutions.

    Sales pipeline activity for the balance of the year remains robust. The Board now expects the results for the year to exceed current market expectations(2) .
  4. [verwijderd] 8 oktober 2018 11:50
    Revenue visibility improves further

    Upgrades reflect impressive delivery of growth
    The strong momentum seen in Sopheon’s first half has continued
    through Q3, with the Group announcing that revenue visibility now
    exceeds $30 million for 2018 – up from U$27.2 million at the time of
    the interim results. This reflects a record Q3 performance with a
    number of transactions, including the addition of two new contracts
    of material size - one with a new customer and one an extension with
    an existing customer – which were booked towards the end of the
    third quarter. The update notes that the sales pipeline for the balance
    of the year remains ‘robust’. Unsurprisingly, the Board says that it
    sees the strong performance as indicative of the growing maturity
    both of the Enterprise Innovation Management solutions market and
    of Sopheon’s reputation and business model. New customer wins in
    the first half of 2018 were some 50% ahead of those achieved in the
    comparator period and momentum has clearly continued. We
    increase estimates for revenue and Adjusted EBITDA by 5% and 8%
    respectively for FY 2018E and also nudge up FY 2019E to reflect the
    updated revenue visibility in the trading update. After an impressive
    performance so far in 2018 and with Q4 typically a key contributor of
    revenue performance, we look forward to further positive updates.
  5. [verwijderd] 8 oktober 2018 17:14

    Mooi om te lezen!

    Sopheon (LON:SPE)
    Share price: 1020p (up 12.3% today, at 14:19)
    No. shares: 10.1m
    Market cap: £103.0m

    Trading update

    Sopheon plc, the international provider of software and services for complete Enterprise Innovation Management solutions, issues the following trading update.

    This company is really on a roll! There's another positive update today - here are the key points;

    ... a number of further transactions have been signed resulting in a record third quarter performance, traditionally our quietest quarter due to the holiday period
    ... We are therefore delighted to report that revenue visibility has now broken through $30m
    ... Sales pipeline activity for the balance of the year remains robust. The Board now expects the results for the year to exceed current market expectations2.

    By revenue visibility, I think they are referring to revenues for the full year to 31 Dec 2018. Plus, presumably whatever additional contracts can be won in Q4.

    Forecasts - have been increased, to 48.3p adjusted EPS this year, and 55.2p next year. That gives a 2018 PER of 21.1, falling to 18.5 for 2019. That seems a reasonable valuation, given that the company has established a track record of beating forecasts. Therefore, I wouldn't be surprised to see this share break out to new highs in the months ahead.

    My opinion - I failed to spot the opportunity here, which is a pity.

    Well done to holders! We have a good update out today, and comments from the house broker that a further beat against (upwardly revised) forecasts could be on the cards. That seems to me a strong reason to hang on to this share, if I held (which I don't unfortunately).

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