F-Secure as an investment

Here are Ate’s preliminary comments ahead of F-Secure’s Q2 results this Friday :slight_smile:

We expect the company’s revenue growth to have accelerated clearly from the beginning of the year, supported by the significant Verizon contract. We expect earnings growth to follow this trend in absolute figures, even though investments in the Tier 1 strategy continue to weigh slightly on relative profitability. We consider it highly likely that F-Secure will revise its earnings guidance upwards later this year, provided there are no new negative surprises. However, it is unlikely that we will see a guidance revision in connection with the Q2 report.

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