SSH Communications Security as an investment target

Here are Ronin’s preview comments as SSH reports its Q2 results this Friday :slight_smile:

We expect the company’s revenue to have returned to a growth trajectory after two quarters of negative figures, driven by subscription sales. This is supported, among other things, by the company’s comments on the pick-up in sales towards the end of Q1 and the numerous deals announced after the Q1 report. However, we expect earnings to have weakened slightly compared to the comparison period due to the front-loaded growth investments made by the company. In the report, our main focus will be on the realization of the Leonardo sales pipeline, the development in North America, and the general trend of Annual Recurring Revenue (ARR).

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