Redeye maintains its positive view of Freja following strong Q1 KPIs. While strong q/q ARR growth was expected following already announced deals, the underlying ARR growth was stronger than we had assumed. We will be back with the Q1 2026 Update, including revised estimates and the Base Case, following the full Q1 2026 Report release on 7 May. However, the stronger-than-expected ARR growth puts a slight upward bias on our future revisions.
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