Gofore reported an in-line sales performance for Jul-Aug. Importantly, employee utilisation has started to improve y/y, which is important for the expected profit recovery in H2. Gofore also notes that sales activity has continued to improve, especially in the private segment. We find that demand recovery on the private side is essential for pricing to improve on the public side. All in all, we see the July-Aug performance as positive to the case.
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