Redeye returns with an update following Safeture’s Q1 report, which was solid, most notably for ARR growth of 8% y/y, driven by a significant new contract win. We find that the recent progress confirms our view of strengthened market dynamics, supporting our forecast for the coming years, where we expect the company to approach its yearly growth target of 15%. In this update, we raise top-line by 3% for FY26-27, which improves profitability and pushes the company above the breakeven limit.
LÄS MER
