Q2 2024 Presentation and Q&A
How does this Q&A work:
This company invites all interested, both current investors and potential investors to participate in this event, ask questions directly on this page before the event starts and upvote those questions you would like addressed.
The company will address as many questions as possible, and focus on those questions most wanted by investors.
Speakers at this event:
14 Questions
Aug. 14, 2024
Already now you are above the lower bracket of your ARR guidance. With half a year more to roll out the price increases and signing new costumers what is the reason you have not updated your guidance?
Aug. 15, 2024
RinT already has developed and continues to do so - Sea; Ports; Land....
What, if any, additional P&S components could conceivably fit well into the RinT service range as a companion sector - fully recognizing the challenges involved.
Aug. 14, 2024
With the investments in a new platform and API service finished can we expect falling investment expenses, or do you plan to develop new features?
Aug. 14, 2024
Er 2024 det sidste år med EBITDA omkring 0? Hvad er prognosen for 2025 mht. net. resultatet ?
Aug. 15, 2024
Just a comment; Great work, guys! Keep it coming. We are looking forward to more from your side.
Aug. 15, 2024
Would you categorize your strategy in terms of guidance for 2024 as being rather conservative or ambitious up against a rather healthy pipeline (assumed)?
Aug. 15, 2024
In terms of renewals - hence, not to update the guidance due to a lot of activity in Q4; could you talk us through historic renewal-rate as well as drop-offs?
Aug. 15, 2024
Nice report but I got concerned when I reached the balance sheet.
Can you tell more about how you repay the debt (especially short term but also long term debt)?
Aug. 15, 2024
We saw the press release about the 10th NATO member state becoming a client of Risk Intelligence. Can you elaborate on this business area and if the average revenue is on the level of ARPU or higher.
Aug. 15, 2024
Partner sales have been mentioned as being implemented from the end of 2024, but what does it entail and how will it impact e.g. ARR.
Aug. 15, 2024
How does the price increase related to the new platform impact growth during 2024?
Aug. 15, 2024
We have read in the report about the API licenses increasingly becoming a more important business area. Can you explain something about the revenue from this area and how it differs from the standard Risk Intelligence System license revenue?
Aug. 15, 2024
The ARPU is 169K DKK but what does the ARPU include – is it inclusive or exclusive of add-on sales of other services or only System license revenue?
Aug. 14, 2024
Slightly technical: Do you count contracts with a limited span (e.g., 5 years) towards ARR and if yes does it count as churn if they are not renewed?