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.
7 Questions
After successfully increasing your pricing structure, leading to zero or very little churn, do you now see any other relevant optimization of your current activities, chasing profitability – i.e. better segmentation/pricing on sales activities and/or adding pricing to relevant features, previously handed out as “free services”, etc?
From your Q1 comments, we can read that “During 2025 we are working on further developing and implementing the new commercial strategy with well-defined business segmentation of Commercial maritime, Energy, Insurance, Government & Defence, and Land-based logistics, which will drive growth, new clients and client satisfaction during 2025 and onwards.” – but, will this not lead to higher OPEX, etc. – not the least from scaling up the obvious and necessary market activities (building a broader and bigger pipeline?
You maintain your guidance of a net result of zero for 2025.
That seems very ambitious. Explain why you still believe it is realistic.
Despite popular focus on the “Trump” factor across much of the worldwide investment spectrum, please also address and compare the European-area Security true planning and development factors (public and/or private) relected in real commitment terms that you believe impact on or influence Risk Intelligence’s own P&S range, present or future.
During the transition your CCO position, and with a new profile in charge, it would be interesting to hear more about scaling up your market activity and building of pipeline, not only to meet the targets, but also to provide a bigger spread of risc, when i.e. key accounts drops out or will be delayed with their renewals; could you elaborate a bit here?
Do you see any impact of the uncertainty caused by the tradewar initiated by the Trump administration? E.g., companies withholding their investments until they have more clarity?
On your homepage it is mentioned that "each new license improves future cash flow with an average recurring revenue value of about DKK 1.1M." however in your reports you give an ARPU of 148 kkr. Does that mean that the value mentioned on the homepage is an attempt to put a value on an extra ARR of 148 kkr? (e.g., discounted future cashflow in the lifetime of a costumer)