Tradedoubler Comeback & Turnaround!
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Tradedoubler Interim Report January - March 2021
TUE, MAY 18, 2021 08:00 CET
The first quarter January – March 2021
• Net sales amounted to SEK 357 M (305) an increase of 17% or 24% adjusted for changes in exchange rates compared to the same period last year.
• Gross profit was SEK 68 M (63), an increase of 8% or 14% adjusted for changes in exchange rates. Gross margin was 19.0% (20.7).
• Operating costs excluding depreciation and change related items were SEK 52M (49), an increase of 7% or 11% adjusted for changes in exchange rates.
• EBITDA amounted to SEK 14 M (14). Adjusted for change related items, EBITDA was SEK 16 M (14).
• Investments in immaterial assets, mainly related to product development, were SEK 7 M (6).
• Cash flow from operating activities was SEK -13 M (-4) and the sum of cash and interest-bearing financial assets was SEK 64 M (39) at the end of the first quarter. Net cash in the first quarter decreased by SEK -27 M to SEK -57 M.
• Earnings per share, before and after dilution were SEK -0.00 (-0.12).
Letter from the CEO
The year 2021 started with continued positive business momentum and good results for Tradedoubler. Adjusted for currency effects, revenue grew by 24% compared to last year to 358m SEK and EBITDA, adjusted for change related items, grew by 24% as well to 15,5m SEK. The increase of business is driven by most regions and especially by larger clients. Our influencer platform Metapic and the newly established self-serve platform for smaller clients, TD Grow, has showed good growth momentum during the quarter.
All regions except of the UK grew their revenues compared to last year, the largest increases are in DACH and in the Nordics. The different growth rates across the regions are mainly explained by the share of the travel segment in their client base. Before the covid-19 pandemic this segment has been particularly large in the UK, in France and in the southern region with Italy and Spain.
In the industry verticals we still see similar trends as we have since the beginning of the pandemic: travel is reduced to very low levels while all other ecommerce verticals continue to grow at good rates. Since mid-March travel increases slightly again but is still on low levels. Q1 was the last quarter with a non-covid / covid comparison.
Larger clients continued to allocate more budgets to affiliate marketing and increased their spendings with partners through our network. This has a large impact on the overall gross margin which has decreased compared to last year to 19% in Q1.
Operating costs increased compared to last year when we were very restrictive about investments due to the uncertain outlook. The increase of costs in 2021 is directly linked to new hires into the growing core business and the further expansion of Metapic and TD Grow.
In product development we have concentrated our efforts on usability and further improvements to our IT infrastructure. The migration of all our systems to the cloud means higher efficiencies and cost savings. The upgrades of our tracking capabilities protect our business against new browser and data protection regulations. In Q2 we will finalize the last parts of these large projects. From there we will operate on a completely re-built technology platform which is a strong asset for the company.
We continue our mission to grow the business of our clients and partners in the best possible way and create meaningful results for all stakeholders. We do that with passion and courage, and I look forward to your company on this journey.
Contact information
Matthias Stadelmeyer, President and CEO, telephone +46 8 405 08 00
Viktor Wågström, CFO, telephone +46 8 405 08 00
E-mail: ir@tradedoubler.com
Other information
This information is information that Tradedoubler AB is obliged to make public pursuant to the EU Market Abuse Regulation and the Swedish Securities Markets Act. The information was submitted for publication, through the agency of the contact persons set out above, at 08.00 CET on 18 May 2021. Numerical data in brackets refers to the corresponding periods in 2020 unless otherwise stated. Rounding off differences may arise.
..und erreicht damit komplett neue Zielgruppen!
Diese News wurde Anfang Q2 gemeldet, selbstverständlich nur auf der Webpage;) Der Impact dieser News, siehe Link, wird mittelfristig noch einen großen Impact haben. In dem Zusammenhang könnte man sich eine ähnliche Kooperation zwischen TikTok und Shopify mal genauer anschauen..Siehe Link
https://www.tradedoubler.com/de/blog/zusammenarbeit-tiktok-td/
CEO Matthias Stadelmeyer’s comments
The second quarter 2021 was the first quarter with a like-for-like comparison of the business in covid-19 conditions. In Q2 2020 the pandemic hit Tradedoubler´s business with negative effects on revenue and a positive impact on EBITDA. The negative revenue effects relate mainly to a reduction of the travel vertical which formerly stood for around 20% of our revenues, the positive impact relates to lower costs through reduced recruitment of staff, shorter working hours and government support. In Q4 2020 and Q1 2021 we started to gain good traction in the business, but in covid-19 / non-covid-19 comparisons.
Now the results of Q2 2021 show a continued positive business momentum on revenue, gross profit and EBITDA in this changed scenario as well. Adjusted for currency effects revenue grew by 21% and gross profit by 9% while EBITDA excluding change related items increased to SEK 17 M.
Similar to the first quarter 2021 all regions develop positively except of the UK, with the DACH region and the Nordics being the main growth drivers. The Southern Region had positive one-time effects on the business last year and has stable underlying revenues.
TD Grow, our new SaaS solution for SMB businesses and our influencer platform Metapic continued their good business momentum in Q2 as well and start to contribute to our revenue in a more prominent way.
In the industry verticals travel is growing again compared to Q2 last year, but on low levels and still far away from previous levels. All other verticals are stable with their usual seasonality.
The margin of our business is with 20,2% still lower as last year, but slightly increased compared to Q1. The reason for this are mainly additional budgets from larger clients whom we have expanded our business with during the last 12 months. The slight increase of the margin in Q2 is explained by seasonality as clients spend less media budgets in Q2 and Q3.
Operating costs cost are higher than previous year as we continue to investment in our staff and as well invest more into TD Grow and Metapic. We close the quarter with 251 employees compared to 226 in the comparison period, which is the main reason for the higher cost level. EBITDA landed at 16 which is the highest Q2 result in many years.
We continue our mission to grow the business of our clients and partners in the best possible way and create meaningful results for all stakeholders. We do that with passion and courage, and I look forward to your company on this journey.
Contact information
Matthias Stadelmeyer, President and CEO, telephone +46 8 405 08 00
Viktor Wågström, CFO, telephone +46 8 405 08 00
E-mail: ir@tradedoubler.com
Zur Peergroup wird Tradedoubler mit einem 50% Discount aktuelle gehandelt.
Interessante Studie:
https://simplywall.st/stocks/se/media/sto-trad/...ubler-ab-publ-stotr
2022 wird spannend. Mal sehen, wer da zuschnappt. Und zu welchem Preis.
Wenn man sich das nun aber mal genau anschaut, ist das der Startschuss zu etwas viel Groesserem. Nicht vergessen, wir sprechen hier noch immer von einer marketcap von rund 20 (!!!) Mio EUR
Tradedoubler with its subsidiary Metapic acquires shares in Onbaz
WED, MAR 30, 2022 13:00 CETReport this content
Tradedoubler with its subsidiary Metapic acquires approximately 30% of the shares in the online video shopping company Onbaz, a Swedish startup technology company.
The purchase and partnership agreement signed with Onbaz will give the group access to technologies that complement and extend its current offering and products within the growing market of influencer marketing.
Speaking about the acquisition, Matthias Stadelmeyer, CEO of Tradedoubler says, “I am delighted to announce the investment into Onbaz. Live video shopping is a growing phenomenon and already a well-integrated offer within ecommerce in China. We believe that it is just a matter of time until we see the same dynamic in Europe.”
For further information, please contact:
Matthias Stadelmeyer, CEO Tradedoubler
Phone: +46 8 405 08 00
Email: matthias.stadelmeyer@tradedoubler.com
About this information
The information was submitted for publication, through the agency of the contact person set out above, at CEST 13.00 on 30 March 2022.
About Tradedoubler
Tradedoubler is an international leader in performance-based digital marketing and technology powering a unique network of connections. Combining 19 years of digital marketing innovation and expertise, global presence and a market leading technology platform, Tradedoubler offers tailored performance solutions for advertisers and publishers. Founded in Sweden in 1999, Tradedoubler pioneered affiliate marketing in Europe and has since developed its offering to include actionable data driven insights and User Journey tracking thanks to its proprietary business intelligence tool, ADAPT. The share is listed on Nasdaq OMX on the Stockholm Exchange. More information can be found on www.tradedoubler.com
Tradedoubler Quarterly Report January - March 2023
The first quarter, January – March 2023
• Total revenue amounted to SEK 459 M (404) an increase of 14% or 8% adjusted
for changes in exchange rates compared to the same period last year.
• Gross profit was SEK 98 M (83) an increase of 19% or 13% adjusted for changes in exchange rates. Gross margin was 21.4% (20.4).
• Operating costs excluding depreciation and adjusted for change related items were SEK 74 M (61), an increase of 21% or 17% adjusted for changes in exchange rates.
• EBITDA amounted to SEK 24 M (21). Adjusted for change related items, EBITDA
was SEK 24 M (22).
• Investments in immaterial assets, mainly related to product development,
were SEK 8 M (7).
• Cash flow from operating activities was SEK 40 M (8).
• Earnings per share, before and after dilution were SEK 0.16 (0.19).
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Letter from the CEO
In the first quarter of 2023, Tradedoubler continued the trend of now seven consecutive quarterly results with double-digit Gross Profit growth – in Q1, 13% currency adjusted -, and continued increased EBITDA – in Q1, SEK 24,5 M. The gross margin has slightly increased to 21,4% while the EBITDA margin is stable at 5,3%.
Regions & Products
We were able to continue the growth in Gross Profit in all Tradedoubler regions with the Nordics & Poland and the DACH region being the main drivers, while France & Benelux, the UK & Ireland and the region “South” contribute in a material way.
Across all our offerings of Affiliate Marketing, Metapic, Grow and the Campaigns business including Appiness and Cost-per-Lead campaigns we generated continued good growth rates matching the expectations for each product.
Margins
The increase of the Gross margin to 21,4% goes along-side the continued change in our product mix with the new products increasing their share of Tradedoubler’s business. These products (Metapic, Grow, Campaigns) have a higher margin than the traditional Affiliate Marketing business.
The EBITDA margin has been stable at 5,3%. The increase in costs is solely related to investments into the new products and there especially into Metapic and product development itself.
Market
While the external market environment with high inflation, reduced consumer spendings and therefore increased challenges for our client´s continues, we do not see an effect on our business for the time being. While there are obvious larger shifts in how digital marketing strategies are planned and operated, our portfolio of performance marketing solutions seems to match the needs of our clients for results-focused marketing campaigns.
Our vision is to generate more revenue for our clients than any other partner and we receive encouraging signals from our clients that we are on a good way.
I want to thank our teams across all markets and units for their commitment to our strategy and their great contribution. I am amazed by the talent, the energy, and the dedication our colleagues put into the development of our business.
Contact information
Matthias Stadelmeyer, President and CEO, telephone +46 8 405 08 00
Viktor Wågström, CFO, telephone +46 8 405 08 00
E-mail: ir@tradedoubler.com
Other information
This information is information that Tradedoubler AB is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact persons set out above, at 08.00 CET on 5 May 2023. Numerical data in brackets refers to the corresponding periods in 2022 unless otherwise stated. Rounding off differences may arise.
This information was brought to you by Cision http://news.cision.com
The following files are available for download: https://mb.cision.com/Main/2680/3764255/2034924.pdf Tradedoubler Quarterly Report January - March 2023 https://news.cision.com/tradedoubler/i/january---march-2023,c3175004 January -March 2023
(MT Newswires)
TradeDoubler (TRAD.ST) said Friday it acquired KAHA, a German tech company, to further advance its position in the influencer marketing industry.
The deal includes an earnout structure that will remain in place until 2026, with a potential extension to 2028. Following the acquisition, KAHA will be combined with TradeDoubler unit Metapic.
The digital marketing group gained about 3% on Friday morning.
-0- Jun/02/2023 07:32 GMT
As a result of a ransomware attack on one of the company's hosting providers TietoEvry, Tradedoubler reports its preliminary unaudited results for the fourth quarter as it cannot be ensured that information has remained confidential. Currently some of Tradedoubler's internal and financial systems are affected, but no business-related systems. We take the situation very seriously and are in ongoing dialogue with TietoEvry to resolve the matter. We do not expect any major impact on Tradedoubler's business and the business of our clients and partners. More information will be presented in the upcoming year-end report. The fourth quarter, October - December 2023 · Total revenue amounted to SEK 575 M (464) an increase of 24% compared to the same period last year. · Gross profit was SEK 118 M (102) an increase of 16%. Gross margin was 20.5% (22.0). · Operating costs excluding depreciation and adjusted for change related items were SEK 88 M (76), an increase of 17%. · EBITDA amounted to SEK 29 M (26). Adjusted for change related items, EBITDA was SEK 30 M (26). · Investments in tangible and intangible fixed assets, mainly related to product development, were SEK 12 M (9). · Cash flow from operating activities was SEK 45 M (32). · Earnings per share, before and after dilution were SEK 0.29 (0.22). The interim period January - December 2023 · Total revenue amounted to SEK 1 987 M (1 640), which is an increase compared to the same period last year by 21%. · Gross profit was SEK 414 M (346) an increase of 20%. Gross margin excluding change related items was 20.8% (21.1). · Operating costs excluding depreciation and adjusted for change related items were SEK 321 M (263), an increase of 22%. · EBITDA amounted to SEK 91 M (79). Adjusted for change related items, EBITDA was SEK 92 M (83). · Investments in tangible and intangible fixed assets, mainly related to product development, were SEK 40 M (32). · Cash flow from operating activities was SEK 76 M (59) and the sum of cash and interest-bearing financial assets was SEK 70 M (93) at the end of the period. Net cash in end of the period was SEK -5 M (5). · Earnings per share, before and after dilution were SEK 0.56 (0.54). [][] SEK M Oct Oct Jan Jan-Dec 2022 -Dec -Dec -Dec 2023 2022 2023 Total revenue 575 464 1 987 1 640 Gross profit 118 102 414 346 Gross margin 20,5% 22,0% 20,8% 21,1% Operating costs excl. depreciation -88 -76 -321 -263 and change related costs EBITDA adjusted for change related 30 26 92 83 items EBITDA-margin adjusted for change 5,1% 5,7% 4,7% 5,0% related items (%) Change related items[1] -1 0 -2 -4 EBITDA 29 26 91 79 Operating profit (EBIT) 16 17 40 43 Net profit 13 10 25 24 Net investments innon-financial -12 -9 -40 -32 fixed assets Cash flow from operatingactivities 45 32 76 59 Liquid assets including 70 93 70 93 financialinvestments, at period's end Net cash[2], at period's end -5 5 -5 5 For further information, please contact: Matthias Stadelmeyer, CEO Tradedoubler Phone: +46 8 405 08 00 Email:matthias.stadelmeyer@tradedoubler.com About this information This information is information that Tradedoubler AB is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact person set out above, at CET 11.15 on 22 January 2024. Numerical data in brackets refers to the corresponding periods in 2022 unless otherwise stated. Rounding off differences may arise. -------------------------------------------------- This information was brought to you by Cision http://news.cision.com https://news.cision.com/tradedoubler/r/...th-quarter-of-2023,c3913163 The following files are available for download: https://mb.cision.com/Main/2680/3913163/2553740.pdf Tradedoubler reports preliminary results for the fourth quarter of 2023
(Dow Jones) -- (END) Dow Jones Newswires
Authorisation for the Board of Directors to resolve upon issuance of shares, warrants and/or convertibles The Annual General Meeting resolved in accordance with the Board of Directors' proposal to authorise the Board of Directors, until the next Annual General Meeting, on one or several occasions, with or without deviation from the shareholders' preferential rights, with or without provision on non-cash consideration, set-off or otherwise with conditions pursuant to the Swedish Companies Act, to resolve on new issues of shares, warrants and/or convertibles. Authorisation for the Board of Directors to resolve upon acquisition of own shares The Annual General Meeting resolved in accordance with the Board of Directors' proposal to authorise the Board of Directors, until the next Annual General Meeting, on one or several occasions, to resolve on the acquisition of a maximum number of own shares so that, after the purchase, the company holds not more than ten (10) per cent of the total number of shares in the company. Authorisation for the Board of Directors to resolve upon the transfer of own shares The Annual General Meeting resolved in accordance with the Board of Directors' proposal to authorise the Board of Directors, until the next Annual General Meeting, on one or several occasions, to resolve on the transfer of shares in the company. The shares may only be transferred in conjunction with the financing of company acquisitions and other types of strategic investments and acquisitions, and the transfers may not exceed the maximum number of treasury shares held by the company at any given time. Resolution on instruction for the Nomination Committee The Annual General Meeting resolved, in accordance with the Nomination Committee's proposal, to adopt an instruction for the Nomination Committee to apply until the General Meeting resolves to adopt a new instruction.