Kahoot! (KAHOT)

[Eventyr.No]

Liker at det blir forklart og diskutert men la oss droppe å komme med nedlatende kommentarer. Da er nok av sånn her i verden.

[abracadabra1619]

Som tidigare påpekat.
Om du ex jämför Kahoots tal med Spotify, etc så ser du att de är en del företag som spelar i en Annan liga med tanke på värdesättning…
Spotify har en P/E på -75 och förväntas i 2023 ha en PE på 150 …

Jag menar att Kahoot är helt jämförbart med Spotify. Det är tänkt något större och mer omfattande än ett vanligt företag.
Kahoot har t.o.m. bättre och fler möjlighet att tjäna pengar än Spotify då man har hela världens skolsektor som potentiell kundebas. (Skattefinansierade Institutioner som kunde som skiter pengar och alltid betalar i tid). Och läring likt Kahoot kommer snarare bli vanligare i alla länder också tex Brasilien (211 miljoner invånare) + Övriga Sydamerika och Afrika.
De kommer vara helt avgörande för lärandet i dessa länder att använda digitala lösningar i framtiden för att höja den generella nivået.

[slugger]

Siden ATH har vi duppet ned til drøye 90-lappen. Papirtapet til f.eks. Haudemann er på flere milliarder, men han sitter. Det samme gjør de andre med storposter. Dette forteller meg kun en ting; sitt rolig. Kahoot er ingen døgnflue. Det er flere enn én her i verden som har solgt seg ut av selskaper for tidlig. Greit nok at ingen noensinne har tapt på å ta gevinst, men is i magen har heller aldri skadet. Fin avslutning i dag. Bunnen nådd og herfra er retningen nord igjen. God påske! Husk kompass.

[Slobo]

Haudemann-Andersen har tapt 2,3 milliarder

– En kjøpsmulighet

Onsdag rykket DNB Markets-analytiker Frank Maaø ut med en ny analyseoppdatering på Kahoot, hvor kjøpsanbefalingen og kursmålet på 150 kroner ble opprettholdt.

«Kursfallet den seneste tiden tror vi kan være en attraktiv kjøpsmulighet. Færre investoroppdateringer skaper noe usikkerhet på kort sikt. Selv om vi har nedjustert prognosene for første kvartal noe, tror vi Kahoot vil gjøre det rimelig bra og er fortsatt på sporet for å nå sine mål for hele året», skriver han i oppdateringen.

KJØP: DNB Markets-analytiker Frank Maaø mener kursfallet i Kahoot er en god kjøpsmulighet.

Ifølge analytikeren er det flere potensielle årsaker til det kraftige kursfallet som har kommet uten noen negative nyheter fra selskapet.

Maaø tror at sektorrotasjonen fra vekst til verdi-aksjer har tynget Kahoot, i kombinasjon med færre handelsoppdateringer og en oppfatning i markedet om at ledelsens tone ikke er like trygg som før.

Høyrisiko-aksje

I første kvartal estimerer DNB Markets fakturerte inntekter på 19,5 millioner dollar, tilsvarende en vekst på 2 millioner dollar. Meglerhuset venter fortsatt solid vekst i brukerbasen, men litt lavere konvertering.

«Vi tror at konsensus sannsynligvis er på den lave siden. (…) På våre estimater verdsettes Kahoot markant lavere enn peers hvis man tar hensyn til vekst og finansiell profil. Vær oppmerksom på at Kahoot er en høyrisiko-aksje. Vi ser på den seneste kursnedgangen som en attraktiv inngang, spesielt for langsiktige investorer», skriver Maaø.

Basert på 2021-estimater prises Kahoot til 56 ganger EV/Salg, mens på neste års prognoser er multippelen på snaut 30-gangeren.

Også Arctic Securities sendte ut en oppdatering på Kahoot i dag med følgende budskap: «Den svake kursutviklingen er en god kjøpsmulighet».

Meglerhuset har en kjøpsanbefaling med kursmål på 140 kroner.

[anon91440261]

@Konamixx

P/E på 20

Ingen sånne selskaper som prises til PE på 20. Prøv 60 du

[Richardames]

Skal jeg tippe tror jeg det blir mulighet for billigere inngang etter at q1 legges frem.

Aldri sett et selskap jobbe så hardt for å pumpe opp kursen. Kan fort bli blodbad om de leverer lav vekst et kvartal.

[stianv]

Kahoot! integrates with PowerPoint to make presentations awesome!

[abracadabra1619]

Tänker tvärtom jag, kursen har som nevnt fallit 35 kr sedan ATH.
Det skall MINDRE till på en Q1 presentation for att den skall bounce over 100 kr igen.

Hade deremot Kahoot gått in med ATH kurs til en Q1 presentation, ja då risikerer du kursfall om det ikke overpresteres med tanke på forventing.

Det har også vart en mängd spennende sammarbeter den siste tid som kan utdypes ytterligere i en Q1.
Sammen med forventet tillväxt så tror jag Vi ser over 100 kr etter Q1.

[TekBot]

Kahoot! appoints Jostein Håvaldsrud as Group CTO and Trine Haaland Danjalsson as Corporate Legal Director of Kahoot! Group

Kahoot! announced today that Jostein Håvaldsrud has been appointed as Chief Technology Officer while Trine Haaland Danjalsson will join Kahoot! Group as Corporate Legal Director

Oslo, Norway (April 6, 2021) – Kahoot!, the global learning platform company, today announced that Jostein Håvaldsrud has been appointed as Chief Technology Officer (CTO) to strengthen the Kahoot! Group’s technology management team. In addition, Kahoot! announced that Trine Haaland Danjalsson will join Kahoot! Group as Corporate Legal Director to further strengthen the Kahoot! Group’s Legal and M&A activities.
…

Vis børsmeldingen

“I’m thrilled to welcome Jostein and Trine to the Kahoot! Group. Both will join an already strong Kahoot! management and add extensive and relevant experience in key areas that will be really important to Kahoot!’s continued future growth and expansion. I’m looking forward to working with them both on Kahoot!’s mission to make learning awesome!,” said Eilert Hanoa, CEO of the Kahoot! Group.

Jostein Håvaldsrud will manage and develop the group’s technology strategy across all units and teams. He joins Kahoot! with more than 25 years of experience in the software industry as a developer, architect and manager of software development. In recent years Håvaldsrud has worked at the intersection of product strategy, M&A and product development.

Håvaldsrud will join the Kahoot! Group full time from June 1, 2021 and comes from the position as Product Director SMB in Visma Group. Håvaldsrud is based in Amsterdam.

Trine Haaland Danjalsson will join the Kahoot! Group as Corporate Legal Director to further strengthen the Kahoot! Group’s Legal and M&A activities.

Before Kahoot!, Haaland Danjalsson comes from her nine-year role in the M&A department with the Norwegian law firm Thommessen, where she worked with Norwegian and international clients across industries with mergers and acquisitions, corporate legal matters and capital markets transactions. She has been closely involved in all Kahoot! M&A and Equity Capital Markets transactions during the past four years.

Haaland Danjalsson will start full time in the Kahoot! Group from May 1, 2021. Danjalsson is based in Oslo.

Please visit Kahoot! News to stay up to date on company news and updates.

About Kahoot!
Kahoot! is on a mission to make learning awesome! We want to empower everyone, including children, students, and employees to unlock their full learning potential. Our learning platform makes it easy for any individual or corporation to create, share, and play learning games that drive compelling engagement. Launched in 2013, Kahoot!’s vision is to build the leading learning platform in the world. In the last 12 months, more than 250 million games have been played on the Kahoot! platform with 1.5 billion participating players in 200 countries. The Kahoot! family also includes award-winning DragonBox math learning apps, the Poio learn to read app, the Drops language learning apps, the Actimo employee engagement platform and Whiteboard.fi, the online whiteboard tool for all educators, teachers and classrooms. The Kahoot Group is headquartered in Oslo, Norway with offices in the US, the UK, France, Finland, Estonia, Denmark and Spain. Let’s play!

Kilde

[KitronStar]

Hvorfor er det omsatt aksjer for 290 MNOK før åpning?

[Culibre]

Det er omsatt for 43 mill nå🙂

[slugger]

Hvis guidingen i morgen overgår estimatene til DnB så er vi på 110. Hvis veksten derimot IKKE er som forventet, frykter jeg et ille ras og retning mot 80 minus i løpet av kort tid. Verden er brutal, og Kahoots børsverdi tåler overhodet ikke noen skudd for bauen.

[Namaste99]

Dnb har gitt tommel opp. Oslo innsidebørs leverer vettu

[TekBot]

OSLO, April 7, 2021 - Kahoot! ASA, (KAHOT) Trading Update Q1 2021

The Kahoot! Group continued its strong performance in the first quarter of 2021, including solid growth in usage, revenues, subscribers, launch of several new features and services as well as the acquisition of Whiteboard.fi.

Invoiced revenue for the Kahoot! Group reached $19.1m in Q1 2021, representing 195% increase from reported invoiced revenue in Q1 2020. The quarter over quarter invoiced revenue growth was 9% in Q1 2021 (vs. Q4 2020). The group delivered in Q1 2021 solid cash flow with approx. 27% cash conversion from billed revenue. The Kahoot! Group reached more than 760K paid subscriptions per Q1 2021 including acquired units.
…

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Please find enclosed the Q1 2021 trading update report and presentation.

An update from the CEO of Kahoot!, Eilert Hanoa: First Quarter 2021
As we closed out the first quarter, I am proud to share that our organization has delivered solid financial growth and provided more value to all Kahoot! users around the world. The Kahoot! Group reached invoiced revenue of $19.1m for Q1 2021, representing a 195% YoY growth with continued strong cash flow from operations exceeding $5m for Q1 2021.

We also had continued growth in paid subscriptions across all units in Kahoot!, reaching more than 760K in the first quarter of 2021, including all Kahoot! subscriptions, DragonBox math curriculum, Drops language learning, monthly active Actimo employee licenses, and Whiteboard.fi, the online whiteboard tool for teachers and classrooms.

In Q1, the growth continued on the Kahoot! platform, with more than 28 million active accounts (68% YoY growth), hosting 279 million games (28% YoY growth) with more than 1.6 billion participating players (24% YoY growth), all in the last 12 months. We kicked off the first quarter of 2021 by reaching a big milestone of 5 billion cumulative participating players since Kahoot! was launched in 2013.

In February, we announced the acquisition of Whiteboard.fi, an online whiteboard tool for teachers and classrooms that helps engage students both in the physical classroom and through remote learning. Through this acquisition, Kahoot! expanded its platform to provide more powerful learning and engagement tools for more than 8 million teachers and educators on the Kahoot! platform.

We made several powerful product and feature updates for both teachers/students as well as for corporate users. Based on popular requests, we launched the ability for students to see both questions and answers on their devices in a live Kahoot! or virtually, providing a more accessible and inclusive experience for all. In addition, we upgraded our free-for-teachers offering to allow all K-12 teachers to add slides in their kahoots.

In March, we introduced Kahoot! Academy Connect, a community for educators allowing them to network, discover and share unique learning content with millions of educators, teachers and followers on the Kahoot! platform. In the coming months, we will continue to improve Kahoot! Academy Connect, including more functionality for sharing and connecting for more users and publishing partners. Additionally, we will also introduce Kahoot! Academy Marketplace where educators will be able to offer their content for purchase to other users.

For our corporate users, we introduced several improvements including new slide layouts as part of Kahoot! 360 for work to give participants more context while boosting focus. We also announced our upcoming PowerPoint add-in allowing hosts to present kahoots without ever leaving PowerPoint’s presenter view, giving hosts more opportunities to make their presentations more engaging and interactive, whether in-person or online.

Earlier in March, we hosted our Kahoot! EDU Meetup: Spring edition where nearly 20,000 educators from all around the world joined us for the virtual professional development event to hear about educators’ best practices, new features and exciting offerings for hybrid learning.

We launched our collaboration with Google Search, to bring Kahoot!’s engaging learning experiences to Google Search users worldwide. This collaboration allows anyone to discover and play math practice problems from Kahoot! Academy directly from the Google Search results page.

As part of our strategy to make Kahoot! even more accessible, relevant and intuitive for our global community, particularly for young learners, we launched two new languages, German and Italian, to the growing numbers of languages that the Kahoot! app now supports, including Spanish, French and Portuguese. The upcoming addition of language learning to the Kahoot! app will enable reading out questions and answers for self-study, supporting over 30 languages.

A new report from Interbrand estimated the strength of the Kahoot! brand, currently describing Kahoot! as “a platform and experience that users feel passionate about” and “there is a deeper sense of connection that users feel with Kahoot!” The report also shows that Kahoot!’s Global Brand Strength (one of three main criteria for brand value) is on par with the likes of long-established global brands such as YouTube, Nintendo and Sony.

Last but not least in an eventful first quarter of the year, Kahoot! reached another milestone as we started to trade on the Oslo Stock Exchange main list - being available to an even larger, global investor base with a passion for making learning awesome!

As we head into the second quarter, we will continue to launch new initiatives catering to all audiences, including our upcoming launch of Zoom integration that will allow users to host and play Kahoot! games and presentations without ever leaving the Zoom meeting.

Finally, we look forward to launch Kahoot! 360 Spirit during Q2, our first Employee Engagement offering on the Kahoot! platform, providing a complete solution for corporate learning, audience engagement, company culture and team spirit building, together with the upcoming Kahoot! Engage feature, blending the video conference into the Kahoot! at work experience.

Stay tuned for more exciting news in the coming months, making Kahoot! engage, inspire and connect professionals, educators and learners on digital platforms and when returning to schools and workplaces, to make learning awesome!

Highlights Q1 2021
• The user growth on the Kahoot! platform continued with more than 28m active accounts in the last twelve months (68% YoY growth). Number of hosted games in the last twelve months was 279m (28% YoY growth) with more than 1.6bn participants (24% YoY growth).
• Kahoot! launched several new features and editions for all three main categories (at Work, at School and at Home), contributing to the growth of both free and paid users in the quarter.
• Announced and completed the acquisition of Whiteboard.fi, an online whiteboard tool for teachers and classrooms that helps engage students both in the physical classroom and through remote learning.
• Kahoot! Group reached more than 760K paid subscriptions in Q1 2021, an increase of 85K from Q4 2020, whereof 44K are Kahoot! licenses. The YoY growth including acquisitions, was 277% (approx. 560K) per Q1 2021 vs. Q1 2020.
• Kahoot! Group Q1 2021 subscription categories: 255K Work (including 131K active Actimo employee), 275K School (including 6K Whiteboard), and 230K Home and Study (including 48K DragonBox math curriculum and 130K Drops language learning)
• Invoiced revenue for the Kahoot! Group for Q1 2021 reached $19.1m, compared to $6.5m in Q1 2020 as reported, representing 195% YoY growth. The quarter-over-quarter invoiced revenue growth was 9% in Q1 2021 vs. Q4 2020.
• The Kahoot! Group expects EBITDA for Q1 2021 (not including share-based compensation expenses and related payroll taxes, acquisition related expenses and listing cost preparations) to exceed $3.5m, representing more than 20% EBITDA margin.
• The Kahoot! Group customer base ARR (Annual Recurring Revenue) as of 31.03.2021 reached $69m, vs. $18m per 31.03.2020.
• The Kahoot! Group had positive cash flow from operations exceeding $5m in Q1 2021, compared to $1.1m in Q1 2020.
• Cash and cash equivalents as of 31.03.2021 were $254m. The company has no interest-bearing debt.

Forward looking statement
For the first half year 2021, the Kahoot! Group expects invoiced revenues to exceed $40m. For the full year 2021, the Kahoot! Group reiterates the ambition to reach $90-100m in invoiced revenues with continued solid positive cash flow from operations and one million paid subscriptions.
In addition, the company will explore the opportunity for a secondary listing during 2021.

The full Q1 2021 report is scheduled for release on May 6, 2021.

The information contained in this statement has not been audited and may be subject to change.

Please see Kahoot! News on kahoot.com/news to stay up to date on company news and updates.

For further information, please contact:

Eilert Hanoa, CEO
Phone: +47 928 32 905
Email: eilerth@kahoot.com

Ken Østreng, CFO
Phone: +47 911 51 686
Email: keno@kahoot.com

About Kahoot!
Kahoot! is on a mission to make learning awesome! We want to empower everyone, including children, students, and employees to unlock their full learning potential. Our learning platform makes it easy for any individual or corporation to create, share, and play learning games that drive compelling engagement. Launched in 2013, Kahoot!’s vision is to build the leading learning platform in the world. In the last 12 months, more than 250 million games have been played on the Kahoot! platform with 1.5 billion participating players in 200 countries. The Kahoot! family also includes award-winning DragonBox math learning apps, the Poio learn to read app, the Drops language learning apps, the Actimo employee engagement platform and Whiteboard.fi, the online whiteboard tool for all educators, teachers and classrooms. The Kahoot Group is headquartered in Oslo, Norway with offices in the US, the UK, France, Finland, Estonia, Denmark and Spain. Let’s play!

Kilde

[Kaisovski]

Ingen slam dunk dette her. Bare 9% økning i omsetning fra forrige kvartal.

[slugger]

Tall så og si på linje med DNBs antakelser.

[Richardames]

85k nye betalende brukere, hvor mange av disse kommer fra whiteboard.fi?

Kvartalsvis vekst det siste året har ligget mellom 20 og 50%. Da er jo 9% litt skuffende.

[he67]

Kahoot! Group Q1 2021 subscription categories: 255K Work (including 131K active Actimo employee), 275K School (including 6K Whiteboard), and 230K Home and Study (including 48K DragonBox math curriculum and 130K Drops language learning.

[TekBot]

Kahoot! acquires Motimate to strengthen Kahoot!’s offerings in employee engagement and corporate learning

Kahoot! today announced the acquisition of the learning app provider, Motimate, to accelerate the building of the next generation of tools for employee learning, engagement and corporate culture.

Please find enclosed the full press release.
…

Vis børsmeldingen

Oslo, Norway (April 07, 2021) - Kahoot!, the global learning platform company, today announced the acquisition of Motimate, an employee engagement and learning app provider for organizations of all sizes. This acquisition will allow Kahoot! to accelerate the building of the next generation of tools for employee learning, engagement and corporate culture, while strengthening its position in the corporate learning market. With this acquisition, Kahoot! continues to strengthen the focus on employee engagement, having acquired Actimo in September 2020 and launched the Kahoot! 360 Spirit initiative in Q1 2021.

The acquisition is a part of a strategy to accelerate Kahoot!’s employee engagement product development and expand its product road map further. The addition of Motimate will add valuable new team resources to the Kahoot! Group, including additional enterprise sales resources and a strong product and technology team. Synergies between the Motimate platform and Kahoot!’s global reach also represents considerable potential for Motimate’s international expansion. Actimo and Motimate have more than 250,000 active employees globally on their platforms, combined.

Kahoot! has acquired 100% of the shares in Motimate AS for a consideration reflecting an enterprise value (EV) of USD 25 - 27 million on a cash and debt-free basis, including a 2021 performance-based element, representing an approximate 5x multiple on annual recurring revenue (ARR) target for 2021. The settlement will be a combination of cash and Kahoot! shares and completion of the transaction is subject to customary conditions, expected to be completed in April 2021. Additional information will be provided in the upcoming quarterly presentation.

A unique platform redefining corporate learning and engagement

With the rise of new work scenarios globally, including remote and hybrid work across many sectors, there is a strong need among organizations of all sizes to keep employees engaged in a fun, easy way, and to build a strong team spirit and culture. Today, Kahoot! is used by organizations of all sizes, including 97% of Fortune 500 companies, to level up engagement and learning. Kahoot! 360 is one of the trusted collaborative platforms enabling companies to make knowledge sharing engaging, bring distributed teams closer, and connect via engaging training, presentations, and events, in-person or remotely.

Based in Oslo, Norway, Motimate’s unique platform makes learning fun, easy and rewarding for enterprise users across more than 35 countries worldwide. Motimate’s app motivates its over 130,000 users to learn and engage through powerful content modules (called Motis) in different formats such as videos, quizzes, podcasts, games, illustrations, text and animations. The app prioritizes ease-of-use, making it simple for administrators and creators to generate content no matter where they are. Among Motimate´s more than 230 enterprise customers are well-known brands like 7-Eleven, Staples and Manpower.

Building a stronger position in the market

“We are excited to welcome Motimate into the growing Kahoot! family,” said Eilert Hanoa, CEO, Kahoot!. “The acquisition of Motimate is another exciting step in Kahoot!’s strategy to build the world’s leading learning platform and expand Kahoot! at Work’s offerings even further. The synergies between Kahoot! 360 Spirit, our employee engagement platform Actimo, and now Motimate, will give Kahoot! a stronger position in the market, and help us move faster by adding to key competency areas such as sales and product development.”

"From the very beginning of the Motimate journey we have had international ambitions,” says Rolf Risnes, CEO, Motimate. “The fantastic Motimate team is always pushing limits, and we’re really proud of our recent growth. Teaming up with Kahoot! is hugely exciting, and we can’t wait to get started leveraging our synergies to accelerate product development and expand our international reach. This is also a perfect opportunity to thank all our customers for believing in us and helping us build a really strong product!”

Please visit Kahoot! News to stay up to date on company news and updates.

About Kahoot!
Kahoot! is on a mission to make learning awesome! We want to empower everyone, including children, students, and employees to unlock their full learning potential. Our learning platform makes it easy for any individual or corporation to create, share, and play learning games that drive compelling engagement. Launched in 2013, Kahoot!’s vision is to build the leading learning platform in the world. In the last 12 months, more than 250 million games have been played on the Kahoot! platform with 1.5 billion participating players in 200 countries. The Kahoot! family also includes award-winning DragonBox math learning apps, the Poio learn to read app, the Drops language learning apps, the Actimo employee engagement platform and Whiteboard.fi, the online whiteboard tool for all educators, teachers and classrooms. The Kahoot Group is headquartered in Oslo, Norway with offices in the US, the UK, France, Finland, Estonia, Denmark and Spain. Let’s play!

About Motimate
Motimate is all about making learning fun, easy and rewarding. At Motimate we believe passionately in the power of life-long learning to make a positive difference in the world. Shared knowledge and understanding not only make us smarter, but bring us closer, too, breaking down barriers and building trust. That’s why we wanted to create a digital application to make learning easier. Motimate is a mobile-first application that makes learning fun, easy and accessible for everyone. Motimate is an award-winning tech scale-up launched in 2017. The company employs more than 40 people in 7 countries and is headquartered in Oslo, Norway, and is the result of more than 15 years of experience helping some of Scandinavia’s largest companies make learning accessible and engaging for their people. Working with 200 companies including DNB, Varner, REMA 1000, Narvesen, Jernia, Telia, AF Gruppen, BI and Atea, we know that people love learning with Motimate. Over 130,000 learners use Motimate in 35 countries.

Kilde

[xfrox]

Vad har DNB satt som kursmål?