Pexip Holding ASA

[rayman]

På hvilket grunnlag? Både Pexip og Kahoot er overpriset, ikke bare litt heller

[Mykle]

Hvorfor er Pexip overpriset? Fortell meg hvordan du priser et vekstselskap som leverer SaaS?

[TekBot]

Video Communications Company, Pexip, Announces Continued Strong Sales Growth for Q2 2020

Delivers 64% year-on-year growth in Annual Recurring Revenue - the best Q2 in
Pexip’s history

…

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Oslo, Norway, 2 July 2020

The video communications provider, Pexip, today reported an increase in ARR of
USD 9.1 million during the quarter, which is 3.8X the corresponding figure in Q2
2019, of USD 2.4 million, and the best Q2 in the company’s history. This
resulted in a contract base measured in Annual Recurring Revenue (ARR) of USD
65.8 million, giving a year-on-year growth in ARR of 64%. The company is
tracking ahead of its plan to reach USD 300 million in ARR by 2025.

The company experienced a stronger momentum in net new sales in Q2
2020 with approx. 3/4 of the year-on-year growth originating from net new
customers. The remaining 1/4 originated from increased sales to existing
customers, giving a Net Retention Rate in Q2 of 118% (based on ARR) for the
previous 12 months, up from 113% in the previous quarter.

In Q1 2020, Pexip reported a significant increase in sales to existing
customers as companies expanded their use of video communication in response to
Covid-19. This positive impact on sales from increased usage amongst existing
customers continued into Q2 2020 and was amplified by a larger share
of revenues coming from net new business than in Q1 2020.

“In Q2 we saw a strong increase in net new sales. We also continued to increase
our Net Retention Rate, demonstrating that we are successfully helping
our existing customers make the most of their investments, ensuring customer
satisfaction. We believe that our unique user experience and range of deployment
options, combined with our focus on stringent data protection, position us well
for continued success,” said Odd Sverre Østlie, CEO of Pexip.

“As a result of the Covid-19 situation, more organizations than ever have been
exposed to a new way of working, granting their employees access to video
communication tools to enable them to work from home. We have seen video quickly
become an integrated part of daily work routines and I believe this represents a
lasting change - with a hybrid model emerging, where employees combine working
from the office utilizing professional video systems, with the possibility
to work from home on laptops and mobile devices. Pexip is ideally positioned to
meet the needs of large organizations experiencing this “new normal”, and, as a
result, I believe this will have a positive effect on our business going
forward, as well as benefiting the environment and leading to a better work-life
balance for many”, said Michel Sagen, Chairman of the Board of Pexip.

Investor Relations: Øystein Hem, CFO, +47 992 34 596, IR@pexip.com

Press: Lars-Einar Petterson, +47 934 48 827, lars.einar.petterson@pexip.com
or Gillian Dalslaaen, +47 40461025, gillian@pexip.com

Pexip simplifies complex video conferencing to empower teams to meet, regardless
of location or technology. Our scalable, cloud-native platform enables high
-quality video meetings, interoperability with Microsoft and Google solutions,
and video system device registration. Customers can deploy Pexip on their own
privately hosted servers, in their own cloud subscription of choice (Azure,
Google Cloud or AWS), as a hybrid, or as a service. With a diverse set of APIs,
Pexip can be customized to fit customers’ unique needs. The solution is sold
through 300 channel partners in 75 countries and used in more than 190
countries.

Kilde

[TekBot]

Pexip to acquire Videonor’s base of enterprise customers

Video communications company, Pexip, and video service provider, Videonor, have
agreed that Pexip will take over the ownership and management of Videonor’s
portfolio of enterprise customers. The agreement will ensure that the customers
…

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in question have access to a broader range of video conferencing services suited
to enterprise needs. As the majority of these customers are in Norway, the
agreement will provide additional revenue growth for Pexip, as well as an even
greater market share in Norway.
The agreement is expected to give Pexip an increase in Annual Recurring Revenue
(ARR) of between 2 and 3 million USD after completion of the migration. This
comes in addition to the ARR for Q2 reported on 2nd July 2020.
“Norway is an important market for Pexip because of the extensive and
sophisticated use of video conferencing. We are excited about the opportunity
this agreement gives us to broaden our customer base and gain even more Pexip
ambassadors in Norway,” says Odd Sverre Østlie, CEO of Pexip.
“We have had a partnership with Pexip over several years and we believe that
this agreement will benefit both companies, and our customers. With Pexip’s
unique technology platform, our enterprise customers will now have access to a
more complete solution that will closer meet their business needs,” said Øyvind
Reed, CEO of Videonor.
Telenor is both an owner of Videonor and a channel partner of both Pexip and
Videonor.
“We look forward to developing an even closer relationship with Pexip in the
years to come, allowing us to deliver leading-edge video solutions to our
customers,” said Ove Fredheim, SVP Head of Enterprise Division of Telenor Norge
AS
The agreement will come into effect from 6th July 2020 and the migration of
customers is expected to take 6 - 12 months. Videonor’s compensation will be
based on the amount of income and customer loyalty transferred to Pexip over the
next two years. No further details of the agreement will be provided due to
commercial sensitivity.

For more information, contact Odd Sverre Østlie, CEO of Pexip, mobile: +47 415
21 580.

Pexip simplifies complex video conferencing to empower teams to meet, regardless
of location or technology. Our scalable, cloud-native platform enables high
-quality video meetings, interoperability with Microsoft and Google solutions,
and video system device registration. Customers can deploy Pexip on their own
privately hosted servers, in their own cloud subscription of choice (Azure,
Google Cloud or AWS), as a hybrid, or as a service. With a diverse set of APIs,
Pexip can be customized to fit customers’ unique needs. The solution is sold
through 300 channel partners in 75 countries and used in more than 190
countries.

Kilde

[mhalvorsen]

Hva tenker folk om denne fremover?

[pdx]

Daglige aksjonærlister for Pexip er nå tilgjengelige for Insidermedlemmer

https://beta.tekinvestor.no/aksjonaerlister/pexip_ol

[TekBot]

Invitation to Pexip Q2 2020 Results Webcast

Pexip will present its second quarter results for 2020 on Wednesday August 12th
at 8:00am CEST. The presentation will be held in English and led by Odd Sverre
Østlie (CEO), Øystein Hem (CFO), Michel Sagen (Chairman of the Board), and
…

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Jordan Owens (VP, Architecture).
Please register for the webcast at the link here: https://www.pexip.com/q2-2020
-results-webinar (https://www.pexip.com/q2-2020-results-webinar-0)
Questions on the webcast can be submitted to
ir@pexip.com (ir@pexip.com?subject=Question%20regarding%20Q2%20Webcast) before
the presentation or following the call.

Pexip simplifies complex video conferencing to empower teams to meet, regardless
of location or technology. Our scalable, cloud-native platform enables high
-quality video meetings, interoperability with Microsoft and Google solutions,
and video system device registration. Customers can deploy Pexip on their own
privately hosted servers, in their own cloud subscription of choice (Azure,
Google Cloud or AWS), as a hybrid, or as a service. With a diverse set of APIs,
Pexip can be customized to fit customers’ unique needs. The solution is sold
through 300 channel partners in 75 countries and used in more than 190
countries.

Kilde

[Evilfreud]

For de som enda sitter i pexip kan denne være av interesse.

July 29 Virtual Event | Microsoft Teams for Health and Life Sciences

[TekBot]

Pexip Holding ASA: Results for second quarter 2020

Video Communications Company Announces Another Record Quarter

Delivers 64% year-on-year Growth in Annual Recurring Revenue
…

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The video communications provider, Pexip, today presented its Q2 earnings,
reporting an increase in Annual Recurring Revenue (ARR) of USD 9.1 million
during the quarter, which is 3.8X the corresponding figure in Q2 2019 and the
best Q2 in the company’s history. This resulted in a contract base measured in
ARR of USD 65.8 million, giving a year-on-year growth in ARR of 64%. As a
consequence of strong sales, Pexip delivered revenues of NOK 163 million in Q2
2020, up 98% from Q2 2019. Adjusted EBITDA was NOK 40.4 million (25% of
revenue), up from NOK 11.6 million (14% of revenue) in Q2 2019. The company is
tracking ahead of its plan to reach USD 300 million in ARR by 2025.

In Q1 2020, Pexip reported a significant increase in sales to existing customers
as companies expanded their use of video communication in response to Covid-19.
This increased usage amongst existing customers continued into Q2 2020 but was
amplified by a larger share of revenues coming from net new business than in Q1
2020, with approximately 3/4 of the year-on-year growth originating from net new
customers. The remaining 1/4 originated from increased sales to existing
customers, giving a Net Retention Rate in Q2 of 118% (based on ARR) for the
previous 12 months, up from 113% in the previous quarter.

In May the company listed on the Oslo Stock Exchange raising net proceeds of NOK
1.1 billion in addition to facilitating an equally sized secondary transaction.
The company succeeded in significantly increasing its investor base, both in the
number of institutional and retail investors as well as in their geographical
distribution. With the IPO, Pexip secured a strong cash balance for further
growth and development. The expansion of the team has already begun and at the
end of Q2 Pexip had 250 employees, up 59% year-on-year.

“In Q2 we saw a strong increase in net new sales. We also continued to increase
our Net Retention Rate, demonstrating that we are successfully helping our
existing customers make the most of their investments, ensuring customer
satisfaction. We believe that our unique user experience and range of deployment
options, combined with our focus on stringent data protection, position us well
for continued success,” said Odd Sverre Østlie, CEO of Pexip.

“As a result of the Covid-19 situation, we have seen a significant shift in the
way people and organizations perceive and use video communication tools. We
believe that this has set in motion a move to a hybrid solution where large
organizations will enable their employees to combine a mix of remote and office
work, utilizing video communication solutions in both locations. Pexip is
ideally positioned to meet the needs of organizations facing this new
situation,” said Michel Sagen, Chairman of the Board of Pexip.

Q2 2020 Financial Highlights in Summary:

·
Subscription base measured in Annual Recurring Revenue of USD 65.8 million,
giving a year-on-year growth in ARR of 64%

· Quarterly revenue of NOK 163 million, up 98% year-on-year
· Revenue Net Retention Rate of 118% (based on ARR) for the previous 12
months, up from 113% in Q1 2020

Øystein Hem, CFO, +47 992 34 596

Gillian Dalslaaen, VP Marketing, +47 40461025

Pexip simplifies complex video conferencing to empower teams to meet, regardless
of location or technology. Our scalable, cloud-native platform enables high
-quality video meetings, interoperability with Microsoft and Google solutions,
and video system device registration. Customers can deploy Pexip on their own
privately hosted servers, in their own cloud subscription of choice (Azure,
Google Cloud or AWS), as a hybrid, or as a service. With a diverse set of APIs,
Pexip can be customized to fit customers’ unique needs. The solution is sold
through 300 channel partners in 75 countries and used in more than 190
countries.

Kilde

[TekBot]

Invitation to Pexip Q2 2020 Results Webcast

Pexip will present its second quarter results for 2020 on Wednesday August 12th
at 8:00am CEST. The presentation will be held in English and led by Odd Sverre
Østlie (CEO), Øystein Hem (CFO), Michel Sagen (Chairman of the Board), and
…

Vis børsmeldingen

Jordan Owens (VP, Architecture).

Please register to view the webcast here: https://www.pexip.com/q2-2020-results
-webinar-0

Questions on the webcast can be submitted to ir@pexip.com before the
presentation or following the call.

Pexip simplifies complex video conferencing to empower teams to meet, regardless
of location or technology. Our scalable, cloud-native platform enables high
-quality video meetings, interoperability with Microsoft and Google solutions,
and video system device registration. Customers can deploy Pexip on their own
privately hosted servers, in their own cloud subscription of choice (Azure,
Google Cloud or AWS), as a hybrid, or as a service. With a diverse set of APIs,
Pexip can be customized to fit customers’ unique needs. The solution is sold
through 300 channel partners in 75 countries and used in more than 190
countries.

Kilde

[TekBot]

Mandatory notification of trade by Primary Insiders

Pexip Holding ASA (Pexip) has been notified that the following primary insiders today, 20 August 2020, have purchased shares in the company:

Michel Sagen (Chair of Board and co-founder) has purchased 5,900 shares at an average price of 84.22 NOK through Sagen Telecom AS. After these transactions, Michel Sagen controls 1,542,964 shares through Sagen Telecom AS.
…

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Per Haug Kogstad (Board Director and co-founder) has purchased 5,900 shares at an average price of 84.22 NOK through Bjøberg Eiendom AS. After these transactions, Per Haug Kogstad controls 4,059,775 shares through direct ownership and Bjøberg Eiendom AS.

Kjell Skappel (Board Director) has purchased 5,900 shares at an average price of 84.22 NOK through his wholly owned company, Radka Invest AS. Stavanger Venture AS, where Kjell Skappel has a 36% ownership and is the CEO, has also purchased 11,800 shares at an average price of 84.22 NOK. After these transactions, Radka Invest holds 5,900 shares and Stavanger Venture AS holds 4,967,940 Pexip shares. In addition, Skappel is CEO of T.D. Veen AS, which holds 2,688,746 Pexip shares.

Tom-Erik Lia (Chief Commercial Officer and co-founder) has purchased 5,900 shares at an average price of 84.22 NOK through Lia Investments Limited. After these transactions Tom-Erik Lia controls 1,575,123 shares through Lia Investments Limited.

Kilde

[Mykle]

Skuffende utvikling i Pexip siste 3-4 mnd tross veldig gode tall i år som i fjor.
Ser kanskje ut som markedet våknet litt i dag. Teknisk tegner det seg OHS, og brudd på 93 kroner vil utløse et kraftig kjøpssignal. Kun en måned til nye ARR-tall, og de tipper jeg som såpass potente at de kan dra kursen over ATH sett at den konsoliderer ±100 inn mot Oktober.

Oppgang på solid volum idag, og tipper vi får et forsøk på 93 kroner i morgen. Merkelig at det er så liten interesse for dette papiret. Topp 50 har økt med over 1 mill aksjer de siste uker, så regner med en del korte hender nå er luket bort.
Lykke til!

[TekBot]

Pexip - Increase of share capital following exercise of employee share options

Following vesting and exercise of previously issued employee options, the board
of directors of Pexip Holding ASA (“Pexip” or the “Company”, OSE ticker “PEXIP”)
has resolved, based on authorisation granted by the Company’s general meeting,
…

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to issue 552,098 new shares for an aggregate subscription price of NOK
8,848,276.46.

The shares have been subscribed for by various employee option holders. This
includes the following primary insiders:

Odd Sverre Østlie (CEO) who has subscribed for 50,000 shares at a subscription
price per share of NOK 14.50 and following this will hold 162,500 shares and
rights to 840,000 shares.

Øystein Hem (CFO) who has subscribed for 7,500 shares at a subscription price
per share of NOK 25 and following this will hold 7,500 shares and rights to
332,500 shares.

Ingrid Woodhouse (VP People & Development) who has subscribed for 7,500 shares
at an average subscription price per share of NOK 25 and following this will
hold 7,500 shares and rights to 50,000 shares.

John Harald Grønningen (President EMEA) who has subscribed for 15,000 shares at
a subscription price per share of NOK 17.884 and following this will hold
315,000 shares and rights to 255,000 shares.

Karl Hantho (President Americas) who has subscribed for 26,160 shares at a
subscription price per share of NOK 11.85 and following this will hold 709,660
shares and rights to 344,632 shares.

Jonathan Baumann Kalviknes (Director, Finance and Business Operations) who has
subscribed for 10,000 shares at an average subscription price per share of NOK
17.884 and following this will hold 10,000 shares and rights to 10,000 shares.

Following the issuance of the new shares, the Company will have 101,563,487
shares outstanding, each with a nominal value of NOK 0.015.

For further information, please contact:

Øystein Hem, CFO
+47 992 34 596
IR@pexip.com

Pexip is a global technology company delivering a video-first meeting platform
with 15% of the Global Fortune 500 companies as customers. The Company’s product
offering is a highly scalable, cloud-native meeting platform that is deployable
either as a service or a self-hosted solution in any public or private cloud
environment. All offerings build on Pexip’s unique Infinity technology, and are
delivered via a recurring subscription-based business model. The Company has
more than 300 channel partners located in about 75 countries worldwide.

This announcement is issued pursuant to legal information obligations and is
subject to the disclosure requirements pursuant to section 5-12 of the Norwegian
Securities Trading Act.

Kilde

[TekBot]

Correction: Increase of share capital following exercise of employee share options

Reference is made to the announcement on 11 September 2020 “Increase of share capital following exercise of employee share options”

Karl Hantho (President Americas) who has subscribed for 26,160 shares at a subscription price per share of NOK 11.85 and following this will hold 373,740 shares and rights to 344,632 shares.
…

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The previous notice overstated the number of shares held by Karl Hantho following the exercise.

Kilde

[TekBot]

Pexip - New share capital registered

Oslo, 21 September 2020:

Reference is made to the announcement on 11 September 2020 regarding issuance of
…

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new shares by Pexip Holding ASA (“Pexip” or the “Company”, OSE ticker “PEXIP”)
in connection with exercise of employee options.

The new share capital pertaining to these new shares has today been registered
with the Norwegian Register of Business Enterprises. Following this, the share
capital of Pexip is NOK 1,523,452.305, comprising 101,563,487 shares, each with
a nominal value of NOK 0.015.

For further information, please contact:

Øystein Hem, CFO
+47 992 34 596
oystein@pexip.com

Pexip simplifies complex video conferencing to empower teams to meet, regardless
of location or technology. Our scalable, cloud-native platform enables high
-quality video meetings, interoperability with Microsoft and Google solutions,
and video system device registration. Customers can deploy Pexip on their own
privately hosted servers, in their own cloud subscription of choice (Azure,
Google Cloud or AWS), as a hybrid, or as a service. With a diverse set of APIs,
Pexip can be customized to fit customers’ unique needs. The solution is sold
through 300 channel partners in 75 countries and used in more than 190
countries.

Kilde

[TekBot]

Update to financial calendar

Pexip Holding ASA will release a Q3 trading update on the development of Annual
Recurring Revenue on 6th October 2020 at 16:30 CET. The update will be made
available on newsweb.no and investor.pexip.com.
…

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The full third quarter 2020 interim report will be presented on 10th November
2020 at 17:00 CET over webcast. The webcast link will be made available on
newsweb.no and investor.pexip.com prior to the presentation.

For questions, please contact: Øystein Hem, CFO, +47 992 34 596, IR@pexip.com

About Pexip | pexip.com

Pexip simplifies complex videoconferencing to empower organizations with face-to
-face collaboration, no matter the location or technology. Our scalable platform
enables high-quality video meetings, with enterprise-grade security, and is
easily adapted to fit customers’ IT requirements and existing infrastructure.
This makes Pexip the leading provider for large enterprises and public sector
organizations. The solution is sold through 300 channel partners in 75 countries
and used in more than 190 countries. Pexip was listed on the Oslo Stock Exchange
in May 2020.

Kilde

[TekBot]

Video Communications Company Pexip Announces Annual Recurring Revenue Growth of 70%

(Oslo, Norway, 6th October 2020) The video communications provider, Pexip, today
presented its annual recurring revenue (ARR) for the third quarter of 2020

…

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· Pexip’s subscription base measured in ARR reached USD 72.8 million in Q3 2020,
up from USD 42.8 million in Q3 2019, representing an increase of 70%.
· The Company reported an increase in ARR of USD 7.0 million for Q3 2020,
compared with USD 2.7 million in Q3 2019.
· In addition, the customer base acquisition announced in July is expected to
have an overall impact on ARR of USD 2 to 3 million. Most of the bookings are
expected to happen in Q4 2020. USD 0.4 million was booked in Q3 2020.
· Net revenue retention rate, showing the percent of retained revenue from
existing customers, was 115% year-on-year, including churn of -10% year-on-year.
Net new sales accounted for 55% of the year-on-year growth.
· ARR from Infinity, Pexip’s software platform, grew 55% year-on-year, and ARR
from Pexip’s Cloud Service grew 101% year-on-year.
· The Company continues to track ahead of its plan to reach USD 300 million in
ARR by 2025.

“In Q3, we delivered our best third quarter ever, with impressive net new sales,
as more organizations are seeing the benefit of a best-in-class meeting
experience and the need for a secure and interoperable video platform.” said Odd
Sverre Østlie, CEO of Pexip. “We added several major Fortune 500 and NATO
defense organizations to our customer portfolio, reflecting the strength of our
value proposition in the large enterprise and public sector segments.”

Pexip will present the full third quarter 2020 interim report on 10[th] November
2020.

For questions, please contact:

Øystein Hem, CFO, +47 992 34 596, IR@pexip.com

Gillian Dalslaaen, VP Marketing, +47 40461025

About Pexip | pexip.com

Pexip simplifies complex videoconferencing to empower organizations with face-to
-face collaboration, no matter the location or technology. Our scalable platform
enables high-quality video meetings, with enterprise-grade security, and is
easily adapted to fit customers’ IT requirements and existing infrastructure.
This makes Pexip the leading provider for large enterprises and public sector
organizations. The solution is sold through 300 channel partners in 75 countries
and used in more than 190 countries. Pexip was listed on the Oslo Stock Exchange
in May 2020.

Kilde

[Mykle]

Meget solide tall igjen fra Pexip, og det i fra q3 som pleier å være det svakeste q. Q4 er alltid sterkest, så kan vel se ut som de bikker 80 mill USD i ARR.

Nye kunder fra Fortune500 samt NATO forteller sitt om kvaliteten på produktet.

[Mykle]

Pexip økte med 70 prosent

Zoom prises til 50xARR, og Pexip til 12,8xARR. Beskjeden prising her på berget.

[Mykle]

Ikke alltid like lett å forstå markedet. Snodig reaksjon på et selskap som vokser enormt, og er priset langt under gjennomsnittet av peers.

Ny analyse fra ABG. TP 115kr, 160kr basert på estimerte inntekter i 2021. Ca 95% oppside fra dagens kurs.

https://research.abgsc.se/ABGSC/external/download?q=16144e8a242da7b956f0070418387e5adfa0fb8abTIgJK1sUhaMgAross5rOtdhi5fPF8NGX6QobQAaOiMYl5mDU8oA%2BNpzzh%2FdOilZgoPA5HBZA%2BRPq4wMvkV6BNhy71tbeQgxNBQP%2F9EFxzLgjadBqm9oK4az5q%2Fs40iYaxAO%2FBXR6ouEr26RFgcWSXaLBptfPdUY%2BWuuh5XYzK3YouBfrZETdEtuD%2FCe%2FzDKSE35nqnbpZDeNyAv6YbjPEaA0pQBc7IyrepqTYP59faaDAMqmibi3YX7bRlTTiZtatNHelBxoLyQ9FypKJjIvrKqEocmI9wko4MRepmCswe0%3D