Pexip Holding ASA

[Silvertailfox]

Jeg trodde denne skulle klarer seg bra. Jeg har hatt den på watch og fikk helt sjokk når jeg så prisen i dag. Og ikke minst at den falt så enormt i går på så stort volum og på nyheter (Q3 resultat)… Nå var vel emisjon på 63kr. Dette må vell begynne og bli en god mulighet og komme seg inn på… eller er det ingen hast enda.

[Monok]

Jeg laster på disse nivåene nå. Tror nedsiden er begrenset og at selskapet fremdeles er høyaktuell fremover.gode samarbeidspartnere, store viktige wins i statene (kundene) og en mye større eksponering generelt i markedet nå pga. Satsningen på salgsapparatet (derav den høye økningen i lønnskostnader).

Syns fokuset er riktig og at selskapet er godt rustet for videre vekst fremover.

[TekBot]

Pexip presentation at Pareto Securities TechSaaS Conference 2020

Oslo, Norway, 12 November 2020 - Pexip presented at the Pareto Securities TechSaaS Conference 2020. The presentation was held by CFO Øystein Hem and Chairman and Co-founder Michel Sagen. The presented material is attached.

For questions:
…

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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

[abracadabra1619]

Står i extra investors nyhetsbrev ”lock up avtale 14 nov”.

”Samtidigt så kjøpte ledere i Pexip aksjer for betydelige beløp i går”

Så går man in å leser vad dette er, jo CFO har kjøpt 8400 aksjer for 500 000
Han sitter på 1 500 000 aksjer.

Snarere ett førsøk sammen med ABG att få opp kursen, så større nedsalg kan starte etter 14 nov.
Ger bør man avvente.

[Mykle]

Kun større investorer som kan selge 14. November. Altså de som ga ifra seg aksjer til cornerstone investors på 65kr. Lite trolig at de nå vil selge til lavere kurs en i Mai.

Ledelsen og cornerstone investors har lockup til 14. Mai…

[Mykle]

Verdt å lese for de som tror video forsvinner med en vaksine.

https://www.cnbc.com/2020/11/17/coronavirus-bill-gates-says-more-than-50percent-of-business-travel-will-disappear-long-term.html?__source=twitter|main

Jeg tror at det fremover alltid vil være behov for video ved gjennomføring av møter o.l. Det vil til enhver tid være noen som ikke kan delta, men som ønsker å delta via video. Det har nå blitt innarbeidet i rekordfart i bedriftskulturer. Mao vil nærmest ett hvert møte streames via Pexip eller andre.

I perioden fra covidutbruddet i vinter, og frem til nå kan en anta at IT admins har vært rimelig desperate til å få løsninger opp og gå med feks Zoom. De synlige hyllevarene. Når stormen nå etterhvert legger seg, antar jeg IT admins begynner å se på hva de virkelig trenger, og vil vurdere sikkerhet mye mer nøye. Dette taler i Pexips favør.

Sterke kutt i reisekostnader vil også forsvare høyere investeringer på gode løsninger hva angår video.

[TekBot]

Invitation to The Pexip 2020 Technology Summit

Pexip has the pleasure to invite you to an online Technology Summit to be held
on Wednesday, December 9th from 15:00 - 17:00 CET. The event will include
presentations and product demonstrations that will showcase the power of Pexip´s
…

Vis børsmeldingen

video conferencing technology, as well as providing insights into several near
-term launches.

The presentations will be held in English by executive management and some of
our leading technology experts.
Please register using this form: https://www.pexip.com/2020-technology-summit
-webcast
After registering, please look out for an email with a link to a web page where
we will be hosting the live stream and a chat function that can be used to
submit questions during the event.
For further information, please contact:

Investors:
Mirza Koristovic, Director Investor Relations
IR@pexip.com
+47 93 87 05 25

Media:
Lars-Einar Petterson, Communication Manager
Lars.einar.petterson@pexip.com
+47 93 44 88 27

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 Oslo Børs in May 2020.

Kilde

[TekBot]

Mandatory notification of trade by Primary Insiders

Pexip Holding ASA (Pexip) has been notified that board member Kjell Skappel today, 27 November 2020, has purchased 16,600 shares in the company at an average price of NOK 60.47 through his wholly owned company, Radka Invest AS. After this transaction, Radka Invest holds 22,500 Pexip shares.

In addition, Stavanger Venture AS, where Skappel has a 36% ownership and is the CEO, holds 5,000,000 Pexip shares and T.D. Veen AS, where Skappel is the CEO, holds 2,688,746 Pexip shares.
…

Vis børsmeldingen

This information is subject to the disclosure requirements pursuant to Section 5-12 the Norwegian Securities Trading Act.

Kilde

[Mykle]

Insidere kjøper og kjøper. Her er det rigget til rekyl. ARR tidlig Januar. Nyttårsrakett?

[TekBot]

Pexip significant contract award

Pexip Holding ASA (Pexip) has secured a significant new contract with a multi-national, European industrial manufacturer for Pexip’s Enterprise room connector for Google Meet together with our partner NTT. The total gross value of the contract is USD 580,000 per year, including NTT margin. The contract value to Pexip will be included in the Annual Recurring Revenue (ARR) in the fourth quarter 2020.

“This contract is an example of the competitiveness of Pexip’s technology and how we are able to solve complex customer needs. At the same time, it shows the strength of our partnerships with Google and NTT. It will contribute to Pexip’s ARR growth, in line with strategic growth ambition of reaching USD 300 million in ARR by 2024,” says CEO Odd Sverre Østlie.
…

Vis børsmeldingen

In Q3 2020, Pexip’s ARR was USD 73 million.

For further information please contact:

Investors:
Mirza Koristovic, Director Investor Relations
IR@pexip.com
+47 93 87 05 25

Media:
Lars-Einar Petterson, Communication Manager
Lars.einar.petterson@pexip.com
+47 93 44 88 27

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 Oslo Børs in May 2020.

Kilde

[TekBot]

Reminder: Invitation to The Pexip 2020 Technology Summit

Pexip has the pleasure to invite you to an online Technology Summit to be held
on Wednesday, December 9th from 15:00 - 17:00 CET. The event will include
presentations and product demonstrations that will showcase the power of Pexip´s
…

Vis børsmeldingen

video conferencing technology, as well as providing insights into several near
-term launches.

The presentations will be held in English by executive management and some of
our leading technology experts.

Please register using this form: https://www.pexip.com/2020-technology-summit
-webcast

After registering, please look out for an email with a link to a web page where
we will be hosting the live stream and a chat function that can be used to
submit questions during the event.

For further information, please contact:

Investors:
Mirza Koristovic, Director Investor Relations
IR@pexip.com
+47 93 87 05 25

Media:
Lars-Einar Petterson, Communication Manager
Lars.einar.petterson@pexip.com
+47 93 44 88 27

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 Oslo Børs in May 2020.

Kilde

[Mykle]

Fint med litt endring av kommunikasjonsstrategi! Om de bruker denne kunden som case på Summit, så tror jeg det er en glimrende måte å undervise investorer som ikke skjønner caset

[TekBot]

Flaggemelding Pexip Holding ASA (PEXIP NO)

Fond forvaltet av DNB Asset Management AS solgte Mandag 07.12.2020. 102.071 aksjer i Pexip Holding ASA (PEXIP NO)

Fond forvaltet av DNB Asset Management AS eier etter dette 5.006.201 aksjer i Pexip Holding ASA (PEXIP NO som utgjør en eierandel på 4.93% av totalt utstedte aksjer i selskapet.
…

Vis børsmeldingen

Kilde

[Salamis]

Prøver å sette sammen en liste over konkurrenter og følge med på kursutviklingen hvis mulig. Konkurrentene deles inn i konkglomerater som Team/MIcrosoft, og rene vidkonf selskaper, noterteog unoterte.

Kommer dere på noen flere?

Konglomerater
Microsoft
Cisco
Google

Ren vidkonf noterte:
Zoom
Plantronics
Teamviewer

Ren vidkonf unoterte
Lifesize
Starleaf
LogMeIn(tror jeg)
Trueconf
Kaltura
Quanzhi G-Net

[TekBot]

Major shareholding notification and mandatory notification of trade

On 23 December 2020, Pexip Holding ASA (Pexip) has been notified that the ownership in Stavanger Venture, a major shareholder in Pexip, will be restructured, thereby affecting its shareholding in Pexip.

Radka Invest AS, where Pexip board member Kjell Skappel holds 100% of the shares and which has previously held 36% of the shares in Stavanger Venture, will after the restructuring hold 100% of the shares in Stavanger Venture. The shares are purchased from T.D. Veen AS (previously 54% ownership) and Synesi AS (previously 10% ownership).
…

Vis børsmeldingen

Following the restructuring, T.D. Veen AS, where Kjell Skappel is the CEO, will increase its holdings in Pexip with 2,700,027 shares to 5,388,773 shares. This corresponds to 5.3% of shares in Pexip. Synesi AS will increase its holding in Pexip with 499,955 shares to 1,873,639 shares. Stavanger Venture will after the restructuring hold 1,800,018 shares in Pexip. The total number of shares in Pexip held between the three companies remains unchanged.

Furthermore, primary insider in Pexip Kjell Skappel holds 22,500 shares in Pexip through Radka Invest AS.

This information is subject to the disclosure requirements pursuant to Sections 4-3 and 5-12 of the Norwegian Securities Trading Act.

Kilde

[Tekk]

Så dermed er primær insider Kjell Skappel sitt eierskap i Pexip uendret etter restruktureringen. Eller +18 aksjer for å være pinlig nøyaktig. Enig?

[Tekk]

Legg også merke til at T.D. Veen AS (hvor Skappel er CEO men ikke eier) sin totale (direkte+indirekte) beholdning i Pexip også er tilnærmet uendret (+27 aksjer). Så restruktureringen utløste ingen innside signaler.

[Mykle]

Kommer nye tall på ARR 7. Januar. Tror det blir sterke tall.

Videre annonserer de sin nye hardware partner nå i Januar. Spennende å se hvem dette er, og hvilke ringvirkninger dette får for salget.
Så slipper de sin nye løsning for små og mellomstore bedrifter i løpet av q1/q2.
2021 blir året IT-admins puster ut, og tenker sikkerhet istendenfor en kjapp løsning for å dekke et plutselig behov…

[Mykle]

Regner med tall 7. Januar kl 1630 da største eier sitter i US, og vil ikke a tallene før de «har stått opp»

Ingen motstand før 83-84kr. Håper og tror vi er der fredag.

[TekBot]

Pexip Announces Annual Recurring Revenue Growth of 73 %

(Oslo, Norway, 7 January 2021) In this trading update, Pexip presents its Annual
Recurring Revenue (ARR) for the fourth quarter (Q4) of 2020. In Q4 2020, Pexip
increased its ARR with 73% year-on-year to USD 81.9 million.
…

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·
Pexip’s subscription base measured in ARR reached USD 81.9 million in Q4 2020,
up from USD 47.2 million in Q4 2019, representing a year-on-year increase of
73%.

· Of the 73% year-on-year growth in ARR, 59 percentage points (pp) are from
new customers and 14 pp are from existing customers. Net revenue retention rate,
reflecting the percent of retained revenue from existing customers, was 114%
year-on-year, including churn of -10% year-on-year.
· Pexip generated new ARR (delta ARR) of USD 9.1 million in Q4 2020, compared
to USD 4.4 million in Q4 2019, representing an increase in delta ARR of 108%
year-on-year.
· USD 1.6 million of the delta ARR in Q4 2020 was the result of a customer
base acquisition in July 2020, which is now completed.
· ARR from Pexip’s Infinity software platform reached USD 49.0 million in Q4
2020, up 55% year-on-year, while ARR from Pexip’s cloud service reached USD 32.9
million, up 109% year-on-year.
· The company is on track to reach USD 300 million in ARR by 2024.

“I am very pleased with the excellent performance of the team in Q4 and
throughout 2020, providing a strong momentum for Pexip going into 2021. We are
experiencing a high demand from large enterprise customers and public sector
organizations with complex requirements that are preparing for a post Covid-19
working environment, where video conferencing will play a central role in the
new normal of hybrid working”, said Pexip CEO, Odd Sverre Østlie.

Key Contracts Awarded in Q4

United States Government Defense Health Agency (US DHA)

· Building further on an existing relationship, Pexip was awarded an
additional contract with the United States Government Defense Health Agency (US
DHA) taking the account to approximately USD 2 million in annual recurring
revenue to Pexip. The contract is an enterprise-wide license agreement for
Pexip’s Infinity software platform and will enable US DHA to provide virtual
healthcare visits to all active-duty members. The contract was signed through
the systems integrator Leidos, a Fortune 500 technology provider with 38,000
employees.

The German Aerospace Center (Deutsches Zentrum für Luft- und Raumfahrt - DLR)

· The DLR has chosen Pexip’s Infinity software platform as their strategic
video conferencing solution. The product’s licensing has been set up in a first
installment for the duration of the coming five years. The DLR is the Federal
Republic of Germany’s research center for aeronautics and space with over 9,000
employees. This contract will help strengthen Pexip’s brand awareness in the
public sector in Germany. The contract value is confidential and cannot be
disclosed.

Multi-national, European industrial manufacturer

· On 7 December 2020, Pexip announced a new contract with a multi-national,
European industrial manufacturer for Pexip’s cloud service Enterprise room
connector for Google Meet. Pexip is the only provider globally that can enable
video interoperability with the Google Meet platform. The total gross value of
the contract is USD 580,000 per year including partner margin, and was won
together with Pexip’s partner, NTT, a global ICT provider employing more than
40,000 people.

IR Policy for Announcements of New Contracts

In addition to announcements required by the Norwegian Securities Trading Act §
5-2, Pexip will announce, on an ongoing basis, new contract awards that the
company deems substantial. The significance of the contract will be determined
by the contract value relative to the total Annual Recurring Revenue as well as
other market or strategic aspects of the contract.

Pexip will present the full fourth quarter 2020 interim report on 11[ ]February
2021.

This information is subject to the disclosure requirements pursuant to Section 5
-12 of the Norwegian Securities Trading Act.

For questions, please contact,

Investors: Mirza Koristovic, Director Investor Relations, IR@pexip.com, +47 93
87 05 25
Media: Lars-Einar Petterson, Communication Manager,
Lars.einar.petterson@pexip.com, +47 93 44 88 27

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 Børs in May
2020.

Kilde