Cost ManagementAnalyst highlights the company's ability to manage its cost base, supporting confidence in sustained profitability as operations scale.
Market Position And Contracted RevenueBeing the largest professional monitoring and response provider in Europe and LatAm with a contracted-revenue base around €3.1 billion positions the company to benefit from rising average revenue per user.
Revenue Guidance And Recurring RevenueAnalyst expects revenue growth and recurring revenue to track company guidance, improving visibility into future cash flows and investor reassessment of fundamentals.