Lemonsoft Oyj utvecklar och tillhandahåller programvara för affärssystem för små och medelstora företag.
TIN Fonders gamla darling visar ordentligt rabarbersvaj.
"The weaker-than-expected development of Lemonsoft Oyj's net sales has been affected by customer churn, which has remained at the previous year's level during the first part of the year and has not decreased as expected. Customer churn has been driven by, among other things, customers' financial difficulties and bankruptcies, as well as acquisitions involving customer companies. Customer churn has been elevated particularly outside Lemonsoft's core industries.
In Lemonsoft's core industries, the market has shown signs of recovery, and top-of-funnel sales activity has increased significantly during late spring. At the same time, the sales proposal pipeline has grown substantially. However, the increased level of new sales activity has not yet converted into net sales to an extent that would offset the impact of customer churn and the other factors described above on net sales for the financial year 2026.
New forecast for 2026: Lemonsoft estimates that the net sales for the financial year 2026 will increase by 1-7 percent compared to the financial year 2025, and that adjusted EBIT will be 23-29 percent of net sales in the financial year 2026."
Man vet att det är tufft när man skriver "Top-of-funnel sales activity has increased significantly during late spring". Man har alltså gått till sälj och sagt "HUR GÅR DET MED LEADSEN?" och dom har svarat i kör: JOTACK RUSKIGT BRA.
Lite av en rysare. Jag tycker framför allt "acquisitions involving customer companies" är ganska intressant. Det är klart att det riskerar att bli ganska tufft för mjukvarubolag när det blir sammanslagningar.
Är det ett tecken på något i mjukvarusvängen?
Följer med stort intresse. Man skulle vilja höra perspektivet från det potentiella kunder som väljer annat.
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