Yahooooot! Her er det rigget for vekst

TheKurgan
KAHOOT 28.03.2021 kl 10:55 487864

Flott intervju med sjefen sjøl, Eilert Hanoa, av DNB Invest.
Når du hører han snakker om de 45% som er utenfor Norge forstår du virkelig størrelsen og potensialtet Kahoot har.
Glem Covid, denne reisen vil jeg være med på. Spesielt børs i Uniten blir spennende🤩

https://scene.dnb.no/brandcenter/no/scene/component/default/47153?mcc=some-fb-invest2021-dypdykk-hanoa&fbclid=IwAR0MuU6i2joEwT8u0IajLa77fOQrAg8tJjPyBI2H0wBQJtY1Bb8nnEBDejo
Allrounder
06.07.2021 kl 15:54 7510

Nei, ikke nødvendigvis, syntes bare timingen var litt spesiell som Mora di er inne på, ikke mora di sånn sett, men du skjønner hva jeg mener 😁
rischioso
06.07.2021 kl 15:58 7511

Etter den betydelige veksten som har vært og som mest sannsynlig vil fortsette så er det å forvente at det vil komme friere på døren og veldig sannsynlig så snart de blir notert på Nasdaq - en notering som kan bli meldt hvilken dag som helst.
Slettet bruker
06.07.2021 kl 17:38 7287

Trondsen har mista det helt. Ta deg en pust i bakken Henriette og kom tilbake med nye ideer. Ikke dette rælet
Moonraker007
06.07.2021 kl 18:17 7184

Hva er det hun kommer med som er ræl? Vi forventer gode tall i morgen, og en betydelig kursoppgang fremover. Samtlige har kursmål på 90-160 - senest JP Morgan.
Safin
06.07.2021 kl 18:22 7207

Har svårt och tro att hanoa köper för massa pengar om detta är dåligt case:) han borde väl veta mer än oss alla andra tycker jag???
Mora di
06.07.2021 kl 18:25 7227

Artikkelen koker suppe på spiker. Vi får nå se i morgen hvordan det ligger an i det korte bildet.
hmnei2
06.07.2021 kl 18:26 7270

Enig. Et kjøp på 55 millioner kroner fra CEO kan vel ikke akkurat betraktes som ett støttekjøp. Jeg er bull på denne.
TheKurgan
06.07.2021 kl 20:25 7095

Enig med deg, har fortsatt stor tro på Kahoot!
Vil veldig gjerne være med påmdenne reisen videre.
Nye CTO kjøpte seg også solid inn nå nylig.
rischioso
07.07.2021 kl 03:36 6686

Blir spennende og se økningen der inntektene ligger - altså ikke økningen i rene app nedlastninger for der ligger det minimalt med inntekter (kun 3% var betalende i forrige kvartal) i tillegg så vil ned lasting av apper på et eller annet tidspunkt mettes, MEN økningen i faktisk betalende brukere hvor over 90% av bruken skjer via nettleser og hvor den betalende brukerøkningen begge plasser har et enormt potensiale og det er nettopp det man vil måles på fremover - mye som taler for at 50 tallet endelig og omsider blir historie veldig snart ... ;)
rischioso
07.07.2021 kl 08:04 6521

*** Den voldsomme veksten fortsetter - som forventet ... ;)

OSLO, July 7, 2021 - Kahoot! ASA, (KAHOT) Trading Update Second Quarter 2021
The Kahoot! Group continued its strong performance in the second quarter of 2021, including solid growth in usage, revenues, subscribers, launch of several new features and services as well as the completed acquisition of the learning app provider Motimate, and the announced acquisition of Clever, one of the most widely-used digital learning platforms by U.S. K-12 schools.

Invoiced revenue for the Kahoot! Group reached $20.6 million in the second quarter 2021, an increase of 114%, or $11 million year-over-year. Invoiced revenue for the first half of 2021 reached $39.6 million, an increase of 147%, or $23.5 million year-over-year. The Kahoot! Group delivered continued solid cash flow from operations and reached 933K paid subscriptions including acquired units.

The Kahoot! platform had record-high activity in the second quarter with more than 29 million active accounts (43% YoY growth) hosting 303 million games (44% YoY growth) for more than 1.8 billion participating players (49% YoY growth) in the last 12 months, building the foundation for further growth in the coming quarters.

An update from Eilert Hanoa, CEO of Kahoot!

Today we are pleased to share that Kahoot! continues to deliver strong financial performance in the second quarter of 2021, and that we are progressing well in delivering on our business agenda and annual targets.

The second quarter has been perhaps the company's most active thus far, across all aspects of the business, including R&D and product releases, technical integrations, multiple localization efforts as well as new partnerships and acquisitions. This quarter, we took significant steps in reaching our goal to become a global leading learning platform company.

Our record-high activity on the Kahoot! platform in the second quarter, including more than 29 million active accounts, 303 million games hosted and more than 1.8 billion participating players in the last 12 months, is a testament to the strength of the Kahoot! brand and our vision to make learning awesome!

We also continued the growth in paid subscriptions, reaching 933K in the second quarter. This includes all subscriptions on Kahoot!, DragonBox math curriculum, Drops language learning, Whiteboard.fi and employee licenses from Actimo and Motimate.

Last year, Kahoot! delivered very strong growth in the unprecedented second quarter and this year we achieved continued growth both organically and in total for the group year-over-year. In Q2 this year invoiced revenue was $20.6 million, a 114% year-over-year growth.

A key goal for Kahoot! in the second half of 2020 and first half of 2021 has been to increase momentum in building our employee engagement offering, with the overall goals of rapid solution launches to capture increased demand for online corporate learning. In April we announced the acquisition of the learning app provider Motimate and the combined user base of Motimate and Actimo, acquired in October 2020, represent more than a quarter of a million employees. This further accelerates the building of the next generation of tools for employee learning, engagement and corporate culture. The launch of the Kahoot! 360 Spirit solution in the second quarter represents our main offering to all organisations focusing on employee engagement. Kahoot! Spirit has already been well received by new and existing customers and the first larger projects have been initiated in the quarter.

With a focus on expanding our presence and offerings, in the second quarter we also announced the acquisition of Clever, Inc, the most used digital learning platform in U.S. K-12 (kindergarten to 12th grade) schools. Kahoot! Group will acquire 100% of the shares in Clever, Inc., for an enterprise value of USD 435-500 million on a cash and debt-free basis, including a performance-based element for 2021-2022. The consideration will consist of a combination of cash and Kahoot! shares. Clever will operate as an independent company in the Kahoot! Group led by its strong management team, and remains an open platform operating under the Clever brand. Clever expects to reach USD 44 million in billed revenues for 2021 from its U.S. ecosystem partners.

Completion of the Clever transaction is pending satisfaction of regulatory approval by The Committee on Foreign Investment in the United States (“CFIUS”) and completion of the transaction is expected in the second half of the third quarter 2021. We look forward to the completion of the transaction and are excited about the value the partnership will bring to both organizations stakeholders.

We continue to expand geographically, both through engaging new partnerships and launching localized services. In Q3 2020, we launched our Spanish language version and are pleased to see that LatAm is now among the fastest growing markets with more than 130% growth in active accounts over the last 12 months. Since then, we have launched several new language versions, including our first Asian language - Japanese. During the second half, Arabic and simplified Chinese will be added.

All in all the second quarter of 2021 has been strategically important for the Kahoot! Group as we continued to make significant progress across all teams and units. Our ecosystem of services, users, customers and partners provides a solid foundation for further scale. To capture that embedded growth, we have been adding talents and resources to support the execution of our commercial strategy. In the first half of 2021 we have built the foundation for a series of upcoming launches of new features and offerings, including Kahoot! Academy Marketplace for user groups, the full Kahoot! 360 Spirit to our business customers and our improved Kahoot! EDU for schools and school districts ready for the Back To School season.

As the global vaccine response to the pandemic has been rolled out and many schools, educational institutions as well as workplaces are gradually planning a return to a hybrid or more in-presence environment, Kahoot! continues to attract new users and subscribers across all markets and customer segments. The growth on the Kahoot! platform experienced in the first half of the year, including higher number of signups in the second quarter this year, provides a solid foundation for further development of customer value and commercial strategies.

We are well positioned with a strong product portfolio, scaled customer base and team as we move into the second half of the year, to make learning even more awesome!

Second Quarter 2021 Highlights


• Realized continued user growth on the Kahoot! platform
o 29 million active accounts in the last 12 months, up 43% YoY
o 303 million games hosted last 12 months, up 44% YoY
o More than 1.8 billion participants globally last 12 months, up 49% YoY

• 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 closed the acquisition of Motimate, a learning app provider, Motimate, to accelerate the building of the next generation of tools for employee learning, engagement and corporate culture

• Announced the acquisition of Clever, Inc, one of the most widely-used digital learning platforms by U.S. K-12 schools that help engage students both in the physical classroom and through remote learning. Clever’s market-leading and open platform brings schools, teachers, students, and application developers together in a single-sign-on education network that simplifies accessible learning and provides an easy go-to solution for all users

• Kahoot! Group reached 933K paid subscriptions in the second quarter 2021, an increase of 173K from the first quarter 2021, whereof the acquired unit Motimate contributed with 140K. The net organic growth was 33K whereof 21K on the Kahoot! Platform. Kahoot! At School representing the main growth reaching 295K, Kahoot! At Home reaching 234K and Kahoot! At Work reaching 403K. The YoY increase in paid subscriptions including acquisitions was 663K, representing 246% growth per the second quarter 2021 vs. the second quarter 2020

• Invoiced revenue in Q2 of $20.6 million, up 114% YoY. Invoiced revenue in 1H of $39.6 million, up 147% YoY

• ARR (Annual Recurring Revenue) of $75 million, up 200% YoY

• EBITDA (excluding share-based compensation expenses and related payroll taxes, acquisition related expenses and listing cost) expected to exceed $4.0 million, representing more than 20% EBITDA margin

• Cash flow from operations (excluding payment of listing and acquisition cost) of approx. $4.5 million, up 15% YoY, and approx. $10 million for the first half year, up 100% YoY

• Cash and cash equivalents as of June 30, 2021, were $440 million; the company has no interest-bearing debt


Forward looking statement

For the full year 2021, the Kahoot! Group reiterates the ambition to reach $90-100 million in invoiced revenues with continued solid positive cash flow from operations and to reach 1.1 million paid subscriptions.

Financial effects from the announced Clever acquisition are not included in the forward looking statement. Forward looking statement reflecting Clever will be presented following the closing of the transaction.

The Company will explore the opportunity for a secondary listing, with timing of the listing being subject inter alia to the closing of the Clever transaction.

The full second quarter 2021 report is scheduled for release on August 19, 2021.

https://newsweb.oslobors.no/message/537644
Allrounder
07.07.2021 kl 08:10 6463

Veldig god lesing. Dette blir bra 👍
Winter is Here
07.07.2021 kl 08:40 6212

Så artikkelen om full brems stemte ikke ? I såfall hvorfor skal sånne artikkler publiseres, bør man komme med ny artikkel ?

https://e24.no/boers-og-finans/i/9OgOK5/analysebyraa-spaar-full-brems-for-kahoot

Redigert 07.07.2021 kl 08:41 Du må logge inn for å svare
3fotsyken
07.07.2021 kl 08:45 6163

Den gjaldt bare nedlasting av appen deres. Typisk clickbait. Man må lese hele artikkelen....
3fotsyken
07.07.2021 kl 09:00 6030

Veldig positivt at løpende abonnement innen business-segmentet vokser kraftig. Det er her de fremtidige inntektene først og fremst skal komme.
Opp 58% til 403.000 siden Q1.
hmnei2
07.07.2021 kl 09:01 6101

Så positivt at kursen gruses....
Winter is Here
07.07.2021 kl 09:04 6085

Her er det også lurt å sammebligne med Q1 2021, og hvs du gjør det så ser litt annet bilde, spesielt hvis man tenker på inntekter.
Redigert 07.07.2021 kl 09:05 Du må logge inn for å svare
JPM
07.07.2021 kl 09:05 6096

Merkelig reaksjon på knalltall,
Arky
07.07.2021 kl 09:07 6009

Nå ned 15 %

Krakk tilstander i Kahoot.,....
He1234
07.07.2021 kl 09:08 5970

Det er ikke knallvekst. 33k organisk vekst. Elendige overskrifter i avisene..
3fotsyken
07.07.2021 kl 09:10 5944

Sikkert mange som håpet på kvartslavis økning i inntektene som i fjor høst. Da økte utfakturert med mellom 20 - 50% hver kvartal. Siste to kvartaler: 9 og 8%
rischioso
07.07.2021 kl 09:13 5854

Må nesten le for i bakvendt land - ja, der går allting an ... ;)

Økte posisjonen med 30% på høy 40 og legger de i skuffen - fortsatt god sommer!
Redigert 07.07.2021 kl 09:13 Du må logge inn for å svare
Arky
07.07.2021 kl 09:13 5852

Men å lage en slik artikkel, der alt virket rosenrødt. Helt sikkert mange som hoppet inn på åpning i dag...

Vurderte det selv, men slettet ordre rett sør åpning.

Men før man kjøper må man selv sette seg inn i det totale bildet...

Allrounder
07.07.2021 kl 09:13 5865

Helt sykt dette her. For første gangen synes jeg det var greit med pause i salget 😥
aksjeulven
07.07.2021 kl 09:23 5601

Det gjelder å lese hele artikkelen, ikke bare overskriften.

Økningen i antall abonnenter var på173 000, men av disse var 140 000 kunder som kom fra (dyre) oppkjøp.
Kun 33 000 kom fra organisk vekst. Det er jo ganske elending.

Omtalen minner meg om den artikkelen som påsto at Kahoots varemerke var verdt like mye som Sony og YouTube. Patetisk haussing!
Redigert 07.07.2021 kl 09:24 Du må logge inn for å svare
Winter is Here
07.07.2021 kl 09:28 5497

Så eneste måten de kan vokse på er via emisjoner/utvanningen ? Organiak vekst er minimal ser det ut som.
Redigert 07.07.2021 kl 09:29 Du må logge inn for å svare
Kajtek
07.07.2021 kl 09:36 5338

Jeg forstår ingenting. Kjempe resultater Q2 og aksjen raser ned.
Sundancer
07.07.2021 kl 09:36 5364

Dyre oppkjøp? En vesentlig del har vel vært betalt med Kahoot-askjer. Med høy PE har man dette vært billige oppkjøp.
3fotsyken
07.07.2021 kl 09:38 5330

De ansatte en person som skulle være ansvarlig for å øke ARR (annual recurring revenue) rundt nyttår. Virkningen av det må jo begynne å vise seg snart. Og kanskje de skulle lette litt på praksisen om å ikke bruke penger på markedsføring og salg? I hvert fall mot business-segmentet og de største internasjonale virksomhetene.
Slettet bruker
07.07.2021 kl 09:45 5230

Nå har jeg lastet opp kahoot aksjer ,håper jeg traff bunn på 48kr .
Ingen panikk folkens , vil sikkert opp med gode nyheter snart
oscar11
07.07.2021 kl 09:45 5244

Etter noen tiår i markedet, igjen og igjen. Overgangen fra mangemangegangern pr kvartal til etterhvert mer organisk vekst, fra luft til substans. Smertefullt, men de siste skjønner er gjerne saueflokken som hjelper Jan H og andre ut (har vel allerede fått dekket innsats og mer, men har fremdeles ståltrua!!).
Vel, selskapet skal fremdeles rettferdiggjøre 20Ma??! Tror det blir knalltøft med den negative nimbusen rundt selskapet nå......
Allrounder
07.07.2021 kl 09:52 5196

Vi vil nok bikke milliarden i omsetning i dag, allerede over 410 mill
SomSa
07.07.2021 kl 09:56 5126


Mange blir lurt av tabloide overskrifter. Jeg gir fanden i hva finansavisen, e24, DN skriver før jeg har underøkt selv og forstått. Det er også meget lett for analytikere, meglerhus og finnansgribber å hausse et selskapt/aksje gjennom media.............
Redigert 07.07.2021 kl 09:57 Du må logge inn for å svare
3fotsyken
07.07.2021 kl 09:56 5133

verdensmester skrev lasta opp på 48,99 her
Det tar faktisk tid å bygge en internasjonal virksomhet. prisingen rundt nyttår kom et par år før tiden... Har selv kjøpt 5000 til på 48,90 nettopp nå. Så får vi se..
oscar11
07.07.2021 kl 09:58 5135

verdensmester skrev lasta opp på 48,99 her
Om ikke selskapet ganske snart leverer noen skikkelig håndfaste gladnyheter langt utover organisk vekst, tipper jeg denne skal ned og teste støtten på 40-41. Har plassert ordren der, som ukas risikable lottokupong.
Til menigheten her: Løft blikket, uten Kaksjer, og prøv å se selskap, aksje og utvikling ute ifra!
Kajtek
07.07.2021 kl 10:11 4932

Jeg tror at det er robotene som herjer. Salg og kjøp gikk i rasende tempo.
Winter is Here
07.07.2021 kl 10:28 4741

Først publiserer FA artikkel om "Knallvekst", senere samme dag kommer det flere artikkler om noe annet.