TMVWF News and Press, TeamViewer AG - Bearer Shares From 08/04/23

2023-08-04 16:52:06 ET TeamViewer SE (TMVWF) Q2 2023 Earnings Conference Call August 01, 2023 03:00 AM ET Company Participants Ursula Querette - Head of Investor Relations Oliver Steil - Chairman and Chief Executive Officer Michael Wilkens - Chief Financial Offic...

2023-06-08 11:41:32 ET Summary I recommend a buy rating for TeamViewer due to the continuous strong performance of the SMB segment. I expect the new TeamViewer Remote to drive further growth with user-friendly interface, and new features tailored to SMB needs. Despite concerns...

2023-04-28 18:54:47 ET Summary TeamViewer SE provides remote access and support software for organizations of all sizes worldwide. The company has produced revenue growth and profits. 2023's growth guidance was only moderate and I'm cautious on the potential for a macroeconomi...

2023-04-13 03:00:00 ET Summary We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by...

TeamViewer AG (TMVWF) Q4 2022 Earnings Conference Call February 07, 2023 03:00 AM ET Company Participants Ursula Querette - Vice President of Capital Markets Oliver Steil - Chairman and Chief Executive Officer Michael Wilkens - Chief Financial Officer Conference ...

Summary 4Q22 results were driven by multi-year contracts and pricing. Although TMVWF is focusing on profitability, there are concerns about the sustainability of growth, particularly in acquiring new customers and the decline in new billings growth. FY23 guidance included revenue gr...

Summary Markets are right to acknowledge TeamViewer today, with its results showing growth despite declines in tech headcount and economic slowdown. In particular, the growth areas of Frontline are proving market agnostic and non-discretionary, with their representation in billings like...

Summary TeamViewer has negotiated a potential exit from its front shirt sponsorship deal with Manchester United. Finding a replacement sponsor willing to match the >EUR50m/year terms will be challenging, though, and any P&L benefit could be delayed. The stock isn’t che...

Summary TeamViewer is a software technology company best known as a pioneer in developing remote connection and control solutions. The German-based company has had a very difficult couple of years in the markets, losing more than 85% of its post-IPO value. This has led to an i...

TeamViewer was one of our more important holdings, unfortunately right before the June correction. We held onto it because we recognise important secular factors that could still play out. While we are bullish on the stock from these levels, we have to acknowledge that the worst m...