TMVWF News and Press, TeamViewer AG - Bearer Shares From 08/05/22

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...

TeamViewer is getting billings growth from enterprise, mainly from the addition of new customers and AR traction. Ticket growth is still driving SMB growth despite customers being upsold into the enterprise segment. EBITDA falls because of the Manchester United partnership. Pi...

Our portfolio has eclipsed all benchmarks both on a YoY and YTD basis with our contrarian, obscure stock and mid-cap approach with an exaggerated risk aversion. We discuss the logic behind our general style and why it is structurally advantaged against indices, and how it contributed ...

We think a serious recession is more likely than not, with the signs of crisis and dislocation already showing themselves. In big focus are rates, and the house view is that they'll have to rise more than the market expects to deal with supply shortages. Disposable income could ge...

TeamViewer seems pretty interesting, and like many other companies offering products at retail prices, it's trying to grow its enterprise share. TeamViewer's products are good, and the subscription model creates good cash flow opportunity, and there is even an AR angle with the compan...

Growth, especially at a reasonable price, is not a bad way to play the current market where fundamental economic drivers are generating risks and commodities are extended. Even if GDP shrinks, innovative companies with growth can always claim share from incumbents. We propose two,...

TeamViewer AG (TMVWF) Q4 2021 Earnings Conference Call February 2, 2022 3:00 AM ET Company Participants Robert Hildebrandt - Investor Relations Oliver Steil - Chief Executive Officer Stefan Gaiser - Chief Financial Officer Conference Call Participants George Webb - Morgan Stanley James Goodma...

TeamViewer AG press release (OTCPK:TMVWF): Q4 GAAP EPS of €0.14. Revenue of €132.25M (+9.3% Y/Y). For further details see: TeamViewer AG GAAP EPS of €0.14, revenue of €132.25M

The following slide deck was published by TeamViewer AG in conjunction with their 2021 Q4 earnings call. For further details see: TeamViewer AG 2021 Q4 - Results - Earnings Call Presentation

ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. We are encouraged by the resilience of the companies we h...