TeamViewer WKN: A2YN90 ISIN: DE000A2YN900 Forum: Aktien Thema: Hauptdiskussion

The magic word: KI

Aus dem Trankript: Victor Cheng Hi. Thanks for taking my questions. They’ve been asked already. But if I could go back to the point on the guidance and the macro assumptions, obviously, you're thinking that you're probably not trending towards the lower end of the guidance right now, but can you give us some colour on how you think about the range? Maybe on the lower end, is it maybe worse macro situation that you're thinking about? And then is that layering on top of maybe, more slipped type of pipelines and deals? And on the top end as well, what do you need to achieve to get there? Oliver Steil Honestly, I think it's a bit crystal balling. We've reiterated the guidance because we believe that the range that we have put out there at the time was reasonable. I think we had all thought, at least from my side, at the end of Q4, that things would open up a little bit. And the year started first few weeks more promising, but then it turned very, very quickly. And I think our guidance, the bookends of the guidance range, were already anticipating that when we put it out there. A worsening macro, we had the lower end. And if things are opening up and we see traction on cross-sell, to some extent towards the end of the year, then it would be upper end of the guide. I don't think that has fundamentally changed. What we are not so happy with is that the macro sentiment has changed to the negative. What we are happy with is the speed of integration on the product side and how quickly we are able to add capabilities and functionalities towards the SMB segment for the SMB segment, so that's faster than we thought. And also the pipeline build, the cross-sell pipeline builds on Enterprise works well. And therefore, in the end, if we look at our own operational performance and what we have under control internally, we are happy with the integration. Macro, we haven't. I think the combination is getting us to a guidance range which is still as it was last year. Now with different components and drivers, but the outcome is effectively the same for now.

Aha.....das haben viele schon vor 2 Wochen gesagt 😀

nicht mehr lange…

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auf deutsch hier unter -News-.

Teamviewer hat gerade ihr neues Produkt Teamviewer One vorgestellt. https://www.teamviewer.com/en/platform/one/

Mein größter Fehlgriff in letzter Zeit. Hätte nie gedacht das die nochmal so fällt. Bei 10,40€ hebelt sich mein long davon.

pass mal auf das du nicht wie der Pleitegeier endest.

Am 28. Mai ist die Teamviewer Hauptversammlung.

Short nochmal erhöht. Bis Ende der Woche unter 9€

Richtig

Ich bin ja schon ein geduldiger Mensch aber hier muss man wirklich lange warten bis es in die richtige Richtung geht

Leichtverdientes Geld mit short

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