Skolon is an IT company. The company is a supplier and distributor of cloud-based services, with the greatest emphasis on SaaS solutions. The software is used for digital education, and collects digital edtech tools and teaching materials. The platform is offered to educational organizations, primarily municipal and independent school authorities for use in primary and secondary schools, but also by universities and colleges. The largest operations are found in the Nordic region. Skolon was founded in 2014 and is headquartered in Karlshamn.
* We expect nearly 40% organic growth... * ...and gross margin expansion in '26e * Reiterate fair value range of SEK 30-45 Higher platform usage drove growth The Q4'25 report was better than we had expected. Sales increased by ~75% y-o-y, mainly driven...
* We expect 50% organic growth in Q4e * Q4 mix is likely to be somewhat soft * FVR of SEK 30-45 reiterated Q4 expectations We expect Q4 sales of SEK 41m, which corresponds to an organic growth rate of 50%. Note that the high growth rate we expect is ...
* CEO Oliver Lundgren highlighted Skolon surpassing 1m paying users * Skolon has now reached 50% penetration in Sweden, 25% in Norway * Aims for 5m paying users in '30e by further penetration & expansion Overview of Skolon Yesterday, we hosted Skolon...
Sales -7% vs. ABGSCe at SEK 63m * International expansion weighs on earnings* Likely negative consensus estimate revisionsQ3'25 reportSkolon delivered net sales of SEK 63m (-7% vs ABGSCe 68m), corresponding to y-o-y organic growth of 18% (-10pp vs ABGSCe...
* Q3'25e organic sales growth of 28% y-o-y* We lower EBITDA on customer mix* FVR of SEK 30-45 reiteratedWhat to expect in Q3'25We expect organic growth of 28% and sales of SEK 68m in the third quarter, and we believe that growth will be driven by both...
* Minor estimate revisions* On track to reach 1m paying users in '25e* Maintain fair value range of SEK 30-45 International expansion continues The report was largely in line on sales, with a better EBITDA than we expected. Q2 is seasonally a quarter...
* Sales -4% vs. ABGSCe at SEK 55m * EBITDA better than expected (SEK -0.5m vs. -1.3m) * Positive consensus EBITDA estimate revisionsQ2'25 reportSkolon delivered net sales of SEK 55m (-4% vs ABGSCe 57m), corresponding to y-o-y organic growth of 36% (-...
Q2'25e organic sales growth of 45% y-o-y We raise '25e paying users by 2% FVR of SEK 30-45 reiterated What to expect in Q2'25 We expect organic growth of 45% and sales of SEK 57m in the second quarter. In late June, Skolon announced a new four-year contract...