iSentia result surprised the market

Nathan Bell

Intelligent Investor

iSentia result surprised the market. Revenue and margins were much stronger than we expected. The business was successful selling additional, high margin options making it easier to search its database services, while moving to a subscription as a service pricing model that should lead to price increases. Revenue per customer shot up; margins shot up and profit was much stronger than expected. The shares have rallied about 30% since the result suggesting the market was also surprised by how strong the result was.


Nathan Bell
Nathan Bell
Portfolio Manager
Intelligent Investor

Nathan joined value investing publication Intelligent Investor in 2006 after nine years spent as an accountant in corporate and investment banking roles in Australia and the UK. He became Research Director in 2011 and currently covers Australian...

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