contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


f-secure-signs-a-strategic-partnership-agreement-with-one-of-the-worlds-leading-communication-service-providers

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

F-Secure is a technology company. The company specializes in the area of cyber security. The range mainly includes various programs for security and privacy products, which are also used to manage risks online. Customers are found in a number of sectors and the largest operations are conducted in the Nordic market. The company was created via a spin-off from WithSecure.

Here are Ate’s and Ron’s comments specifically regarding the announcement above.  F-Secure announced on Tuesday that it had signed a strategic partnership agreement with one of the world’s leading telecommunications service providers. The agreement is separate from the negotiations announced by the company in November, and thus the company’s growth strategy, relying on Tier 1 operators, currently appears to be progressing promisingly in the right direction. The new agreement strengthens our view of improving growth prospects for 2026, and our current forecasts are starting to show upward pressure. F-Secure’s stock has also recently started to react to the improving growth outlook. After the share price increase, the stock is valued according to our current forecasts for 2026 at approximately 12x adjusted P/E ratio and 11x EV/EBIT ratio, which are still not demanding levels. Thus, there is still upside potential if the company succeeds in achieving growth in the coming years.                   Inderes              F-Securen kasvunäkymä alkaa vahvistua yhtiön kerrottua uudesta...    Uusi sopimus vahvistaa näkemystämme vuoden 2026 kasvunäkymien piristymisestä, ja nykyisissä ennusteissamme alkaa olla nousupainetta.

Inderes              F-Secure on solminut strategisen kumppanuussopimuksen yhden maailman johtavan...    F-Secure on solminut strategisen kumppanuussopimuksen yhden maailman johtavan tietoliikennepalveluiden tarjoajan kanssa F-Secure Oyj | Lehdistötiedote | 9.12.2025 klo 13.00F-Secure, kuluttajatietoturv...

Here are the comments on the agreement:                   Inderes              F-Secure neuvottelee merkittävää sulautetun tietoturvan sopimusta...    Sopimuksen toteutuminen näyttää mielestämme hyvin todennäköiseltä, ja se vahvistaa ensi vuoden kasvunäkymää                             F-Secure updated its disclosure policy a while ago, and based on that, I outlined the possible scale of the agreement:  According to F-Secure’s disclosure policy, the threshold for customer agreements to be disclosed as a stock exchange release is either 7 percent in a single year or a total of 15 percent over three consecutive years of F-Secure’s current year’s revenue. In light of this, by applying the first condition, the value of the agreement would be at least EUR 10 million according to our calculations. In light of the second condition, the agreement could be over EUR 20 million over the next 3-year period.

Thanks, @Atte_Riikola, very precise operations from the company. I suppose the markets will gradually start to believe in the company, and the rapid decrease in indebtedness in the coming years, as projected by Inderes, seems quite credible, as the business generates good cash flow. Exceptionally, in this company, I would even approve freezing the dividend until indebtedness figures are below 100%. Bloomberg probably already knows the counterparty to the agreement soon

I also wondered at first why it was being announced in advance. I asked the company about it, and it’s related to the fact that at this point, it’s no longer possible to ensure that this matter remains internal. However, several people at both F-Secure and this probable future client now have knowledge of this deal in preparation. The matter had also been discussed with the stock exchange and Fiva, and this solution was ultimately reached.

Is this a new trend, announcing unfinished negotiations, given that Summa also announced a potential big deal a week or so ago… well, I believe F-S will at least bring it home.

Here’s a teaser for a quiet thread: Sisäpiiritietoa: F-Secure neuvottelee merkittävää strategista kumppanuussopimusta johtavan viestintäpalveluntarjoajan kanssa | Kauppalehti F-Secure, a global leader in consumer cybersecurity, is currently negotiating a significant agreement with one of the world’s leading Tier 1 communication service providers. Negotiations are in their final stages, and the agreement is expected to be signed by the end of 2025. The ongoing negotiations relate to F-Secure’s delivery of embedded security solutions to the customer. The agreement demonstrates F-Secure’s ability to serve the world’s leading communication service providers with innovative, highly scalable security services. If realized, the agreement currently under negotiation includes guaranteed minimum billing, which will commence upon the service’s launch to the customer. The launch is expected to occur in the second quarter of 2026. If realized, the potential agreement will not affect F-Secure’s financial outlook for 2025. F-Secure has previously stated in the background assumptions for its financial outlook that “Capex investments in 2025 are expected to remain at the same level as in 2024. However, new product development projects related to partner demand may affect the outcome.” Due to this project, 2025 investments may be somewhat higher than previously estimated. F-Secure is not commenting on the matter at this time. The company will issue a press release and provide further details on the value of the agreement and the customer’s name once the agreement has been signed. By the way, where did this practice come from for F-Secure, announcing major customer negotiations while they are still ongoing? The same thing happened in the spring. Upon closer recollection and checking the matter, the agreement had already been concluded then, but the partner was kept secret for the time being until it was announced a little later. Are there rumors in the market, and is this how they are cut short? Has @Atte_Riikola pondered this!? Wow, the stock reacted strongly, for once my morning auction purchase hit the mark  . Apologies to everyone who woke up on the wrong side of the bed, I just had to gloat

F-Secure

F-Secure signs a strategic partnership agreement with one of the world’s leading Communication Service Providers F-Secure Corporation | Press release | 9 December 2025 at 1:00 PM EETF‑Secure...

F-Secure signs a strategic partnership agreement with one of the world’s leading Communication Service Providers F-Secure Corporation | Press release | 9 December 2025 at 1:00 PM EETF‑Secure, a global leader in consumer cyber security, has signed a strategic partnership with one of the world’s leading Tier 1 Communications Service Providers. This agreement is separate from the significant partnership negotiation announced on 20 November 2025.Under this agreement, F-Secure will provide a wide range of Embedded Security capabilities, enabling this partner to develop new types of security services that create completely new value for its over 100 million customers. As scam rates continue to increase, this partnership helps protect people from the online threats they face every time they go online.F-Secure Embedded Security solutions enable service providers to enhance their product and service offerings by integrating consumer security features, such as device security, scam protection, identity monitoring and restoration, personal data cleanup, social media monitoring, credit monitoring and password management.The service delivery project will commence immediately, and service is expected to be launched to end-customers during late Q2 or Q3 of 2026. The initial contract period is three years, and it will automatically renew annually thereafter for one year at a time unless separately terminated.“This partnership is yet another milestone in our mission to deliver brilliantly simple, industry-leading security experiences to the consumer mass market,” said Timo Laaksonen, President and CEO of F-Secure. “We’re not just reacting to new threats, we’re building solutions that anticipate them. By teaming up with one of the world's most influential service providers, we’re bringing powerful cyber protection in a time where it’s needed more than ever."The agreement does not affect F-Secure’s financial outlook for 2025.For further information, please contact: Timo Laaksonen, President &amp; CEO tel. +358 40 7157411 <a href="mailto:investor.relations@f-secure.com">investor.relations@f-secure.com</a>&nbsp;F-Secure in briefF-Secure is Finland headquartered and globally operating consumer cyber security company. F-Secure offers award-winning security and privacy products and services that make every digital moment more secure, for everyone. F-Secure operates in over 100 countries, has ~200 Service Provider partners and is the global leader providing security through Communication Service Providers. F-Secure Corporation is listed on Nasdaq Helsinki Ltd. Read more: <a href="https://f-secure.com">www.f-secure.com</a>.