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Proact är ett europeiskt teknikbolag som erbjuder hybrida molnlösningar för verksamhets- och samhällskritisk datainfrastruktur. Bolaget hjälper organisationer att hantera, skydda och skapa värde av data i miljöer där tillgänglighet, säkerhet och regelefterlevnad är avgörande. I korsningen mellan hybridmoln, cybersäkerhet och AI-driven datatillväxt stödjer Proact sina kunder i att möta ökade krav på regelefterlevnad och motståndskraft.
* Dell Storage sales +26% y-o-y driven by data center modernisation * Decent correlation to Proact System sales (partner to Dell), positive for Q3-Q4e * Delivery times the uncertain factor, but demand continues to surprise positively Dell Q2'27 with ...
* A combination of growth and cost reductions... * .. and a balance between pricing tailwinds & extended lead times * Small revisions to estimates, adj. EBITA +0-2% Combining top-line growth with lower costs Q2 adj. EBITA was 7% better than we expected...
* 8% organic growth, sales +3% vs ABGe, adj. EBITA +7% * High memory prices into 2027, extended lead times but favourable Q3e set-up * Estimates +2-4%, stock to slightly outperform Q2 details Sales SEK 1,286m (3% vs ABG 1,247m, no cons). Adj. EBITA 105m...
* Dell group sales +24% vs cons, NetApp +4%, stocks +27% and +15% in aft-mkt * Accelerated revenue growth in Dell Storage sales and NetApp group revenue * Positive read-across to Proact System sales, share at 8.3x EV/EBITA Dell beat mainly driven by ...
* Memory prices boost system sales in Q2-Q3e *Cost initiatives paying off simultaneously, adj. EBITA +8-22% * Share now trading at 6.8x 2026e EV/EBITA Market tailwinds starting to become visible Proact had already pre-announced a strong EBITA growth ...