21 Jul 2020 07:44
Delivering smarter video experiences This note aims to summarise the information delivered at Amino's recent Capital Markets Day ("CMD"), and to analyse the key messages. Our analysis focuses on three areas: 1) Strong execution of the 2019 transformation programme is delivering impressive results 2) 2019 acquisition 24i is driving organic software revenue growth and 3) the combined Amino/24i group has competitive advantage in End-to-end ("E2E") multiscreen TV and video delivery. Overall, in our view the Strategy Day reassures on the group's ability to achieve its goals. We re-iterate our forecasts following the event but acknowledge that uncertainty on the H2 20E outlook clearly remains.
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