There are a few more important points to highlight. PKSHA is the market leader and profitable. Its customers are seeing real productivity gains, which is reflected in a high NRR. Its solutions are mostly based on SLMs or customized open-source models that consume very little energy. They are therefore clearly superior to Claude or ChatGPT in the enterprise segment.
It’s also important to highlight the flywheel effect of the three business segments. In the Solutions segment, companies can commission their own AI algorithms. PKSHA is then paid to develop these algorithms but retains all rights to them afterward. Subsequently, they convert the products that have proven successful into generalized SaaS products and sell them to other companies as well. In effect, their customers pay for their R&D costs.
About half of the recent high growth rate of 80%+ was organic. In addition, the forecast for this year is very conservative and has already been largely achieved, which is why an upward revision is very likely. A dividend will be paid out for the first time this year.
It’s also important to highlight the flywheel effect of the three business segments. In the Solutions segment, companies can commission their own AI algorithms. PKSHA is then paid to develop these algorithms but retains all rights to them afterward. Subsequently, they convert the products that have proven successful into generalized SaaS products and sell them to other companies as well. In effect, their customers pay for their R&D costs.
About half of the recent high growth rate of 80%+ was organic. In addition, the forecast for this year is very conservative and has already been largely achieved, which is why an upward revision is very likely. A dividend will be paid out for the first time this year.
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@PikaPika0105 Thank you, my dear. I hope you enjoyed the performance.
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@PikaPika0105 I've been wanting to get in ever since your presentation, but the spread here in Germany isn't great. And I can't trade directly in Tokyo. It isn't traded in the U.S.—at least, there's no way to do so through Flatex.
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@Multibagger It's best to check at different times of day, since it's always changing!! Sometimes you'll find something trading 1–2% above the ask price, and sometimes closer to 3–5%. But if you believe in the long-term story, it might not matter that much to you :)
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