Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Equity Bottom-Up

<ul>
<li>Sabio reported excellent Q4 and 2024 financial results that beat our original expectations prior to being revised upward on the pre-release.</li>
<li>Revenue came in at $18.3M (+44% YoY) compared to our original estimate of $16.4M and revised estimate of $18.0M.</li>
<li>Adjusted EBITDA came in at $2.8M (+38% YoY) vs. our estimate of $2.7M.</li>
</ul>


Sabio reported excellent Q4 and 2024 financial results that beat our original expectations prior to being revised upward on the pre-release.
Revenue came in at $18.3M (+44% YoY) compared to our original estimate of $16.4M and revised estimate of $18.0M.
Adjusted EBITDA came in at $2.8M (+38% YoY) vs. our estimate of $2.7M.


SBIO: Increasing Target Price on Strong Q4 & 2024 Financials

<ul>
<li>Sabio reported preliminary Q4 financial results that came in ahead of our expectations on revenue and were in line on adjusted EBITDA.</li>
<li>Revenue of $18.0-18.2M compared to our estimate of $16.4M while adjusted EBITDA is expected to be $2.6-2.8M vs. our estimate of $2.7M.</li>
<li>Sabio recently announced that App Science’s household graph has reached 80M households (previously 55M).</li>
</ul>


Sabio reported preliminary Q4 financial results that came in ahead of our expectations on revenue and were in line on adjusted EBITDA.
Revenue of $18.0-18.2M compared to our estimate of $16.4M while adjusted EBITDA is expected to be $2.6-2.8M vs. our estimate of $2.7M.
Sabio recently announced that App Science’s household graph has reached 80M households (previously 55M).


SBIO: Preliminary Q4 Financials; Best Quarter in Company History

<ul>
<li>Sabio is well positioned in the growing Connected TV (CTV) industry with 55M validated households.</li>
<li>This provides a major tailwind, supporting its 38% revenue CAGR since 2020.</li>
<li>SBIO completed a cost-cutting program in 2023, allowing EBITDA margins to bounce back to historical levels.</li>
</ul>


Sabio is well positioned in the growing Connected TV (CTV) industry with 55M validated households.
This provides a major tailwind, supporting its 38% revenue CAGR since 2020.
SBIO completed a cost-cutting program in 2023, allowing EBITDA margins to bounce back to historical levels.


SBIO: A Rising Ad-Tech Player in the Growing Streaming TV Market

Canada

Sabio Holdings Inc. operates as a holding company. The Company, through its subsidiaries, offers cloud migration, AI and automation, data management, agent desktop, and CX management solutions. Sabio Holdings serves customers worldwide.

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Sabio Holdings (SBIO CN)

SBIO: Increasing Target Price on Strong Q4 & 2024 Financials

Sabio reported excellent Q4 and 2024 financial results that beat our original expectations prior to being revised upward on the pre-release.

Atrium Research

SBIO: Preliminary Q4 Financials; Best Quarter in Company History

Sabio reported preliminary Q4 financial results that came in ahead of our expectations on revenue and were in line on adjusted EBITDA. Revenue of...

Atrium Research

SBIO: A Rising Ad-Tech Player in the Growing Streaming TV Market

Sabio is well positioned in the growing Connected TV (CTV) industry with 55M validated households. This provides a major tailwind, supporting its...

Atrium Research

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