External broker reports(aggregated public sources), Wilsons Advisory

Wilsons Advisory

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External broker reports(aggregated public sources)

Equity Bottom-Up

<ul><li>Mach7 have released their 4Q24 update. They have won an additional $4.4M of TCV in 4Q24, bringing total sales order wins to $61.3M for FY24 – again ahead of their &gt;$60M guidance (noting that they had secured 95% of this by end 3Q24).</li><li>Pleasingly, we have continued to see the new TCV mix skew to subscription contracts (68%) vs capital licenses which is a continuing and strengthening trend across their existing and growing customer base.</li><li>4Q however was driven by growth from M7T’s existing customer base (renewals/add-ons) as opposed to new logo wins – which we understand on a quarterly basis is a lumpy metric. </li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Mach7 have released their 4Q24 update. They have won an additional $4.4M of TCV in 4Q24, bringing total sales order wins to $61.3M for FY24 – again ahead of their &gt;$60M guidance (noting that they had secured 95% of this by end 3Q24).Pleasingly, we have continued to see the new TCV mix skew to subscription contracts (68%) vs capital licenses which is a continuing and strengthening trend across their existing and growing customer base.4Q however was driven by growth from M7T’s existing customer base (renewals/add-ons) as opposed to new logo wins – which we understand on a quarterly basis is a lumpy metric. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Mach7 Technologies (M7T) - 4Q24: First Look, Is Looking Good