Sign in

    Boris Schneider

    Research Analyst at More Investments

    Boris Schneider is an Analyst and Fund Manager at More Investment House, providing investment research and management expertise with a focus on a broad range of public equities. Since joining More Investment House in July 2015, Boris has contributed to fund management and analytical coverage of select portfolio companies, while previously accumulating experience with Berenberg Bank, Silk Invest, Renaissance Capital, and Goldman Sachs. He holds a Master of Science in European Business from ESCP Business School and a Bachelor of Science in Economics from the University of Warwick, reflecting strong academic credentials. Before taking on his current analyst role, Boris built his career in both buy-side and research positions internationally, and currently brings over a decade of finance experience to his institutional and private client portfolios.

    Boris Schneider's questions to Ituran Location & Control (ITRN) leadership

    Boris Schneider's questions to Ituran Location & Control (ITRN) leadership • Q4 2024

    Question

    Boris Schneider from More Investments questioned the factors driving the increase in constant currency ARPU during the fourth quarter and asked for an outlook on ARPU trends for 2025, considering the accelerated subscriber growth.

    Answer

    Executive Eli Kamer stated that there was no specific driver for the Q4 ARPU increase in constant currency beyond the currency exchange effect itself, with local currency prices remaining stable. Executive Eyal Sheratzky projected that the overall ARPU in 2025 would remain largely stable. He reasoned that while new OEM contracts and solutions might carry a slightly lower ARPU, their impact on the total subscriber base of over 2.4 million would be non-material.

    Ask Fintool Equity Research AI