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    Erik Lindholm-Rojestal

    Research Analyst at SEB

    Erik Lindholm-Rojestal is an Equity Analyst at SEB Equities, specializing in Nordic telecommunications and technology sectors. He provides in-depth coverage of notable companies such as Ericsson, having issued high-profile ratings and price targets that guide institutional investment strategy. Lindholm-Rojestal has built his career at SEB, where he is recognized for his clear investment calls and research insights, though public records on his broader performance metrics and prior firms are limited. His professional credentials primarily reflect his research expertise for regional blue-chip companies within SEB's equities division.

    Erik Lindholm-Rojestal's questions to Yubico (YUBCF) leadership

    Erik Lindholm-Rojestal's questions to Yubico (YUBCF) leadership • Q1 2025

    Question

    Erik Lindholm-Rojestal inquired about the weak Q1 order bookings, the nature of ongoing customer discussions, whether delayed Q1 orders materialized in Q2, and if the slowdown was primarily affecting new or existing customers.

    Answer

    CEO Mattias Danielsson confirmed a slowdown in large deployment decisions towards the end of Q1 due to macroeconomic uncertainty, impacting both new customers and existing ones scaling up. He noted that while some delayed orders did close in early Q2, the general hesitation from customers on major investments has continued. Danielsson emphasized that smaller orders are still coming in steadily and customer engagement remains high, with delays being the primary issue rather than cancellations.

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    Erik Lindholm-Rojestal's questions to Yubico (YUBCF) leadership • Q3 2024

    Question

    Erik Lindholm-Rojestal from SEB asked about the sustainability of long-term growth targets given recent strong performance, the strategy to accelerate the slower-growing subscription business, and whether the current EBIT margin levels could be maintained.

    Answer

    CEO Mattias Danielsson expressed confidence in maintaining the long-term growth targets, stating the recent success is broad-based and not a one-off. To boost subscription sales, he outlined plans to add unique software and services functionality beyond the current Okta integration, focusing on deployment and management to increase value. Danielsson also saw no reason the current margins couldn't be maintained, noting potential for future operating leverage in sales and marketing, while also flagging the possibility of increased R&D or M&A investments.

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    Erik Lindholm-Rojestal's questions to YUBICO.ST leadership

    Erik Lindholm-Rojestal's questions to YUBICO.ST leadership • Q4 2024

    Question

    Erik Lindholm-Rojestal asked if Yubico expects to meet its 25% sales growth target in 2025 given the 2024 gap between order growth and net sales, questioned the intra-quarter booking dynamics, sought clarification on the high growth in receivables, and asked which new strategic focus area is most critical for 2025.

    Answer

    Executive Mattias Danielsson affirmed the 25% average growth target, attributing the lag between bookings and revenue to the subscription model and year-end delivery timing. He described Q4 as a solid, broad-based quarter. Executive Camilla Oberg explained that the spike in receivables was due to a single large invoice for an order shipped in Q1. Mattias Danielsson concluded that expanding within existing accounts is the top priority for 2025 revenue, while product evolution and partnerships are key for long-term growth.

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    Erik Lindholm-Rojestal's questions to ERICSSON LM TELEPHONE (ERIC) leadership

    Erik Lindholm-Rojestal's questions to ERICSSON LM TELEPHONE (ERIC) leadership • Q3 2024

    Question

    Erik Lindholm-Rojestal from SEB pointed to the rolling 12-month EBITA margin of 10% and asked if Ericsson needs to implement more cost-saving actions in 2025 to reach its 15-18% target, given the weak market.

    Answer

    CFO Lars Sandstrom confirmed that with a flattish market and ongoing salary inflation, the company will need to continue adjusting its cost base into the next year. CEO Börje Ekholm added that continuous cost reviews are a normal part of business under current market conditions.

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    Erik Lindholm-Rojestal's questions to ERICSSON LM TELEPHONE (ERIC) leadership • Q2 2024

    Question

    Erik Lindholm-Rojestal of SEB requested quantification of recent cost-saving actions and their expected impact for the second half of the year, particularly in light of the company not expecting normal OpEx seasonality.

    Answer

    CFO Lars Sandstrom explained that normal OpEx seasonality does not apply because ongoing cost reductions are being offset by salary inflation and higher incentive accruals. He guided for H2 OpEx development to be similar to H1 and noted that cost actions are broad-based, with a focus on adapting the Mobile Networks segment to lower demand.

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