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    Julian Hull • DragonEye

    Julian Hull is a Director and Research Analyst at DragonEye Research Limited, specializing in equity research and investment analysis with a primary focus on European listed companies. Since joining DragonEye in March 2024, Hull has contributed to the firm's coverage of several high-profile firms in the UK and continental Europe, delivering in-depth analysis for institutional clients. His analytical acumen is underpinned by substantial experience in the financial sector, with prior roles that include research and leadership positions at investment management and research-focused organizations. Hull holds relevant UK professional registrations and is recognized for his rigorous and methodical approach to securities research.

    Julian Hull's questions to YUBICO.ST leadership

    Julian Hull's questions to YUBICO.ST leadership • Q4 2024

    Question

    Julian Hull requested clarification on the cash flow treatment of a new office lease that appeared in both investing and financing activities, and asked about the revenue recognition timing for perpetual bookings, specifically if the typical 2-3 quarter lag has changed.

    Answer

    Executive Camilla Oberg explained the IFRS accounting standard for leases, clarifying it is recorded as a non-cash transaction where an asset is recognized and financed by a corresponding lease liability, with cash outflows occurring via normal rent payments. Executive Mattias Danielsson stated that the recent delayed bookings are expected to be recognized as revenue in the next quarter, consistent with typical year-end patterns, and this does not represent a fundamental change to the recognition timeline for large perpetual orders.

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