F-Secure Oyj
OMXH:FSECURE
If you don’t study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards.
Utilize notes to systematically review your investment decisions. By reflecting on past outcomes, you can discern effective strategies and identify those that underperformed. This continuous feedback loop enables you to adapt and refine your approach, optimizing for future success.
Each note serves as a learning point, offering insights into your decision-making processes. Over time, you'll accumulate a personalized database of knowledge, enhancing your ability to make informed decisions quickly and effectively.
With a comprehensive record of your investment history at your fingertips, you can compare current opportunities against past experiences. This not only bolsters your confidence but also ensures that each decision is grounded in a well-documented rationale.
Do you really want to delete this note?
This action cannot be undone.
This alert will be permanently deleted.
F-Secure Oyj
F-Secure Oyj is a cybersecurity company. The company is headquartered in Helsinki, Etela-Suomen and currently employs 511 full-time employees. The company went IPO on 2022-07-01. F-Secure designs and offers products and services related to information security and privacy protection. The firm's offering includes a wide range of information security products and services related to the protection of the end user and end users and their devices, privacy protection, password and network identity management, as well as router security to protect the devices connected to the network at the consumer's home. The main part of F-Secure's turnover consists of selling products and services through its comprehensive and global network of channel partners. The network includes approximately 170 Channel partners, which include telecommunication service providers, retailers, banks and insurance companies. F-Secure operates worldwide in more than 100 countries. The company has offices in several cities, and its headquarters is located in Helsinki.
F-Secure Oyj is a cybersecurity company. The company is headquartered in Helsinki, Etela-Suomen and currently employs 511 full-time employees. The company went IPO on 2022-07-01. F-Secure designs and offers products and services related to information security and privacy protection. The firm's offering includes a wide range of information security products and services related to the protection of the end user and end users and their devices, privacy protection, password and network identity management, as well as router security to protect the devices connected to the network at the consumer's home. The main part of F-Secure's turnover consists of selling products and services through its comprehensive and global network of channel partners. The network includes approximately 170 Channel partners, which include telecommunication service providers, retailers, banks and insurance companies. F-Secure operates worldwide in more than 100 countries. The company has offices in several cities, and its headquarters is located in Helsinki.
Revenue Growth: F-Secure reported Q2 revenue growth of about 1.1%, or 1.9% currency-neutral, slightly ahead of Q1 but below internal expectations.
Guidance Cut: The company lowered its full-year outlook to 'low single-digit' currency-neutral growth (1–3%), citing slower Tier 1 partner ramp-ups and FX headwinds.
Profit Warning: Management reiterated a recent negative profit warning due to delayed Tier 1 partner ramp-ups and higher costs.
Profitability Decline: EBITA margin fell to 32.2% in Q2, down from a strong Q1, mainly due to higher costs and lower-than-expected growth.
Segment Trends: Partner channel grew by 2.6% (led by Embedded up 4.6%), while Direct channel declined by over 5% as planned.
Geography: Strongest growth seen in Japan and Nordics, while Germany and North America faced declines from customer-specific issues.
Cost Discipline: Management is cautious on cost increases and expects no significant further OpEx ramp-up unless a very large deal is won.
Strategic Progress: Company continues to prioritize Embedded Security, scam protection, and AI-driven innovation, despite current headwinds.
