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![Filapek Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::283392877.png) Rudi Filapek-Vandyck [@Filapek](/creator/twitter/Filapek) on x 8852 followers
Created: 2024-07-30 04:15:42 UTC

RBC Capital has retuned from TechOne's investor briefings: "TNE provided updated outlooks on ARR and TAM, with $500m FY25 ARR target brought forward to 1H25 and 2030 target of $1bn ARR ahead of RBCe ($844m FY30) and Cons ($951m FY30). TAM of $13.5bn quantified for the first time with breakdown by product. 

"LT profit margins of 35%+ through economies of scales flagged. New outlooks are incrementally positive, however, not significantly different from what consensus was expecting.

"Multiple Levers for Growth Beyond $500m ARR. Breakdown of expansion of ARR beyond $500m highlights TNE's multiple platforms for growth and different levers available. 

"TNE reiterated its commitment to double in size every X years and announced a $1bn ARR target by 2030 vs. Consensus $951m ARR FY30 and RBCe $846m ARR FY30. 

"We see this as incrementally positive for TNE's investment case."
$TNE #equities #stockinfocus #investing #XJO


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**Related Topics**
[cons](/topic/cons)
[$135bn](/topic/$135bn)
[$951m](/topic/$951m)
[$844m](/topic/$844m)
[$1bn](/topic/$1bn)
[$500m](/topic/$500m)
[investment](/topic/investment)

[Post Link](https://x.com/Filapek/status/1818138376341766513)