SNP Schneider Neureither & Partner SE Q2 2024 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Yannik Siering - Stifel - Analyst : Yes, good afternoon. Thanks for taking my questions. I would have two, please. The first one, we have seen very strong topline growth, especially in software. Could you quantify the impact of large program licenses in Q2? Are these the two megadeals that you now mentioned in the presentation? I suppose they were like EUR 3 million each. And then the second one would be on your guidance. The updated and the increased guidance implies H2 growth of around 8% at an EBIT margin of roughly 5%, which looks rather low also given the high order entry in Q2 that we have seen and the recent trends in profitability that we have seen. Could you share your thoughts on your -- basically, your thinking there?

Question: Yannik Siering - Stifel - Analyst : Yes, great. Thank you. Yes, I was on mute, sorry. Thanks. REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. AUGUST 08, 2024 / 12:00PM, SHFG.DE - Q2 2024 SNP Schneider Neureither & Partner SE Earnings Call

Question: Hannes Mueller - Warburg Research - Analyst : Yes, hello. Thank you for taking my questions. Yes. Also two from me. First would be on the partner business. Could you give us an idea of how important the largest partners are? I mean, of course, you have a lot of partners which are growing as well. But to what extent are there a few very large partners carrying the business? That would be helpful. And then just a specific question on leasing liabilities. I saw in the cash flow statement that the payments from lease liabilities were up quite a bit. Could you explain why and where you see that for the full year?

Question: Hannes Mueller - Warburg Research - Analyst : Okay, great. That helps. Thank you.