Summary Block
This block has no content yet. Items you add to the page connected to this block will display here.
UPCOMING EVENTS
 
ION Platform 26Q1 Results Call

ION Platform Long

Click here to book a call.

sarria live model
sarria analysis
corporate filings

- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after one minute video becomes high-resolution -

ION Platform | Client Call | Tuesday 21 April | 3 pm UK | 10 am EST

 

Capital Structure - 21 Apr 26

Aggressive Adjustments - 21 apr 26

Business - 21 apr 26

Valuation - 21 Apr 26

Investment Discussion - 21 April 26

 

Presentation

 
___LZSettings_N4IghgrgLg9gwgJxgBxALigiBTANCAYxgBtjsCoBLGAOwEkATdEAVgJbDAA4CAmAFgCMATl4AGXgHYAbA1HCARsOwKQ+IqXJVaAFQCeybOkHqSEALY0A6pQZQAFuilj8DbAGdKAcxrNildyg1EAAzSmIobAR0UCgwL2Y6AHkAOQACAAUAGQBBHQAxJIAlAFlggjBIrxgEPXQaCFIAX3wvaEjotGkXEHtsMDcEHWwADyC0EGDKc3jsHPdDCiLK6mYc6Bhg-y97KAUYEfQQsGJ3PBB-QLoZrzntmnNsGnGL7BCg-Euoa9mAZUoAF5GNDifCPOIMSpgDIwTzaXwTBTYYgwADuAFoiM8nh8QOZKCNsAw4LRIs90JgcPhkH9AcDBD1kAhpmBaiVsBCocxIZFgkyYAwIBQAIoQSgEADWADVKNhUQBRGhgBRkJhoY6nc5nLGQtkcgZciY0WhGfDuexo+UjAhRZDjSlai2ojJgQJJBAAVWQRHxNC88oAbjj3MwIN6YL6EmanRlmTaKVhHWiiv0GCUatgspQaBKjicztG0Tp7BYFErwgmqSBzUXKFAyJWtf43O4MlEimj0ABmfCRMY5e6PckTMjvYJ9qD-IHMR4MSgWYL2KfAhqkfAhFGVAAilE6q+I+CeyrIWTAALqGET+BOxEDwbzmvwdew5ncdBoHdR3d7x45JOIFg0CGII-iqHIAOLtFETg9OYMAKOE2D-oBwEmHi8GIZBUAdOgPSbgwA7EO6LoJOq+bnPhJHYMuxgsPgqIIGAyB0JEr42A4WY5g+BbVjUk4WDMtQsS+wEgMa6LuHxwQ1qivz2Ky2AAELtLQonGnJCnBAoKlAXQWIDt4Dw4swNrYtE+Dadhql6bQNETO4MykFpOlvli-41MwKpgJKzlWbpWK-FAegNvZACOEAKei+wIIMwQDMSlQ6PEcDEK6ZxqSa5QkGQFDUDQHoIMQzDuKyzKuuiNByu46Ibp2vZ1iFIC-KVlBgGkKRVeOBjYCkYCPJ5KJRiAR5gae56KQKF4OvgCD9MQikopKjADTAkronoYoAPpdptgiSJtvC7btkhcPwkgCCwp1iKIm3CJILBiFwIBNEAA
ION Platform - comment

We view today's FT article as more noise than news. It reinforces the existing short thesis around leverage and structural complexity but

Read more →
ION Platform - Two Steps Forward, One Step Back - Model Update
ION Platform - Two Steps Forward, One Step Back - Model Update

Please find our updated analysis on ION Platform post-Q2 results here.

Re-listening to the Q2 conference call, our overriding impression was one of disappointment. Following the improved disclosures and more constructive engagement in Q1, management took a clear step backwards in Q2, offering limited insight on

Read more →
ION Platform - comment
ION Platform - comment

ION Platform released its Q2 results ahead of its conference call on Tuesday, 14 July. Overall, the update should be supportive for

Read more →
ION Platform - Refocus - Positioning
ION Platform - Refocus - Positioning

Please find our existing analysis on ION Platform here.

As flagged previously, we were waiting for a more compelling entry point before initiating a long position. We have re-listened to the mammoth conference call to reconfirm key points, and, following the recent modest sell-off, we believe now is the right time to take a position.

Read more →
ION Platform - Progress on the IR front - Model Update
ION Platform - Progress on the IR front - Model Update

Please find our updated model and analysis post ION Platform's Q1 2026 results, here.

The ION Platform remains one of the most frequently discussed names among our clients, particularly in the context of AI and its associated risks. While AI is

Read more →
ION Platform - comment
ION Platform - comment
Read more →
ION Platform - Dividend risk

Please find our unchanged analysis here.

During our credit call on ION Platform on Tuesday, one question that stood out concerned the ability to distribute cash from

Read more →
ION Platform Client Call and Presentation are now available on the website
ION Platform Client Call and Presentation are now available on the website

ION Platform Client Call and presentation are now available on Ion Platform page.

Read more →
ION Platform - Is AI the real risk? - Initiation
ION Platform - Is AI the real risk? - Initiation

Please find our initiation on ION Platform here. 

All of the discussion in the market around ION Platform focuses on AI and its potential impact on the business. AI will undoubtedly influence the

Read more →
SARRIA News -INTU___LZSettings_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-rFyuNwgcf8YEYIfagZ9UW8InEmAKJewB+ut3jCHP+zoc1ExM4yNVQhZjEYkahUGBoFsLA8CAkBvzECho3uXASjjZhWjYeDREEcMggAWU6JAGmaTB0LaOCfyiQV7mgtUSBKXAlXwFkAEV8HYSEADV2GzChoHgMA9VIxJgNEGJg0idkSjObgGliahaBGfBpOEWSIHiSxdGCIkoCiYRfVZDYwTAKVxlZbBkXowU+gGPCtKCHStgcrgv2ZDYHNs+zHPjKBDDmEwSEYWxjCwUAZHieM+HCDM0yiRAQmJAAxcJBDwkAAF88UHeRGJKWjYMDWIamwLFoxacjZOjQTFGPN8YLYeBhEhXUtgta0LRgGANCgDQTQkIINA0AaThgMB+v2WUBPlNBEuChcyLYGp2BxRBAnwwj8rYXBwzgZYAmaoSDn2xpxmta0nA0JcnBNA1zAhXIbTMC0JAyoA
Tomás Mannion
ION Platform - comment
Tomás Mannion

We view today's FT article as more noise than news. It reinforces the existing short thesis around leverage and structural complexity but

Read more →
Tomás Mannion
ION Platform - Two Steps Forward, One Step Back - Model Update
Tomás Mannion
ION Platform - Two Steps Forward, One Step Back - Model Update
Tomás Mannion

Please find our updated analysis on ION Platform post-Q2 results here.

Re-listening to the Q2 conference call, our overriding impression was one of disappointment. Following the improved disclosures and more constructive engagement in Q1, management took a clear step backwards in Q2, offering limited insight on

Read more →
Tomás Mannion
ION Platform - comment
Tomás Mannion
ION Platform - comment
Tomás Mannion

ION Platform released its Q2 results ahead of its conference call on Tuesday, 14 July. Overall, the update should be supportive for

Read more →
Tomás Mannion
ION Platform - Refocus - Positioning
Tomás Mannion
ION Platform - Refocus - Positioning
Tomás Mannion

Please find our existing analysis on ION Platform here.

As flagged previously, we were waiting for a more compelling entry point before initiating a long position. We have re-listened to the mammoth conference call to reconfirm key points, and, following the recent modest sell-off, we believe now is the right time to take a position.

Read more →
Tomás Mannion
ION Platform - Progress on the IR front - Model Update
Tomás Mannion
ION Platform - Progress on the IR front - Model Update
Tomás Mannion

Please find our updated model and analysis post ION Platform's Q1 2026 results, here.

The ION Platform remains one of the most frequently discussed names among our clients, particularly in the context of AI and its associated risks. While AI is

Read more →
Tomás Mannion