Q3 2025 Atea ASA Earnings Call Transcript

Oct 23, 2025 / 06:00 AM GMT

Release Date Price: $7.15

Transcript

Key Points

Positve

Atea ASA (ATEAY) reported a strong sales and profit growth in Q3 2025, with gross sales up 9.2% from last year.
Software and cloud sales increased by 17.1%, indicating high demand across all product categories.
The company achieved a gross profit increase of 6.7% to NOK2.5 billion, with an improved gross margin due to a higher proportion of software in the revenue mix.
Atea ASA (ATEAY) expects a very strong cash flow from operations in Q4, supported by seasonal working capital reductions.
The company has a strong balance sheet with significant additional debt capacity before reaching its loan covenants.

Negative

Finland's market environment remained challenging, with gross sales falling by 9.5% and weaker demand from the public sector.
Denmark has underperformed for years, with a falling hardware margin curve and an unhealthy revenue mix.
Operating expenses grew by 5.7% to NOK2.2 billion, which could impact profitability if not managed effectively.
The Finnish market slowdown was unexpected, and the timing of its recovery remains uncertain.
The company faces challenges in balancing the revenue and margin mix, particularly in Denmark, where the focus needs to shift towards non-ski businesses and managed services.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ATEA.OL - Atea ASA
Q3 2025 Atea ASA Earnings Call
Oct 23, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi, and welcome to the Q3 presentation of the numbers here from Ray Oslo.

In this presentation, we will update you in more details on both the 2025 guiding and as promised, the development in Denmark.

We will give you much more details than normally, not only to Denmark, but also more insight in our business model.

In the future, we will not go as deep. So see this as an opportunity to understand more, rather than a new way of reporting.

So to the numbers.

Gross sale came in at 12.3 billion, up almost 10%, and ebi.

At 348 million, up 13.3%. Net profit grew by almost 18%.

Another record breaking quarter from the place to be.

But as always, I leave it to Robert to give you all the

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