Q3 2025 BTS Group AB Earnings Call Transcript
Key Points
- BTS Group AB (LTS:0KGY) reported a 3% growth at the group level despite challenges.
- BTS Europe performed well, increasing their profit in the third quarter with a strong pipeline for 2026.
- The Executive Coaching business continues to grow successfully, with the Sounding Board acquisition turning profitable in Q3.
- AI services are expanding rapidly, with bookings up 482% year-to-date compared to the previous year.
- The company achieved a significant AI breakthrough, enhancing simulation design and reducing operational costs.
- BTS Group AB (LTS:0KGY) experienced a profit decline of 16% adjusted for currency and 25% including currency effects.
- North America faced a SEK10.3 million decline due to a significant drop in license revenue from a key client.
- Currency impacts contributed to 50% of the profit decline in BTS Other markets.
- The company anticipates a revenue decline in North America in Q4, impacting overall financial outlook.
- A major client in North America canceled their annual event, affecting revenue negatively by $2 million.
Okay. Good morning all, and good evening, Jessica. It's Daniel Thorsson here from ABG, who will host this morning's conference call with BTS and the CEO, Jessica Skon. So very much welcome for all joining. Analysts have joined through a separate link, so you should be able to ask questions verbally in the Q&A session.
I will open up for that in the end. But just saying welcome to Jessica, and feel free to go ahead and present the Q3 report. Thank you very much.
Super. Thank you very much, Daniel. Hello, BTS investors. Welcome to the Q3 report from BTS. We're not happy with the quarter.
It was a tough quarter. At the group level, we grew 3%, but we had a profit decline of negative 16% if you adjust for foreign currency exchanges and negative 25% if you include the currency effect. So let's walk you through and kind of demystify what's behind the profit drop in the third quarter. There's really two big reasons. Number
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