Net Insight AB (CHIX:NETIBs)
kr 3.25 (0%) Market Cap: 1.39 Bil Enterprise Value: 1.24 Bil PE Ratio: 31.58 PB Ratio: 2.25 GF Score: 66/100

Q1 2025 Net Insight AB Earnings Call Transcript

Apr 29, 2025 / 07:00 AM GMT
Release Date Price: kr4.22

Key Points

Positve
  • Net Insight AB (FRA:NSGB) experienced strong growth in the Americas region, with a 46% year-on-year increase.
  • The company has a very strong gross margin, which has increased by 1% over the last 12 months.
  • Net Insight AB (FRA:NSGB) has added 21 major new customers over the past three years, significantly increasing revenue from new accounts.
  • There is a growing demand for time synchronization solutions, driven by geopolitical uncertainties and the need for secure 5G networks.
  • The company is well-positioned in the cloud segment, with a strong product portfolio that includes both cloud and hardware solutions.
Negative
  • Net sales decreased by 19.6% due to geopolitical uncertainties and hesitant markets in EMEA and APEC regions.
  • The company reported an operating loss of 9.1 million for the quarter, primarily due to lower revenue.
  • There is a temporary top-line pressure and short-term market hesitation affecting business deals.
  • The gross margin decreased in the quarter due to a higher proportion of hardware sales compared to software.
  • Net Insight AB (FRA:NSGB) has initiated a cost-saving program in response to the current market conditions and geopolitical uncertainties.


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

NETIb.ST - Net Insight AB
Q1 2025 Net Insight AB Earnings Call
Apr 29, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to NetInsight Q1 report presentation. I'm Linda Lutz, investor relations manager, and with me today I have Christe Witsen and Cecilia He Heerk Christe Witson, CEO, and Cecilia Hegoer, CFO.

We will begin with discussing the numbers and the business in general, and then we will move over to Q&A. Chris, the floor.

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Unidentified_2 [2]
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Is yours.

Thank you and welcome to Net Insight Q1. The agenda for the day, as Linda mentioned, we are going through the highlight, business overview of media and time synchronization, and
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