Q4 2025 Net Insight AB Earnings Call Transcript

Feb 11, 2026 / 08:00 AM GMT

Release Date Price: kr3.28

Transcript

Key Points

Positve

Net Insight AB (FRA:NSGB) successfully launched a cost reduction program, achieving an annual run rate savings of 30 million.
The company secured its first commercial order for the 400 gig media platform in Q4 2025, marking a significant milestone.
Net Insight AB (FRA:NSGB) has a strong reputation and brand in the market, with a legacy of developing innovative and industry-leading solutions.
The company is well-positioned in the live sports and media market, benefiting from trends such as the shift from satellite to fiber and cloud.
Net Insight AB (FRA:NSGB) has a solid cash position with available liquidity of 168 million, ensuring confident cash flow going forward.

Negative

Net Insight AB (FRA:NSGB) experienced a 12% decline in revenue for Q4 2025 and a 14% decline for the full year, impacted by FX headwinds and market uncertainty.
The sales cycle for the time synchronization business is longer than expected, affecting revenue timing and predictability.
The company faced low demand in Q4 2025 and an absence of typical year-end budget orders, contributing to weaker-than-expected performance.
Net Insight AB (FRA:NSGB) has not yet secured sufficient traction with new major customers in the Americas, despite growth from existing tier 1 customers.
Achieving long-term financial targets by 2027 appears challenging, with short-term revenue expected to show volatility.

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

NETIb.ST - Net Insight AB
Q4 2025 Net Insight AB Earnings Call
Feb 11, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to this Q4 presentation from NetInsight.

My name is Andreas Joelson and I'm responsible for the coverage of NetInsight here at DMB Carnegie.

And with me in the room, I have some new faces. We have the new CEO Andreas Eriksson, joining us, that will kick off the presentation. And he's joined by CF Cecilia Hugo Heerk that will go through the numbers, and after that we will have a Q&A.

To the right of us, on your screen there is a box where you can send in your questions, and I will read them to, management to answer them. But first, the presentation, so I leave the hand over to, Andres. Welcome.

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