Q1 2026 Net Insight AB Earnings Call Transcript
Key Points
- Net Insight AB (FRA:NSGB) reported improved earnings year-on-year, reflecting the full effect of the 2025 cost reduction program.
- The company launched several new products, including the Nimbra 520, which broadens their addressable market and enhances their media portfolio.
- Net Insight AB (FRA:NSGB) secured a new global streaming operator customer in Q1, indicating positive customer traction.
- The company reported a strong operating cash flow of SEK42 million in Q1, supported by improvements in working capital.
- Net Insight AB (FRA:NSGB) maintains a positive long-term outlook, with a strong heritage in developing innovative solutions in the media area.
- Net sales declined by approximately 2% year-on-year, with FX headwinds putting pressure on sales.
- Time synchronization revenue dropped significantly from SEK20 million in the previous quarter to SEK7 million in Q1, reflecting volatility.
- The sales cycles for new products and customer conversions are taking longer than expected, impacting revenue recognition.
- Gross margin decreased to 66%, down from previous levels, due to FX impacts and product mix changes.
- The company anticipates short-term revenue volatility until more customers reach rollout and full operations phases.
Good morning, everyone, and welcome to this Q1 presentation with Net Insight.
My name is Andreas Joelson, covering Net Insight here at DMB Carnegie.
And with me in the studio, I have Net Insight CEO, Andreas Eriksson, and CFO, Cecilia Höjgård-Höök. And you will provide a presentation of the quarter. You can ask or send in questions on the prompt. I think it should be down in the screen that you see in front of you. Just type in the question and send it, and I will read it to the company. And with that, I leave the floor to you. I guess, Andreas, you will start. Yes.
Thank you very much, Andreas.
Great to be here. So, let's get started.
So, we'll go through a quick sort of highlight of the quarter, deep dive into the business. Overview. I'll hand over to Celia Financials and then we'll wrap up and open up for Q&A.
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