Yubico AB (FRA:0FE)

Q4 2025 Yubico AB Earnings Call Transcript

Feb 12, 2026 / 08:00 AM GMT

Release Date Price: €5.2 (-14.10%)

Transcript

Key Points

Positve

Yubico AB (YUBCF) achieved its best bookings quarter ever, marking a significant milestone despite currency headwinds.
The company has a strong and growing subscription business, which provides a stable recurring revenue base.
Yubico AB (YUBCF) is expanding its product portfolio into digital identities, which is expected to drive future growth.
The company has a balanced portfolio across various industries, including financial services, technology, and public sector, which diversifies its revenue streams.
Yubico AB (YUBCF) has a strong cash position, supporting its growth ambitions and potential for strategic acquisitions.

Negative

The company's EBIT margin took a hit, dropping to 1% due to currency headwinds and increased overhead costs.
Gross profit decreased significantly, with a gross margin of 75-76% compared to 84% last year, primarily due to currency fluctuations.
There is a notable impact from FX rates, particularly as 70% of Yubico AB (YUBCF)'s business is in the US.
The transition to a subscription model has been challenging, impacting reported growth due to the gradual revenue recognition.
Large order bookings have decreased, with a shift towards smaller and mid-size orders, which may affect overall revenue growth.

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

YUBICO.ST - Yubico AB
Q4 2025 Yubico AB Earnings Call
Feb 12, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Ubio's Q4 2025 report presentation. For the first part of the presentation, participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by dialing 5 on their telephone keypad. Now I will hand the conference over to Acting CEO Jared Chong and CFO Snehana Koliva. Please go ahead.

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Unidentified_2 [2]
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Hello, everyone.

Thank you for joining for our Q4 25, 2025 presentation. I'm Gerald Chong, the acting CEO of Yubio.

With me, I have Sujana Kotivar, who is our Chief Financial Officer.

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