Clavister Holding AB (FRA:89P)

Q1 2025 Clavister Holding AB Earnings Call Transcript

May 8, 2025 / 07:00 AM GMT

Release Date Price: €0.346 (-2.26%)

Transcript

Key Points

Positve

Clavister Holding AB (FRA:89P) reported a strong order intake growth of 190% in Q1 2025, driven by defense orders and civilian firewall business.
Net sales reached 53 million SEK, marking a 21% growth despite currency fluctuations.
The company successfully closed the Series 9 warrant exercise with a 98.9% exercise rate, providing additional cash to reduce debt levels.
Clavister Holding AB (FRA:89P) achieved a 111% year-on-year growth in hardware shipments, setting the stage for future software subscription revenues.
The company secured a new defense contract worth 68 million SEK, with potential to grow to 96 million SEK, expanding its footprint in the defense sector.

Negative

The geopolitical situation, while beneficial for cybersecurity demand, presents ongoing uncertainties and risks.
Gross margin decreased to 75%, below the target of 80%, due to high hardware sales impacting the sales mix.
There was a decline in ARR from Q4 2024, attributed to the end-of-life of certain product lines and churn in small contracts.
Operating expenses increased due to investments in sales, marketing, and R&D, impacting EBITDA negatively.
Currency fluctuations, particularly the strengthening of the Swedish Krona, negatively impacted net sales and cash flow.

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

CLAVI.ST - Clavister Holding AB
Q1 2025 Clavister Holding AB Earnings Call
May 08, 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 our Clavier Q1 interim report presentation. My name is o Goter and I will be your host for today's session and presenting the report today are John Vesperry, Clavier's CEO, and David Nordstrom, Clavier CFO.

We will start today's session with the presentation of the Q1 report, and then we will have a time for Q&A. So please use the Q&A box to submit your questions throughout the presentations, and we will get to them towards the end.

And now without further delay, I would like to hand over to you, John, for the presentation.

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Unidentified_2 [2]
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