Q1 2026 QBeyond AG Earnings Call Transcript
Key Points
- Q.Beyond AG (XTER:QBY0) has a strong focus on industry-specific expertise, particularly in healthcare and energy sectors, which is expected to drive more business and higher margins.
- The company is investing heavily in AI, with plans to build and manage AI agents for clients, which is seen as a significant growth area.
- Q.Beyond AG has a robust sales funnel of over EUR200 million, indicating potential for rising revenues in the coming quarters.
- The company maintains a debt-free status with rising net liquidity, providing a strong financial foundation for future investments and potential acquisitions.
- Q.Beyond AG has confirmed its guidance for 2026, expecting revenues between EUR182 million to EUR190 million and EBITDA between EUR10 million and EUR16 million, signaling confidence in its strategic execution.
- The company reported a temporarily negative consolidated net income for Q1, impacted by expenses related to AI expertise and internationalization.
- There is uncertainty in reaching the upper end of the EBITDA guidance range, as it requires all strategic elements to work out perfectly.
- Q.Beyond AG faced a failed acquisition in Q1, indicating challenges in executing its M&A strategy.
- The company is experiencing cost pressures, particularly in the service desk and SAP application management areas, necessitating strategic adjustments.
- Investments in AI and international expansion are holding back earnings in the short term, with expenses estimated between EUR2 million to EUR3 million per quarter.
Welcome to the Q1 earnings call 2026 of QBeyond AG. I would like to welcome the company's CEO, Thies Rixen; and CFO, Nora Wolters, who will guide us through the presentation in a moment, followed by a Q&A session via audio line and chat.
And with that, I hand over to you, Mr. Rixen.
Yeah. Thank you, Mara. Hello, everybody. Nora and myself, we'd like to present you the Q1 figures. And before I hand over to Nora, I'd like to give you a little update about the strategy we announced in March, where we are.
Little recap. We built this strategy on the foundation of what we already have. So this is very important to say. So we will keep our current model, consult to operate, with consulting and managed service. And build on that, let's say, three elements on top.
One is industry focus. So we like to have more vertical expertise in several industries. We play two macro trends. One is in health care. There, we will look at the 2,000 hospitals in the region of
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