Q2 2025 Trifork Group AG Earnings Call Transcript
Key Points
- Trifork Group AG (OCSE:TRIFOR) has seen an increase in public business, now approaching 40% of their total business, indicating successful public tender wins.
- The company maintains its revenue guidance of EUR215 million to EUR225 million for 2025, showing confidence in achieving its financial targets.
- Trifork is transitioning from a service-led to a product-led company, with a notable 18.4% increase in Run revenue, excluding hardware and third-party licenses.
- The company has secured long-term contracts, including an 8 to 10-year contract, which provides stable future revenue streams.
- Trifork's strategic partnerships, such as with Wingmen and Arkyn, are expected to enhance their cybersecurity offerings and product-first strategy, particularly in the UK and US markets.
- Trifork Group AG (OCSE:TRIFOR) is slightly behind on its EBITDA guidance, indicating potential challenges in meeting profitability targets.
- The company has experienced a decline in the UK business, which has impacted overall revenue growth.
- There is increased market uncertainty, which may affect decision-making and project timelines.
- The transition to a product-led company involves significant internal changes and may lead to fluctuations in revenue between Build and Run segments.
- Trifork has reduced its workforce by 60 people compared to the previous quarter, which may impact operational capacity and employee morale.
Okay, let's start. Welcome to the presentation of Trifork's second-quarter results for 2025. My name is Frederik Svanholm, Group Investment Director of Trifork.
Today, our CEO, Jørn Larsen; and our CFO, Kristian Wulf-Andersen, will be providing a presentation of approximately 35 minutes, followed by Q&A. Before we start, a bit of practical information. First, I would like to inform you that this presentation is recorded and will be made available in its full length on our investor web page later today.
Second, I would like to inform you that if you want to download the slides for today's call, you can find them on the front page of our investor website. Third, we invite you to ask questions and engage with management after the presentation in the Q&A session. Before we get started, we have to present this disclaimer.
Okay, thank you very much. I will now hand it over to Group CEO, Jørn Larsen. Jørn, please go ahead.
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