Q2 2025 Pexip Holding ASA Earnings Call Transcript

Aug 14, 2025 / 06:30 AM GMT

Release Date Price: kr63.4 (+7.64%)

Transcript

Key Points

Positve

Pexip Holding ASA (STU:4W9) reported a strong financial performance with an 11% year-over-year growth in annual recurring revenue (ARR), reaching $119 million.
The company achieved a 23% EBITA margin, demonstrating improved profitability and a strong underlying business model.
Significant growth was observed in the secure and custom business area, with a 27% year-over-year increase in ARR, driven by demand from sectors like defense and healthcare.
Pexip Holding ASA renewed a long-term commercial agreement with a key industry partner, which is expected to enhance revenues and margins over the next three years.
The company maintains a solid cash position of 544 million Norwegian kroner, providing financial stability and flexibility for future investments or shareholder returns.

Negative

The new business model with a key partner will result in a temporary one-off ARR effect of minus $1 million in Q3, impacting short-term revenue.
Connected spaces growth was subdued at 2% year-over-year, indicating challenges in this segment despite partnerships with major platforms like Zoom and Microsoft.
The transition to a new contract model with a higher variable price requires building up volume, which may delay immediate revenue realization.
The launch of new products, such as Teams rooms for Android, is dependent on external partners like Microsoft, potentially affecting the timing of revenue generation.
The company faces long sales cycles in the secure meetings segment, particularly with government and defense clients, which could delay revenue recognition.

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

PEXIP.OL - Pexip Holding ASA
Q2 2025 Pexip Holding ASA Earnings Call
Aug 14, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to this presentation of PESI 2nd quarter results. My name is Trujohondelsson, and I'm the CEO. Together with me here today at Lisair, I have, our CFO, a Steinham, and our Chief Revenue Officer Osmund Fulstta. Together we will take you through the highlights of the past quarter and our focus going forward.

The standard disclaimers apply as usual.

First, for new viewers, a brief overview of PEI. PESI was founded in 2012, and currently we operate in 25 countries across the globe. We are a specialist video conferencing and infrastructure company focusing on interoperability and secure and custom meetings.

We do software only delivered as a software or software as a service.

PESI

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