Q4 2025 Pexip Holding ASA Earnings Call Transcript

Feb 12, 2026 / 07:30 AM GMT

Release Date Price: kr68.5 (-3.39%)

Transcript

Key Points

Positve

Pexip Holding ASA (FRA:4W9) reported a strong financial performance with an annual recurring revenue (ARR) growth of $8.8 million in Q4, reaching a total of $131 million.
The company achieved a 16% year-over-year growth in ARR, with a significant 25% increase in the secure and custom segment.
EBITDA for the quarter was 94.2 million Norwegian kroner, contributing to a full-year EBITDA of 316 million, marking a 53% improvement from the previous year.
Free cash flow was robust at 71.9 million in Q4 and 354 million for the full year, representing an 80% increase from the previous year.
Pexip's new product, Connect for Google Meet hardware, was successfully launched, generating close to $1 million in new ARR during Q4 alone.

Negative

Churn was slightly higher this quarter due to a low renewal rate for support contracts in Asia, impacting overall churn figures.
Recognized revenue was in line with last year, primarily due to a 10% decline in the US dollar to Norwegian kroner exchange rate and a software deal slipping from Q4 to Q1 2026.
The company faces challenges in maintaining growth momentum in the secure and custom segment, which has relatively stable growth quarter over quarter.
There is a risk of increased competition as countries like France and Germany move away from US cloud platforms, potentially impacting Pexip's market position.
The company is still adapting to the HP partnership model in Asia, which affected churn and requires strategic adjustments.

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

PEXIP.OL - Pexip Holding ASA
Q4 2025 Pexip Holding ASA Earnings Call
Feb 12, 2026 / 07:30AM 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 PEI's 4th quarter results. My name is Troil Johansson and I'm the CEO.

Together with me here at Lisaka today, I have our CFO E Stein Helm and our Chief Revenue Officer Osman Futsal. Together, we will take you through the highlights of the quarter and what we are focusing on going forward.

The standard disclaimers apply as usual.

First, a short overview of PECSIP for those new to the company. PECSI 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

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