Q1 2026 Nepa AB Earnings Call Transcript

May 8, 2026 / 07:00 AM GMT

Release Date Price: kr19.75 (+14.16%)

Transcript

Key Points

Positve

Nepa AB (OSTO:NEPA) reported an 86.3% year-over-year increase in ARR bookings, reaching $8.6 million.
The company achieved a 13.9% year-over-year growth in ARR by the end of Q1 2026.
Operating expenses were reduced by 21.1% year-over-year, aligning costs with current business operations.
Nepa AB has successfully completed its operational transformation, achieving three consecutive profitable quarters.
The integration of AI into operations has improved efficiency and reduced costs, enhancing client deliveries.

Negative

Total sales bookings decreased by 15.6% due to a decline in ad-hoc bookings, influenced by geopolitical uncertainties.
The first quarter is typically the weakest for Nepa AB, as client activities are lower, impacting revenue.
There was a noticeable impact from macroeconomic factors, such as the war in the Middle East, affecting client spending.
The company experienced a churn rate of 3.3%, attributed to multiple smaller clients rather than a single large one.
Nepa AB is still in the process of finding a successor for their departing CTO, which could impact tech development.

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

NEPA.ST - Nepa AB
Q1 2026 Nepa AB Earnings Call
May 08, 2026 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to NEPA Q1 2026 report presentation. For the first part of the presentation, participants will be in listen-only mode. During the questions and answers, session participants are able to ask questions by dialing pound key 5 on their telephone keypad. If you are listening to the presentation via webcast, you can ask written questions using the form below. Now, I will hand the conference over to CEO Andrew. Please go ahead.

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Unidentified_2 [2]
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Thank you, and good morning to Nepa's Q1 2026 report presentation. I'm Anders Dahl and I'm the CEO of Nepa.

And with me

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