Q2 2025 Net Insight AB Earnings Call Transcript
Key Points
- Net Insight AB (STU:NSGB) reported a 24% revenue growth in Q2 compared to Q1, rebounding from previous quarters.
- The company secured one of its largest media deals in history, demonstrating strong competitiveness and market position.
- Net Insight AB (STU:NSGB) launched a 400 gig platform, enhancing its high-capacity offerings in the media market.
- The company secured its first time synchronization deal in the media market, indicating growth potential in this segment.
- Positive progress was noted with customers in the evaluation phase for time synchronization, with expectations of deployment starting by the end of the year.
- The market remains uncertain with risks of delayed orders, impacting revenue predictability.
- Geopolitical uncertainties and FX headwinds have negatively affected revenue, particularly in Q4 and Q1.
- The company has experienced a decrease in EBITDA due to the absence of expected growth in time synchronization and currency headwinds.
- Net Insight AB (STU:NSGB) has a negative net cash flow, primarily due to increased working capital and one-off restructuring costs.
- The time synchronization segment has not yet achieved the anticipated growth, impacting overall financial targets.
Good morning everyone and welcome to this Q2 presentation from Net Insight. I am Andreas Eriksson responsible for the coverage of Net Insight here at DMB Carnegie. With me in the studio, I have a Net Insight CEO, Crister Fritzson and CFO, Cecilia Hojgard Hook.
Before I hand over to you, I will, encourage everyone to send in your questions in the chat function that you find on the same web page as you see, me right now. So please send in the questions and I will read them, off to the presentation.
And with that, I hand over to Crister and Cecilia.
Thank you, Andreas, and everyone, welcome to the QT report for Net Insight. And the agenda for today is that we will go through the highlights during the quarter, and the business overview, and we've started with media and time synchronization followed by that.
Cecilia will go through the financials and then we will do a sum up of the of the Q2. And as Andreas was saying
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