Q4 2025 Teneo AI AB Earnings Call Transcript
Key Points
- Teneo AI AB (STU:5JG) has a strong and growing pipeline, with confidence in closing deals despite delays.
- The company has launched industry-specific voice AI solutions, reducing the time needed for customers to build complete solutions.
- Teneo AI AB's technology, including public APIs and deferred annotations, offers significant advantages in customer integration and cost efficiency.
- Patent valuations and citations have increased significantly, indicating strong intellectual property and market interest.
- The company has secured additional financing from key shareholders, ensuring financial stability and support for operational plans.
- Teneo AI AB faced a significant adverse event with a partner breaching a contract, leading to a loss of revenue and customer dissatisfaction.
- The company's revenue and ARR have declined due to the dispute with a US reselling partner.
- Currency fluctuations have negatively impacted revenues, contributing to a 7% decline in the quarter.
- There is increased competition from new market entrants, which has delayed the closing of deals in the pipeline.
- The company's NRR has decreased to 93%, reflecting challenges in growing existing accounts and maintaining revenue levels.
Okay. I'm going to start off, so welcome all to this, presentation of our Q4 2025 report, and, it's going to be Pear and Frederick presenting here today. And I'd also like to remind you that this is being recorded and will be shared on our website afterwards, under, and you can find the report on TOAI.com/investors.
So, it's been a bit of a tumultuous, year. The year went quite well. The pipeline was developing very well, and we had good growth throughout the year. And then we had one really adverse event, at the end of the year, which affected us, financially, and, thankfully, we've found some ways to parry that and I'm quite sure that this is just a temporary setback. So I'm going to talk a bit about first, the market. Then the business and then Frederick will go into the numbers. And I want to start with the market because the market has a lot of impact on what's happening. So, our pipeline is just as strong, it's actually grown, even more since Q4, as well as since Q3 when we last reported. And so it is growing quite
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