Atea ASA (STU:MKL)
€ 14.52 +0.060 (+0.41%) Market Cap: 1.57 Bil Enterprise Value: 1.83 Bil PE Ratio: 15.47 PB Ratio: 4.45 GF Score: 81/100

Q2 2026 Atea ASA Earnings Call Transcript

Jul 15, 2026 / 03:30 PM GMT
Release Date Price: €14.84 (+0.68%)

Key Points

Positve
  • Revenue for the quarter increased by 12.5% to $18.9 billion, indicating strong growth.
  • EBIT rose by 19.2% to $320 million, showcasing improved operational efficiency.
  • Net profit surged by almost 40% to $218 million, reflecting strong profitability.
  • Hardware sales increased by 21.2%, driven by high demand across major categories.
  • Atea ASA (ATAZF) has a strong balance sheet with significant additional debt capacity.
Negative
  • Currency fluctuations negatively impacted sales growth by 5.8%.
  • Services sales fell by 4.7% compared to last year, indicating a decline in this segment.
  • Gross margin decreased due to a higher proportion of hardware in the revenue mix.
  • Cash flow from operations was an outflow of 727 million Norwegian krona, below the typical seasonal trend.
  • Working capital was affected by higher inventory levels due to supply constraints in the IT industry.


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

ATEA.OL - Atea ASA
Q2 2026 Atea ASA Earnings Call
Jul 15, 2026 / 03:30PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome. Welcome to the Q2 presentation of the ATEA number here in beautiful summerly Oslo.

This time we actually did something we've never done before. We moved the presentation from Thursday morning to this afternoon.

This is how Oslo looked after being beaten by England in the quarterfinal of the World Cup.

Think how we would have looked if we had beaten Argentina this night.

I would probably have been doing this presentation alone, and that would not be good even without Robert.

But friends, I am so happy to share the numbers with you. They are equally good as the Norwegian World Cup.

After all the buts and ifs in the market.

I am so proud to say that revenue this quarter came in at $18
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