Q3 2025 Pricer AB Earnings Call Transcript
Key Points
- Pricer AB (PCRBF) achieved its best net sales for the year in Q3 2025, totaling 598 million, surpassing both Q1 and Q2.
- There was a significant increase in recurring revenue, driven by a shift to a subscription model for software services, resulting in a nearly 50% increase compared to the previous quarter.
- The company returned to profitability for the full year, with a positive EBITDA result in Q3.
- Pricer AB (PCRBF) secured a direct frame agreement with Norgesgruppen, a leading player in the Nordic market, indicating strong future sales potential.
- The company is seeing positive traction from its investment in the commercial organization, particularly in marketing, sales, and product management, which is expected to yield results in upcoming quarters.
- Order intake was weak in Q3 due to market uncertainty and retailers' hesitance to invest, impacting immediate sales growth.
- The geopolitical situation continues to affect retailers' investment decisions, leading to a standstill in market growth for the past two years.
- The transition from a partnership sales model to a direct sales approach in the Nordic and Baltic markets has caused delays in order intake.
- The company experienced a negative currency effect of about 10 million, impacting EBITDA.
- Inventory levels are higher than expected, and accounts receivables have increased significantly, affecting working capital.
Good afternoon and welcome to Pricer's Third quarter 2025 earnings presentation here at (Inaudible). we're joined here today by CEO Magnus Larsson and CFO Claes Wenthzel. Welcome Gentlemen.
Thank you very much Hjalmar.
And we have a lot to speak about, so let's get started right away. The floor is yours.
Excellent. So thanks everyone for joining. We're going to present now our third quarter for 2025. It's myself and Claes as mentioned by Hjalmar, and as always, let me just start with price in the brief for those of you who don't know since before. So our vision is to be the preferred partner for in-store communication and digitalization. We work within retail tech. We're a leader within retail tech, and we have been around for nearly 30 years, or actually more than 30 years, and we have to date.
28,000 stores sold across the world.
Looking at market development and the Q3 highlights,
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