Slide 1: Vertiseit
VERTISEIT
Slide 2: Earnings Call Q4 2025
NET REVENUE (MSEK) ashen ACCE LE RATI Ne | THROUGH Al ‘ARR (MSEK) EI ARR (ities 332 MSEK fee EARNINGS CALL Q@4 2025
Slide 3: Agenda
VERTISEIT GROUP Q4 2025 AGENDA - MUSE AND STOKED AI - FINANCIALS - HIGHLIGHTS - AI - Q&A Q4 2025 KPI’s 27% 18% 274 ARR GROWTH Y/Y EBITDA MARGIN # OF EMPLOYEES
Slide 4: In-Store Experience Management
IN-STORE EXPERIENCE MANAGEMENT
Slide 5: Muse and Stoked AI
CONNECTING A WORLD OF RETAIL MUSE AND STOKED AI
Slide 6: Acquisition of Muse and Stoked AI
VERTISEIT GROUP Q4 2025 ACQUISITION OF MUSE AND STOKED AI - Founded 2010 - Headquartered in Hamburg - In-store Audio - Retail and AI Expertise 3.0 MEUR REVENUE 0.8 MEUR ARR 25 % CASH EBITDA 10 EMPLOYEES
Slide 7: Acquisition of Muse and Stoked AI
VERTISEIT GROUP Q4 2025 ACQUISITION OF MUSE AND STOKED AI - Adding AI expertise to Product, Consulting and Operations - Adding AI-enabled In-store Audio to group offering - Adding Consulting expertise within fashion retail - Strengthening Visual Art’s organization in Germany
Slide 8: Financials
FINANCIALS VERTISEIT
Slide 9: ARR Development
+14 YEARS OF SEQUENTIAL ARR GROWTH ARR DEVELOPMENT
Slide 10: Q4 in Review
VERTISEIT GROUP Q4 2025 Q4 IN REVIEW • ARR growth exceeding Financial Target • Deliver on H2 profitability guiding of 20% EBITDA • Expanding AI capabilities across Product, Consulting and Operations • Strengthened our presence in Germany • Continue to combine growth and profitability • Increased inf
Slide 11: ARR Growth Momentum
VERTISEIT GROUP Q4 2025 ARR GROWTH MOMENTUM Q4 Annual Recurring Revenue ARR 332 MSEK Y/Y Growth 27% Annualized NRR 108% Annualized Churn 3% • Stable growth in customer base improving NRR • Churn rate remain low, validating product stickiness • Sales environment improving entering 2026
Slide 12: Revenue and Profitability
VERTISEIT GROUP Q4 2025 REVENUE AND PROFITABILITY Q4 Revenue Q4 Profitability Net Revenue 186 MSEK Adj EBITDA 33 MSEK Y/Y Growth -8% EBITDA Margin 18% SaaS 46% Consulting 11% Systems 43% • Delivering on 20% EBITDA guidance for H2 • Non-adjusted one-off costs of 5 MSEK during the quarter • Reduced Sy
Slide 13: SaaS Metrics
VERTISEIT GROUP Q4 2025 SAAS METRICS • Strong NRR representing 50% of organic growth • CAC impacted by full-year Visual Art inclusion • ARPA diluted by MDT integration
Slide 14: Highlights
HIGHLIGHTS VERTISEIT
Slide 15: Business Highlights
VERTISEIT GROUP Q4 2025 BUSINESS HIGHLIGHTS • Stadium – Retail Media Network Expanding • Salling Group – Rollout Exceeding 8,000 Licenses • Circle K – Rollout in Europe and US
Slide 16: Licenses and Brand Penetration
16K # of Licenses 14% 114K % Brand Penetration # Brand Potential
Slide 17: Boosting AI Adoption
VERTISEIT GROUP Q4 2025 BOOSTING AI ADOPTION PRODUCT CONSULTING OPERATIONS AI Targeting Productivity Gains AI Taskforce In-Store Audio Improved Content Workflows AI Employee Toolset Generative Content Production Agents and Applications
Slide 18: Vertical AI Impact
VERTISEIT GROUP Q4 2025 VERTICAL AI IMPACT Content / UX Layer Opportunities • Productivity gains in Consulting offering HIGH Data Access and Logic Layer • Productivity gains in Product Development Enterprise Workflows Enterprise Security • Productivity gains in Operations Customer Specific Modules L
Slide 19: Vertiseit
VERTISEIT