Slide 1: Q3 2025 report
Q3 2025 report Crister Fritzson, CEO Cecilia Höjgård Höök, CFO 6 November, 2025
Slide 2: Agenda
•Tillväxt i Americas men avvaktande marknad i EMEA och APAC •Växande intresse för lösningar för icke-managerade (internet- och molnbaserade) nätverk •Stärkt produktportfölj inom media, med ett flertal nya funktionslanseringar •Växande behov av GNSS-oberoende tidssynkronisering AGENDA 01 HIGHLIGHTS 0
Slide 3: Highlights Q3 2025
Highlights Q3 2025 After a challenging start to the year, demand has now stabilized, with higher sales as a result, in comparable currencies in line with the same period last year Significant improvement in earnings compared with the first two quarters of the year was driven by increased sales, the
Slide 4: Business Review
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Slide 5: Media: Enhanced offering with expanded capacity
Media: Enhanced offering with expanded capacity • We are the partner that enables our customers to produce and distribute live content flexibly and cost-effectively • We strengthening our leadership position with the launch of the world’s first media-ready 400G IP platform, which lowers total cost o
Slide 6: Time Synchronization: Strengthened position in GPS-independent time synchronization
Time Synchronization: Strengthened position in GPS-independent time synchronization • The need for GPS-independent time synchronization continues to grow, and Net Insight’s solution fully meets growing demand from operators and public authorities for security, precision, and reliability in networks
Slide 7: Financials
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Slide 8: Return to normalized revenue levels despite strong FX-headwinds
Return to normalized revenue levels despite strong FX-headwinds 134 162 Q3 2025 YTD 2025 125 156 147 SEKm 404 SEKm 144 147 130 - 6% -15% 176 126 143 110 +/- 0% -11% In comparable In comparable 127 142 currencies currencies 110 115 2022 2023 2024 Q3 25 LTM Q1 Q2 Q3 Q4 8
Slide 9: FX headwinds and high-volume deliveries weight on Gross Margin
FX headwinds and high-volume deliveries weight on Gross Margin Unadjusted* gross margin LTM close to 3-year average • Unadjusted* gross margin for the quarter at 66.3 Gross margin, unadj. (LTM) percent (69.9 percent in Q3 24) and LTM 69.0 3yr average (71.5%) percent • The lower margin affected by st
Slide 10: Commitment to innovation and technological advancement
Commitment to innovation and technological advancement Focus on long-term value creation • Underscoring the company’s commitment to (SEKm) Development expenses, LTM innovation and technological advancement, Capitalization of development expenditure, LTM 25.3 percent of Net sales has been invested in
Slide 11: EBITDA margin rebounds – Positive trend supported by seasonal effects and cost savings
EBITDA margin rebounds – Positive trend supported by seasonal effects and cost savings EBITDA* margin • Sequential improvement in EBITDA margin from Q2 to Q3, reversing the negative trend seen in Q4 -24 and Q1 33.4% 29.9% 31.3% 26.5% 28.4% • Vacation period and effects of cost saving program 20.3% 2
Slide 12: Improved profitability during the quarter
Improved profitability during the quarter Operating earnings per quarter* Operating earnings LTM* Quarterly EBIT and Margin Show Clear Recovery in Q3 LTM EBIT and Margin Remain Pressured by Q4–Q2 Performance Ope ra ting e a rning* (S EKm) Ope ra ting e a rning (LTM)* Ope ra ting ma rgin* Ope ra ting
Slide 13: Net cash decrease primarily attributable to change in WC
Net cash decrease primarily attributable to change in WC Cashflow: Short-term impact by higher WC requirements (S EKm) 4 • Cash flow from operating activities at 21.7 24 2 SEKm, 22 • Cash flow from investment activities of -17.0 -31 SEKm, mainly as a result of capitalized 98 0 -17 96 expenditure -5
Slide 14: Financial Performance
Financial Performance Working Capital, avg 4Q Available Cash Average 4Q WC, SEKm (S EKm) Ne t Ca s h, S EKm WC to Net Sales (%) 28% Credit facility available, SEKm 313 316 302 24% 290 286 283 19% 19% 20% 21% 22% 21% 20% 206 181 148 113 116 118 121 123 122 123 132 148 263 266 252 236 240 233 156 98 9
Slide 15: Summary
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Slide 16: Focus on profitability and future value creation
Focus on profitability and future value creation Significant improvement in earnings compared with the first two quarters of the year, driven by 4 increased sales, the cost-savings program, and seasonally effects During the quarter, we launched the world’s first 400G solution, stating Net Insight’s
Slide 17: bicidé
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Slide 18: Contact Calendar
Contact Calendar Investor relations 11 February 2026 Q4 2025 Year-end report will be published at 07.30 CET Cecilia Höjgård Höök, CFO 22 April 2026 Crister Fritzon, CEO Annual Report 2026 will be published ir@netinsight.net 29 April 2026 Q1 2026 Interim report will be published at 07.30 CET 12 May 2
Slide 19: netinsight.net
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