4C Group AB (4C) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to this Earnings Call webinar where we will deep dive into Foresight Strategies results for the first quarter of 2025. My name is Jonathan Jurisow and I will guide you through this session today. With me I have our CEO Jonas Jonsson. Also joining this call later on during the Q&A session is Anders Norgren, our CFO. And as usual, feel free to enter questions in the chat and we'll try to answer those after this initial presentation. So with that said, a lot has happened in the world during the first quarter and also at Forsyth Strategies. And Jonas, could you please give us a little overview of where we stand and your thoughts on the situation? Yeah, no, thank you, Jonathan. And good morning, everyone. And thanks for joining this call. Yeah, I would like to just initially take you through a little bit of a sort of a focus area on our two main product segments. So we talk about our defense sales and we talk about our resilience sales. And I think everybody in the world today is aware of the discussions and the situations that are ongoing in the global defense buildup. We've seen shifts in the U.S. global politics and the U.S. approach to global politics over the last quarter, which we were not expecting, I think it's safe to say, at the back end of last year. We've also seen an acceleration in the European approach to defense spending and defense infrastructure and the defense rebuild that is ongoing. So I think some of the graphs that you can see on the screen here shows quite clearly that there is a significant investment going on at the moment into the market. This is right now at the sort of the political and the very high macroeconomic level. We are still starting to see that it trickles through into actually the purchase of new systems, in...