4C Group AB (4C) Q2 2026 Earnings Call

Investor webinar replay

Meeting Overview The meeting was a quarterly earnings call for 4C Strategies, where key financial results and business developments were discussed. The speakers highlighted a significant contract win, ongoing outreach activities, and the overall positive momentum in the defense sector, while also addressing challenges in procurement and execution. Key Discussion Points - Overview of the quarterly report for Q2, including financial performance metrics. - Discussion of outreach activities and trade shows attended by the company. - Announcement of a major contract worth approximately £55 million over 15 years with the UK MOD. - Insights into the defense market trends and budget allocations in the UK and Europe. - Updates on the resilient software business and expert services performance. - Mention of the impact of the cost-saving program on operating margins. Decisions Made - No explicit decisions recorded. Action Items & Next Steps - [Unassigned] : Monitor the execution of the major c...

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[Speaker identities could not be resolved; generic labels used] [00:00] Speaker 1: Good morning, [00:02] Speaker 1: everyone, and welcome to this 2nd 0.25 earnings call for 4C Strategies. [00:07] Speaker 1: My name is Jonas Jonsson and I'm joined here today by... [00:11] Speaker 2: Veronica Wallin and I'm the CFO for 4C Strategies. Good morning. [00:16] Speaker 1: So, great to have [00:18] Speaker 1: people joining. [00:19] Speaker 1: We will take you through the presentation [00:22] Speaker 1: of today's [00:24] Speaker 1: quarterly report. [00:25] Speaker 1: And we are happy to take any questions. [00:28] Speaker 1: Please write them in the chat [00:31] Speaker 1: as you will. And then [00:34] Speaker 1: we will take them [00:36] Speaker 1: as we progress through the Q&A section at the end [00:40] Speaker 1: of the presentation. [00:43] Speaker 1: Just checking to see that everything is [00:46] Speaker 1: working. [00:47] Speaker 1: Right, [00:48] Speaker 1: okay. [00:49] Speaker 1: Everything [00:50] Speaker 1: is [00:50] Speaker 1: working. [00:51] Speaker 1: Right. Okay. [00:54] Speaker 1: So [00:55] Speaker 1: in terms of a presentation [00:57] Speaker 1: of today's quarterly report. So [01:01] Speaker 1: the 2nd 0.25 for forces, stress Strategies is always a busy 0.25. There's a lot of outreach [01:07] Speaker 1: activities going on and we've also got quite a lot of delivery ongoing, which is a really positive thing for us, obviously. We've been working hard with our product optimization and innovation. [01:17] Speaker 1: We'll come back to a little bit of that and you read about it in the report as well. [01:21] Speaker 1: We have conducted numerous [01:24] Speaker 1: sort of outreach activities together with our customers at trade shows around Europe [01:30]...