4C Group AB (4C) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to this third earnings call for 2025 4C strategies. I'm Jonas Johnson. I'm the CEO and I'm joined here today by Veronica Wallin, our CFO. Good morning, everyone. And we're going to guide you through to today's presentation. And I'd also like to say that the Q&A section is now open. So please, if you have any questions, write them in the chat as we move through the presentation and we'll come back to those at the back end of of today's call. We're going to take you through a little bit of a key update from the start and then into the high level numbers overview. I'm then going to guide you through our segments around the world with a bit of an update of what's been going on during the third quarter. And then Veronica is going to do a bit more of a deep dive into the numbers. And after that, I will be coming back in a bit more detail as well to the strategic update that we've announced this morning as well. So if we start by looking back at what was a slightly slower third quarter than we were perhaps expecting, especially on the North American side. We did have solid progress, I would say, across the world. We did make a couple of core deliverables, especially within the NATO realm. You can see that small picture there on the left-hand side is from a delivery of a project called Talos, which is really important for us, and I'll come back to it a little bit more in the EMEA update. But we've made good progress in core markets. We've also made good progress in our expert services here in Sweden. And we maintained, I would say, a strong momentum in the defense and training segment. We have seen a continued slow uptake on the resilience side. And based on that, as I mentioned, for those of you who have had time to read the report this m...