4C Group AB (4C) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to 4C Strategies year end report for 2025. My name is Jonas Johnson. I'm the CEO of 4C and with me today, I have Veronica Wallin, who's our CFO. Hi everyone. We're going to guide you through this presentation today with a bit of deep dive into what's been going on during the fourth quarter. And also looking into the details around numbers and KPIs about our performance at the back end of last year. And also at the end, we'll give you a bit of an outlook in terms of where we're going with 2026. So as an introduction in terms of what was the fourth quarter for 4C and how did the year sort of end, it was a busy quarter. The fourth quarter is always a busy quarter for us and a lot of good progress. As we announced in the previous earnings call back in the Q3 report, we focused a lot during the fourth quarter in terms of our refocus and reset of our resilience business. where we did quite substantial reorganizations and optimizations efforts. We did this whilst at the same time obviously then focusing those efforts towards our defense space and making sure that we could really enhance our business in that area and work together with both existing customers and potential new customers to really push forward our offering in the defense space. When it comes to the resilience, and I'll come back to this in a little bit more detail, but it was a significant change for the company and we did quite a lot of reductions and really tighten the team in to focus on ensuring that we could deliver to our existing customers and look at the pipeline, but do that with a substantially less and smaller footprint than what we had invested previously. During the quarter, there was also quite a lot of challenges in the US with the government being shut down for a subst...