Acconeer AB (publ) (ACCON) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, and, welcome to Acconeer q two twenty twenty six earnings call. I'm Ted Hanson. I'm CEO of Acconeer. Today with me, I have Anna Hauleread, head of communications. She will be joining, for the q and a session. As you might see, we have a slightly new format today. We have made two changes. First, we are premiering our new, template when it comes to graphic design today. And secondly, we have decided to add video to these earnings calls. So as usual, I will go through a presentation that will be followed by a q and a session. Please feel free to submit your questions. With that, I will start the presentation. We today report record revenue for the fourth consecutive quarter. We saw a revenue of 21,400,000 Swedish crown during the first quarter. This is a 103 percent year over year increase. We also saw, an margin improvement with three percentage points compared to the last quarter. As I've said before, we have been, running activities to improve the gross margin, and it's nice to see the first results of those activities. The work continues, and we are still striving to improve the margin further. We have two types of revenue. We have NRE and services and product sales. And if you look at product sales, which is the bread and butter for the company, we had a 154% year over year increase in US dollar, so a very strong increase. It's worth mentioning that the growth that we see now is almost entirely made up on sales from our A111 and A121 products and the modules from those products. We are in mass production with our new sensor A212. We have received firm orders of and communicated firm orders valued 1,300,000 US dollars, but we have only shipped a fraction of that. So it's a safe assumption to say that the a two one two will add additional growth in the coming...