Arcoma AB (ARCOMA) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Then we say hello and welcome everyone to DNB Carnegie and today's report interview. My name is Hjalmar Jernström and I work here as an analyst and today I am standing here together with Mattias Leire, who is the CEO of Arcoma. Welcome, Mattias. Thank you very much again. And we will dive straight into the fresh Q2 here. What I thought we would start with is to talk a little about the underlying market, and then maybe especially if we focus on the USA. You write in the report here that you do not see any change in perhaps the underlying market, but at the same time that some American customers may experience an insecurity around the price point you mention. Could you develop a little? What does this mean and how does it affect how you can act on that market? I think we saw in the political insecurity that came in that it was harder to find What do the investment goods cost? Where do the tariffs land? What is the interest rate on the way? It created an uncertainty that made the decision processes longer in the short term. We also saw that on other markets. We absolutely saw that it had an impact on the quarter. What do you feel is the momentary picture there right now? Has the smoke settled a little? Have we gotten a little more clarity there? Or what do you think is needed for customers to feel more comfortable doing an investment? Yes, but I absolutely think that we have landed in it and that the discussions are going fast and that we are back from a vacation, but we saw that already before, that we are starting to land and I think we have transparency on what, at least if you have a Europe-Japan supplier base, where we will land. It seems clearer. And in the USA, what does Canon say when you talk to them? Do you get any indication from the customers? Do you give an...