Arcoma AB (ARCOMA) Q3 2024 Earnings Call

Investor webinar replay

Replay transcript excerpt

Then we say hello and welcome to Erik Penzer Bank and today's report interview. My name is Hjalmar and I work as an analyst and today I am standing here with Mattias Leire. Welcome Mattias. Thank you very much. And you are the CEO of Arcoma and you have released your Q3 report today. A very strong report, I have to add. I thought you could start by raising some highlights during Q3 here and what you think is worth highlighting in the quarter. No, but we combined strong growth and got a breakthrough on the bottom line. We had extremely strong growth in North America and Asia and then managed to convert it to good profitability. And on the subject of North America, can you talk a little bit about the product mix in the quarter? How did it look between service revenues and systems and so on? It's the system revenues that have gone well and we see that we have a good order book to deliver on. and we get good pay. You have an important collaboration in the USA with Canon here. Could you just explain a little bit about that development and what did you see here in Q3 that contributed from that collaboration specifically? Canon has invested for a long time in its commercial organization and we are starting to see that it gives out now. I also think that they have been able to arrange the merger and the transfer with Toshiba. And you have moved from the technical side to the commercial side. And I think that's what we see as a result now, that the commercial wheel is starting to spin and that you have the right amount of investments in the market. And then you also had strong growth in Asia. How should you look at that? What was the comparison here and what can you expect in the future if we look at the development in Asia? As for Asia, as we will see in time, we deliver on ...