Clavister Holding AB (publ.) (CLAV) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

good morning everyone welcome to our q2 25 interim report presentation my name is caitlyn wood and i am your host for today's session and with me as always is our ceo john westberg and our cfo david nordstrom So yeah, welcome today. We will start by John giving a short business insight from the last quarter, followed by David elaborating on the financial details. And after the presentation, we will have a Q&A session. So you have the opportunity to ask questions. Please also feel free to already post the questions in the question box throughout the presentation. And also, of course, at the end, yeah, you're very welcome to ask any questions. So yeah, with that, I would like to hand over to you, John. Thank you very much, Kate. And again, we're welcome. I would like to start with just taking the opportunity to provide some of the key highlights or the key takeaways, if you like, from the second quarter, starting with a bit of the macro situation. As we all know, it's a continued uncertainty on the geopolitical arena. And as sad as that is from a macro perspective, it is nonetheless a strong driver for pushing the need for European products, European cybersecurity in particular. I think it's worth to state as well that the growth we are seeing not only this quarter, but the previous quarters as well, is still not impacted that much from the geopolitical uncertainty. Until concrete orders and concrete demand trickles down in the supply chain, it is still some time. So the growth we're experiencing right now is based on activities, I would say, over the past few years and not reflecting the current situation. If we look at the business, the growth this quarter comes from all our business lines, which I'm extremely pleased to see. That goes for our civil business as well ...