iZafe Group AB (IZAFE_B) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Varmt välkomna till ISF-grupps vd-intervju för andra kvartalet 2025. Med har vi mig, Marius Hamberg, CFO, och Anders Tegeström, CEO. Hej Anders! Hallå där, Marius! Vi har ju haft en väldigt spännande period här, och vi är väldigt taggade båda två på att presentera vår exemplarsupport nu. Och kan du inte ge oss lite highlights, Anders? Vad är det som har skett i den här tiden? First of all, it's been an exciting and fun year. If we just look at Q1, we've increased ARR by 30%. And if we look at Q2 last year, we've increased it by 250%. And we've reached an important milestone that we've been fighting for a long time, that we have 1,000 dozels that we're factoring for. And that's what somehow builds up the value. And then we've also had other strategic... And now it's all about seeing the demand for our product, both from our partners and our partners' customers. So it's an incredibly exciting phase we're starting to enter. And now it's clear that everything we've struggled with is starting to give some kind of division. Very interesting about the different parts. But even though we have had this positive development, we still don't have a positive result or cash flow. When does it turn around and what does it look like? That's a reasonable question. If you look at it, our business model is based on recurring license defects and that's what we need to build up. That's why the 1,000 is so important. And what we have built up is that our partners have gotten many customers and our customers need to increase more. That's what adds to their future cash flow. If we look at last year, the cash flow improved a lot. We went from minus 4.2 million to minus 1.7 million this quarter. We're working towards that, and the more units we have, and we will soon be cash flow positive. We...