Nemetschek Se Unsp/Adr (NEMKY) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you, operator, and hello, everyone, and a warm welcome. Thanks for joining our earnings call today to discuss the results for the first quarter of 2026 with us. With me today are our CEO, Yves Padrin, and our CFO, Louise Silberström. Today's conference call is being recorded. A replay of the call will be available at our website after the call. Additionally, you will find the quarterly report, the presentation and the press release on our investor relations website as well. But now let's get started. So I would like to turn over to our CEO, Yves. Yves, go ahead. Thank you, Stephanie. Welcome, everyone, to our earnings call for the first quarter of 2026. Last month, as part of our full year 2025 results, we shared a substantial amount of detail on our key strategic priorities, including our AI and M&A strategy. Today, we are taking a more streamlined approach again and have returned to our usual short but informative slide deck. our Chief Financial Officer, Louisa Verström and I will share, therefore, and give you a brief overview of the highlights of the first quarter of 2026 before leaving sufficient time for your questions. To begin with, please see the most important points of the first quarter of 2026 in a few key messages on page number three. Firstly, I would like to summarize our start to the year as very successful. We continued the remarkable momentum from 2025 into the first quarter of 2026, driven first by an excellent performance in our build segments, which once again showed an outstanding growth internationally and in North America. At the same time, the design segment continued to perform very well and re-accelerated its growth. After last quarter's exceptionally high comparison base, supported by positive subscription momentum from very strong n...