Net Insight AB (publ) (NETI_B) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to this Q2 presentation from NetInsight. I am Andreas Jordsson, responsible for the coverage of NetInsight here at BNB Carnegie. With me in the studio, I have NetInsight's CEO, Krister Fridsson, and CFO Cecilia Högård-Hörk. Before I hand over to you, I will encourage everyone to send in your questions in the chat function that you find on the same web page as you see me right now. So please send in the questions and I will read them after the presentation. And with that, I hand over to Krister and Cecilia. Thank you, Andreas. And everyone, welcome to the Q2 report for NetInsight. And the agenda for today is that we will go through the highlights during the quarter and the business overview, and we will start with the media and time synchronization followed by that. And Cecilia will go through the financials, and then we will do a sum-up of the Q2. And as Andreas was saying, that we will have a Q&A after our presentation. If you look into the Q2 result, I'm so happy to see that the revenue is coming back, and we have an increased revenue compared with Q4 and Q1, and that's glad to see. But also if you compare with last year Q2, we have an increase if we compare taking out the one-off software deal that we received in Q2 2024 and have the currency effect also excluded. Then we have a 4% growth quarter to quarter. So that's really great to see. We see still that the market remains very uncertain. And the risk of delay orders. I mean, the orders are in the market, but they can be delayed or move out in the next quarter, so they're not disappearing. So that's the same that we have seen in the last two quarters, that there's a high activity level in the market. So we see a strong demand for our product and service, both in the media part...