Net Insight AB (publ) (NETI_B) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to the Q2 presentation from NetInsight. My name is Andreas Ohlsson. I am, as usual, responsible for the NetInsight coverage here at D&B Carnegie. And with me today, also as usual, I have the NetInsight CEO, Andreas Eriksson, and CFO, Cecilia Högård-Hök. We will start with a presentation of the quarter and then open up for Q&A. And you are most welcome to send in questions via the website. I know some of you have already sent in a lot of questions, so thank you for that. But first, I leave the word to Andreas. Thank you very much, Andreas. Good morning, everyone. Yeah, let's get into the Q22026 report. So we'll go through an overview. We'll then deep dive a bit into business review, looking at the media as well as the sync side. We'll then go, Cecilia will then cover the financials, and then we'll wrap up in a summary, and then, as Andreas mentioned, open up for Q&A. So if we start with the overview, so this quarter two, net sales amounted to 91 million SEK for the group compared to 143 SEK for previous years. And the shortfall for the data between Q2 last year and this year is really driven by the absence of larger media orders in the quarter. And we thought we'll unpack this a bit because I think this is a question that many might have. You know, what's driving this difference? And I think if you, you know, if I zoom out a bit looking at the NetInsight business and the revenue customer base, we have a very large installed base, you know, many customers around the world, which gives us a really strong foundation. For the most part, these customers have chosen us, the technology from NetInsight, and we continue to support them when they build out the network, extend the network, refresh the network, and so forth. That's sort of the ...