Net Insight AB (publ) (NETI_B) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to this quarterly presentation with Net Insight. It's the third quarter of the year that we will present today. My name is Andreas Jolson. I'm responsible for the coverage of Net Insight here at DNB Carnegie. And as usual, I have CEO Krista Fritsson with me, as well as CFO Cecilia Högård-Höök. You will present the quarter, and after we will have a Q&A session, and you are very welcome to send in your questions through the web. We already have a couple of questions, which is nice, and feel free to enter more of your questions. With that, I leave it to you, Christer. Thank you, Andreas, and welcome to the Q3 report for NetInsight. We have a standard agenda. We start with some highlights, business overview, and Cecilia will cover the financial, and we do a summary. And as Andreas was saying, we ended up with a Q&A. So, Q3. After a challenged start of the year, we are glad to see that demand in the market has stabilized. And we have seen that in high sales during the quarter. And in comparable currency, we are in line with the revenue from last year Q3. We have a significant improved earning compared with the first quarter this year. And it was mainly driven by increased sales. The cost-saving program has given us a good effect already that we started in Q2. And we have some seasonal effect in Q3 as well. And we are glad to launch the first 400-gig media-ready solution, which takes us to the highest density in the market, highest capacity in the market. And we have been leading this capacity race since all the way back to 2018 when we launched 100 gig. That was also the first product in the market. The good thing with that is this has lowered the total cost of ownership for the customer, and I will come in a little bit more to that lat...