Net Insight AB (publ) (NETI_B) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to this Q4 presentation from NetInsight. My name is Andreas Johelsson, and I am responsible for the coverage of NetInsight here at D&B Carnegie. And with me in the room, I have some new faces. We have the new CEO, Andreas Eriksson, joining us. That will kick off the presentation. And he's joined by CFO Cecilia Högård-Hök, that will go through the numbers. And after that, we will have a Q&A. To the right of us on your screen, there is a box where you can send in your questions, and I will read them to management to answer them. But first, the presentation, so I leave the hand over to Andreas. Welcome. Thank you, Andreas. So let's start. Good morning, everyone. I thought we would start with giving sort of an overview of 2025 and Q4 in particular. I think as we previously communicated, we had a sort of weak Q4 in 2025 and overall quite a challenging 2025. And it was driven by a combination of external and internal factors. If you look at the external factor side, we had exchange rate headwinds, we had an uncertain macroeconomic environment, and also we could see that the sales cycle for the time synchronization business was longer than we had expected. In order to strengthen and respond to this, we have worked on strengthening the portfolio, driving improvement in the sales execution area. And I think also, as we communicated, we had launched last year a cost reduction program and really driven cost discipline and cost control throughout the entire business. And this has all had a positive impact on 2025. For us, the key milestone last year was the first commercial order we won for our 400 gig media platform that we won in quarter four. So that was a key positive milestone for us. And if you look at the time synchronization area, I th...