NOTE AB (publ) (NOTE) Q1 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:04.159 We welcome viewers to this live broadcast when Note has published their report for the 00:00:04.159 -- 00:00:09.269 first quarter of 2026. Standing beside me is the company's management, CEO 00:00:09.269 -- 00:00:12.615 Johannes Lindh Widerstam and CFO Frida Frykstrand. 00:00:12.615 -- 00:00:16.683 Welcome. Thank you. You have a presentation that you will show us, so I'll simply hand 00:00:16.683 -- 00:00:19.268 over the word and return later to ask some questions. 00:00:19.268 -- 00:00:21.909 Thank you very much, Mike. 00:00:22.974 -- 00:00:27.021 Welcome everyone online. We have changed the format for this presentation and we're now 00:00:27.021 -- 00:00:30.924 working with Investor Studios. Normally 00:00:32.590 -- 00:00:36.937 I give you some flavor of how I think the quarter has developed. 00:00:36.937 -- 00:00:41.968 I think what is important is to know that we came 00:00:41.968 -- 00:00:45.917 in in this quarter with some 00:00:45.917 -- 00:00:50.266 issues in the output. Our Q4 came in slightly weaker. 00:00:50.266 -- 00:00:54.115 We had some issues in the supply chain to get the material out. 00:00:54.115 -- 00:01:00.682 Those problems were remaining into the first part of Q1. 00:01:01.707 -- 00:01:06.115 We expected the quarter to develop quite weak in the beginning and grow stronger, and 00:01:06.115 -- 00:01:11.303 that was supported by the order backlog that we talked about in the Q4 report. 00:01:11.303 -- 00:01:16.411 What we saw was that January came in a bit weaker than anticipated, February on 00:01:16.411 -- 00:01:20.317 track, and March came in quite strong. The 00:01:20.317 -- 00:01:24.140 pace we are entering into Q2 is 00:01:24.140 -- 00:01:26.162 rather strong 00:01:26.162 -- 00:01:31.567 and that is somethi...