NOTE AB (publ) (NOTE) Q2 2026 Earnings Call

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WEBVTT 00:00:00.051 -- 00:00:04.373 This morning, Note has published a report for the second quarter in the financial year 00:00:04.373 -- 00:00:09.375 of 2026. Standing beside me to give us a presentation and also participate 00:00:09.375 -- 00:00:14.617 in a Q&A, I have the company's CEO, Johannes Lindh Videstam, as well as CFO, Frida 00:00:14.617 -- 00:00:16.398 Frygström. Welcome. 00:00:16.398 -- 00:00:17.239 Thank you. 00:00:17.239 -- 00:00:21.400 You will give a short presentation and afterwards I will return to ask some questions 00:00:21.400 -- 00:00:24.162 along with our viewers and analysts. Go ahead. 00:00:24.162 -- 00:00:26.282 Thank you. 00:00:26.644 -- 00:00:31.670 Normally, I try to summarize the quarter, how it went, and we can say that the 00:00:31.670 -- 00:00:36.435 market still continues to show strength. We see order intake is strong. 00:00:36.435 -- 00:00:41.461 We see some very positive customer wins that we have presented. 00:00:41.461 -- 00:00:45.543 We also see that the component market is getting a little bit more constrained. 00:00:45.543 -- 00:00:49.765 That means that we have seen lead time expansions which has affected our top line a little 00:00:49.765 -- 00:00:51.647 bit. 00:00:51.647 -- 00:00:55.609 Since our top line went down a little bit, we also see that our cash flow is a bit weaker, 00:00:55.609 -- 00:00:58.040 but Frida will come back to all the numbers. 00:00:58.040 -- 00:01:02.741 But all in all, I would say that we continue to build for the future. 00:01:02.741 -- 00:01:07.762 We extended our factory in Torsby and in Kasten, and we will see factory moves in 00:01:07.762 -- 00:01:10.643 Lund and Hyvinke. I will come back to those later. 00:01:10.643 -- 00:01:13.863 So all in all, I think the quarter is fairly good. 00:01:13....