Oneflow AB (publ) (ONEF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to this presentation. We'll walk you through the highlights of our second quarter. My name is Anders Hamnes. And my name is Victoria and I'm here instead of Natalie today, who fortunately couldn't join us. Yeah, so she's sick, but Victoria is her close colleague, so that's kind of fine. Please use the Q&A button in big marker and we'll get back to your questions in the end of this presentation. First, let's talk about the highlights. We crossed, finally, the 200 million SEC ARR number, big milestone for us. Total ARR end of the quarter, 201 million. The growth rate was at 17%, so we are still capturing market share in a, I would say, quite demanding market. I think the latest report I saw from Gartner was around 10 to 12% growth in the CLM space. So we are growing faster than the market. Net new ARR closed in at 6.5. which was quite flat compared to last year, but the first half was up 44% since last year. So that was a strong performance as well. ARR per FTE up 51%, so more than 1.4 million in ARR per headcount. And retention rates are continuing to trend upwards, which is very, very good, of course. 99% on net and 88% on gross retention. And the margins continue to increase as well. EBITDA at 21% and EBIT margin at minus 7%. First, for those of you that are not familiar with OneFlow, I'll just describe what we do. So we are a contract lifecycle management platform. You can work with contracts throughout the whole process from creating templates to collaborating, editing contracts, signing, and also managing your contracts inside OneFlow. And throughout this process, we have a lot of really powerful AI features. We can help you to write contracts. We can highlight risks in contracts and more. We can notify you on key events in your contracts...