Smartoptics Group As (SMOPF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to Smart Optics Financial presentation, financial report for Q2 2026. It's great to be here. It's fantastic times for us. I hope also for you guys. Most of you should now be enjoying some sunshine. I hope you are. And thank you very much for taking the time to spend some time with us this morning. Next slide please Not only are we delivering a quarter in which I expect us to grow faster than anyone else in the market, but we are also We have also started our journey towards the next goals for smart optics for the next big things that we have ahead and and thus we want to spend a little bit of time in this presentation in this call to talk about that to introduce our thinking around the future for the company but as usual let's turn to the main happenings in the quarter and I will leave the details of the numbers with very few exceptions to Stefan's part where he will cover those in great detail in in a few minutes. We can only conclude that we're continuing to have a fantastic America's fantastic USA stellar performance by Team USA but since a few quarters we have been discussing an increased momentum and increased traction particularly around large accounts in Europe and this quarter we're seeing the result of that so also A fantastic Europe with growth in all sub-regions and fantastic growth in UK Ireland and the Nordics in particular. Our business is increasingly driven by AI and indirect hyperscaler business. And as an example, this is now happening across the globe. So it's in every region we are working with these type of opportunities. As an example, our South African partner, TransmissionCo, together with us, are building a network for a hyperscaler in Africa in the quarter. So important momentum there. We can also see that the tracti...