Smartoptics Group As (SMOPF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to Oslo and Hotel Continental. We are here to report Smart Optics Q3 financials. We have been doing this. This is our 18th quarterly report. It is the first one as a listed company on the main board of the Oslo Stock Exchange. So I'd like to welcome all new friends, shareholders and followers to this session. Through this period of 18 quarterly reports, we have more or less been talking about the opportunity that we are living in right now. Our story has never really changed dramatically. The opportunity has been there and we have executed according to our business plan to reach our targets and that is the intention to continue with. So today, of course, starting off like we always do with some highlights of the quarter, it is a remarkable report in really all aspects. So I'm going to let the numbers speak a little bit for themselves here and try to focus on what I believe are the key things in this report. So, starting off on the customer end and our market and what kind of business that we are doing. And I think if we roll back time three or four quarters, I was talking about an emerging market related to AI infrastructure and the AI boom that all of you read about every day probably and see on TV probably every day. Back then I was talking about AI potentially driving our business with a certain certainty from a number of perspectives. Number one being another contributor to the ever-growing demand for bandwidth that has always been there and that is foreseen to always be there. For us, being a supplier of high capacity transport of data, it doesn't really matter what grows. Of course, some elements in the market are growing quicker than others, and that's important to understand and to acknowledge and to develop our products to suit those...