Smartoptics Group As (SMOPF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to Oslo and Hotel Continental, a fairly calm Oslo, clearly affected by winter break and the fact that Norwegians ski this week. Welcome to you in the room who are not skiing and also welcome to all of you online. We are here to present Q4 of 2025, Smart Optics. And also, of course, full year 2025. We will start as we always do and talk a little bit about the highlights of the quarter. Like last quarter, I will let the numbers speak a little bit for themselves. Stefan will come back and talk in great detail about everything that you see on the left of this slide. I will just conclude that it's a fantastic quarter and a fantastic year for smart optics. It's an all-time high revenue quarter. We're seeing demands stable to accelerating. I would say accelerating towards the second half of the quarter. And continuing, we're seeing increased traction with our large accounts, independent of customer type, network operators, neoscalers, cloud providers, and so on and so forth. And we have an absolutely fantastic market in the US. And interestingly enough, we have a Europe that looks very promising and looks very interesting for the coming years. And I will come back and explain that. last but not least from a product standpoint we're growing in all our product areas and and i'm very happy to report that it's a record quarter with super good growth in our business area optical devices which is a business area where we change the leadership where we started to invest about a year ago and and we're seeing like smart optics in the past where we spend our money where we invest we also get growth and good business so it is working We are continuing to invest in the company. I said in Q3 that not investing at this point with this great market ahead of us wou...