Verimatrix S.A. (0QAU) Q2 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Verimatrix Sa.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:01.974 You 00:00:01.974 -- 00:00:07.863 know that the world is in a situation 00:00:07.863 -- 00:00:09.586 of instability, 00:00:09.586 -- 00:00:15.835 whether for wars, the war in Ukraine or the Middle East, or for 00:00:15.835 -- 00:00:21.564 the approach of the United States on the part 00:00:21.564 -- 00:00:24.308 of the customs, 00:00:24.308 -- 00:00:29.157 which has destabilized certain areas of the world. 00:00:29.157 -- 00:00:35.643 especially in Latin America, in which Verimatrix is the absolute 00:00:36.487 -- 00:00:42.355 leader. The countries of Latin America, with economic 00:00:42.355 -- 00:00:43.757 instability 00:00:43.757 -- 00:00:48.301 since January, they have to make big investments. 00:00:48.463 -- 00:00:53.691 And we, as Verimatrix, have concentrated to develop other areas in the world, 00:00:53.691 -- 00:01:00.077 especially in the Middle East and Africa, as you will see, on 00:01:00.077 -- 00:01:02.361 the figures that 00:01:02.361 -- 00:01:03.903 Jean-François 00:01:03.903 -- 00:01:08.911 will show you. We reacted with a very strong market 00:01:08.911 -- 00:01:14.379 weakness in the first quarter, with integrated solutions 00:01:14.379 -- 00:01:19.407 to take market shares. These are the clients that you see 00:01:19.407 -- 00:01:21.968 that we signed 00:01:22.668 -- 00:01:28.914 in the first half of the year, divided into anti-piracy 00:01:30.659 -- 00:01:33.002 products and cybersecurity 00:01:33.002 -- 00:01:35.002 products. 00:01:38.810 -- 00:01:40.810 And 00:01:40.892 -- 00:01:45.549 to finish on the second quarter, as a turnover. 00:01:45.549 -- 00:01:50.717 Compared to the first quarter of 2025, we have progressed by 30.5%. 00:01:50.717 -- 00:01:53.859 To tell you, 00:01:54.863 -- 00:01:58.629 Verimatrix h...