Vertiseit AB (publ) (VERT_B) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hi, everyone. Welcome to this earnings call. We at Vertisit have today published our interim report for the third quarter of 2025. My name is Jonas Lagerqvist. I'm deputy CEO and CFO of the company. And my name is Johan Lind. I'm the CEO of Vertisit. Today we published our interim report, which we will deep dive in a bit during this call. We will touch upon the integration of the acquired MDT, which was acquired in July. We will present the financials and discuss things like the background for them. We will also touch upon the Winning Together camp that we performed during the quarter. And by the end of the session, there will be a Q&A. So please use the raise hand function or just write your questions in the Q&A function in Zoom. Yeah. And just to give you a brief overview over the quarter and our view on the report, we are really happy to exceed now 300 million Swedish crowns in ARR. It's a big milestone. And as you see, like the last year, we have grown the ARR 69%. We have been able to integrate the visual art and we, as you know, in Q2, we also took measures to realize synergies. We were guiding towards a margin above 20% and we delivered 22% in the quarter. So really happy about that. The MDT integration is also finished according to plan and on top of that we deliver 15% organic growth the last 12 months. During the quarter the organic growth was a bit softer. 11%, a little bit due to a weak Q2, but we see how the market is really ramping up. So I think we are in a really strong position and we think it's a strong report. As you know, we are a SaaS company delivering in-store experience management platform to leading brands and retailers. And the value we create for our customers is the ability for them to facilitate a better customer journey, orchestrate all ...