Yubico AB (YUBICO) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to Yubico's Q4 2025 report presentation. For the first part of the presentation participants will be in listen only mode. During the questions and answers session participants are able to ask questions by dialing pound key five on their telephone keypad. Now I will hand the conference over to Acting CEO Jared Chong and CFO Snihana Koliva. Please go ahead. Hello, everyone. Thank you for joining for our Q4 2025 presentation. I'm Jared Chong, the acting CEO of Yubico. And with me, I have Sujana Kholivar, who is our chief financial officer. Good morning. We want to cover... few topics here on the agenda a brief quick overview of the company our q4 25 highlights a bit of the financial deeper dive and then i'll provide a set of concluding remarks and we'll have the q a session open to the floor i'll start first with the quick glance of a company We have been in business for 19 years. And one of the things that we are very proud of is our customer base. As you can see, we have over 4,500 business customers and millions of consumers around the world. We are also really proud of being able to grow our business. We have our net sales last 12 months at 2.2 billion SEC. We see a strong, continued growth over a period of time with our CAGR at 30%. We also are growing rapidly. Our ARR, our subscription business, is really growing by adding more value and services around our subscription business. We see that growing very significantly over the last four or five years. And really, I'm really proud of to talk about technology where we protect millions of users around the world with the open standard we created, FIDO open standard, and a lot of you might know it as Passkeys. We are the co-creator of that technology and that standard, and it's really a remarkable standard beca...