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Net Insight
Net Insight (NETI) investor relations material
Net Insight Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Q4 and full year 2025 were challenging, with revenue and profitability below expectations due to FX headwinds, macro uncertainty, weak demand, and longer sales cycles.
Cost reduction and control measures were implemented, resulting in SEK 30 million in annual run rate savings and improved cost discipline.
First commercial order for the 400G media platform was secured in Q4, marking a key milestone.
Strategic focus areas include portfolio enhancement (cloud, unmanaged, new compression tech), sales efficiency, and accelerating time synchronization conversions.
New sales organization and leadership, including a new CEO and CCO, were established in early 2026.
Financial highlights
Q4 revenue: SEK 117 million (down 12% YoY); full year revenue: SEK 521 million (down 14%).
Gross margin: 68.5% in Q4, 67.4% for the year; EBITDA (excl. one-offs): SEK 17.9 million (Q4), SEK 102.2 million (full year).
Operating expenses declined 13% YoY in Q4, reflecting cost reduction program.
Q4 operating earnings: SEK -4.4 million (margin -4%); full year: SEK 8.8 million (margin 2%).
Year-end net cash: SEK 83 million; available liquidity: SEK 168 million.
Outlook and guidance
Short-term revenue expected to be volatile due to timing of orders, especially in time synchronization.
Long-term financial targets remain unchanged, but achieving them by 2027 is now more challenging.
Growth in time synchronization and upselling to existing media customers are key to meeting long-term targets.
Time sync order book decline despite revenue growth
Impact of FPGA purchases on cash flow and risk
Media product gaps and Americas sales challenges
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Next Net Insight earnings date
Q1 202629 Apr, 2026
Net Insight
Next Net Insight earnings date
Q1 202629 Apr, 2026
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Frequently asked questions
Net Insight AB engages in the provision of network and resource optimization solutions. Its products include Nimbra, a platform that enables distribution of media content over IP networks; Nimbra Vision, a media switching system; Nimbra VA, a media playout server; Sye, a solution that provides adaptive bitrate video delivery functionality to OTT video service providers; TeraQ, a cloud orchestration platform; and IP-Guardian. The company also provides resource management solutions for real-time transport services and effective media networking solutions for broadcasters and service providers.
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