Nepa AB (publ) (NEPA) Earnings Call Transcripts

Nepa AB (publ)'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Nepa AB reported a notable increase in Annual Recurring Revenue (ARR) bookings, which rose 86.3% year-over-year to SEK 8.6 million, contributing to a total ARR of SEK 135.8 million, reflecting a 13.9% underlying growth. However, total sales bookings decreased by 15.6% due to a softer ad hoc market, primarily impacted by geopolitical uncertainties. Management indicated a rebound in ad hoc bookings in April, suggesting a potential recovery in client spending as macroeconomic conditions stabilize.

Reported metrics

Guidance from management

Management maintained a positive outlook for 2026, focusing on sustaining ARR growth and improving margins through AI-driven efficiencies. They noted a strong rebound in ad hoc bookings in April as a positive sign for future performance.

What management said

Thank you, operator. So we'll read some of the questions that we have received in the chat. So the first one is, can you talk a little about your ARR bookings? Was it primarily brand tracking contracts? Or did it include new CMM contracts as well?

It's a combination of both. I think the basis of our business has always been the brand tracking. So that is normally the grand foundation, but we have seen a good and healthy mix of new CMM deals as well. So that is a good sign.

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical events on client spending and the decline in total sales bookings. There were questions about the sustainability of ARR growth amid economic uncertainties and the effectiveness of cost management strategies.

Main topics on the call

• ARR Growth — Nepa's ARR bookings surged 86.3% year-over-year to SEK 8.6 million, with total ARR reaching SEK 135.8 million, driven by strong subscription growth. CEO Anders Dahl stated, "We do see a continued growth in our recurring ...
• Decline in Total Sales Bookings — Total sales bookings fell by 15.6%, attributed to a weaker ad hoc market influenced by geopolitical events. Dahl noted, "We saw an increased caution from our client base due to the war in the Middle East."
• Cost Management — Operating expenses decreased by 21.1% year-over-year, reflecting successful cost-saving initiatives. Edvard Hagman mentioned, "OpEx is down by 21% when adjusting for this," indicating improved operational efficiency.
• AI Integration — Nepa is advancing its AI capabilities across operations, enhancing efficiency and client offerings. Dahl emphasized, "AI-first is definitely a thing that is moving across our business," highlighting its role in product d...

Read the full Nepa AB (publ) transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 16 Nepa AB (publ) earnings call transcripts on record, spanning August 19, 2022 to May 8, 2026. Based on this history, Nepa AB (publ) reports quarterly. The most recent call on file is dated May 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

NEPA

Exchange

OM

Country

SE

Sector

Communication Services

Industry

Media

Calls on record

16

First call

August 19, 2022

Most recent

May 8, 2026

Reporting cadence

quarterly