Vusion S.A. (VU) Earnings Call Transcripts

Vusion S.A.'s Latest Earnings Call - June 4, 2026

In the fiscal year 2025, Vusion S.A. (VU:FR) reported a remarkable revenue increase of 51% to EUR 1.527 billion, driven by significant growth in the Americas and the successful deployment of its EdgeSense technology at Walmart. Adjusted net income nearly tripled to EUR 157 million, reflecting strong operational execution and a doubling of operating income. Management has guided for 2026 revenue growth of 15% to 20%, with value-added services expected to grow by approximately 40%, indicating continued momentum in their business model.

Reported metrics

Guidance from management

Management expects adjusted revenue growth for 2026 to be between 15% and 20%, with value-added services projected to increase by approximately 40%. They remain confident in achieving their medium-term growth ambitions.

What management said

Well, let's start with your first question. Amazon interested in our solutions. Well, Whole Foods was acquired by Amazon a few years back. And for the time being, they have not initiated any particular modernization that would use our solutions, but we have a great many stores under the Amazon brand, Amazon Fresh. I'll let Philippe speak to that because he's in charge of the Americas. Here, we have several banners.

Well, retailers classify this in different ways. Do you mean theft specifically? Well, we have computer vision systems. And as we deploy them, they do not look at systems or behavior, but they do look at product and execution. So theft is not something that we tackle via computer vision. Not retailers look at the quality of inventory data. Now there is such a thing as product breakage and product wastage because of p...

What analysts pressed on

Analysts raised concerns about the sustainability of major contracts with Walmart and Carrefour after 2027, questioning whether these clients would continue to rely on Vusion's solutions. There were also inquiries about the potential dilution from Walmart's share warrants.

Main topics on the call

• Record Revenue Growth — Vusion achieved a record revenue of EUR 1.527 billion in 2025, a 51% increase year-over-year. Management stated, 'We added EUR 0.5 billion in revenue in a single year, representing 50% growth,' highlighting the accelerat...
• Strong Profitability Improvement — Adjusted net income reached EUR 157 million, nearly tripling from the previous year. The adjusted EBITDA margin improved by 2.3 percentage points to 18.2%, driven by higher gross margins and a favorable product mix.
• Value-Added Services Growth — Value-added services (VAS) revenues doubled to EUR 211 million, constituting 14% of total revenue. Management noted, 'This growth was driven both by nonrecurring revenues and recurring revenues, which reached EUR 83 mill...
• Guidance for 2026 — Management expects adjusted revenue growth of 15% to 20% for 2026, with VAS revenues anticipated to grow by approximately 40%. They stated, 'We are confident in our ability to achieve these 2026 objectives and to deliver...

Read the full Vusion S.A. transcript (June 4, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 14 Vusion S.A. earnings call transcripts on record, spanning April 23, 2020 to July 30, 2026. Based on this history, Vusion S.A. reports semi-annually. The most recent call on file is dated July 30, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

VU

Exchange

ENXTPA

Country

FR

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

14

First call

April 23, 2020

Most recent

July 30, 2026

Reporting cadence

semi-annually