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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
BTS Group (BTS) investor relations material
BTS Group ABGSC Investor Days summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.ABGSC Investor Days summary4 Dec, 2025
Company overview and business model
Celebrating 40 years in business with SEK 250 million annual revenue and 1,200 full-time staff, plus 600+ part-time coaches for flexibility.
Operates in 37 offices globally; 50% of business in North America, 20% in Europe, 30% in other markets.
Focuses on people side of change, leadership development, business acumen, and strategy execution.
Offers end-to-end leadership development, assessment, change/transformation, CEO coaching, and scaled coaching.
Differentiated by proprietary simulation platforms, now enhanced with AI, and a flexible licensing model.
Technology and innovation
Recently reinvented simulation platforms with AI, enabling new capabilities and efficiency.
Added multiple AI-driven platforms, including conversational bots and coaching tools.
Achieved $5 million in operating cost reductions through AI efficiency moves; phase two underway.
AI services and platforms grew rapidly, with AI adoption services up 482% and platform bookings up 15x year-over-year.
Seven internal AI teams are being restructured to drive further value creation.
Financial performance and regional trends
Long-term average annual revenue growth of 12% and EBITDA growth of 15%.
Q3 saw profit drop in North America due to a one-time license loss; Europe performed strongly.
North America is undergoing a turnaround, with win rates rising from 20-25% in Q1 to 63-74% in Q3.
Q3 North America bookings flat, but Q4 bookings are well above last year, indicating positive momentum.
No exposure to US public sector; growth seen in defense, healthcare, and biopharma.
North America turnaround: Q4 bookings trend
AI impact on operational staff reduction targets
M&A: Geographical vs. tech acquisition priority
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Frequently asked questions
BTS Group AB provides business strategy consulting services, including strategic planning and development, change management and leadership, business simulation and modeling, service design, sales and marketing optimization, digital transformation, enterprise performance management and process improvement. The Company provides its services to telecom, healthcare, banking, insurance, financial service companies and utilities. BTS Group serves customers worldwide.
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