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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Teneo AI
Teneo AI (TENEO) investor relations material
Teneo AI Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary19 Feb, 2026
Executive summary
Q4 2025 was marked by a significant revenue and ARR decline due to a US partner breach, prompting legal action and a strategic review led by JPMorgan and Redeye.
Industry-specific solutions and Teneo 8 with public APIs were launched, enhancing product capabilities and customer integration.
Patent portfolio value increased to 191 MUSD, with more than 50 forward citations, supporting technology leadership.
Renewal agreements secured with key clients and several pilot wins against new market entrants.
Financing was stabilized with SEK 25 million subordinated debt from key shareholders and waived loan covenants.
Financial highlights
Q4 2025 net sales: SEK 18.3 million to SEK 20 million, down 24–31% year-over-year; full year 2025 net sales: SEK 86.2 million, up 2%.
SaaS ARR in constant currency: SEK 62.5 million, down 17% year-over-year; total ARR: SEK 76.6–77 million, down 26%.
Gross margin improved to 85%, up 5 percentage points from Q4 2024.
Adjusted EBITDA for Q4: -6.0 MSEK; full year: -15.8 MSEK.
Cash and bank position at year-end: SEK 17.3–22.3 million, with an additional SEK 5 million collected in early 2026.
Outlook and guidance
Full recovery of lost revenue and ARR is targeted by Q2 2026 through direct customer engagement.
Strong sales pipeline and new customer signings are expected to drive growth.
$20 million ARR target has been postponed due to recent setbacks.
Strategic review may result in a sale, strategic transaction, or continued operation.
Q2 revenue recovery expectation?
Leverage patents against non-citing competitors
Accelerate sales via OEM go-to-market
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Latest events from Teneo AI
- Record SaaS growth, 134% NRR, and 79% gross margin drive global expansion.TENEO
Q2 202423 Jan 2026 - Record 90% SaaS API call growth, 79% margin, and strong ARR highlight enterprise automation.TENEOQ3 202418 Jan 2026
- Record SaaS growth, 87% margin, and 85.7 MSEK cash position drive global expansion.TENEOQ4 202413 Dec 2025
- SaaS revenues up 81%, gross margin at 88%, and NRR at 129% with strong pipeline growth.TENEOQ2 202523 Nov 2025
- 185% SaaS API call revenue growth, 86% gross margin, and doubled pipeline drive expansion.TENEOQ1 202518 Nov 2025
- SaaS growth, 87% margin, and Teneo 8 launch support $20M ARR target.TENEOQ3 202523 Oct 2025
Next Teneo AI earnings date
Q1 202628 Apr, 2026
Teneo AI
Next Teneo AI earnings date
Q1 202628 Apr, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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